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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.
  • 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
  • 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