New Features
ID | Description | Comments
|
FS-3576 | Investigate CISCO softphone integration for Field Sales | Hyperlinks of phone number will connect to softphone. |
FS-2974 FS-3407 | Ability to flag deals so they are pushed to the top of the ‘Deal’ | Pinned deals are now seen at the top of the deals list to allow easy viewing of highlighted deals. |
| FS-3503 | Order in Manager show the updated List Price, but does not save it | New 'Update Price' button has been added to the Order work item, and can be seen when a Held order contains a product with an updated list price. |
Improvements
ID | Description | Comments
|
FS-3482 | ‘Last Completed Call’ and ‘Next Call’ columns have been added on the Accounts page of the Web Manager site. | |
FS-3380 FS-3382 | New call notes will show the user who took the call and note in the Notes Activity History of Account Details. | |
FS-2835 | Add Copy/Move feature to the Diary Month View | ‘Copy/Move’ button has been added to the Call List in Month View. |
FS-3386 | All levels within a Product Group Structure to be available in an order | Whole product group structure seen in an Order work item, and able to filter by the structure groups. |
FS-3577 | Load calls opened in Order management back to the same page | All calls opened from the Order Management page will reload to the same page once the call is closed. |
FS-3541 | Add ‘List View’ option for ‘Month’ in the Diary | All calls for the month can now be viewed in the ‘List View’ option when in the Monthly calendar of the Diary. |
Bug Fixes
ID | Description | Comments
|
FS-3217 | The keyboard shortcut panel doesn’t display correctly when viewing on a smaller resolution | Keyboard shortcuts now display correctly within its panel on smaller resolutions. |
FS-3488 | Inactive Users seen in the ‘Created For’ dropdown on the Accounts screen | Only active users who have visibility to the selected account will be seen in the ‘Created For’ dropdown on the Account screen. |
FS-3531 | Follow up calls always added to full hour | Previously, when a user created a follow up call, it was added to the hour, even when minutes were entered. Updated so that follow up calls are added to the time specified. |
FS-3585 | Opening call from Order Management page opens the wrong call | Opening a call from Order Management page now opens the correct call. |
FS-3211 | End Date missing when creating a leave or meeting | End Date has been added as an option when creating a leave or meeting entry. |
FS-3621 | Saving Account details will remove address | Previously, when editing of the address field was not enabled for the logged in user and they saved the Account Details page. ‘Address Line 1’ would have been cleared. Fixed so the address is no longer cleared. |
FS-3532 | Error when looking at Order History | The ‘Open’ option has been removed from orders that were imported into Perenso. |
FS-3529 | Referred Order via Deal is no longer working | All Orders that are referred are applied correctly. |