New Features
ID | Description | Comments
|
FS-2974 FS-3402 | Ability to flag deals so they are pushed to the top of the Deal | ‘Pinned’ option has been added to Deal Details to allow users to pin desired deals to the top of the Deals list in an Order. |
FS-3408 | Allow users to see number of held orders from the main Field Sales dashboard screen | A new menu item has been added to the Dashboard that will show the number of held orders the user currently has. |
Improvements
ID | Description | Comments
|
FS-3524 | Add ‘Related ID’ as a column to the ‘Account List with Distributor Numbers’ report | ‘Related ID’ added as a column in the ‘Account List with Distributor Numbers’ report. |
FS-3525 | Add Grand Total to ‘# Units’, ‘Sale’ and ‘List’ columns in the ‘Sales by Account by Order’ report | Grand Totals for ‘# Units’, ‘Sale’ and ‘List’ columns seen at the end of the report. |
FS-3558 | Investigate speed issues | Deleted redundant code to speed up the loading of Account details. |
FS-3619 | Add ‘Default’ as a column to the ‘Account List with Distributor Numbers’ report | ‘Account List with Distributor Numbers’ updated to have a ‘Default’ column showing whether it is the default distributor account or not. |
FS-3578 | Add ‘Week’ as a period to the ‘Rep Activity Summary’ report | ‘Week’ period has been added as a parameter for the ‘Rep Activity Summary’ report. |
FS-3544 | Show the excluded days in the Work Calendar | Excluded days from a user’s work calendar can now be seen in the Diary. |
Bug Fixes
ID | Description | Comments
|
FS-3506 | Remove the Call Objective work item selection in the ‘All Activities’ filter | Previously, the Call Objective work item filter did not filter to show call objectives only. With the update, the Call Objective work item is no longer seen for any Call Type in the ‘All Activity’ list of the Account History. |
FS-3567 | Products in Product Set for Deals are not the same as seen in the Deal | Now, takes into account of the “All Products” flag of a deal set. |
FS-3574 | Execution Timeout Expired error when loading Activity History | Optimised query to take into account of the new change to display created user in Activity History. |
FS-3496 | To Do Item Mandatory check is not using account visibility and date set | Can successfully complete calls with mandatory checks. |
FS-3575 | Unable to load ‘User Sales – Order Date vs Delivery Date by Month’ report | Report now loads successfully. |
FS-3218 | Fixed Price deal is not calculating correctly if the Fixed Price value is equal to or higher than the list price | Users are now able to create and apply a deal even when it results in the Fixed Price being greater than the Sale Price. |
FS-3595 | Incorrect coverage data for some accounts | All coverages now successfully seen for all accounts. |
FS-3572 | Can’t Copy/Move overnight calls | Error no longer seen when copying or moving a call that runs overnight. |