Release Notes April 30, 2023

  • Updated
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Release Date: April 2023


Updated: 

  • iOS App 6.5.55
  • Android App 5.18.60 
  • Portal

 

What's new

Improved rep reporting and activity management with 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.

Provide more informed decision-making for reps based on visit history
Reps can more effectively track their activities and seamlessly differentiate time spent for on-site and off-site activities.

Identifying visit type can streamline internal reporting processes
Segmenting reporting criteria based on visit type can help inform compensation, among other reporting items.

Check the link below for more information 

Remote check-in

 

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Photo Gallery

 The Photo Gallery has been moved as a submenu item under Activities.

  • The only update in the existing functionality of the Photo Gallery includes allowing users to filter by multiple photo tags at once
  • Photo Gallery will no longer be an option when accessing the Feed view..

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iOS App

Updates

  • Places Map View: I should be able to see the list of places in the bottom sheet with the ability to search

  • As a rep, I want to see completed (Done) Any Time visits as their completed time in the day schedules

 

Fixes

  • When searching products by name, the app automatically adds them to the cart

  • The List of Products is not fully loaded

  • In Sales documents filtering by product tag didn't work

  • As a rep adding new places from the map, I should be able to see the Google Nearby places on the map and the bottom sheet list

 

Android App

Updates

  • As a rep, I want to be able to “remote check in“ to a scheduled visit

  • As a rep, I want to see Any Time visits sorted by schedule created date

Fixes

  • Missing info "Items audited" on Retail Audit preview for Retail Audit  submitted from Android

  • When adding a new place address, the street number appears after the street name; the city field is not automatically populated

  • When you update fetched location automatically, the place is added without GPS

  • The discrepancy between the feed and exported file

  • Recurring visits are not on the same day on Android as they are on iOS and Web

  • Adding a new place and checking in is recorded as remote check-in

  • The deleted visit is visible on the list on the schedule until you refresh the Schedule screen

  •  Long descriptions in forms causing that is not possible to scroll through the form (cut-off questions)

 

Portal

Updates

  • Switch from AND logic to OR logic for tag filtering (place & photo)

  • Made on the web portal

  • Update text in Daily Summary Report email

  • As an admin, I want to select a list of users to export

  • As a manager, I need to see and update my profile on the Web

  • As an admin, I should be able to turn on/off sharing of the Form Report in the application settings

  • Create email templates for Places that download successful and failed emails

  • The Photo and Place tags setting defining operator is not working

Fixes

  • When opening a form, autofill does not enter previously submitted answers

  • Animation of the route is not complete

  • On some orders, there are four extra decimals

  • Newly added places are not visible under "New places" as an activity

  • "End time" is not showing on the feed

  •  Admin restricted to certain territories can delete the schedules of all reps from the company

  • Editing project visits and setting the new visit date to the project end date throws an error

 

 

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