CPI New Release Features: 10/20/26

CPI New Release Features: 10/20/26

Created for CPI. The new features in the October 2026 Noetics release: why each one was built, how to set it up, and how it works day to day. Something not working the way you expected? Tell us. Open a help desk ticket and our team will look into it.

Private Course

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Responsible	Mark Spears
Last Update	10/19/2026
Completion Time	8 hours 35 minutes
Members	20

Course
Reviews

Release 10/20/26

Start here

1Lessons · 3 min
- Start here: how to use this course
  
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Chapter 1: Customer picker on quotes

3Lessons · 20 min
- Customer picker on quotes: interactive walkthrough
  
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- Customer picker on quotes: written steps
  
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- Customer picker on quotes: printable PDF
  
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Chapter 2: Lease quotes and overrides

4Lessons · 46 min
- Lease quotes and overrides: interactive walkthrough
  
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- Lease quotes and overrides: written steps
  
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- Lease quotes and overrides: printable PDF
  
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- Lease quotes and overrides: quiz
  
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Chapter 3: Credit approval and lease signing

3Lessons · 28 min
- Credit approval and lease signing: interactive walkthrough
  
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- Credit approval and lease signing: written steps
  
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- Credit approval and lease signing: printable PDF
  
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Chapter 4: Lease access and funding invoices

4Lessons · 21 min
- Lease access and funding invoices: interactive walkthrough
  
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- Lease access and funding invoices: written steps
  
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- Lease access and funding invoices: printable PDF
  
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- Lease access and funding invoices: quiz
  
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Chapter 5: GreatAmerica Bank updates

4Lessons · 40 min
- GreatAmerica Bank updates: interactive walkthrough
  
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- GreatAmerica Bank updates: written steps
  
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- GreatAmerica Bank updates: printable PDF
  
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- GreatAmerica Bank updates: quiz
  
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Chapter 6: Prepaid copy-based contracts

4Lessons · 53 min
- Prepaid copy-based contracts: interactive walkthrough
  
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- Prepaid copy-based contracts: written steps
  
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- Prepaid copy-based contracts: printable PDF
  
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- Prepaid copy-based contracts: quiz
  
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Chapter 7: Contracts from the order and machines at delivery

4Lessons · 28 min
- Contracts from the order and machines at delivery: interactive walkthrough
  
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- Contracts from the order and machines at delivery: written steps
  
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- Contracts from the order and machines at delivery: printable PDF
  
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- Contracts from the order and machines at delivery: quiz
  
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Chapter 8: Ended contracts move to your billable Bill Code

4Lessons · 34 min
- Ended contracts move to your billable Bill Code: interactive walkthrough
  
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- Ended contracts move to your billable Bill Code: written steps
  
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- Ended contracts move to your billable Bill Code: printable PDF
  
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- Ended contracts move to your billable Bill Code: quiz
  
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Chapter 9: Contract invoices and card payments

3Lessons · 33 min
- Contract invoices and card payments: interactive walkthrough
  
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- Contract invoices and card payments: written steps
  
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- Contract invoices and card payments: printable PDF
  
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Chapter 10: Pre-install survey

4Lessons · 28 min
- Pre-install survey: interactive walkthrough
  
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- Pre-install survey: written steps
  
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- Pre-install survey: printable PDF
  
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- Pre-install survey: quiz
  
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Chapter 11: Check-ins: final meters and competitive units

4Lessons · 26 min
- Check-ins: final meters and competitive units: interactive walkthrough
  
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- Check-ins: final meters and competitive units: written steps
  
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- Check-ins: final meters and competitive units: printable PDF
  
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- Check-ins: final meters and competitive units: quiz
  
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Chapter 12: Field service, supplies and delivery

4Lessons · 53 min
- Field service, supplies and delivery: interactive walkthrough
  
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- Field service, supplies and delivery: written steps
  
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- Field service, supplies and delivery: printable PDF
  
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- Field service, supplies and delivery: quiz
  
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Chapter 13: Commission achievements

4Lessons · 22 min
- Commission achievements: interactive walkthrough
  
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- Commission achievements: written steps
  
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- Commission achievements: printable PDF
  
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- Commission achievements: quiz
  
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Chapter 14: Customers and users

4Lessons · 34 min
- Customers and users: interactive walkthrough
  
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- Customers and users: written steps
  
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- Customers and users: printable PDF
  
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- Customers and users: quiz
  
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Chapter 15: Help desk rating message

4Lessons · 21 min
- Help desk rating message: interactive walkthrough
  
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- Help desk rating message: written steps
  
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- Help desk rating message: printable PDF
  
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- Help desk rating message: quiz
  
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Chapter 16: Faster Analytic Dashboard

3Lessons · 26 min
- Faster Analytic Dashboard: interactive walkthrough
  
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- Faster Analytic Dashboard: written steps
  
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- Faster Analytic Dashboard: printable PDF
  
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