RFMS CRM Beta Release Notes – Apps

CRM 1.1.95 has been released on Tuesday, April 11, 2023, to all testers.

New Features

Pipeline supports custom stages configured in ROS
Two-way calendar syncing with Outlook and Gmail
Admins can view deleted opportunities and restore them
Download search results as CSV file

Enhancements

Optimized performance of pipeline
Improved performance of statuses and alerts in Pipeline
Lost Reason selection list now configurable in ROS
Added Combine Lines options to Quote dialog
Custom Order/Quote numbers now supported
Linked Quotes can be included on an opportunity in early pipeline stages
Calendar now shows Details in the event tiles
View all Sources without having to type search text
Added schedule view date/time chooser to Opportunity screen, New Measure dialog, and Appointment screen
Added Source filter to Search page
Chat messages shows name of user who sent text, if known
Write-in price can now be selected in Product dialog
Ability to enter Additional Comments when opportunity is Lost
Quotes are now related in RFMS

Bug Fixes

Fixed bug with calculation of Close Rate
Fixed bug with time picker not showing correct AM/PM
URLs in Opportunity History can be launched
User assigned appointment/task can edit the activity
Leaderboard scrolls when there are lots of salespersons instead of overlapping
Assign default customer type when creating customer

CRM 1.1.13 has been released on Wednesday, October 13, 2021 to all testers.

Improvements

The first 100 opportunities in each stage are loaded initially with the option to load more results when scrolling to the bottom of the stage
Quote or Order number now replaces the Opportunity ID of each card in the pipeline screen
Balance Due is now displayed in opportunities with a linked order
Opportunity tiles will now show a "loading" indicator while status is being checked. This status includes published measure drawings and approved quotes
Pipeline can be filtered by "time since last update" (7 days, 14 days, 30 days, or all)

Bug Fixes

Arrow buttons inside of the opportunity card now work in all scenarios
Job costed orders can now be attached to existing opportunities
Removed "To Be Determined" color option from Services

CRM 1.1.1 will be released on Monday, March 22, 2021 to all testers.

New Feature:

SAMPLE CHECKOUT (Please see video in link below for an overview of the sample feature)
- >>Sample Checkout Video Overview<<

Improvements:

MyFlooringLink customer URL can now include terms and conditions that require customer approval
Opportunities can now be associated with a new or existing customer after initial creation
Agreed upon terms and conditions will be saved on customer MyFlooringLink URL
Terms and Conditions approval will now display in Proposal
Custom stage names can now be configured in admin.rfms.online (please note: names will change, but column actions remain the same)
Estimated value populates in the product selection screen with the highest valued option when opportunity is saved
Users can now search opportunities by updated or created date
The deletion of a task or an appointment is logged in the opportunity history, and the assigned person is notified

Bug Fixes:

Fixed bug with searching for opportunities as a salesperson
Appointment date and time are now synchronized correctly with Measure date and time
Ship To information is included when creating a new customer

CRM 1.0.30 has been released on Friday, August 28, 2020 to all testers. This version is our Release Candidate for the next public release of CRM anticipated the week of 08/31.

Improvements

Measure projects are now updated with the Order number once an Opportunity is Won
Opportunities can now be associated with an existing Order when moving from the Quote to the Won column
All users are allowed to delete an opportunity while in the To Do stage
Opportunity ID is now labeled Opportunity Number

Bug Fixes

Entering a value into the length field now correctly calculates the quantity of roll product

CRM 1.0.27 has been released on Wednesday, August 12, 2020 to all testers.

Improvements

Opportunities are now assigned a unique number for reference (CRM-371)
Leaderboard shows comparison with Goals (CRM-369)
Added History tab (CRM-364)
Swapped Pipeline and Dashboard icons (CRM-375)
Search opportunity by unique code in Pipeline (CRM-371)
Include created date when showing opportunity name (CRM-371)
Decluttered address fields in Overview tab (CRM-374)
Choose room name from master list (CRM-98)
Limit Recent Activity to 100 logs, with the option to Show More (CRM-379)
Added ability to associate an opportunity with an existing order (CRM-378)

Bug Fixes

Fixed issue with History tab not showing on iOS (CRM-364)
Fixed issue with tabs in full-screen Windows (CRM-381)
Fixed issue with card being moved when opening an opportunity in Windows (CRM-380)

CRM 1.0.21 has been released on Wednesday, July 29, 2020 to all testers.

