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Version 2.0.56.1

  • Analytics -> Outstanding Orders -> New Outstanding Sales Orders Chart.

  • Analytics -> Outstanding Orders -> New Forward Sales Orders by Month By Customer Datagrid.

  • Customer Details -> Forward Product Sales Orders: Was incorrectly using order line Required Date not Estimate Date (Changed rtForwardSalesOrders.sql)

Version 2.0.56.0

  • Customer/Lead Grids - the 'Last Interaction' and 'Next Folllow-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.

  • Call Lists - Maximum customers per Call List has been increased from 500 to 5000.

  • Call Lists - Any user can now deleted un-started Call Lists, Previously this was only Admin users.

  • 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.

  • Place TryExcept around GetCustomerChunk() to help identify failed customer imports relating to data field conversion.

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