2023
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      Product Release Update - December 2023

        Estimated Read Time: 3 minutes

       

      1. Best Practice Workflow - Vendor Portal Data Update Request 🧑‍💻

         Take Control

       

       

      For more information, you visit the below configuration guide for this workflow template

      🛠️ Create your own - Vendor Portal Update Request Form

       

      2. Sync Vendors to NetSuite from the Repository 🔁

         Take Control

       

       

      Fore more information, see our 📖 NetSuite Integration Guide

       

      3. Adjustable Card menu slider ↔️

        Restore Visibility                                                                           Take Control

       

       

      Coming Soon 👀

      This update may seem small,  but it paves the way for 2 new features to greatly improve the user experience in Workflow Cards:

      Full Message Threads in Side Menu 💬

       

      Form Scoring in Side Menu 📈

       

       

      We think you'll love 😍

      • Set the Default Dashboard for users within bulk import, allowing you to set (and change) the standard login page for your users en masse!

       

      • Add a whole Custom Tab to a Workflow Form (i.e. without having to add each group, 1-by-1)

       

      • "Publish" Workflow Actions have consolidated to a single button to remove confusion

       

      • An updated "Add New Phase" Configuration screen now allows users to populate more phase details before having to hit ✅ Save

       

      • You can now add previously-removed custom fields back into Workflow Forms