Release Date: February 28, 2021
Updated:
- iOS App 5.21.12
- Android App 5.15.65
- Portal
- Advanced Reporting
What's new
In the past weeks, we have fixed all known errors to ensure optimal app performance.
Below, you can see a list of improvements we have made to the Web portal, APIs and Integrations, Advanced Reporting, iOS, or Android.
Projects
Whether it’s a promotional event, new product launch, or client merchandising contract, certain projects require you to execute hundreds or even thousands of account calls within a specific timeframe or budget.
That’s where Projects come in. With projects, we’ve made it easier than ever to manage project requirements, schedule works for the most qualified reps, and track and share high-quality work as it’s completed.
Setting up a Project allows you to manage a set of related activities your team needs to complete within a certain time frame (e.g. for a promotion event, merchandising client, product launch, etc.).
iOS App
Fixes
-
When taking photos from the device on iOS, it will duplicate them in the device gallery
-
Some products are shown in the mobile app with a price different than on the web
Android App
Fixes
- Block the possibility to scan the barcode into the "Default quantity" field
-
Issues in Sales Orders that have been canceled
Portal
Updates
- Once when is created a new rep, an activation email is not automatically sent out
- I need to filter a list of projects to quickly find what I'm looking for
-
Users should be able to select one or more, or all visits, view the black action bar and export what is selected
- I should be able to open commented activity from a notification list, so I can view and answer to the actual comment
-
I should be able to preview PDF file types when I click the file name without downloading the file
-
I would like to have filters on the Product list to filter by Tag.
Fixes
-
Incorrect time format on the activities shown while is looked through the Places visits displayed on the route
- Once when is created a new rep, an activation email is not automatically sent out
- After downloading photos, in the bulk action toolbar, you see that the selected photos are still selected, but in the gallery, you don't see what photos are selected.
-
Import pricelist doesn't have date validators (no errors when the wrong date is provided)
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"Representatives" permission doesn't give you the right to send an activation email
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An error occurs when you try to edit a project
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Won't load the Places page
- On Activities, the page filter does not give you an option to choose past years
- Cannot navigate to the next page because of the Actions bar
Advanced Reporting
Updates
-
I would like to see the 'Insights Dashboards' button so that I can get informed about this product offer and get more info.
- made in AR
Fixes
-
An Insights Dashboard user should be able to see custom rep attributes and filter by them in the Insights Dashboard.
- made in AR