New Features
ID | Description | Comments
|
FS-3162 FS-3173 | Add the ability to change the colour of calls in the Diary based on Call Type | New setting added to allocate colour to a Call Type. |
FS-3143 | Now able to Copy/Move all Store Check work items to other Date Sets. | |
FS-3466 FS-3471 | Create a Calculated Discount column to be available within the Order screen | A new column is available for the Order work item that will automatically calculate the discount of the deal in percentages. |
Improvements
ID | Description | Comments
|
FS-3089 | Allow fields set in an ‘Account Field Update’ To Do item to have visibility sets | Able to limit visibility of an Account Field Update To Do item based on Account Visibility rules. |
FS-2654 | Set a date range on the work items to determine the visibility of the Work Item | Previously, only the Order work item had a configurable expiry date. |
FS-1517 | Improvements made to the Account Merge page to make it easier and clearer to use. | |
FS-3099 | Order Send date to be added as a search option | You are now able to filter the Order Management page by Sent Date. |
Bug Fixes
ID | Description | Comments
|
FS-3182 | Cloning of Store Check work items needs to be updated to take into account the new To Do items | Error message would be seen when a Survey Question did not have ‘Answer Options’.
|
FS-3183 | Error message appears when removing a survey question that is linked to a group | Now, able to successfully delete Store Check to do items without error. |
FS-3369 | Product Set defaults to ‘not active’ when using ‘Base this Deal on’ | Products Set ‘Active’ status, ‘Allow Choice of Eligible Discount Levels in Order’ and ‘Exclude from deal calculations’ setting is now successfully copied when using the ‘Base this Deal’ on’ functionality. |
FS-3355 | Error message in the Order Management screen | Error due to widget not being destroyed prior to initialisation. Error no longer seen. |
FS-3342 | Account Import does not take into account the Structure Levels when the ‘Create New’ is disabled for the field | Able to successfully complete import with ‘Create New’ feature enabled and disabled when importing accounts with Structure levels. |
FS-3181 | Performance issue with Deal screen when a deal contains a large amount of Product Sets | The ‘Products/Triggers/Discounts’ page has been updated and now will load error free for all browsers. |
FS-3425 | New Account imports not updating visible users | User Visibility for Accounts are updated correctly even when User visibility settings are based only on Account Type. |