Features and Enhancements for the latest release of Web Connect Sales Process: Leads Tracking and Management The new Leads Tracking and Management feature provides a way for sales staff to create a “potential” Prospect without possibly prematurely creating a P21 Prospect. Users can quickly add a […]
The Data Explorer in Web Connect allows you the ultimate in flexibility and complete control over creating custom views of your P21 data or any other data source you may have. For each data connector you create, you can immediately visualize the results in data […]
June 2016 Release Opportunities: Enhanced the Opportunity Details screen to show the Type, Status Stage and Step description when a user selects an option from the associated dropdown lists. Created a new “Opportunity Forecast” screen that charts opportunities based on either the Anticipated Close Date […]
Over the past several months we have released a number of new features and enhancements including: Ship-To Listing Contract Order Forms Extended Order Details Quick Quotes Enhanced Customer Details New visual indicators such as backorders, specials and directs for Order Listings New User Permissions relating […]
Features: • Activity/Metrics Dashboard • Quote Lookup/History • Order Lookup/History • Invoice Lookup/History • Quick Orders • Remote Order • Item Lookup • Order Detail • Invoice Detail • Aging • Item Detail • Shipments/Proof of Delivery • Purchase History • Unlimited Customer User Accounts • Customer Admin can set up other customer user accounts
The latest release of Web Connect includes a new, more powerful version of the Item Details screen under the Inventory menu option. The ultimate goal of the Web Connect Item Details screen is to provide the kinds of information that P21 users expect to find […]
The Item Sales History system in Web Connect has been completely re-written. The new view borrows heavily from the P21 Item Summary and is available in several places throughout the application including: Under the Invoices Menu – Item Sales History (the most powerful version) In […]
The latest version of the Web Connect system includes an updated version of the Sales Analysis tool. The Sales Analysis view is designed to allow the user to extract sales data in a variety of ways in order to see patterns and changes in sales. […]
If you’re like most P21 shops you likely have a number of different methods for creating reports and even more ways you distribute those reports. No matter how many reports you build there are always new requests for different views of the same data. New […]
Web Connect has experienced significant growth over the past few years and we now have hundreds and hundreds of users doing more with P21 by using Web Connect, As a result, recently we have: Added even more development resources Added numerous features to an already-rich […]