=
Probis Update History
|
Last Update: 08 November 2008 07:00 GMT |
|
||
|
|
Major Enhanceme=
nts |
|
|
|
|
1 |
Whe=
n creating
a new target for a campaign, the PPC sales rep now defaults to blank |
|
|
2 |
Whe=
n an agent
adds a lead to your system, they will only be able to see duplicates on t=
heir
own leads, not the entire database. This however does pose a risk of
duplicate customers, but reduces the risk of agents being able to see your
database |
||
|
|
3 |
The=
way campaigns
are sent has changed. This is to ensure all the campaigns are sent, and t=
hat
error's are no longer experienced. When you click on send to all, you will
not be able to leave the campaigns tab until all the emails have been sen=
t.
You will see a progress bar showing how far along the campaign is in the
sending process, but the system will not allow you to leave the campaigns
page until all the emails are sent. |
|
|
|
|
|
|
|
|
Bug Fixes |
|
|
|
|
1 |
Whe=
n editing a
unit, the area no longer changes to 0. The calculations have been correct=
ed
on the Unit page. When checking the areas needed to be combined, they now
calculate and display correctly |
|
|
|
2 |
Whe=
n editing
a unit and the picture you previously added on the unit is no longer need=
ed,
you are now able to delete it. |
|
|
|
3 |
You=
are now
able to remove a country from the taxes list if it is no longer needed. |
|
|
|
4 |
The=
error reported
on activity searches has been fixed. When searching between two dates for=
a
particular activity you will no longer see activities outside the range
selected. |
|
|
5 |
Whe=
n an agent
logs in, they are no longer restricted to only seeing their first 100 lea=
ds
they introduced to you; they are now able to view them all. |
||
|
6 |
Whe=
n running
the customer media source report, you now will be able to see customers f=
rom
a specific media source |
||
|
7 |
The=
Sales
Person bug has been fixed where previously when on a PPC deleted users we=
re
shown on the sales rep dropdown, they will no longer be shown. |
||
|
|
8 |
Pre=
viously when
importing an additional enquiry from email, all additional enquiries woul=
d be
imported, regardless of duplication or not. Probis now will no longer imp=
ort
duplicate PPC information, but will rather skip the email |
|
|
9 |
The=
Brochure bug
has been fixed. You are now able to backdate the last sent date of your
brochures. |
||
|
|
10 |
All=
leads are
now searchable on the campaign target, regardless of whether they have a
primary owner or not. |
|
|
|
|
|
|
|
|
Enhancements |
|
|
|
|
1 |
We =
have now
added Calibri as a font for sending emails |
|
|
|
2 |
Whe=
n you want
to unassigned leads by going to Leads > reassign, and selecting blank,=
you
will unassign the leads. |
|
|
|
3 |
You=
will no longer
see deleted clients in target lists. |
|
|
|
4 |
You=
will no
longer see deleted clients in target lists |
|
|
|
5 |
Whe=
n creating
a unit area under setup > categories > Unit area category you are n=
ow able
to select then as default areas, which will automatically be added to for=
the
total area |
|
|
|
6 |
Whe=
n adding
new leads to Probis, The First Name is no longer a mandatory field. |
|
|
7 |
Whe=
n adding a
PPC you are now also able to check the county as necessary New DESIGN implemented |
||
|
|
|
|
|