Changes made in Panoply - Version 2.178

Created by Akhil M.P, Modified on Tue, 5 Nov, 2019 at 11:37 AM by Akhil M.P

S.No	Change	Audience
1	No Lead to Forecast now able to revert	Sales
2	Sales Pivot Changes	Sales
3	Widget Count	General
4	Customer Name included for installation complete auto-mail	Service

1. "No Lead to Forecast" now able to revert :- If Account Manager selects "No Leads to Forecast" while submitting the forecast, a confirmation message triggers asking the user to confirm it. This actually avoids accidental selection of this option by the user.

If the user submits it as "No Lead to Forecast" even after the confirmation message, now Sales Manager has the option to revert it and move the forecast to pending status which will allow the Account Manager to proceed further.

Please find the below screenshot for Manager revert option :-

2. Sales Pivot Changes:- Enquiry and Enquiry Products pivot, Under secure pivots - CSD Leads Pivot, Discrete Leads Pivot, Metrohm Pivot, Overall Pivot, SSD Leads Pivot have undergone the below changes :-

a) The field "Generated by" is listing down proper user details.

b) Added a new field "Enquiry Created by" in the pivot.

3. Widget Count :- User can now be able to view his actions pending/updates or notification for his request against each widget by using the "Widget Count" button in the home screen. Click on this button refreshes the widget count.

Please find the below screenshot :-

4. Customer Name included for installation complete auto-mail :- Customer Name is included in subject-line for the auto-mail which is sent when installation call gets completed.