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March 2024 Release Announcement
March 2024 Release Announcement

Check Out the Latest Updates in Surefront

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Written by Joy Bricker
Updated over 8 months ago

Last Night's Release

We released an update last night. Please see below for an overview of what's changing. We hope this enhances your experience on Surefront. Please feel free to contact us with any questions or comments via email or chat.

PIM - Product Information Management

FILTER DROPDOWNS

Fields formatted as a dropdown list will now show the available options when filtering using the "is" command.

PLM - Product Lifecyle Management / CRM - Customer Relations Management

FILTER IN PROJECTS, QUOTES & ORDERS

A new filter option has been added to Projects, Quotes and Orders.

To Add a Filter: #1 Click Add Filter, #2 select your field, #3 select is or contains, enter your search, #4 click Add. Repeat steps 2-4 to add additional filters or #5 click Apply when finished.

To Remove a Filter: Click the X next to the field. Repeat until all fields have been deselected. Click Apply.


STATUS ADDED TO PROJECT, QUOTES AND ORDERS SUMMARY VIEW

In the summary view of projects, quotes and orders you can view the folder status.

TOTAL ORDER PRICE SUMMARY

Total Order Price, Total Order Landed Cost and Total Order Margin has been added to the summary view for each individual order.

Bug Fixes

The below bugs have been fixed. We appreciate your patience while we resolved.


PLM - Product Lifecyle Management

  • Private fields are no longer visible on standard Tech Pack PDF downloads.

  • You can bulk edit quantities in Projects, Quotes and Orders.

System Updates

  • When a system update occurs, please refresh your browser by clicking all at once (Ctrl Shift R) for Windows or (Command Shift R) for Mac computers.

  • If your browser has trouble loading Surefront, check first for updates to your browser. If you still experience issues, try another browser such as Chrome or Firefox.

We hope that this update will help supercharge your Surefront capabilities and that you will love it as much as we do. Please don't hesitate to reach out with any questions.



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