Managing your projects and opportunities just got easier! This month, we explain the new advanced filtering options that help you focus on what matters most. These new filters provide greater flexibility and make it easier to view key details—boosting efficiency and streamlining your workflow.
We are bringing automation, accuracy, and security to the forefront with this month’s updates. Automated Activity Status updates save time by automatically assigning statuses based on the Activity Type when marked complete. This reduces manual work and ensures consistent tracking, streamlining workflows and improving productivity. Additionally, administrators can now enforce up to three mandatory fields for project entries, ensuring critical details are captured and improving data accuracy. These enhancements simplify operations while enhancing data integrity for better reporting and decision-making.
Security updates provide more control and protection for your system. New document access controls limit visibility and editing rights for specific Document Types based on department, safeguarding sensitive information. Enhanced authentication settings, including sign-in restrictions, lockout durations, and session timeouts, add further protection against unauthorized access. By combining automation and robust security features, these updates empower you to work more efficiently and confidently while safeguarding your organization’s valuable data.
Productivity Enhancements
This month’s updates are designed to save you time, simplify workflows, and enhance communication. Automatic Column Totals eliminate the need for external spreadsheets by providing instant, real-time calculations directly in Data Managers. Whether you are tracking open orders or monthly sales, this feature streamlines reporting and supports more informed, data-driven decisions. Meanwhile, the Advanced Search tool allows you to build and save complex, multi-field searches, making it easier to find key metrics and generate custom reports. With up to 30 search criteria and tailored targeting options, it ensures you always have quick access to the data you need.
Enhanced communication features now enable personalized email settings, including customizable signature blocks, for a more professional touch. HTML email templates let you create polished messages with tables, images, and links, perfect for appointment reminders or updates. These templates, combined with integrated personalization, help you connect with clients more effectively while saving time. Together, these enhancements deliver greater efficiency, better decision-making, and a seamless user experience.
Roll-A-Shade Successfully Transitions to Results 2024
Since 2013, this leading commercial window treatment manufacturing and installation company has used the Results legacy “Results Classic” system to manage back-office and field service operations. We are thrilled to announce the completion of the conversion of Roll-A-Shade’s large workforce and complex processes, as they have officially moved from Results Classic to the latest Results 2024 cloud solution while leveraging its unique option to deploy it on their Private Cloud! They are already experiencing operational improvements with Results’ newest, most powerful, cloud-based solution for enhanced efficiency, visibility, and overall business performance. Roll-A-Shade has been so pleased with our forward-thinking approach and dedication to providing the best possible client experience that they have worked with us to create a detailed case study, highlighting their journey. This milestone marks another chapter in Results’ story of innovation and success, and we think it will signal to other Results Classic users that it is time to take a close look at how moving to Results 2024 could enhance operations.
If you still use Results Classic, contact us today to learn how moving to Results 2024 can enhance your operations!
Our Results Newsletter highlighted the recently released features and previewed features that our development team will release soon. Click here to read the full Newsletter and learn more about the exciting things the Results Development Team has underway!
Full Client Newsletter: https://mailchi.mp/fcbd16806699/news-you-can-use-results-client-newsletter
Reston, VA – Results Software, an award-winning CRM, Project, Business, and Field Service Management solution provider, today announced it has partnered with Avalara, a leading provider of tax compliance automation software for businesses of all sizes.
Results is now part of Avalara’s “Certified for AvaTax” program, which features integrations that perform at the highest level, providing the best possible customer experience. As a result of this partnership, Results clients can now choose Avalara’s AvaTax to deliver sales tax calculations within Results — in real time.
Simple yet powerful, this new integration streamlines and improves sales tax calculation accuracy in Results Estimates, Sales Orders, and Invoices. Results users who ship from and to multiple locations can now validate addresses to calculate complex tax scenarios and ensure compliance with automated filings. The deep behind-the-scenes integration automatically identifies item-level taxable amounts and exemptions in the U.S. and internationally. System administrators have the flexibility to determine the number and type of calls to AvaTax on a granular level. In addition, the Audit Log provides a detailed list of the various interactions between Results and AvaTax.
Results Founder and CEO Sam Saab emphasized, “We’re excited to partner with Avalara to provide our clients with an automated way to accurately calculate and file sales tax. Results clients gain significant value and efficiency with an integration that has a simple interface with comprehensive controls.”
“We’re excited to partner with Avalara to provide our clients with an automated way to accurately calculate and file sales tax. Results clients gain significant value and efficiency with an integration that has a simple interface with comprehensive controls”
Sam Saab
Randy Johnston, Results’ Co-Founder and CTO added, “Sales tax is difficult to get right. I’m pleased the Results team has built one of the best Avalara integrations to date. This will certainly help Results and QuickBooks users alike.”
Meg Higgins, Senior Vice President of Global Partners at Avalara said, “Results Software understands the needs of its clients, and their integration offering reduces complexity for their clients in many ways. We understand that digitization of business processes is not an option, it is essential; we are proud to offer fast, accurate, and easy tax compliance solutions to our shared customers.” Results is now an Avalara Certified partner. Certified partners pass a series of criteria developed by Avalara to ensure the connector’s performance and reliability, thereby helping mutual customers benefit from a seamless experience with Avalara’s tax compliance solutions.
Results Software empowers organizations with streamlined operations, heightened efficiency, and enhanced performance with award-winning CRM, Project, Business, and Field Service Management solutions.
With our renowned software and services, we proudly contribute to the success of businesses, regardless of their scale, by providing award-winning tools that foster excellence in our all-digital, work-anywhere world.
From the initial contact to ongoing customer care, we stand unwaveringly committed to our clients and our partners. Our dedication encompasses every step of your experience – from updated releases to ensuring the utmost quality in your experience. Learn more about Results Software.
Avalara makes tax compliance faster, easier, more accurate, and more reliable for 30,000+ business and government customers in over 90 countries. Tax compliance automation software solutions from Avalara leverage 1,200+ signed partner integrations across leading ecommerce, ERP, and other billing systems to power tax calculations, document management, tax return filing, and tax content access. Visit avalara.com to improve your compliance journey.
