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Beta V1.4.0

QuickDial

    Seamless integration between your AMS PBX phone system, and your COUNTERPOINT point-of-sale by way of the Counterpoint cloud platform. Instant customer insights as soon as you pick up the phone. Visibility of JDispatch status for customer invoices. Ability to launch a COUNTERPOINT invoice session for a customer directly from QuickDial Ability to assign additional contact phone numbers quickly to an account

    Sales FlightDeck changes 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 '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 reports

    A number of enhancement to the overnight reporting module

    • Redesign of the report assignment screen 
    • New 'Web Report' type
      • Users are sent an email and can log in to view the report
      • Can create 'audited' web reports 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 via the cloud platform via a simple .csv upload
      • Recipient management all done through the platform

    New fields in custom report generator

    • Introduction of unique invoice count as a summary value in Report Generator

    Updates to Prebuilt Reports

    • Sales table now has the ability to adjust the comparative date ranges beyond just MTD/YTD. 

    Bug Fixes & Improvements

    • Implementation of Redis for speed improvements
    • Refactoring of queries for speed improvements
    • Use default branch in prebuilt reports to present default values without needing to select
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