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.
• InstantQuickDial customer insightslaunches as soon as you pickanswer upa call, using the phone.
CallerID
• Visibilityto offind JDispatchthe status for customer invoices.customer.
• Ability to launch a COUNTERPOINT invoice session for a customer directly from QuickDial
• Single screen with many pieces of customer specific info at your finger-tips
  
  • Customer account status
  • Delivery run/run time info
  • Detailed invoice search
  • Integration with JDispatch for visibility of current deliveries
  • Last ecat access
  • Pop-up notices for important notes on account
• 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