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
- 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