Reedge version 2.26 adds new functionality to the invoicing and lead modules, alongside various other optimizations to the Reedge platform.
Invoices
- Introduced a configurable multi-step audit workflow for all invoice types. The approval flow can be configured from the Administrator Dashboard, providing greater flexibility and control over invoice validation.
Leads
- You can now record an estimated weight directly on a lead, allowing important volume information to be captured earlier in the sales process.
- Rejected leads can now be reopened, making it easier to continue discussions or resume opportunities when circumstances change.
Assignment creation
- Weight details can now be entered while creating an assignment, reducing the need for follow-up edits and improving workflow efficiency.
Optimizations
- Refactored the synchronization process between users and Rolodex company contact persons, resulting in improved performance and reliability.
- Implemented back-end improvements to the Reedge messaging functionality to support the upcoming Customer Portal functionality and future platform enhancements.
Bug fixes
- Resolved an issue where the Volume and Preferred Move Date fields on a lead were not transferred to the assignment when it was created.
- Fixed an issue affecting survey task planning when using Move4U's SurveyPro application, ensuring planning now functions consistently.
- Resolved an issue where adding multiple conditions to a to-do item would only save the last condition. All added conditions are now saved as expected.
