6.16.0 CRM Improvements

6.16.0 CRM Improvements 

This release includes a range of interface improvements designed to heighten your experience using the Aspire desktop application.

💭Sales pipeline KPI 

Several updates have been added to tailor your Sales Pipeline KPI to include or exclude what you need using new tags and filters. 

• You can configure and add Opportunity and Property Tags so only results containing your added tags will populate. You can add multiple tags. 

Take the following steps to create an opportunity or property tag: 

1. Go to the Administration menu. 
2. Select Application. 
3. Choose Lists. 
4. Select Tag. 
5. Select New. 
6. Create the Tag name. 
7. Select either Property or Opportunity for the Tag Type. 
   1. Invoice, Property, and Opportunity Type are newly added fields you can use.
8. Save. 

Dashboard 

• When selecting Search at the bottom of the To Do List tile on the Dashboard, you will only see activities listed on the To Do List to ensure the results are relevant. 
   
• You can select more than one To Do List date range filter, and the results will be consolidated so that you can see all the results at the same time.  
   
• When you select a header (Overdue, Today, Next Ten Days) from the To Do List on the Dashboard, your choice will be saved even if you navigate away from the home screen. 

💭Purchasing 

• The Inventory advanced search screen can now display the Item Code field for branch allocations. 

💭Time zone setting

• Now, you can use a Newfoundland (GMT-2:30) timezone at the system and branch level. 

💭Customer issues KPI

• The previously existing Customer Issues KPI widget is available on the home screen of the Aspire application by default.  

Reports

• View when and who modified an opportunity service on the Opportunity Services audit report. The Last Modifed By and Last Modifed Date Time fields will appear by default and can be filtered, displayed, grouped, and sorted. 

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