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RFMS CRM Beta Release Notes

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Kurt Wilson
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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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