What's New in Panoply - Version 2.207

Created by Akhil M.P, Modified on Mon, 25 May, 2020 at 11:40 AM by Akhil M.P

S.No.Change RequestAudience
1Email template revamp
General
2Changes to Company docket
Admin
3Latest Engineer to be updated in all reports
Service



1) Email template revamp :- Email template has been revamped for the following functionalities/module in Panoply :- 


    i) Credit Card template :- Applicable for Admin module.

    ii) Sales Module email templates are revamped

    iii) P&L module email templates are revamped



2) Changes to Company docket :- Following change are made to Company docket under Admin :- 


    i) Introduced new column in the Company docket for all docket types and these columns are free text for users to
       enter. Those columns are :- a) In "Insurance" inserted new column "Insurance Type". b) In "Vehicle" inserted new
       column"Vehicle Type". c) In "Tenancy" inserted new column "Tenancy Type". d) In "Others" inserted a new column
      "Docket Type".


    ii) Bulk update option is provided in docket type "Vehicle".


    iii) Comments are mandatory while marking any of the records in company docket as inactive.



3) Latest Engineer to be updated in all reports :- Following pivots are now updated with latest engineers :- 

    i) Productivity Organization wise :- Now this pivot, lists the latest engineer name 

    ii) FOC and PM pivot in Service Management pivot, lists the latest engineer name.



                                                                            Thank You

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