Preliminary Release Notes, November 22nd to November 29th

This article provides an overview of changes and additional features included in the planned release window of Nov 22nd to Nov 29th.

The changes made in this release concern Puzzel Sales Intelligence.

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

New dashboard

Will be available in parallel with the existing dashboard until mid January.

A brand new dashboard is being introduced in Sales Intelligence. The dashboard provides a new, modern interface, simpler setup tools, and greater options for customization to suit your needs. All existing key metrics and lists are included, along with a wide range of new features.

  • Simple dashboard building tool.
  • Cleaner user interface with light and dark mode option.
  • Add background images.
  • Build a loop of multiple dashboards.
  • Choose period per component (for example day, week, month).
  • Choose component size and sorting linked to a simple grid layout. Select font size in lists. 
  • Filter individual components by project, bucket, group or user.
  • Smart vertical scrolling of list components, if too long. 
  • Predefined templates for different screen sizes and format.
  • Sales competition results included in the dashboard.

 

  • The existing dashboard will be shut down on January 15, 2025. You need to create new dashboards using the new tool before that date.
  • The existing sales competition dashboard will be shut down on January 15, 2025.
  • The existing agent dashboard is NOT affected.

 

https://help.puzzel.com/product-documents/user-guide/puzzel-sales-intelligence/sales-intelligence-dashboard

 

Dashboard components

  • New list components for sold products per user, project, or group. The list shows the best-selling products during the selected time period, along with the total sum of all products sold.
  • Renamed the Talk time scalar component to better reflect the actual KPI.

 

Fixes

  • The Isactive flag in Puzzel-Id Org settings automatically updates the loginenabled flags in Sales Intelligence.
  • The user short name in Sales Intelligence user admin is editable even when Puzzel Id is active.
  • Added new file extensions when uploading files to Safe pages
  • Issue with view zone editor when using Puzzel Id
  • Bug in the list of project users for extended project access

Published

Last updated