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 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.
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