Improvements and Bug Fixes:

Corrected a bug where certain login error messages did not display correctly on iOS (CRM-372)
Apply Quantity to products (CRM-344)
Calculate subtotals for each product and grand total for each option (CRM-344)
Ability to choose the Measure to use as the Primary Quote (CRM-363)
Subscribing to calendar from email/calendar client now refreshes every hour, if the client software supports that behavior (CRM-366)
Project notes from Measure drawing exported to RFMS quote (CRM-367)
Estimate value of opportunity uses the highest total when there are multiple quotes (CRM-339)
Prevent opportunity to be opened from activity if salesperson is not authorized (CRM-361)
Prevent moving opportunity beyond To Do stage without a salesperson assigned (CRM-349)
Allow salesperson to view all activities, but ones not assigned to him/her are read-only (CRM-361)
Call or map from Appointment or Task dialog (CRM-358)
Only administrators and managers are allowed to remove comments (CRM-341)
Sort pipeline by last modified date/time (CRM-343)
Pipeline, Reports, Calendar, and Search pages filter all results on selected stores in Settings dialog (CRM-341)
Pipeline and Reports pages simplified to allow user to filter on salespeople (CRM-341)
Mentioning a user in a comment notifies the user and logs it into history (CRM-151)
Time picker is easier to use (CRM-190)
Create Order dialog indicates which quote was approved (CRM-314)

Known Issues:

Address Info on Overview Screen lacks Search option
Ability to Create Sales Goals exists, but not to see them on the report

CRM 1.0.13 has been released on Thursday, July 2, 2020 to all testers.

New Features:

Dashboard feature to show all recent activity, chats, upcoming appointments, and pending tasks at-a-glance
Close Rates report added

Improvements:

Open opportunity from Activity dialog on the Calendar screen
Allow Administrator to delete opportunity at any stage
Reopen a lost opportunity
Replace customer on opportunity
Certain features are disabled when opportunity is Lost
Search Opportunities by Lost Reason
Log all important transactions to History
Reports filter by salespersons and store
Saving an opportunity with Estimator and Measure date filled in automatically schedules an appointment

CRM 0.1.6 was released on Tuesday, June 16, 2020 to all beta testers.

Improvements:

It is now possible to open an Opportunity through a URL (CRM-2768)
Header for Ship To address in New Measure dialog (CRM-291)

Bug Fixes:

Fixed z-order issue on iPhone (CRM-275)

CRM 0.1.3 was released on Friday, May 29, 2020 to all beta testers.

Improvements:

"Dashboard" renamed to "Reports" (CRM-249)
Improved placement of labels in Leaderboard (CRM-249)
Improved performance of saving an opportunity (CRM-296)
Improved performance of moving opportunities between stages in the Pipeline (CRM-296)
Existing "Contact" stage renamed to "Products" in Pipeline (CRM-294)
New "Contact" stage in Pipeline. Initiates conversation with customer via Chat (CRM-294)
Opportunity screen supports new "Contact" and "Products" stages (CRM-294)
Allow moving opportunity to Contact stage without starting chat (CRM-294)
Ability to update customer in Sold To and Ship To dialogs (CRM-297)
Ensure phone number and email address is saved when updating customer (CRM-297)
Moving opportunity with multiple options from Products to Quote stage creates multiple related quotes (CRM-287)
Search for products using a barcode (CRM-141)
Added "View Approval" button (CRM-288)
Calendar indicates if task is completed or not (CRM-300)
Pipeline stage headers are now sticky (CRM-273)

Bug Fixes:

Failure while sharing proposal no longer hangs the app (CRM-304)
Fixed bug with Create Quotes from Products stage (CRM-287)
Opportunities can no longer be dragged directly from “Measure” stage to “Won” (CRM-271)
Creating an order from a quote now works as expected (CRM-271)

CRM 0.97 was released on Tuesday, May 19, 2020 to all beta testers.

