VERSION HISTORY
Version History for Lauxes Data Import Application
Version History Archive hold information about older version of the Portal

Version 1.13.0 - Release 149

18.06.2025
Added Status Icon in ToolBar which shows is the user is Signed-In (Green) or Signed-Out (Red)

Updated Task Creation so that is now sends a notification to the owner to let them know you assigned them a task
Updated Scheduled Call Creation to let the Ownder of the call know that you assigned a Scheduled Call to them
Updated #TAGS to send the recipient a notifications to let them know they got a #TAG from someone
Updated Time Sheet Location Maintenace to allow a Location to be inactive so old locations no longer show in the Portal
Updated Email Queue Type Maintenance to Editing of new Flags for Is Processed, Is Printed and Is Being Packed to work with Packing in the Mobile App
Updated Email Type Maintenace to allow identifying which Email Queue is the Solutions Queue, for use with the Mobile App
Updated Target Entry to Load week 1 with remainder when aligning month value over weeks, which is more in line with when sales happen
UI Updated including Headings to make them clearer in all views and other re-alignments of Button Selections, lists and data

Version 1.12.12 - Release 148

28.05.2025
Added Journey Dashboard to see a Summary of Contact Journey Movements for the Selected Month
Added Main Dashboard Duplication so the current year can be easily duplicated to setup the next year
Added Journey History which tracks when Contact Journys move from one level to another

Updated CRM Details to show Unknown when there is no name for a contact so links to the Contact work
Updated Journey Details in CRM Details to show Journey History with Dates each level was reached

Version 1.12.11 - Release 147

18.05.2025
Added Mobile Prefix Maintenance
Added the very start of the new EDM Marketing Feature

Updated Leads HOT, WARM, COLD to show new Trade Filter from Trade Calls
UI Updates

Version 1.12.10 - Release 146

11.05.2025
Updated Training to be able to add an attachment to any question in a course/survey
o This new feature is available for Microlearning Courses as well.
Updated Trade Calls in Leads to be able to Filter by All, Trade, Commercial or Residential $10M+
Updated Contact Type Maintenance to manage new Contact Types - Commercial & Residential $10M+
UI Updates

Version 1.12.9 - Release 145

05.05.2025
Added the ability send an SMS to all Distributors and/or Trades for the Selected AM Area in Leads

Updated Country Maintenance to allow Entry/Edit of the new SMS Origin Number

Version 1.12.8 - Release 144

27.04.2025
Added New Lauxes Toolbox Menu Item to Main Menu
Added New MicroLearning Feature to the Lauxes Toolbox Menu

Updated CRM to have an Extended Delete Access Feature which to allows certain users to edit/delete and item after a it has been closed off
Updated Training Course Type Maintenance with new course filter options
Updated Distributor Lauxeversaries so it doesn't show inactive Distributors
UI Updates to different parts of the Portal

Version 1.12.7 - Release 143

23.03.2025
Added Finance Reporting Pack Size Maintenance
Added Finance Reporting Discount Group Maintenance

UI Updates to Training Maintenance & Team Member Details
o Updated Pack Size Sales Summary to show 12 Month Figures.
o Added Revenue by Pack Size.
o Added Revenue by Discount Group.
Updates to the Finance Dashboard

Info Only: Along with this version is the data for geofencing Canadian Provinces - which has been imported/completed on the US Portal

Version 1.12.6 - Release 142

10.03.2025
Added New Contractor (Purchasing) and Contractor Network Rows to Main Scoreboard

Updated Main Scoreboard to filter Distributor Count by Distributors in the General Wholesaler Types
o Trades/Contractors are excluded even if they have sales, but can been seen in the new Contractor Rows if shown.
Updated Finance Dashboard to show Sales by Pack Size by Product Group

Fixed Issue with Marketing not showing Request Details under some circumstances

Version 1.12.5 - Release 141

02.03.2025
Added Added New Tools Menu to streamline the Main Menu and provide additional access to some features
o You will now find Marketing Request & Feature Requests in the new Tools Menu.
Added Pack Size Sales Summary to Finance Dashboard

Updated CRM Search so you can now Search Calls eg #NXT14
Updated CRM Search so all Searches can now return up to 200 Results
Updated Main Menu & IT Menu moving some features to the new Tools Menu
Updated Marketing Request Feature so Required By Date is now and optional field
Updated CRM Contact Types to easily reference Trade Types
Updated DISC Profile to the user can show Active Team Member Entries (default) or ALL Entries

Fixed Wonky Bars (technical term) showing in Notes & Orders Searches

Version 1.12.4 - Release 140

11.02.2025
Added Marketing Request Feature
Added Marketing Request Types Maintenance
Added Marketing Request Status Maintenance
Added Marketing Request Priority Maintenance
Added Product Purchase History to CRM Details (see left hand column under Additional Information)
Added CRM Contact Group Maintenance

Updated CRM Feed to show Shipping Warehouse for Processed Orders (emails/orders with packing slips)
Updated Leads => AM REGIONS => Current Runs >> Show who created the Run, Sort by Run Owner/Area Name & show Appointment Date Range

Version 1.12.3 - Release 139

02.02.2025
Updated Finance Dashboard to show Revenue by Customer Group

Fixed Journey view not updating on First Purchase

Version 1.12.2 - Release 138

27.01.2025
Added Finance Dashboard (Still a work in progress)

Updated Run Tracker Contacts to highlight when a contact visit has been booked
Updated Run Tracker to indicate how many times a Contact has been visited this year and last year
Updated Run Tracker to Show a List of Current Runs for the Selected User When Creating New Runs
Updated Contact details to Show Contact Group
Updated Contact edit to maintain Contact Groups

Fixed Run Tracker Contact Sorting on Booked Visit instead of on Actual Visit

Version 1.12.1 - Release 137

16.01.2024
Added Revenue By Product Group/Series to Main Scoreboard
Added Revenue Breakdown By Product to Main Scoreboard

Updated Scoreboard Action Maintenance to Maintain HasDetail to show a link on the Scoreboard for rows which have a Detailed Breakdown
Updated Product Group Maintenance to support linking Product Groups to Scoreboard Revenue Rows

Version 1.12.0 - Release 136

11.01.2024
Added 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