Improved
- Group changes on trends. See how each group of customers changed in a sortable table, and open any group to look closer.
Finance Retention · Workspace - Book value changes. The trends dashboard shows the value added by agreements that started and the value lost by agreements that ended.
Finance Retention · Workspace - Trends charts. Show trends as a line chart, grouped by the field you choose.
Finance Retention · Workspace - Agreement end filters. Agreement end dates in your filters now include the year and are listed in date order.
Finance Retention · Workspace - Audit history. Each change in a record's audit history is easier to read and says how it was made, such as by an import.
All products · Workspace
Fixed
- Vehicle valuations are now added to a vehicle's valuation history instead of replacing the latest one.
Finance Retention · Workspace - Links to a trends group now open the trends dashboard on that group.
Finance Retention · Workspace