Improvements:

New customers created as "Customer", not "Prospect" (CRM-272)
Restore Create Quote button to Contact stage (CRM-263)
Added Sold To and Ship To cards that launch dialogs for editing in Overview tab (CRM-284)
Removed Ship To fields from Overview tab (CRM-284)
Improvements to the Quote stage in the Opportunity pipeline tab (CRM-274)
Start chat conversation with customer at any time (CRM-262)
Support for order already existing when dragging from quote to won column
Opportunities in Won and Lost stages are more readable (CRM-242)
Product dialog allows selection of price level or write-line price (CRM-142)
Rename opportunity (CRM-278)

Bug Fixes:

Fixed scroll issue with date picker (CRM-265)
Fixed bug with creating order in iOS (CRM-293)
Approved status not indicating correctly in Pipeline (CRM-283)
Create/Update Quote dialog accurately states the action (CRM-270)

CRM 0.93 was released on Monday, May 11, 2020 to all beta testers.

Improvements:

Improved handling of existing customer when adding a new opportunity (CRM-247)
Added Use Existing Customer button to New Opportunity dialog (CRM-247)
Improvements to the Measure stage in the Opportunity pipeline tab (CRM-238)
Renamed "Default" option to "Option 1" in Contact stage (CRM-234)
Automatically name product options, such as "Option 2" (CRM-234)
Ability to assign product to multiple options (CRM-234)
First name field positioned before Last name (CRM-230)
Lost button is only visible when not in To Do stage (CRM-228)
Delete button is only visible in To Do stage (CRM-228)
Moved Delete button from toolbar to the bottom button area (CRM-228)
Remove the delete icon after the Opportunity is past To Do stage (CRM-228)
Added search box in Pipeline (CRM-126)
Added filter by Store in Pipeline (CRM-126)
Sort opportunities in Pipeline by alerts and statuses (CRM-126)

Bug Fixes:

Total value of opportunity is retained while in To Do and Contact stages (CRM-240)
Updating the address for a new opportunity now updates the customer's Ship To fields (CRM-237)
Bug fixes (CRM-234, CRM-126)
Fixed bug with Delete button (CRM-228)
Fixed Overdue indicator in Pipeline (CRM-227)
Fixed bugs with name search and dragging opportunity in Pipeline (CRM-126)

CRM 0.87 was released on Thursday, April 23, 2020 to all beta testers.

Improvements:

Redesigned and simplified the way options are created and maintained (CRM-234)
Room is added even if Enter key is not pressed (CRM-234)
New opportunities assigned to the current user (CRM-246)

Bug Fixes:

Fixed the pipeline salesperson filter (CRM-260)

CRM 0.86 was released on Monday, April 20, 2020 to all beta testers.

Improvements:

Quotes and orders created by external actions are reconciled with the opportunity when it is retrieved or saved (CRM-217)
New opportunity is named with date appended to distinguish multiple opportunities from the same customer (CRM-176)
"Create Drawing" renamed to "Create Measure" (CRM-232)
Removed "Create Quote" and "Create Order" buttons from Contact stage (CRM-232)
Open opportunity is updated with "Approved" status when proposal approval notification is received (CRM-217)
User can now mark (unmark) quotes as approved on the opportunity screen (CRM-218)
Create order button no longer shown on opportunity if they lack permission to create orders (CRM-218)
Show changes to affected opportunities when notification is received (CRM-153)
Adjustments to New Measure dialog (CRM-182)
View the Estimator's appointments on the day Estimate is scheduled (CRM-212)
Opportunities now assigned to users, not salespeople (MCM-999)
Improved clarity of Estimator's appointments list (CRM-212)
Create or update multiple quotes at one time (CRM-185)

Bug Fixes:

Minor bug fix for status indicator in Pipeline (CRM-217)
Pipeline shows "Ready" state for an opportunity with published drawing even if not the original (CRM-226)
Resolved a bunch of issues with assigning opportunities (MCM-999)
Fixed bug with moving opportunities between stages when logged in as a salesperson (CRM-37)

CRM 0.80 was released on Tuesday, April 8, 2020 to all beta testers.

