Web Connect Latest Features

June 2016 Release

Opportunities:

  • Enhanced the Opportunity Details screen to show the Type, Status Stage and Step description when a user selects an option from the associated dropdown lists.
  • Created a new “Opportunity Forecast” screen that charts opportunities based on either the Anticipated Close Date or Next Step Date.
  • Created a new “Opportunity Pipeline” screen that places each opportunity into groups based on the Stage Sequence.  Opportunities can easily be moved to new stages from this screen.
  • Enhanced the Opportunity Listing to display the next task due date, who the next task is assigned to and what type of task is next.
  • Added a version of the Opportunity Forecast chart to the CRM Overview screen.
  • Added an optional configuration setting that will treat older opportunities as “Dormant”.

Calendar

  • Added the ability to drag and drop Opportunities, Sales Calls and Tasks on the calendar.
  • Made it possible to start a new Opportunity, Task or Sales Call from the calendar.
  • Added a variety of filters to the calendar.

Added Last Hard-Touch Date to:

  • Customer Listing/Lookup
  • Contact Listing/Lookup
  • Customer Details Screen
  • Contact Details Screen

Mobile Views:

  • Added “Create New Task” in Mobile Views
  • Added “Create New Sales Call” in Mobile Views

Sales Analysis View:

  • Added line and column totals
  • Added Ship To as a “View By” option
  • Added Ship To as a “Filter” option
  • Added Product Group Range as a “Filter” option
  • Added Month Range as a “Time Frame” option

Sales Call Log:

  • Made both Scheduled and Completed Date visible on the Call Log grid.
  • Added the ability to filter the Call Log by Product Group

Item Inquiry:

  • Added code to remember the last Stock/Nonstock selection of the user
  • Added code to remember the last Company selection of the user
  • Added a per-user permission for Customers to be able to access the Item Inquiry Screen
  • Added Item ID as a distinct search box.  This makes it possible to either search for an item specifically, use the wildcard search or combine the searches.

Remote Order Form:

  • Added a field for the Quantity Available for each line-item.  This information will update each time the form is loaded so that users can get real-time inventory availability when working with orders over a period of time. This is a per-user setting.

Improved “Time Pickers”:

  • Reworked the date/time selectors for screens such as New Task, Task Details, Sales Call, etc. so that the time selector would be more phone-friendly.

Sales Rep Contact Visibility Options:

  • Added a per-user setting for sales reps that will either restrict the contact search to contacts related to the rep by ship-to or allow the rep to search all contacts in P21.

Customer Item Inquiry:

  • Added the ability to enable then Inventory Search/Item Inquiry system for customer logins.

Remote Order Item Search:

  • Added Extended Description to the results and search when looking for an item in the various remote order screens.

Invoice History:

  • Added Down Payment Applied as a column to the Invoice History screen.

Miscellaneous:

  • Added Australian date format compatibility
  • Added deployment update options for self-update and auto-update
Posted in CRM, Customer Quick Order, Mobile Device Access, Opportunities, P21 Orders, Prophet 21, Reports and Charts, Sales Dashboard, Tasks, VMI