Rules – Fill information on transactions based on sales reps
Paragon rules are such a brilliant way to save you time, effort and errors while making changes to your data or workflows. This time around, we’ve developed a rule that will automatically fill in required information (such as email and phone number) on new transactions based on information already being managed in sales representatives’ profiles. Don’t forget that the particulars of any rule can be changed to better suit your business needs. Anytime you come up with a new way that our rules can help you and your team out, let us know by emailing [email protected] We would love to be a part of your journey to improve your Paragon experience.
Be on the lookout for some exciting updates!
We know that these ParagonERP updates have been a bit light on new features lately. That’s because over the past few months we have been hard at work getting some big projects off the ground. We have also been adding and training new developers on our team to help increase capacity and allow us to get these new tools ready for you. Some of the things on the way include our Amazon integration, a mobile application for warehouse tasks and EDI integrations, just to name a few. We’ll be sure to keep you in the loop – we can’t wait to unveil these awesome new features.
Here’s are the bugs that were eliminated with this update:
- Improvements for transaction line consolidation
- Enhanced license management