Headline changes since Version 2.0.54.1
Document Storage
New Document Storage allowing files to be uploaded and stored with in the Customer and Leads
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
Headline changes between Version 2.0.45.0 and 2.0.
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54.
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1 (Summer 2024)
Added Two Factor Authentication (This can be Disabled, Optional or Compulsory)
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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
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.
My Highlights & Actions > Added a new 'Customers have ordered in last 10 months but there are no future Interaction Follow-Ups' clicking the hyperlink will take you to theses customers. (New system setting of 'customer_orders_no_followup_months' and defaults to 10 months)
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.
Added a new Product Group 1 & 2 Monthly Sales Panels:
Two new data-grids one for Product Group 1 and another for Product Group 2
Shows the last 24 months invoiced sales plus past 12 months totals
Sales are highlighted as green cells so its easy to pick out gaps and sales trends.
The Product Group 1 is highlighted green/grey if the Customers Preferences are set.
Drill down to individual invoice lines showing Product, Invoice Number, Order Number, Qty and Invoice Amount.
Drill down to individual products and their past 12 24 monthly invoice sales.
The individual products also include the company best sellers and the rankings even if the specific customer has not purchased them.
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.
Leads
Create new lead API - For example this could be called from your own web sites Contact Us form and create a new lead instantly in Toucan Sales Analytics.
New Lead 'Waiting Approval' process.
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.
Data-Grids
Introduce data-grid scrolling that allows users to scroll down the grid along with/or instead of grid paging.
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