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Bug 966 : add creation date to prospect sales action
You
will see this in the database. We have added this to better track
activity.
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Bug 932 : ability to view closed sales actions
After
a sales action is closed, you will be able to review them through
the prospect detail screen.
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Bug 880 : should not delete sales action if belongs to
prospect
There was an issue where admin users were able to
delete sales actions, which on the prospect screen would return a
blank sales action. Instead of deleting all prospect sales actions
when deleting a sales action, we put a system check and require the
admin user to remove the sales actions from each prospect before
deleting it.
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Bug 758 : sync print prospect report headings with current
display headings
This required a new ireport change. Now
uses the same headings as the search results screen.
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Bug 1041 : size of characters left box too small
There
was a small issue with the characters left box. On the note screen
it wasn't large enough to see all numbers. Example: would see 200
instead of 2000.
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Bug 946 : make color on sales actions optional
After
a review, we felt it not necessary to require a color when creating
a sales action. Although having a color there as an option, it is
still very useful. Disabled the requirement check.
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Bug 935 : search screen by email
Added the to ability
to search prospects by the primary email address.
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Bug 947 : losing yes/no option on the Sales Action mandatory
date when updating
The mandatory date on Sales Actions was
being saved, just not being displayed right on the sales action
maintenance screens.
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Bug 778 : add a description to campaign
Added a
description field on campaign maintenance screens. It allows up to
200 characters.
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Bug 1019 : Prospect Campaign - need to indicate if campaign
is completed
We noticed that when viewing the prospect
screen, the campaign information was minimal at best. We wanted to
give the user a little more information, so now when on the prospect
screen, the associated campaign includes
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Name
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Description(*recently added)
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Completed Status(changes to
Completed when all sales actions have been completed)
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Actions Remaining(actions left in
to complete campaign)
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Total Actions(Total Actions in
campaign)
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Bug 1107 : Default date with today's date everywhere a date
is entered
Wanted to add default date to entry screens.
Defaulted to the current/today's date.
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Bug 1011 : Sales actions - instead of deleting, add
active/inactive flag
We now do not delete sales actions from
database, instead we change a status to inactive. This will help
keep track of sales activity. We also include a changed date and
user who changed the sales action.
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Bug 1031 : Move min and max
connections into Appconfig
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Bug 1040 : campaign did work correctly on import
We
found an issue in the past when trying to assign a campaign to a
list of prospects we were trying to import. This is now resolved.
Simply enter the campaign id you would like to assign to the
corresponding prospect and it will attach all campaign sales actions
and default the sales action date to the import date, all priorities
are set to 1.
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Bug 966 : add creation date to sales action
We now
keep track of when a prospect sales action is created, changed and
deleted.
