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Vendor Portal Release Notes

New Features and Important Updates

November 2024 Release

Released November 06, 2024

Our latest release is here to simplify your vendor management! You can now customize the visibility of pricing details on PO reports, efficiently map vendors to specific locations, and ensure tighter control over vendor-related decisions with a new approval process for Vendor Crews. Plus, we've refined the user interface for a smoother experience. Explore our release notes for a full list of features and bug fixes.

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October 2024 Release

Released October 01, 2024

Experience enhanced Vendor Management with timely Email notifications. Builder Managers will now receive updates on the status of their vendor approval requests, keeping you informed every step of the way. Additionally, we've addressed several bugs to ensure a smoother workflow. Explore the release notes for more details!

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September 2024 Release

Released September 16, 2024

Ready to simplify your vendor approval process? Our latest update lets you add locations and crews directly during vendor creation or for existing vendors. Plus, we've squashed a bunch of bugs to make your workflow smoother than ever. Check out our release notes for all the details.

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August 2024 Release

Released August 01, 2024

We've implemented several enhancements to improve your user experience and strengthen system security. The vendor import process has been streamlined with improved templates and clearer import results. Additionally, we've enhanced data filtering capabilities for PO Access Logs and Manage Vendor Users. To safeguard your data, we've addressed security vulnerabilities identified by SonarQube and Snyk. Check out the release notes for all the details.

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July 2024 Release

Released July 10, 2024

We're excited to announce significant enhancements designed to optimize vendor management for our Admin users. Our latest update simplifies vendor onboarding with import/export functions and a downloadable template, while fortifying security with Snyk and SonarQube fixes and addressing general bugs for a smoother workflow. For a complete overview, explore the detailed release notes.

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June 2024 Release

Released June 13, 2024

We're excited to announce significant enhancements designed to optimize your Job and Schedule management experience. Improved Vendor selection allows you to locate Vendors quickly by searching their address in the dropdown menu. Enhanced Schedule organization lets you focus on active tasks by Hiding Completed ones from the Job Schedules page. View Job Documents is now available as well in all three views. Finally, mobile app users benefit from the new search function for Job Schedules, allowing you to find them by Date, Community, Job Number, Address, or Task Name.

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May 2024 Release

Released May 15, 2024

Weekly planning just got easier! This update brings a powerful search bar to the Weekly Schedules page, letting you find specific schedules in seconds. Plus, the Job Schedules page is now mobile-friendly for on-the-go access to your information. We've also squashed a variety of bugs to ensure a smoother workflow. Dive deeper into the release notes for all the details!

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April 2024 Release

Released April 02, 2024

Our latest update brings forth the new Weekly Schedules page, tailored to offer Vendors and Builders detailed insights into forthcoming tasks for the next 7 days. The integration of Trade Logic ensures accurate task alignment with Vendor Assignments in the Purchasing site. Additionally, users can now conveniently view documents on the Job Schedules page without the need for automatic downloads.

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March 2024 Release

Released March 11, 2024

In our recent update, we've fine-tuned the Job Schedules page for a better user experience. Alignment issues in the table are resolved, and the View By dropdown is enhanced for better usability. When viewing schedules by Task, we've improved sorting by task, date, and community in ascending order. Additionally, dates in the table now maintain a consistent format, providing clarity and ease of use for our users.

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February 2024 Release

Released February 12, 2024

In our most recent update, we've implemented subtle enhancements to our Job Schedules page. Now, when viewing Schedules by Task or by Schedule Date, Address Line 1 is conveniently appended next to the Job number. In addition to searching Schedules using Job Number or Task Name, users can expand their options by searching based on Community or Dates, providing a broader range of choices for querying schedules.

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January 2024 Release

Released January 12, 2024

In this latest release, we've relocated Job Schedules to a new page, for easy maintenance and mobile optimization. The PO display on the Job Schedules page now links directly to Building Phases from Purchasing, ensuring that POs for any Building Phase are exclusively displayed on a single Scheduling Task. Additionally, we're excited to introduce Site Announcements in our system. Users will now receive prompts for new releases, enhancing communication and keeping everyone informed about the latest updates.

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December 2023 Release

Released December 21, 2023

In this release, we've integrated Trade logic from the Purchasing module, introduced a unified PO Report format derived from Sales, implemented detailed PO Access logs, and refined the interface for viewing Job Documents. Moreover, you now have the convenience of viewing multiple Purchase Orders simultaneously in the Dashboard, providing you with enhanced control and efficiency in your transaction management.

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November 2023 Release

Released November 06, 2023

In this release, we've introduced several improvements to our Manage Users page to assist administrators. Now, administrators have access to each user's Recent Login Details, offering valuable insights. Additionally, administrators can conveniently resend email verifications when necessary. Our Vendor Dashboard underwent refinements for a more user-friendly experience: when users are assigned only one vendor, the vendor list discreetly hides itself, making the interface simpler. Furthermore, users gain the ability to easily search for Lot Addresses within the Job Schedules section directly on the Vendor Dashboard.

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October 2023 Release

Released October 04, 2023

In this release, we've refined the Vendor Dashboard interface, offering users improved filtering options. Now, users can conveniently filter vendors by name or vendor address, enhancing search capabilities. Additionally, both Vendor Address and Lot Address are now prominently displayed within the dashboard for quick reference. Moreover, within the Job Schedules widget, users can efficiently search using either Job Number or Task Number, streamlining the search process for enhanced usability.

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