What's New in Panoply - Version 2.263

Created by Bhavan Manjesh, Modified on Mon, 2 Aug, 2021 at 6:29 PM by Bhavan Manjesh

Sl. No	Change Request	Audience
1	CQ Process	Service
2	Fixing the Contact Number Formatting for Orders survey	P&L
3	IO Management - IO Registered Date *	P&L
4	Engage CRM Changes	General

1) CQ Process

1. If the call is in waiting (Wait for PO), Coordinator can able to schedule the call.

2. When engineer selects Field Visit required for any CQ call it was considering as CQ done: this functionality has been removed.

3. Following scenarios are considered as CQ Done.

a) If coordinator selects Wait for PO & he will add parts, that time we are considering as CQ Done.

b) If Engineer will request parts from SRLC one Parts Request will create in PRLC Screen. Whenever manager selects any claim type & submits then we are considering as CQ Done.

c) If any CQ call's CQ is not yet done & user is trying to close the call, that time also we marked as CQ Done.

4. If any "Wait for PO" call is there then user can able to schedule the engineer for that call. that time call status will change to "In progress", engineer can able to fill the efforts after that he can move back to waiting.

5). Scope Document mandatory if claim type is Quote in PRLC.

2) Fixing the Contact Number Formatting for Orders survey

Now in Panoply we have corrected the format and also provided a Split between Mobile Area code and Telephone Country Code in separate column.

3) IO Management - IO Registered Date *

Added new field, IO Registered Date in IO Management Home grid and Export Excel.

4) Engage CRM Changes

1. Login Background image changed.

2. 'Panoply' is replaced with 'Engage CRM' in all the places. Including in title.

3. When Menu is collapsed instead of P2, Engage CRM logo is shown.

4. Login control division location is slightly moved to right and upwards.

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