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
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