We’ve enhanced CRM crop cards to provide deeper visibility and more streamlined control over your crop data. This update introduces full support for tracking variety, crop year, and quantity remaining, alongside a new archiving option.
By capturing these critical details, your team can now build a comprehensive historical record of customer crop activity, allowing for more insightful planning and stronger long-term relationships. These improvements, combined with a refreshed, intuitive interface, help your team stay organized and informed.
You can now get a quick, clear overview of your contract and settlement activity directly in the portal. Similar to existing ticket summaries, these new views automatically update based on the filters you apply. You can easily view key totals—including total quantities contracted, delivered, cancelled, and remaining—as well as your pricing information.
This gives you a faster, more convenient way to track your contract and settlement status and stay up to date on your grain activity.
Your team can now access more customer information directly from the CRM customer detail page.
New CRM tabs make it easier to view related invoices, eSign documents, and quotes without jumping into a separate customer view. This gives staff a more complete picture of customer activity in one place, helping them answer questions faster, reduce clicks, and move follow-up forward more efficiently.
If your team is using CRM, ask your CSM how to start taking advantage of the updated customer detail experience.
If your team works from specific customer segments, assigned territories, locations, or follow-up lists, sticky filters can help reduce repeated setup work.
Sticky filters are now available on the CRM customer list, allowing selected filters to remain in place as users work. This makes it easier for teams to stay focused on the customers and views that matter most without rebuilding the same list again and again.
Ask your CSM how sticky filters can support your team’s daily CRM workflow.
