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
usersreportsvs.A number of enhancement to the
oldovernightregistrationreportingmethod.module- Redesign of the report assignment screen
CPNewManager'WebisReport'alsotypea- Users
userarepermissionssentmoduleanthatemailallowsandacancompanylogadminin tocreateviewuserstheandreport - Can create '
Manager'audited'users.webThesereports which require signatures
newassign permissions to a user. This allows you to limit what modules and/or branches a user has access to. You are also able to- Users
- 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
willviabetheablecloudtoplatforminviteviaadditionalauserssimplewho.csvwilluploadbe- Recipient management all done through the platform
limited
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 reportongenerator- Introduction of unique invoice count as a
weeklysummarybasis.valueSentinonReportMonday mornings.Generator
- Introduction of unique invoice count as a
AdditionalUpdates to Prebuilt Reports
DetailedSalesHistory - Shows atableofnow has thelastability6tomonthsadjustsalesthe comparative date ranges beyond just MTD/YTD.- Implementation
indicatingofwhereRedissalesforwerespeedupimprovements - Refactoring
down.ofInformationqueriesisforpresentedspeed improvements - Use default branch in
aprebuilttable which features the 1 click exportreports toCSV/Excel/PDFpresent DetaileddefaultInventoryvaluesHistorywithout- Shows a table of the last 6 months inventory value, by category indicating inventory value and difference from monthneeding tomonth.select