June 2016 Release
- 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”.
- 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
- 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
- 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.
- Added Down Payment Applied as a column to the Invoice History screen.
- Added Australian date format compatibility
- Added deployment update options for self-update and auto-update