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Users can clone line items in the order creation step.

Renewal Tracking

After working with Operations, Finance, and Sales, we are now tracking renewals in Tableau by utilizing the “Renewal” billing type in Orders.

A few other things we released for Orders…

  • For Email Template orders, the Template Layout question is now blank to start so users must select a template number.

  • Updated SEO terms and conditions were added to the order submission process.

  • Across the Order submission path, we have unique URLs.

  • Internal Only: Users Admin users are now able to select "Monthly MGMT Fee ONLY" for the billing tab in a line item when the product is set up within a hierarchy to have the billing type "Monthly MGMT Fee ONLY".

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🗂️ Admin

A few other things we released for Admin…

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