Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Customer/Lead Grids - the 'Last Interaction' and 'Next Follow-Up' columns are now hyperlinks, When clicked it will show a pop-up containing details of the previous 'completed' interactions, or future Follow-Ups (pending/overdue interactions).

  • Leads - Added the ability to merge one Lead into another Lead, the source Lead is them marked as deleted.

  • Analytics - Summary of Orders & Invoiced Sales: Calendar Year - Added Orders MTD column.

  • Call Lists - Added financial month, year to date and last year columns to the Customer Call List Data-Grid.

  • Emailing - Deleted leads were still displayed in the new Email customer/lead combo box.

  • Retain last 90 days of Activity Audit (rather than 30 days).

  • Added post code key to site information stats.

...