What's New in Panoply - Version 2.225

Created by Akhil M.P, Modified on Mon, 19 Oct, 2020 at 9:54 AM by Akhil M.P

S.NoChange RequestAudience
1Service Performance DashboardService
2Changes to Cross Selling Enquiry Logging
Service
3Changes to Warranty Conversion
Service
4Changes to Activity Summary Email
PS Team
5Customer Transaction Pivot
Specific Users


1) Service Performance Dashboard :- Service Department has been provided with various Task Performance measuring summary dashboard with their statuses with different colors depicting the intensity of delay with Red, Amber, Green. Each Task Performance has its own criteria/rules defined.


2) Changes to Cross Selling Enquiry Logging :- Enquiry Category is not mandatory while logging Cross selling enquiry but mandatory to select while qualifying Cross Selling Enquiry.


3) Changes to Warranty Conversion :- The auto-mail trigger subject has been changed to "Install Bases for which warranty conversion leads are still pending for creation". 


4) Changes to Activity Summary Email :- Hereafter PS team will receive this email trigger.


5) Customer Transaction Pivot :- A pivot has been provided which specifies the entire customer transactions such as Customer Calls, Indication on IB Warranty Date, Active Contracts, Active Lead, Delivery and Receivable status on the Order etc can be viewed on this pivot. 


                                                                                        Thank You

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