Release Notes

V3.9

seedtrakr V3.9 (December 2020)

Sales & CRM

  • Manage all your contacts for a customer account in the new Contacts tab on the customer details screen (New Feature)

  • Keep up on your customers statuses with the new customer status option. Assign statuses such as prospects, priority, at risk or customer (New Feature)

  • Customer engagement is a key part of your business so keep up with how you interacted (site visit, phone call, email, etc) with your customers and if you need to follow up with them and when. (New Feature)


Inventory & VBI

  • Easily deactivate multiple empty storage locations or inventory lots at once with the Bulk Clean Up feature (New Feature)

  • Warning if a purchase order exists when receiving inventory into a lot (New Feature)

  • Quickly view storage location comments in the VBI tooltip with the Show bin comments on VBI tooltip setting. When enabled the most recent comment on storage locations will appear on their tooltip in the VBI. (New Feature)

Reports

  • External Sales Outstanding Service Details

  • External Sales Outstanding Retail Product Details

  • Outstanding Retail Product Details

  • Outstanding Retail Product Summary

  • Outstanding Retail Product Summary (accessible by external sales users)

  • Outstanding Service Summary (accessible by external sales users)