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November 11, 2026
  • New GLOBAL report setting: Default to Sold or Delivered on all reports
  • This setting can be changed in the Admin - Division Configuration menu
  • Contact support if you have questions on how to set this up
November 7, 2026
  • Updated trade report
November 1, 2026
  • **NEW** Trade Title Tracking
    • Added a customizable trade title status field
    • Added a trade title processed yes/no field
    • View the trade title status on the Trade Report
  • Products per unit added to Daily Sold report
October 25, 2026
  • Added optional Docusign field to deal form