Accounts Data Export - We have enhanced the data export function in the following ways:

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1 Accounts Data Export - We have enhanced the data export function in the following ways: a) When exporting accounts, you may now include the telemarketing representative name b) When exporting all machines: i) The machine list will exclude assets not directly associated with customers via the CustomerNbr. ii) The list will return only distinct records. Company View(s) Customer Views - We have enhanced all of the Customer View forms to highlite the customer number field (with green) to make it easier to know when a company is an existing customer. Attachments - We have enhanced the History/Attachments listing to include a description for the Attachment if one was entered by the user when the attachment is created. Asset Listing - We have enhanced the Book/Assets listing to SORT and GROUP the machines by location providing a much easier presentation of machines that are spread across multiple ship to locations. Merging Accounts - When customer accounts are merged, the orders that contain 1 to many delivery jobs are properly associated with the newly merged customer. History We have included s sent for associated Orders & Delivery Jobs to the account view history listing. This provides a clear view of notifications sent by the workflow system for a customer s order. Customer Contract Master View NEW-> We ve created a new Contract Master View form for customers. This new view is very similar to the previously announced Master View. The difference is this new Contract Master View will display assets grouped by the service contract, providing a power tool to support/manage a customer relationship that involves machines under a common contract but are located at different locations.

2 Commissions Commissions Reconciliation 1) We added a Search button to view the Commissionable Orders Detail Report. This is extremely valuable, allowing users to view details and search for orders that may not be present on the reconciliation. 2) We also improved the navigation features when traversing from the reconciliation form to the user lists. This greatly improves the user friendliness and workflow. Commissionable Orders Detail Report We have greatly enhanced this form to provide more details and filtering criteria. 1) Added these new columns to the report: a. Price Level b. Price Level Commission Adjustment percentage c. Is High Value Revenue accumulation indicator d. Is Total Revenue accumulation indicator 2) Added a Return button to return the user to the commission reconciliation form. 3) Modified the report to include recurring commission payments other than the first payment. Delivery Desk Delivery Desk Viewer We added the ability to store a Pending Work Item Type within user preferences so as to simplify and speed up the usage of the delivery desk viewer. This allows users that are responsible for a particular task (ie: Customer Service) to click into the delivery desk and automatically see the items that are relevant to them. Delivery WorkFlow Items We added logic to ensure that the relative assignment and work completion criteria for workflow items are retained when a Proposal is converted into an Order. The specific purpose of this change was that if credit applications were approved at the Proposal level, when the Proposal was converted to an Order, the get Credit Approved workflow item was being marked completed BUT was credited the user creating the Order. Sales Order & Delivery Job Documentation

3 Multi-Business & Branch Specific Documentation Templates NEW-> We have added a feature to the Document Template library that will allow dealers to segregate document templates by Business & Branch. This means that if your dealership has specific document templates (ie: company logo s, lease documents, etc), these documents can be filtered by user security and business and/or branch association. SalesChain previously supported documents for different business entities within the system. However, this change will now filter the list of available documents avoiding the user from having to scroll through a protentially long list of document templates that do not pertain to them. It also further supports dealers that may have competing businesses and/or branches. This feature is easily utilized by associating the Business & Branch with the Document Template Category. * Of course, common document templates (such as site survey s, equipment request forms, etc) may be shared across business units by simply associating them to a document template category that does not have the Business & Branch filtering criteria. Delivery Job Documentation 1) NEW-> We have added a feature to the Order and Delivery Job documentation request form that will allow the user to generate a document package for EVERY DELIVERY JOB ON THE ORDER. This is HUGE for all of our dealers! This simplifies the process for generating document packages for orders that include multiple delivery jobs. 2) We have modified the sort order of the equipment to be delivered on a delivery job so that the display on printed documents matches the order of the equipment on the Order documentation. This modification simplifies the cross referencing of documentation for order auditing purposes. Proposal Numbering We have added the letter P in front of the SalesChain OBD# when generating documents. This feature allows users receiving documents generated by SalesChain, who are downstream within the operations and sales processes to easily disseminate Proposals from Orders.

4 NEW-> We have created a new console that lists all of the messages sent out of the SalesChain system. This new feature provides a history of all s sent out of the SalesChain system by the user and by the workflow system on behalf of a user s action. 1) The console provides a historical view of all s sent along with the ability to resend. Users may view the details of the sent by clicking on the entry. 2) A hot button may be placed on the top of the form for any user, using the Favorites function found within the menu item Menu/User Settings/Favorites. NEW-> We have added a return notification to the user when an sent out of SalesChain fails to send for any reason. This return message will be sent to the associated user following a message send failure. Order Desk Proposal & Order Pricing Catalog Item Details 1) We have added pricing markup details to the catalog entry form. These details include dealer cost, segment bonus adjustments, markup percentage markup, rep cost and more. 2) We removed the limitation of 0 100% for product markup, allowing dealers to enter negative and greater than 100% markup values. 3) Product associations may now be Deactivated. This will allow historical referencing to be preserved. Dashboards & Analytics NEW -> API Call Log We have created a dashboard showing the call activity for API Integrations. This is very useful for admin users to be able to view call activity for systems like EAutomate and vendor partners such as Great America Leasing.

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