Release Notes, September 11th-15th 2023

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

 

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