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Headline changes between Version 2.0.45.0 and 2.0.51.0

  • New Flash Notes (Hilight Highlight new promotions etc ) - Theses are shown to Users after they login.

    • If there are multiple Flash Notes then they will show as individual buttons along the top of the home page.

  • New Favorites in the System Defaults and User Settings 'Show/Hide Panels' - If a panel is set to a favorites a Yellow Star will show in the Panel

  • Data-Grids

    • Introduce data-grid scrolling that allows users to scroll down the grid along with/or instead of grid paging.

  • New Territory Enquiry

    • New menu option to show customer/leads on a Google Map, a faster way than having to create a Power Filter.

  • Power Filters

    • New Filters to show customers over a total customer spend of x amount or any customer who has an Individual order/invoice over x amount.

    • New Trading Filters for HAVE Purchased and have NOT purchased by Date range, Product Group 1, Product Group 2, Stock Item and Sales Channel.

    • New Trading Variance Filter based on a percentage variance of up or down sales over a defined period.

  • Analytics

    • New Customer Retention Stats Panel & data-grid

    • New Calls & Visits Profile data-grid showing Calls & Visits by Sales Rep for past x months along with Trading/Lapsed Customer count.

    • My Highlights & Actions -> New panel showing New Customers, Leads, Message and other notifications along with active call lists.

    • New Customer/Leads data-grid (hyperlink from panel above), This lists new Customers/Leads along with a Review/Checked button to remove them from your list.

  • Customer Details

    • Sales Invoice Patterns have now changed from individual year by year to one line per product for the last 24 months including a new drill down to invoice detail.

    • Sales Order Patterns have an additional Order Patterns Grid based on the last 24 months including a new drill down to order detail.

  • Interactions

    • New Successful field, This is shown in the interactions data-grid and calculated over night setting any Visit Interactions as Successful if the customer has ordered with in x days of the interaction due date.

  • Diary

    • If a successful interaction and it exists in the Diary then the diary label type is updated to Success, This uses Type 99 and should be defined in the Diary Labels Table.

  • Notifications

    • Read All button no longer sets direct User to User messages as Read, user has to do this manually to show its not missed.

    • New 'Manager Gets All Customer Related Notifications' setting Managers by default will no longer get Customer related notifications.

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