Changes made in Panoply - Version 2.174

1. Changes in the Service Pivots

Changes have been made in the following Service pivots:- 

a) Service Management Pivot:- A new filter field "Call Qualification" has been added to Service Management Pivot.

b) Service Request Pivot :- A new column field "Call Schedule Date" is added to the Service Request Pivot.

2. Escalation module enhancement :- Following changes are made:- 

    a) User Interface enhancement has been made through out the module. 

    b) User will now receive email notifications in new revamped template.

3. Support Calls can be logged against product with Install Base status as "To Be Installed" :- Users are now allowed to manually create support/service calls for the products with status as "To Be Installed" in Install Base. Visibility of "To Be Installed" in Install Base is included in the SRLC.

4. Warranty visibility in service:- Warranty is a commitment by sales and execution by service. Warranty details are now visible for service team in the following screens :- Installation Call Closure, Installation Call Detail and Engineer Task Completion.

5. "Sign-off Training" a new call type :- If sign-off training is selected in the Customer Order screen SOD/Sales SOD , always this will be initiated in service as a call. 

This change request is based on application parameter and is applicable only for IGB

6. Customer Order Screen Changes :- PO Expected date is mandatory if the order category is Equipment or Small Equipment.

This change request is applicable only for Chemetrix.

7. PM Notification to Scheduled Engineer:- Now the scheduled engineer will get notified 1 month prior to the PM scheduled date.

This change request is based on application parameter and is applicable only for Chemetrix. 

8. SSD Product Group and Product Type :- SSD Product Group and Product Type has been introduced at the inquiry qualification level for better visibility of inquiries in Sales Funnel. There are 15 types of SSD Product Group tagged to 4 Product types. When user selects a Product Group, respective Product type mapped will be populated automatically. 

9. Install Base updates

User can now view the Product specific details in the Install Base screen. Please refer to below screenshot:- 

10. Enhancements of Transactional Sales Report:- Report has been modified by removing few existing fields and by addition of new fields:- 

    a) Customer Reference column has been removed.

    b) In the inquiry source break up, added new rows 'Total Quote value', 'Average Quote value', 'Order Value'.

11. Bulk Lead Update :- A new screen has been introduced as part of Sales Funnel Management where if "Bulk Lead Update" is ON. User can do bulk update of 'Product Position', 'Probability', 'WLC reason', 'PO Expected Date' and 'Competitor' via this screen. Please refer the highlighted area in the below image :- 

12. Only Active Leads in Lead Management :- User can now view only the active leads in his Sales Lead Management with respect to portfolio for AM's, based on the sales team setup. Please refer the highlighted area in the below image :- 

13. Strategic Discrete Lead tracker :- Now Strategic Discrete Lead tracker will list leads as per the Portfolio for AM and based on Sales Team Set up for Sales Managers.