Headline Changes

Owned by Steve Evans
Last updated: Nov 26, 2024
5 min read

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 2.0.54.1 (Summer 2024)

  • Added Two Factor Authentication (This can be Disabled, Optional or Compulsory)

  • New Flash Notes (Highlight new promotions etc ) - Theses are shown to Users after they login.

    • If there are multiple Flash Notes then they will show as individual buttons along the top of the home page.

  • 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 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.

Headline changes between Version 2.0.36.2 and 2.0.44.2 (Spring 2024)

  • Introducing Customer/Lead Deals Feature

  • Analytics -> Customer Profiles

    • Customer Gap Analysis - Last 12 Months Sales By Product Group 1&2 when clicking on a 'value cell' a new pop-up data-grid is displayed showing all products in that Analysis group and the customers monthly sales over the last 12 months.

  • Power Filters

    • The Custom Filters & Territory Management have now been combined into Power Filters

    • New Show in Customer Grid Check-Box option (Decides if filter shows in the Customer Grid Combo Box Power Filters)

  • Item drill down to see individual customer item sales with in:

    • Analytics -> Product Sales Performance: Calendar Years

    • Customer Details -> Product Sales History

    • Stock

  • Interactions

    • New show/hide completed interactions checkbox.

    • The 'Duration' field can now be replaced with an 'End Time' field. (System setting)

    • Now allows Follow-Ups to be created from a previous Follow-Up

    • New provisional Order Value field (optional)

    • When creating a Follow-Up the Address, Contact and Category are now passed and pre-populated.

  • Diary

    • New Public Diary that can be seen across all TSA Users.

    • Added the ability to add Appointments directly into the Diary, Independent to Interactions.

    • Appointments created by Interactions can now have their own label colour assigned.

    • Diary & iCalendar > If the user settings is set to see "All Sales Rep" now by default no Interaction appointments are shown, before hand the user could have been overwhelmed by everyone's interactions.

    • New Admin lookup Tables:

      • Diary Labels

      • Diary Status

  • Misc

    • The term 'Lead' can now be renamed to something different (eg. Prospect)

    • The term Sales Rep can also be renamed to something different. (eg Acc Mgr)

Headline changes between Version 2.0.32.2 and 2.0.36.1 (Autumn/Winter 2023)

  • Leads

    • Added a new include Dead Leads Check-Box, This defaults to un-checked/hide Dead Status Leads.

    • New Lead Postcode search (using ideal-postcodes) when adding a new Lead.

    • Now checks for potential duplicates of existing Customer or Lead when adding a new Lead using a Jaccard distance similarity.

    • New system system to allow Lead Notes to be disabled/hidden.

  • Introducing Call Lists.

    • Create customer interactions from Call Lists.

  • Customer Grid

    • New Customer Grid Multiple Layouts

    • Added additional Daily, Weekly financial sales columns.

    • (Please note you may see changes in existing column grid show/hide selections and need changing back)

  • Analytics

    • Outstanding Orders -> New Outstanding Orders Line Data-Grid.

    • New Customer Trading - Now shows customers with a Trading Status of New rather than customers created in the last six months, also added additional sales columns.

    • New Targets vs Actual Sales data-grid.

  • Customer Details

    • Added a new Sales History Chart for past 24 weeks, New buttons to show Weeks or Months.

    • Product Sales History -> Added Buttons to summarise by Stock Analysis fields.

    • Product Sales History - Added additional financial sales columns.

    • New merging of a Lead (Address,Contacts,Notes,Interactions,Emails) into a Customer.

  • Leads & Custom Filters -> Added Lead Status & Source Filters.

  • Custom Filters & Territory Management

    • new Region Filters: Town, County, Post Code and Country.

  • Interactions

    • New (optional) Interaction Category Field.

    • Due Date grid cell colours are now: No colour for the future, Green=Today, Interactions - Due Date grid cell colours are now: No colour for the future, Green=Today, Yellow=3 days overdue, Red=over 3 days overdue.

  • Notifications

    • System Notifications are now sent to users if a new customer is added or one of their customers Status changes.

  • New Yearly/Month Targets Maintenance (Setup in Administration)

  • New Admin lookup Tables:

    • Interactions Categories.

    • Lead Status

    • Lead Source

    • Call list Status

    • Call List Results

 

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