Skip to main content

Beta V1.4.0

CP2Sales ManagerFlightDeck Module

    1. 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
          new
        • Users 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 to
        • Can create 'Manager'audited' users.web Thesereports which require signatures
      • Introduction of a number of new overnight reports
      • 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
          limited
        • Recipient 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.

    1. New Cumulative Sales graph.

Additional Custom CPMailer report.

    1. 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
      • or
      • Refactoring down.of Informationqueries isfor presentedspeed improvements
      • Use default branch in aprebuilt table which features the 1 click exportreports to CSV/Excel/PDF
      • present
      • 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