Preliminary Release Notes, March 21st - 27th 2024

This article provides an overview of changes and additional features included in the planned release window of March 21st to March 27th, 2024.

The changes made in this release concern Puzzel Sales Intelligence.

These release notes are preliminary and features in this document are merely planned features for the release, which is still in the process of being tested thoroughly. Puzzel reserves the right to postpone the launch of any feature described in this article. 

Note that some of these features may require a customised set-up before they can be activated. In addition, some features may have a set-up and/or monthly cost element associated to it. 

Puzzel Sales Intelligence

View Customisation

We are introducing a new feature enabling users to customise their views by editing sorting and expansion preferences. Users can now tailor their views according to their specific needs and preferences.

Sort and expand settings are stored per user, ensuring that user preferences persist across different sessions.

  •  We have added a new button in the start page and customer card header labelled "Edit Mode." Users can click on this button to activate edit mode, allowing them to make changes to components based on the Viewzone settings.
  • Users can now increase or decrease the order index of components by clicking on a dedicated button, facilitating easier reordering of elements
  • Toggle for Normal/Enlarged Component: Implemented a toggle or button to switch between normal and enlarged view modes for components, enhancing flexibility in component display

 

Startpage

  • Added a new "All Projects" filter to the My Outcomes section on the start page. This filter allows users to view outcomes across all projects.
  • Implemented the ability to order events in the event list by project. Users can now arrange events based on project and time.
  • Implemented UI fixes for the project dropdown menu on the start page.
  • Adjusted the behavior of the inbound component on the start page to default to the SMS tab if there are any inbound SMS messages present.
  • Limited the display of recently used services to a maximum of 10 entries on the start page, providing a more concise and focused view for users. 
  • Implemented filter memory functionality for the general e-signing component, similar to the Scrive component. 
  • Inbound SMS: Fixed an issue where, upon default loading, the Rolling Week option was selected in the interface but still displayed all information regardless

Customer card

  • Navigation Event Logging: Introduced a new feature allowing admins to view the latest logged navigation events for a user. This feature enables admins to track user actions before loading the customer card or understand how an agent entered the customer card. Admins can access this information by clicking the eye-icon in the admin-view.
  • Removed the ability to delete outcomes from another project, ensuring data integrity and preventing accidental deletion of outcomes.
  • Added the booking resource name to bookings in the customer card log, providing users with additional context and clarity when reviewing booking information.
  • Optimized performance for scenarios with a large number of contacts. Added a top 10 filter if more than 10 contacts are present, further enhancing performance and usability.
  • Enhanced performance for the notes field in the customer card, ensuring faster loading times and smoother user experience.
  • Resolved UI issues related to row-break in customer info headers, ensuring consistent display across different screen sizes and resolutions.
  • Added the possibility to hide the default field for customer number in all customer cards.
  • Resolved an issue where a 'v' was inserted when using 'ctrl + v' (paste) for the first time in the notes field
  • Replaced existing multichoice functionality with multidropdowns. This update provides a more intuitive and efficient interface for selecting multiple options.
  • Implemented enhanced validation to prevent unintended actions resulting from double clicks on outcome buttons.
  • Swish: Added functionality to automatically close the order modal upon saving if no Swish product is selected
  • Addressed a bug in the date selector that prevented users from selecting a date in certain situations.

Booking

  • Enhanced Validation: Validation of bookings has been improved to include maximum length constraints for subject and description fields. 
  • The period before a customer card autoloads prior to a personal booking has been adjusted to 2 minutes.
  • When booking a meeting, the booking resource picker now utilizes a random-order selection method if multiple resources are available to choose from. 
  • Implemented a "Next Month" button (>>) to allow users to switch to the next month directly from the calendar view.

CRM

  • Outlook Export Function: Account numbers have been incorporated into the Outlook export function, providing users with comprehensive data when exporting CRM information.
  • Visibility of Inactive Users: Inactive users are now displayed in the CRM event list, ensuring a comprehensive overview of all users' activities within the system.
  • Pipeline View Customization: Customer information fields have been added to the pipeline view on the start page. Administrators can now select which fields to display in the customer info section.
  • CRM Report Events: Resolved a bug causing duplicate rows to appear when changing the project of a customer in CRM report events. 
  • Users can now utilize batch SMS functionality directly from the pipeline view in CRM. Enable this feature by select the field containing mobile phone numbers in the admin tool and enable SMS capability from CRM projects. This feature allows users to efficiently reach multiple customers at once while managing their pipeline.


Tooltip Enhancements

  • Adding new tooltips for context and information, facilitating smoother navigation and understanding, particularly in instances of longer project names. This enhancement applies to Search Results, My Latest Customers, and My Calendar List.

Admin services

  • Implemented functionality to automatic trim whitespaces in email addresses and phone numbers within the user admin interface. 
  • Added the capability to view call forwarding settings for users in the user list. This feature provides administrators with quick access to determine if a user has call forwarding configured.
  • Revised the validation process for the SMS from-address in the project admin view

Automatic redirection back to admin services

  • Implemented automatic redirection back to an admin service when exiting a customer card. This enhancement applies to the inbound calls list and the booking manager list, seamlessly returning users to their previous context and improving navigation and productivity.

Login page

  • We are preparing to enable customers on our new authentication service. The initial sign of this transition is the introduction of a new link to the updated start page. You will receive further notification when the transition has officially commenced. 

 

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