Changes made in Panoply - Version 2.139

1. Color coding for Service calls marked for 'Field visit' (Service)

When Service calls go through call qualification and engineer (in call-center) subsequently marks the call as 'Field visit required', the call moves back into the service coordinator's queue. Color-coding has been provided to identify these calls - they will be marked in 'Green' (ref below screenshot)

2. KAM Tracker (Service)

Few changes have been made in the KAM tracker screen

The column 'Classification' which previously existed has been done away with. A new column 'Meeting Status' has been introduced (ref below screenshot)

The Meeting status column reflects the overall status of issues/meetings - at customer level. Clicking on the 'All actions' button shows the list of action points raised for the customer. Once all the action points pertaining to a customer have been "Completed", the 'Meeting status' will also show the status as "Completed". However, even if one action point is "Open", the 'meeting status' for that customer will also remain in "Open" state  (ref below screenshots)

3. Enquiry Category Change - from SSD to CSD and vice-versa (Sales)

There have been requests in the past from business for conversion of a lead's enquiry category to CSD (for spares quotations). So facility has been provided for users to change the enquiry category of leads between SSD (Per incident service) and CSD. 

4. Install Base (Service)

Few additional fields have been provided in the install Base search screen. The new fields are 'Region', 'Country', 'State', 'City' and 'Segment'. Users can now use these additional filters to search Install Base records.

Also note that these additional fields have been included in the excel (download) file as well. The excel file also shows, for each install base, the past and current Contract Dates.