New Features
ID | Description | Comments |
FS9-1181 | Ability to setup "Distribution Refresh" to automatically update distribution | A new option is available within the "Products" menu allowing Administrators to automatically update the Distribution Status of a product based on orders within a defined period. e.g. if the following rule is set: Automatically flag products as In or Out of Distribution based on orders placed in the last 6 months This means if a customer has ordered a product within the last 6 months, the Distribution Status for that product for that customer is set to Y. The opposite is also true in that if a customer has not ordered a product in the last 6 months, the Distribution Status for that product for that customer is set to N. Groups of accounts can be excluded from this rule by using a Visibility Rule. All Order Types are used for this calculation, and it is run nightly. |
Improvements
ID | Description | Comments |
FS9-1411 | Increase number of columns in an order in the Field Sales app | You can now enable a maximum of 9 columns in the Order workitem. |
FS9-1412 | Improve the logic of the content workitem to send emails from the logged in user's email address | If a "From Address" is set in Admin, it will use that as the "From Address" when content is sent |
FS9-1468 | Change to "Mandatory" logic to check when completing a call | A new option within a store check work item - 'Require mandatory items to be answered before leaving this work item' has been added. If checked, a user cannot leave the work item (or complete the call) until the mandatory item has been completed. When unchecked, a user can leave the work item (even if the mandatory item has not been completed, however they cannot complete the call until the mandatory item is complete. A “I” icon will also display in any work item bar (top of screen) to advise the user a mandatory item exists within that work item. |
Bug Fixes
Description |