Release Notes January 31, 2023

  • Updated
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Release Date:  January 31, 2023


Updated: 

  • iOS App 6.5.36
  • Portal
  • API

 

What's new

Our team at Repsly is thrilled to kick off 2023 with several product releases that will continue to help you reach your retail execution goals! We're launching upcoming updates to

  • Remote Check-In Reps often perform work beyond in-store visits (sales calls, administrative work, training, etc.). The Remote Check-In option allows reps to have the ability to easily log off-site work while enabling a manager to have more detailed reporting insights when viewing field team activity.

    Reps can more effectively track their activities and seamlessly differentiate time spent for on-site and off-site activities. Having the ability to segment reporting criteria based on visit type can help inform compensation, among other reporting items. Remote Check in 

  • Unified User List: One User Profile

    Better design highlights essential information in user profiles. Improved access management means you can now seamlessly grant a Rep web access. Choose if a new user should receive an activation email immediately and send dynamic activation emails based on the user's role(s). Users with web and mobile access can now have custom attributes, giving you a complete view of your team database. Unified User List: Backoffice user and Representative 

  • Scheduling Improvements

    Visit durations can be set in increments of 15 minutes rather than 30 minutes for more precise scheduling. Recurring visit options are extended to support repeating daily and multiple times per week. View completed and missed tasks after a visit has concluded so you can schedule a follow-up if necessary.Visits can no longer be scheduled to representatives who cannot see/execute a visit based on visibility settings. What is new in our Schedule feature 

 

iOS App

Fixes

  • When adding places, the street number is added to the end of the line, not the beginning.

  • Scanning of product fixed.

 

Portal

Fixes

  • When the form is exported as PDF, some questions are cut off

  • Clicking on "Set tag" remove already assigned tags on places

  • If zoom on the browser is set to 100%, they cannot scroll under the Photo tag or Place tag

  • Can't scroll under saved filters

  • The shareable link for retail audit does not work

  • The discrepancy between the number of submitted forms on the feed and the Form report

  • Some forms (templates) are duplicated on the Form list

  • Assigned reps aren't visible on the top of the list when you uncheck them

  • Can't delete representatives' schedule

API & Integrations

Fixes

  • Export via API does not display custom attributes