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Headline changes since Version 2.0.54.1

  • Analytics

    • Outstanding Orders -> New Outstanding Sales Orders Chart.

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

  • 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.

  • Power Filters (Including Territory Enquiry)

    • New Customer/Leads Heat Map

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