New Features
ID | Description | Comments
|
FS9-106 FS9-134 | Display Coverage details on Manager site | Coverage now supported in Manager site.
|
FS9-203 | Creation of ‘Rep Summary – Target and Activity’ report | This report can be found under the Category: Users and Sub-Category: Summary.
|
FS9-248 FS9-308 | New Cascading Surveys feature | The ability to create conditional cascading survey questions has been added to Perenso.
|
FS9-295 FS9-292 | Show website content thumbnail image | When users add a thumbnail to website content, thumbnail now shown.
|
FS9-257 FS9-378 | 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.
|
Improvements
ID | Description | Comments
|
FS9-343 | Update OrdGen to support Product Qty Multiplier | HSN orders now updated to display the correct qty multiplier.
|
FS9-286 | 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.
|
FS9-290 | 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.
|
Bug Fixes
ID | Description | Comments
|
FS9-75 | Update ‘Account Copy Order with Pricing’ report | The ‘Account Copy Order with Pricing’ report has been updated to support multiple order units.
|
FS9-274 | Reports do not support new answer types | All Store Check reports have been updated to support the new Answer Types.
|
FS9-349 | Referred Orders are sent when the distributor is updated | Referred orders remain Referred even when reopening or resaving a call.
|