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V 1.4.4

New Features/Improvements

The primary focus of this release was on our CRM Module and the addition of purchase order and purchase history into the CP2 database. Below is a detailed overview of what release 1.4.4 includes.

CounterCRM

Launch an autoecat session

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A new customer action button that will launch a new session of autoecat (in a new window) and automatically log you in as the selected customer.

Once logged in, you can browse the catalogue as the customer, showing their pricing and place an order as if you were them.

CounterMessages Listing

The 'Recent Messages' tab has been updated to show both open and closed messages, as well as replacing the message 'Hash' with the current status of the message.

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We have also updated the message preview link to open the selected message in a new browser tab.

Mobile-First Style Updates

The CounterCRM customer summary page has been updated to be more mobile-friendly for users accessing the page while on their mobile device

This included a redesign of the 'Recent Activity' section of the CRM module, moving each element into their own panel and doing away with the tabbed browsing.


Custom Reporting - Purchasing data

We have imported ALL current and historic purchasing data into the custom report generator. This has resulted in the creation of 2 new types of custom reports

  • Outstansding POs - These reports will pull from all current and outstanding purchase order data, linked into inventory data
  • Purchase History - These reports will pull from all receiving data, linked into inventory data

Each of these reports contain all possible purchasing fields available as detailed fields, and basic aggregate fields under the calculated fields section.

QuickDial Updates

Overview

For CP2 users who also have implemented an AMS PBX VoIP solution, the Counterpoint Cloud Platform app has been updated with a number of enhancements around QuickDial.

The QuickDial integration module allows a tie-in between your phone system, the cloud platform and, in turn, the Counterpoint invoicing screen.

In an integrated scenario, a 'QuickDial' information page will pop up when you answer your phone, for the customer whose number is associated with the Caller ID. Within this page you get a number of key metrics

  • Customer statistics like last payment, industry type, sales rep, account balances
  • Month to date sales
  • YTD sales graph, by month
  • Current deliveries
  • Detailed invoice history

You can also opt to launch an autoecat session as that user, or even launch a Counterpoint invoice session as that customer.

Update Details

The updates to Quickdial in this release are related to app security, performance and porting recent CRM updates into the QuickDial module.

As well, we have made enhancements to the handling of calls answered in 'fail-over' or call-center scenarios, where the call is being answered in a location different than the one it was originally destined for. These enhancements ensure that the Counterpoint session opened from the QuickDial screen is launched in the originally dialed branch

Bug Fixes & Behind the Scenes Updates

  • Fixed a bug when adding new notes to a customer
  • Modifications to data export routines to address problems with items sold in tenths
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