Amongst a set of smaller changes and additons we significantly enhanced the User Experience when dragging and dropping files and emails to SpiceCRM. Whenever a file is dragged over the UI the user will get visual feedback where the file can be dropped. Also the drop feature has been added to the activity stream.
When dropping into the activity stream the system will also automatically recognize if an email has been dropped directly from Outlook. In this case the email will be converted to an email in terms of CRM and rendered as part of the stream with a full preview of the message. In all other cases the file will be added as regular note in the activity stream with the file attached.
The procedure allows easy archiving of emails without the need for any plugin or additonal software on the exchange server or within Outlook.
Furthermore we also converted the Sales Planning functions from the old UI to SpiceCRM and the new UI. With the sales planning tool users are enabled to put a proper sales plan in place and plan hierarchically on a territorry, product group, product level. This empowers sales management to plan on a yearly, quartlery or monthly basis. The plan can be rolled over regularly, it can be monitored and used for target setting.
For specific industries like CPG or others the tool can also be used to plan specific promotions. In manufacturing it can be utilized to link sales and logistics.
The Planning Tool can be freely customized to plan on different hiearchies, plan various key figures. It can be configured to read historical data like last years revenues or customers potentials and other infos. I can evaluate formulas to calculate values and also can aggregate on all levels.
The integration and flexibility makes it the perfect sales and operational planning tool for larger orghanizations. Supporting them to enable the sales team to plan properly.
The Release in Details
1000323: Date Picker dual mode
1000287: Object filtered list
1000299: Generation of Questionnaire Evaluations (also as scheduler job)
1000308: Optimistic locking: catch missing audit table
1000302: Update Sales Stage dom for Opportunity SpiceBeanGuide
BeanGuide STages have to be loaded in primary modules load: correction in config reference done.
1000321: Bug fix: add Model return action string instead of model.data
This was passed as return value for the addModel, where the expected value was model.data.
Line: 948 moved to line 951 and the retSubject.next value change "this.data" instead of "response"
And this will be only passed if the action is either "save" or "savegodetail"
1000327: Object Texts Components Renamed
1000307: E-Mails body content in retrieve
1000318: Fixed Date Filter when set and editable
1000201: MediaFiles: Upload (with Editor)
1000312: Duplicate Panel "Go To" button
1000306: Added option on parent field to hide module icon
1000256: Create new bean from related item button
Modal Window with Activity detailView pops up after click.
Defined CopyRules preset field values in Activity form
1000291: Spice Drop File Area Directive
1000272: Enumerate columns in unifying SQL queries (instead of using asterisk)
1000311: Added option to choose fields on list export
1000292: Add Activity Emails from dropped files
1000288: SpiceNotes: display delete icon on global notes for admin or note by creator
1000325: Dropdown Trigger Directive overflow
1000319: Reporter Tree View fix
1000300: Questionnaire Evaluation Field
1000301: System Prompt Line Break parse
1000320: System Tree Improved
We have done some other improvments for the template.
Now it's possible to decide either to assign the item as a sub item of another one or just to change the sequence of the tree item.
The component will also take care for changing the parent of the tree item if it's been droped into another parent scope.