Preliminary Release Notes, September 11th-15th 2023

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

Customer card

  • Larger buttons for making calls and copying offers.
  • All header fields are visible including all header links. If there is not enough space headers will be rendered on a new row. Edit header fields in the administration tool for Customer information.

         

  • Customer information and scripts are possible to show in dialog windows when creating Bookings, Orders and Offers. Just click the expand-arrow up to the right. 

         

  • Generic outcomes: Added "Save" + "Save and next" to all generic form outcomes

        

CRM

  • Events: A new compressed list view with the user avatar visible. 
  • Added customer name and customer details to Outlook export feature. 

Admin

  • Preview of fields for new customer card in the admin tools for customer and contact information. 

Other fixes

  • Booking: Added auto-expand to notes field and current day is marked to facilitate navigation
  • New customer: Minor changes to the user interface when creating new customers. 
  • Translation/Language fixes in booking window
  • Bug fix for main contact when adding booking contacts
  • Bug fix for auto-go-next for some outcomes

 

Published

23/08/2023 - 14:34

Last updated

08/09/2023 - 12:29