Database, Web Services and Reports
Modified on: Mon, Apr 26, 2021 at 10:42 PM
Display Coverage details on Manager site
Coverage now supported in Manager site.
Creation of ‘Rep Summary – Target and Activity’ report
This report can be found under the Category: Users and Sub-Category: Summary.
New Cascading Surveys feature
The ability to create conditional cascading survey questions has been added to Perenso.
Show website content thumbnail image
When users add a thumbnail to website content, thumbnail now shown.
Allow users to create a Call on an Account from a Call Objective
Added the ability to create a call within the Call Objectives menu and work item.
Update OrdGen to support Product Qty Multiplier
HSN orders now updated to display the correct qty multiplier.
Add ‘Postcode’ to ‘Account List with Phone/Fax/Email’ report
‘Postcode’ has been added as a column to the Account List with Phone/Fax/Email report.
Allow ‘Deal’ Parameter in ‘Deal Order From’ report to include future dated deals
Both current and future deals are now listed in the Deal parameter to load the Deal Order Form report for.
Update ‘Account Copy Order with Pricing’ report
The ‘Account Copy Order with Pricing’ report has been updated to support multiple order units.
Reports do not support new answer types
All Store Check reports have been updated to support the new Answer Types.
Referred Orders are sent when the distributor is updated
Referred orders remain Referred even when reopening or resaving a call.
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