November 6th, 2009· The Printed Calendar both Weekly and Monthly now have a 2nd print button. This option will also print the Action Note.
· When a new document is added, we now include the Creation Date and user. This will display on the prospect document view and document view.
· Sales Portal now accepts orders from the eBusiness Suite as commission transactions. Salesmen and prospects need to be setup in the eBusiness Suite and are linked by their Salesportal ID.
· If a commission is linked to a prospect, the commission will now display on the Prospect Detail Display screen.
· We have added a migration log for tracking import and export status. This will be expanded on and add to the Infoportal Sales portal in a future release.
· We have added a prospect import log to the database to allow you to audit prospect imports.
· Email template has been added to the menu. This allows you to setup pre defined email responses that can be copied into an email.
· We fixed a background processor error that occurred if you were doing multiple types of imports.
· There are new database scripts to run
· There new tags in xml_config/appConfig.xml: invoices add EMAIL_TEMPLATES at the end and for add ,0 or ,1 (activated) menu_options_enabled 1 and 2
June 3rd, 2009· Add email draft id to sales actions
· add background processor that sends list of prospects with email draft to use to OP for automated email send
· note, op is changed to allow different emails for each prospect
Add automated campaign logic:
· 1. when you define sales action you define # of days between sales action
· 2. background processor that adds campaigns to prospects based on automated campaign date range and selection criteria
· sales actions - add flag to control if it displays on the prospect add sales action (display for Salesman flag)
· campaigns - add flag to control if it displays on the prospect add campaign (display for Salesman flag)
· Allow delete/change of sales action, even if assigned to prospects
· Allow delete/change of campaign, even if assigned to prospects.
· Help text on Insert/update sales actions
· Help text on Insert/Update automated campaigns.
· Help text on Insert/update email sales actions.
· Unsubscribe logic in Order Portal is changes, any prospects that unsubscribe the opt out date is passed back to sales portal and prospect is updated with opt out date
· All email selection logic will exclude any prospect where opt out date is filled out.
· automated campaigns - added ability to only select if prospect was created >= campaign start date
· completed sales actions - added sales action date.
· fix search error if you put in sales action date and there were no matches, pulled up all prospects(due to eliminate dup logic) 4/1/09
· Add a new field, Salesman Name to the autoresponder information sent with email . This is salesman first name, a space, plus salesman last name
· Automated Emails and Campaigns the 3 multiple selection fields (territory, lead source and status) did not clear when you selected new options. This is now fixed.
· Work with prospects searching. Added check box to territory, lead source and status. You can select prospects that do NOT have this field filled out.
· add in round robin logic.
April 28th, 2009· Maintenance over Data Migration options and Data Migration Tables added
· Prospect Import changes for territory and status id - see below
· Totally new Logic for outbound Emails - see below
· Import - added check box to check for duplicates, plus added to appConfig.xml for automated imports
· New Territories to default to Yes include in Information Portal reports
· Prospect Last Change date - now updated if notes, contact, sales action or campaign is added or updated
· New Search criteria added to work with prospects screen - see below
· Fixed a bug on return to Calendar from prospect detail screen
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