TABLE OF CONTENTS
- Description
- Key Enhancements
1. Description
We are pleased to introduce a new feature in the RFQ Analysis module that allows users to configure a default analysis view at the customer level. This enhancement enables users to set default columns for RFQ analysis, incorporating both standard worksheet fields and additional data from RFQ headers and analytics settings.
2. Key Enhancements
| Feature | Details |
|---|---|
| Custom Default Analysis View | Users can now establish a default analysis view, including key RFQ columns such as "Converted Quantity" and "Previous Quoted Price." This view is set at the customer level and applies automatically to all RFQ analysis pages. |
| Flexibility in Column Selection | Users have the flexibility to customize their default view by selecting and organizing specific columns to meet their needs. Columns can be reordered and arranged as desired, for example, placing "Previous Quoted Price," "Price," and "Amount" in a preferred sequence. |
| Improved Download Experience | Analysis data can now be downloaded with custom fields included, ensuring that reports reflect the chosen view. Any changes made to the analysis view, such as adding or removing columns, will be preserved in the downloaded data. |
| User-Friendly Save Functionality | Users can easily adjust and save their customized default view directly at the transaction level, providing a more personalized analysis experience for each RFQ. |
Note:-Currently, the setup for this feature will be handled through the Tech Support. If you require any changes to the default analysis view configuration, please contact our support team at support@aerchain.io for assistance.
Screenshots:-
This feature is designed to provide greater flexibility and control over RFQ analysis, allowing users to tailor default views according to their unique requirements. By enabling customized analysis, this enhancement makes it easier to interpret data quickly and take informed action, leading to more efficient decision-making.
For any further questions or feedback, don’t hesitate to reach out to us at support@aerchain.io. We’re here to help!