System Updates
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
- MTD report now defaults to delivered
- Added optional docusign field to deal form
August 16, 2026
- Added title tracking number and trade title received fields