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Beta V1.4.0

CP2Sales ManagerFlightDeck Module

    Allows administratorschanges to current metrics
      Changes to values/headings in top card for more clarity on meaning Ability to customize field headings

      Inventory FlightDeck updates

        Add last cost to old stock report Add validation against 'invite'date added' into old stock report Introduction of 12 month and 24 month old stock KPI cards to inventory flightdeck

        CounterCRM enhancements

          Ability to import call logs from AMSPBX system into CP2
            Includes Call date, duration and recording (if available) Ability to assign 'pop-up' notes in the QuickDial page

            Revamp of CPMailer management and new usersreports

            vs.

            A number of enhancement to the oldovernight registrationreporting method.module

              Redesign of the report assignment screen  CPNew Manager'Web isReport' alsotype a
              newUsers userare permissionssent modulean thatemail allowsand acan companylog adminin to createview usersthe andreport assign permissions to a user. This allows you to limit what modules and/or branches a user has access to. You are also able toCan create 'Manager'audited' users.web Thesereports which require signatures Introduction of a number of new overnight reports
                Top 10 Categories
                Top 10 Classes
                Top 10 Customers
                Top 10 Gaining Categories
                Top 10 Gaining Classes
                Top 10 Gaining Customers
                Top 10 Gaining Industries
                Top 10 Industries
                Top 10 Losing Categories
                Top 10 Losing Classes
                Top 10 Losing Customers
                Top 10 Losing Industries Expansion of backend API to allow custom reports to be sent from your Point-Of-Sale system to users willvia bethe ablecloud toplatform invitevia additionala userssimple who.csv willupload be
                limitedRecipient management all done through the platform

                New fields in their permissions based on the manager who invited them.

                Additional metrics introduced on the FlightDeck sales dashboard.

                  New Cumulative Sales graph.

                  Additional Custom CPMailer report.

                    Now sales staff can elect to get their customer alertcustom report ongenerator
                      Introduction of unique invoice count as a weeklysummary basis.value Sentin onReport Monday mornings.Generator

                      AdditionalUpdates to Prebuilt Reports

                          • Detailed Sales History - Shows a table ofnow has the lastability 6to monthsadjust salesthe comparative date ranges beyond just MTD/YTD. 

                      Bug Fixes & GP%Improvements

                      by
                      category,Implementation indicatingof whereRedis salesfor werespeed upimprovements orRefactoring down.of Informationqueries isfor presentedspeed improvements Use default branch in aprebuilt table which features the 1 click exportreports to CSV/Excel/PDFpresent Detaileddefault Inventoryvalues Historywithout - Shows a table of the last 6 months inventory value, by category indicating inventory value and difference from monthneeding to month.select