Product Enhancements

Coming Soon new & enhanced features for Dashboard Management.

Updates

Minor Enhancements

• New media type for Campaign Stage called “Dialler”
• The document storage and gallery sections can be designed onto the Event Booking screen
• The Forecast and Sales lists can be designed onto the Account screen as sublists
• Event Sessions Attendees is now available in the top level view menu
• The top level list of Sessions is available to be designed onto a seminar event as a sublist

Historical Touch Points

We’ve now included the ability to add Historical Touch Point charts against Leads, Contacts and Accounts to help track engagement in a report view.

Events & Attendees

• The Sub Total is now visible for the Bookings for Events list for reporting
• Seminar/Event fields now available for Attendee Word Document Templates
• Booking fields such as Reference available for Global Search
• Bookings Export List available from within an Event
• Reporting and dashboards now available from the Attendees List
• Attendee fields for Places Available and Booked, Reference and Updated Date are now visible for reporting
• Reference for the Events list has been made available for inline edit
• Event capacity check no longer includes deleted accounts when adding an event to a booking
• Event Summary now visible against an Account Sub List to view Events

Leads

• Promoting a lead will display a yellow status bar and provide a link to the Account created

Emails

• Edit on Email objects have been re-enabled for Categories field

Lists & Screen Designer

• You can now amend the Sub List type in Screen Designer to include Charts, Tables and Counts

General

• Base Exchange Field enabled for more than 2 decimal places