Improvements:

Users may now specify the reason why an Opportunity was lost. The reason the Opportunity was lost is saved in the History log
It is now possible to search for a city
Various improvements to the Overview tab in the Opportunity page
Customer search results now include address information
The Estimated Value field is now read-only if the Opportunity is not in the To Do or Contact stage
The total value of an opportunity is automatically updated from drawing, quote, or order whenever it is saved
Added County field to New Measure Drawing, Customer, and Add Customer dialogs
The Pipeline now indicates which Opportunities have received chat notifications
Chat notification includes the name of the Opportunity
Quotes that have previously been exported can now be updated
Approved status is now shown in the Opportunity screen for approved quotes
Approved status is now shown in the Pipeline card for approved quotes

Bug Fixes:

Corrected issues with calculating total value of opportunity

CRM 0.73 was released on Tuesday, March 24, 2020 to all beta testers.

New Features:

An informative text message is now sent to a customer when products, drawing, quote, or order is shared
- Sharing products, drawings, quotes, or order with a customer automatically opens the Chat screen

Improvements:

New Customers are now created as a Prospects
Required address fields are shown when creating a new drawing
Customer address is updated if it is blank when an opportunity is saved
Prevent save and notify user when an Opportunity has already been saved by another user
Opportunities and/or activities are only saved if they have been modified
Address fields are expanded if data is not entered in a required field
Opportunities are not saved when they are moved within the same stage in the Pipeline
Measure Time field was added to Opportunity and Add Drawing screens
Salespersons can only view their own report in the Dashboard
Only Administrators and Managers can assign an opportunity to another salesperson
Only Administrators and Managers can delete an opportunity
Administrators and Managers can view all opportunities
Salespersons can only view opportunities assigned to them in the Pipeline and Search pages
A store can now be assigned to an Opportunity. New Opportunities are assigned the default store.
The opportunity screen shows Appointments and Tasks in separate lists
The Pipeline only shows Tasks as overdue
Refactored Activities as Appointments and Tasks
New Appointments and Tasks default to the current date
Share and Create Quote options are now available when a Measure drawing has been published, even if Measure Mobile hasn't synced yet
Appointments created in the Measure stage default to 1 hour long

Bug Fixes:

Fixed minor display issues on iOS
Fixed Share Calendar feature
Fixed bug in Product Search
Fixed bug with Push notifications
Salesperson filter now works correctly
Total value and tally now calculated correctly
Stage value and tally now calculated correctly
Push notifications for Appointment and Task assignments now show in local time

Click here for a list of known issues.

CRM 0.60 was released on Tuesday, February 25, 2020 to internal beta testers.

New Features:

Push Notifications are now sent when an opportunity is assigned to a user or an activity is assigned to them
Multiple options can now be created in the Contact stage and sent to Measure Mobile
Product options and selections can now be shared with the customer from the Contact stage via the same link that is later shared with them showing the room plan, quote(s) and/or order
Opportunities now open to the latest Pipeline stage
Pipeline tab has been moved next to the Overview tab

CRM 0.51 was released on Wednesday, February 12, 2020 to internal beta testers.

Click here to view a 7 minute demo video showcasing the new features in this latest beta release.

Click here for a complete 20 minute demo video of the CRM App as of Build 0.51.

Click here for a list of known issues.

New Features:

Opportunity Indicators:
- Pipeline indicates "Ready" when drawing has been published
- Pipeline indicates if there are any overdue activities
- Pipeline indicates if there are any upcoming activities
- Pipeline indicates if the opportunity has been stale for over 7 days
New Filtering Criteria on Search Opportunities screen
- Ability to filter Search Opportunities by date range, stage, and/or salesperson
- Ability to sort Search Opportunities by date, name, or salesperson
Customer Facing Website now includes an Approve option
Refactored Chat Service
- Chat now uses a faster method to detect new incoming messages before downloading chat data

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