1. 📢 Email Previews & Improved Notifications!

📧 Preview Emails Before Sending

Click Preview Email to see exactly how your message will look before it goes out. No more guessing!

📝 Clear Guide for Placeholders

We’ve added a quick info marker above the Code Description table with simple instructions on using placeholders. Just copy, paste, and send!

🎨 Easier Notification Settings

✅ Tabs now match other settings pages for a cleaner look.

✅ Removed extra text for a simpler layout.

✅ Toggle buttons moved to the TOP of each notification box for quick access.

Enjoy the updates! 🚀

2. 🔍 Average Cost in Pricing Analytics: More Insight, Less Guesswork!

🎉 New Update: Smarter, Transparent Pricing Decisions!

We’ve added a highly requested enhancement to the Pricing Analytics modal — now you can see the Average Cost of a product at a glance. It’s all about making your quoting process easier and more informed!

🚀 What's New?

✅ Average Cost Displayed: You’ll now see a clearly labeled “Average Cost” row above the Pricing History chart.

✅ Real-Time or Last Known: If the product is in stock, we’ll show the live average from inventory. Out of stock? No problem — we’ll use the most recent recorded cost.

✅ Helpful Tooltip: Hover over “Average Cost” to see how it's calculated — no mystery math here!

✅ Smart Error Handling: If there’s no data available, we’ll let you know with a friendly “Unavailable” message.

📌 Where It Applies:

This update is live in the Pricing Analytics modal for all products — in stock or not — to help you quote smarter, faster, and with confidence.

Happy quoting, and keep those margins healthy! 💰📊

3. 📤 Smarter Exports on Accounts Receivable Report!

🚀 What's New?

Exporting just got a major upgrade! No more digging through massive files when you only need a few key items.

✅ Export Only What You Select

Now, when you select specific rows in the Accounts Receivable Report, you’ll see:

🔹 Export Selected (X) – Only download the rows you've hand-picked.

🔹 Export All – Still want everything? That option’s still there too!

✅ Cleaner UI for Emailing Statements

The "Email Statement" button now appears only when you’ve selected data—keeping things tidy and crystal clear.

✅ Works Seamlessly with Filters

Whether you’re narrowing down by customer, date, or region—your export options still behave just the way you'd expect.

Now you get less clutter, more control, and an interface that adapts to you. 🙌

4. 📦 Inventory Upgrade: Location & Model # Now Always in Sight!

🚀 What’s New?

No more losing track of key info while scrolling through inventory! We’ve locked in what matters most:

✅ Sticky Columns for Better Navigation

Now on the Inventory Page, the following columns are always visible, no matter how far you scroll:

• 📍 Location
• 🔢 Model # (previously just “Model” – now clearer than ever!)

✅ Better Visibility on Zoomed-In Views

Whether you're on a sales floor tablet or zoomed in on a small screen, your Location and Model # stay right where you need them — no more guesswork or endless scrolling.

✅ Consistent Naming Across the Board

Model column is now consistently labeled Model #, even in export files (CSV, Excel, PDF) – so what you see is what you get.

📲 Built for the field. Optimized for efficiency.

5. 🔒 Brand-Specific Protection Plans: Personalized, Streamlined & Smart!

🎉 New Update: Protection Plans That Match the Brand!

You can now link protection plans directly to appliance brands! This means more tailored offers, fewer mix-ups, and way easier plan management. 🙌

🚀 What’s New?

✅ Brand Dropdown: When adding or editing a protection plan, just pick the brand(s) it applies to — right below the Appliance Type field.

✅ Brand Filter on Main Page: Quickly sort and find protection plans by brand. Need to update all Whirlpool plans? Done in a flash.

✅ Expanded Plan Info: Click into a plan and you’ll see a list of all the brands it’s tied to — no more second guessing.

📌 Where It Applies:

This update is live across the Protection Plans workflow — from creation to browsing — for all your brand-savvy needs.

Make it personal, make it accurate, and keep those customers smiling. 😄📦✨

Happy planning!