V1.4.0

This release takes aim at a number of new and very exciting features aimed at adding efficiencies for your counter staff. This release also takes us out of our beta testing and to a production/live infrastructure.

QuickDial

• Seamless integration between your AMS PBX phone system, and your COUNTERPOINT point-of-sale by way of the COUNTERPOINT cloud platform.
• QuickDial launches as soon as you answer a call, using the CallerID to find the customer.
• Ability to launch a COUNTERPOINT invoice session for a customer directly from QuickDial with one click
  • Launch a customer invoice, or invoice for specific ship-to
• 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
• Seamless ability to assign unlimited additional contact phone numbers to an account

Sales FlightDeck updates

• Changes to values/headings in top card for more clarity on meaning
• Ability to customize field headings
• Persistent visibility of current data filters

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
• Persistent visibility of current data filters

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
• Introduction of sales-rep 'focus' list.
  • Ability to manually add customers to your focus list
• Customer specific sales alert targets
  • Override the system defaults on
    • Sales decrease threshold
    • 30 day overdue threshold
    • 60 day overdue threshold
    • 90 day overdue threshold

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
  • Low margin report
• 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

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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