October 2024

PO Enhancement | Fix Threshold Amount - 10/25/2024

🚀 What's New

What is the improvement?

• BOLD has been improved to send notifications when a threshold amount is met on a PO.

How does this impact you?

1. In BOLD, navigate to a Company Record and select POs.  
2. When creating or editing a PO a user can select Send Notification Email when remaining amount reaches threshold.  
3. When the remaining amount is updated - via billing for an integrated solution - or manually for non-integrated - and is equal to or less than the threshold amount, a notification will be sent to the user(s) listed under Notifications to:. 
4. A notification will be sent each time the amount used is updated and is equal to or less than the threshold amount. 

Company Address Archive Sync - 10/25/2024

🚀 What's New

What is the improvement?

• BOLD has been updated to sync company address status to back office.

How does this impact you?

When a user disables an address in BOLD the address will now be marked as inactive in Back Office as well.  If the address is then re-enabled in BOLD, it will also be marked as active in Back Office.  

If an address was disabled prior to this change and needs to be synced to back office:

1. Navigate to the company | contacts
2. Enable the address
3. Wait for the change to sync to Back Office
4. Disable the address in BOLD