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
anewUsers 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
belimitedRecipient 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
bycategory,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