Version 2.0.59.0
Optimised and sped up adding and editing Interactions
Customer Detailed - Optimised adding new Customer Notes (full page longer refreshes).
Diary - Added the ability to add Interactions directly from the diary page.
Email Status Table, Purge now keeps last 365 days (Before hand it was purging upto 90 days)
Super Admin can now delete Interaction records (Please note theses are not deleted from iPad if synced)
Version 2.0.58.3
Analytics -> New Customer Trading - Added previous week daily sales and last invoice date columns.
Version 2.0.58.2
Customer Details - Notes panel header now displays the total number notes and last note date/time.
Version 2.0.58.1
New Customer Sales Targets and Forecasts Monthly Target & Forecast Column Headers Import Format
The Sales Customer Detailed Target & Forecasts invoice line level GM% was incorrectly being calculated.
Version 2.0.58.0
New Customer and Customer/Product Sales Targets and Forecasts
Interactions -> Dead Customer and Leads are now excluded from the interactions customer combo box.
Leads -> Admin users can now delete Leads that contain Interactions.
Leads -> Excel export lead template worksheet is no longer locked/protected.
Leads -> Excel exports now show cell headers in green if they are compulsory for importing.
Leads -> Import failed to re-import a lead that had previously been deleted.
Analytics -> Customer Profiles fix Javascript AnalyticsUserComboBox error if User combo was not present.
Version 2.0.57.2
Update to Power Filters -> Contact Data View Grid fixing a possible hl2 name already rendered caused by duplicate ContactID key
Fixed an issue where the Reporting DB Accounting_Periods table was being updated with the text of Period1-12 descriptions and not the month from the LanguageTranslation table.
Start backbones for Customer Sales Targets an Forecasts
Version 2.0.57.1
Fix Merge Lead to Customers - It failed to show the Last 'Complete Merge' button if Emailing was not enabled.
Emailing - Super Admin can now delete any emails including failed to send by other TSA Users.
Version 2.0.57.0
New Document Storage - Allows files to be uploaded and stored with in the Customer and Leads
Documents are encrypted before they are uploaded and stored using an AES encryption (Half TSA key and the other half is individually randomly generated key)
Version 2.0.56.3
Analytics -> Outstanding Orders -> SalesOrdersOutstandingLines GridView - Fixed extension with x name already rendered error.
Emailing - Incoming (forwarded) email address and customer contact mactching was case sensitive so did not always match customers.
Start backbones for Rackspace CloudFile Document Storage
Added NuGet openstack.net
Version 2.0.56.2
Customer Grid - Added Previous Trading Status and Previous Turnover Band columns and the date they changed.
Customer Details -> Invoice History -> Added Currency and Local Currency Value columns
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.
Version 2.0.55.0
Territory Enquiry/Power Filters - Added a new option of 'Show as Heat Map' under Map View Settings
Customer & Lead Detail - The 'Expanded' option in Show/Hide/Favorite Panels was being ignored for the Email Panel
Version 2.0.54.1
My Analytics - Customer Profiles - Sales Performance By Category - Calendar Year - Bug Fix, Drill down data was not showing if the Analysis_1 contained a forward slash.
Version 2.0.54.0
My Analytics - Added Product Group 1&2 columns to the Product Sales Performance: Calendar Years and Product Invoice Statistics: Last 12 months data-grids.
Call Lists - Added Customer Main Postcode as a new column to the customers data-grid.
Customer & Lead Detail - Show/Hide/Favorite now enabled for the Customer/Leads - Custom Fields Panels.
Lead Detail - Product Group 1&2 - Not Brought in Last 12 Months has been renamed to Product Group 1&2 - What Similar Customers Purchase.
Admin Menu - 'Show/Hide Panel' renamed to 'Panels - Show/Hide/Favorite'
Version 2.0.53.1
My Analytics - 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)
Version 2.0.53.0
Customerdetail - 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 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.
Version 2.0.52.0
Added Two Factor Authentication (This can be Disabled, Optional or Compulsory)
Added Combo Sequence to the Leads Status Table (Admin -> Lookup Tables)
New Create Leads API - For example this could be executed from the Contact Us part of your WebSite and a Lead is created in Toucan.
New system defaults: Lead API Settings for Sales Rep ID, Lead Status and Lead Source (If set in the API JSON they will overide defaults)
New Lead 'Waiting Approval' process, only pre-defined Users can see newly created Leads with a Status of Waiting Approval. (The system default is all users)
Version 2.0.51.0
New Flash Notes - Theses are usually shown to Users users after they login, if there are multiple notes then as buttons along the top of the home page.
Added an Export and Column Chooser to the Call List Customer Grid.
Under some situations Interaction Stats where not bein re-calculate overnight.
Added internal Toucan Surveys & System Notifications
When deleting a user it now deletes all the user settings data first
Revert User Cache being stored solely with in memory, No noticeable speed increase and retrieval gaps.
User Login now waits for the clear users cache/memory to finish before it continues to the home page.
Emailing - Realign email form buttons so they are further apart from each other.
Temporary revert System.Data.SQLite to 1.0.117
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