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Sales Dashboard We have enhanced the Sales Dashboard to provide active sales representatives with more relevant information. They will now have access to additional metrics to track their progress toward their goals. This includes comparing revenue, margin amounts, and the number of shipments from this month to the previous month. |
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Customer Statement Customers who receive a Statement in PDF format or through the live document link can now conveniently download their invoice by clicking the Invoice Number. This means you can access your invoices quickly and easily without logging in and navigating to the Front Office. |
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Lumper Receipts: Now Available with Invoices If you want to include Lumper Receipts in your Invoices when sending them to your customers, simply reach out to our support team at support@tai-software.com, and they'll be able to set it up for you. |
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Email Prompting Leverage the capabilities of AI to generate or refine your email drafts with ease. Try it by clicking on "Help Me Write" in the send message modal. |
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We have enhanced the quality of the data we send to Greenscreens, which is helping their customers' algorithms to be smarter. The enriched data provides them with more accurate information, which is helping them to achieve smarter AI. |
