VERSION HISTORY
Version History for Lauxes Data Import Application
Version History Archive hold information about older version of the Portal
Version 1.12.0 - Release 136
11.01.2024Added Maintenance Feature for Book of Shadows Data (not Lauxes Related)
o Book of Shadows Group Maintenance
o Book of Shadows Item Type Maintenance
o Book of Shadows Item Maintenance
o Book of Shadows Spell Maintenance
o Book of Shadows User Maintenance
Updated Projects Feature with functional and UI changes
Version 1.11.5 - Release 135
11.01.2024Updated Leads to Exclude Archived and Deleted Contacts from Lists
Updated Leads to Allow Filtering by Country on Contact Type
Updated Email Queue to Allow IsFinance (new Access) Users to Change the Status of Email accidently moved to the Invoicing Status
Updated Run Tracker to change the colour of the contact background to blue and move it to the bottom of the run list if already Visited
Updated Wellness Maintenance to use separate Security so more people would be able to edit Wellness without having People & Culture Access
Updated Country Maintenance to Allow selection of Countries to Show in Country Selection Lists
Fixed Addresses (on the left of the view) showing InActive Addresses in CRM Details
Fixed Contact Delete in CRM to also remove new types of Data - Note: You cannot Delete a Contact that is on a Run (Run Tracker)
Fixed Contact Merge in CRM to Merge new types of Data - Note: Last Call Data is Removed for Merged Contact
Version 1.11.4 - Release 134
09.12.2024Updated Run Tracker UI and Added a new Run Details View
Updated Add Appointment in CRM to allow the user to enter a Visiting Name which is pushed through to Run Tracker as is the Agenda to Notes
Version 1.11.3 - Release 133
05.12.2024Updated KML Import so it better matches Contact Names and ignores leading and trailing spaces on either name
Updated Run Tracker so you can now Delete Runs that don't have any Actual Visits in
o Once an AM has completed the first visit the Run CANNOT be deleted
Updated Run Tracker to show Entered Notes on the Run Print ViewVersion 1.11.2 - Release 132
01.12.2024Added Plan Run to Run Tracker to sort by closest store. Starts at first store in list.
Added the ability to view a list of Current/Active Runs in Leads.
Added Country Filter to State Selection in Run Tracker and Leads.
Added Include/Exclude UnAnswered Calls Option buttons on the AM Dashboard.
Added Notes to Contact Details in Run Tracker.
Added Is UnAnswered Checkbox to Add Call so you can specify the type of call made in the Outcome and also make a note if that call was unanswered.
o This will allow for the display of calls in the correct row on the AM Dashboard.
Updated Run Tracker & Leads to the new now-on-crack version making it much much faster
Updated Run Tracker so you can Select From a list of all of YOUR Areas or Select Areas by State
Updated Area lists so they are now sorted by last visited descending, making the Contacts at the top of the list the ones not visited for the longest time
Updated Run Tracker KML Import to Assign the Area to an AM if Noted in the Name of the Area => Area Name space[firstname lastname-initial] (no spaces)
Updated Run Tracker KML Import to add Contacts who don't belong to an Area to 'REMOTE AREA [state]'
o If the Remote Area doesn't exist for the state then it is created.
Updated Scoreboard to use State from Address or Location instead of Division to determine Division/State BreakdownUpdated Contact Area Maintenance so an Area can be Assigne to a User
Updated State Maintenance to add Division Reference
Updated CRM Add Call Activity to add the activity to the division basaed on the Contact State and NOT the User Division
o The User's Division will only be used when there is no address or Geo-Location to determine the State/Division.
Updated Call Maintenance to add Division ReferenceVersion 1.11.1 - Release 131
17.11.2024Updated CRM Edit so you can now Un-Link a Linked Contact
Updated PK's in Leads to show 14 days starting at 0 Days and remaining selections starting at 14 days
Fixed an issue where the State wasn't showing in Address in CRM Details
Version 1.11.0 - Release 130
10.11.2024Added New CRM Leads Feature - Multiple Attack Vectors to view lists of Contacts/Leads to Call, Email or Visit
o Splits Calls Made vs Unanswered Calls for action clarity.
Added New Run Tracker Featureo Google Maps KML File Import for AM Run Area & Missing Contacts.
o Run Sheet Print View for easy Run Sheet Prints with LOTS of information.
o Easily Include or Exclude any Contact from the Run Area in your Run Sheet.
o Logging a Visit against a contact on an active runsheet automatically updates the Visit Date for the Run Sheet.
o Adding an Appointment to a contact that is on an active runsheet automatically updates the Visit Booked Date for the Contact on the Run Sheet.
Added New Projects Feature to track Time, Expenses & Revenue across the Stages of Projectso Creates Groups for your Projects.
o Expenses & Hours can be flagged as Billed to track Invoicing time/expenses.
o Every Project can have their own custom stages to breakdown Expenses, Hours & Revenue.
Added New Scheduled Call FeatureAdded Lead Type Maintenance
Added Run Tracker Options Maintenance
Added Project Hours Maintenance
Added Project Stages Maintenance
Added Project Category Maintenance
Added Project Expense Maintenance
Added Project Revenue Maintenance
Added Project Stage Types Maintenance
Added User Access Type Group Maintenance
Added Contact Area Maintenance with Ability to set Geocoded Polygons for AM Areas
Updated CRM Contact Delete to be able to Remove Contacts who currently have other contacts set to purchase from them (only removes the reference NOT the other contact)
Updated CRM Details & Edit to Manage and Display Lead Type
Updated CRM Details & Edit to Manage and Display Geocode Location for Contact
Updated CRM Contact Type to be able to identify the Is Imported From Map Type
Updated Team Goals to allow you to edit your Goal Activity Updates in the current month
Updated Version History and split it into 2 part with information on older updates now found in the Version History Archive
Updated User Maintenance to now show User Access in Groups
Updated Portal Settings to Manage Toolbar Logo and be able to Show or Hide Portal Links shown in the Toolbar
Updated Contact Status Maintenance to easily allow programmatic determination of active status using new Is Active field in Database
Updated Timesheet Maintenance to be able to track billed hours and more clearly show timesheet notes
Updated Calls and Notes Entry to only paste plain text so as to stop rogue characters coming into the Portal and disrupting the feed
Updated Custom Field Maintenance for better future compatibility
Updated UI for various views across the Portal
Security updates uncluding updated plugins
Fixed an issue where Order Attachments were showing as General Attachments in the Attachment List in Email Details
Fixed an issue in User Maintenance where you couldn't remove an inactive user from a user's personal AM List
Fixed an issue which hid last minute entries in The Grate Claw Review (not from the count, but from the list)
Fixed a potential issue when adding more than one call outcome when Adding a Call
Fixed an issue in The Grate Claw Results which meant not all Month Images were showing