6.17.0 CRM Enhancements

6.17.0 - CRM Enhancements 

 Dashboard 

Sales Pipeline KPI

• An Industry filter has been added to the Sales Pipeline KPI. This field displays Industries from the administration industry list. Multiple industries can be added within this field. All industries are included in the insight if this field is undefined. 
• A Property Status filter has been added. The property status available derives from the property status administration list. You can add more than one property status. All property statuses will be included if this field is undefined. 
• A new Sales Type filter has been added. Sales Type is also derived from a list within the Administration menu. 

Opportunities 

The following Opportunities metric widgets now display a symbol to indicate if the metric value is a currency or a proportion:

• Close Rate (%)
• Closed Lost PTD ($)
• Closed Won PTD ($)
• Period Sales Forecast ($)
• Proposed PTD ($)   

When you choose the [Select Advanced Search] element type with a Display Type of Number Only, a percentage or currency symbol will also be displayed, given the field selected.

Invoicing

The Invoice Batch number field can be used to search, filter, display, sort, and group payments on the payments advanced search list.

Purchasing

💭 When receiving a partial purchasing receipt, you can view an item's Purchase Unit Type, Allocation Quantity, and Allocation Unit Type. 

Reports

Audit Report - Clock Time 

The following fields have been added to the Audit Report Clock Time report. These fields can be used to filter, sort, and group. 

• Branch 
• Clock In Feet Away 
• Clock In In-Range 
• Clock Out feet Away 
• Clock Out In-Range
• Contact Tag List 
• Employee Number - This is also a searchable field. 
• Pay Schedule 

• You can now control whether visit notes are visible on reports created using the web report designer. Click Reporting - Visit Notes for more information. 

Inventory Allocations Report

💭 An Inventory Allocations advanced search has been added to the Administration section of the Reports module so you can export a list of item allocations and dates when carrying out EOM inventory adjustments. To view and manage inventory allocation reports, you need an Inventory Allocation permission assigned to your user role.  

System Settings

Administration

• The Division and Service Type Integration Code deletion prompts are now uniform with other List types. 
• The Inova validexternalcontactreference error has been updated to PTO hours are not available. 
• property felds will now appear in a more logical order when imported. 
•  The following fields will now be included when importing information for properties. Note that existing information needs to exist within the field for it to appear on the imported file: 
  • Annual Budget
  • Competitor 
  • GEO Perimeter
  • Integration Number 
  • Lead Source
  • Locality 
  • OPS Manager
  • Property Group 
  • Property Type 
  • Separate Invoices
  • Snow Operation Note
  • Tax Jurisdiction 
  • Website
• The following fields will now be included when importing information for contacts. Note that existing information needs to exist within the field for it to appear on the imported file: 
  • Notes
  • Owner
  • Prospect Rating 
  • Website
• To prevent unintentional removal of work tickets, you can enable a new feature called Disable Deletion of Work Tickets if Admin permissions are assigned to your user role. When this feature is enabled, the ability to delete a work ticket will not be visible in the Bulk Actions menus on the Work Tickets or Opportunities Work Tickets advanced search screen. 

User Settings 

💭 To reduce the time it can take to reset the PIN of one of your employees, you can update the PIN of contacts classified as employees without the need for Admin permission if the new Update Employee PIN permission is enabled under your user role. To do so, go to the contact details screen of the employee and select Update User from the more actions menu.   

  Work Tickets 

💭The order of fields on the Work Ticket details screen will remain the same even after the ticket status is updated to Complete. This change eliminates any confusion that could have occurred when the order of fields would change upon ticket completion. 

💭- denotes new and improved functionality implemented in response to client portal feedback.