Modified on: Mon, Apr 26, 2021 at 10:44 PM
Implement new data capture answer types
New answer types 'Number (no decimals)', 'Number (with decimals)', 'Currency' and 'Date' have been added for Survey Questions.
Implement the ability to email Content
The ability to email content to customers within a call has been added.
New Orders by Product tab
A new tab in Sales History has been added that shows all orders for the product selected.
Ability to use the keyboard to ‘Calculate’ in an Order
‘Enter’ works as a Calculate in the Products and Summary tabs, and Apply Deal when on the Deals tab.
Unable to take referral off ‘Referred – Held by User’
Able to untick referral for an Order.
No option seen in the ‘Contact Type’ dropdown
Previously was unable to see any contact types in the ‘Contact Type’ dropdown, and in effect, could not add new contacts as this is a Perenso enforced mandatory field.
Now, able to see full list of contact types and add contacts as desired.
Unable to navigate to the next page on Account list
Page navigation on the Account list is no longer broken.
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