Skip to main content

V 1.4.4

Overview

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.

Mobile-First Style Updates

We have made a large number of improvements, across the board in the Counterpoint Cloud Platform, to make the application more friendly on your mobile device.

Key focuses for this project were to ensure tables were accessible (notice the blue + symbol on table rows), graphs were automatically resized and that button contents and fonts were legible on all devices. 

While these changes have been made in all modules, you will notice the greatest improvements within the CounterCRM and FlightDeck modules.

image-1694705651212.png

CounterCRM

Launch an autoecat session

image-1694705499322.png

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.

image-1695232052603.png

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

PBX Integration

All customers who currently have an AMS VoIP solution deployed have had their PBX integration activated within the Cloud Platform. This means that all inbound and outbound calls to a customer's primary phone number will be available for review in both the CounterCRM and QuickDial modules, allowing you to confirm call volumes and duration for customers as well as confirm who a customer may have spoken with.

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

Windows Application

We have also released a new version of our Windows application. This utility allows you to launch the Counterpoint Cloud Platform right from your desktop!

The app is available for download here: https://counterpoint.cloud/app.php

Once installed, the application will auto-update with any future releases.

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
Back to top