Baseplan CRM

June 10, 2021

Fixes an issue with the iPad CRM app where the app was crashing when user clicked on hire tab.

April 27, 2021

CM-101 - Fixes an unhandled error when editing To-Do’s

April 22, 2021

CM-99 - Enhances the Enquiry From screen with the following changes: 1. New functionality to allow users to search for companies by customer code. 2. Increasing the width of the company dropdown.

March 26, 2020

CM-62 - Enhances the CRM Mobility application with adding Service Calls to the Service Job list. CM-64 - Fixes an issue with the CRM Mobility application where the users were getting an error message "can't save ..." while trying to save enquiry, note and to do even though the record was successfully saved resulting in duplicate records. CM-70 - Fixes an issue with the CRM Mobility app where the rental contract details are not populated on clicking a contract number. CM-72 - Fixes an issue with the CRM Mobility application where the currency symbol was not displayed based upon the current locale. CM-78 - Fixes an issue with the CRM Mobility application where the users were not able to save To Do after completing an existing To Do. CM-79 - Fixes an issue with the CRM Mobility application where the users were not able to view pop over that displays contact details. CM-84 - Fixes a performance issue with CRM Mobility application when loading rental contract lines. CM-88 - Fixes an issue with the CRM Mobility application where Maps view where the days since last contacted was not displayed above the marker.

December 13, 2018

CM-57 Fixes an issue with iPad CRM app where the users were getting 'Can't Save' error while trying to save the contact.  CM-54 Enhances CRM Mobility application by adding Event field into the CRM mobility app. CM-53 Fixes an issue with iPad CRM app where the rental details were not loaded once clicked on a contract on the grid.

November 7, 2018

Fixes an issue on the iPadApp CRM application where when the KPI chart is loaded for the first time, the Notes option is selected but the graph displays the ToDos data. Fixes an issue on Hire screen where the delivery status was displayed as Undelivered despite the items were delivered. Fixes an issue on the Enquiry Form screen where on saving the record, the Note Created Date was set to the default date instead of the date the note was actually created. Fixes an issue with CRM mobility where the users were getting an error message while trying to save the record on several screens. Fixes an issue on the Rates Calculator screen where the users were getting an error message "Error - cannot save data" while trying to save the record. Fixes an issue on Enquiry screen where the app was undergoing infinite loop while editing an existing record. Fixes an issue with CRM app where the newly added sites were not displayed on the app whereas they were displayed on the enterprise application. Fixes an issue on the app where the countries were populated from the wrong source in the Enterprise database. Enhances Enquiry screen by auto populating current date and time on To Do Due Date and Due Time fields

June 13, 2018

Fixes an issue on the IPad CRM application Company edit screen to not update type after group is changed. Fixes an issue on the IPad CRM application to show edit contacts screen when open from To-Do’s screen. Also fixes an issue on the Enquiry form to first validate fields and then issue a question regarding Last Updated date Fixes an issue on the IPad CRM application to enable use of Geo A Enhances CRM mobility to issue a message when updating Sites, Contacts, Enquiries, To-dos and Notes asking if the Last Contacted date needs updating and update the date if the user selects 'Yes'. Enhances CRM Mobility by adding a Rental Status filter to the Rental list screen. Enhances CRM mobility by not displaying customers that are inactive in Enterprise. Fixes an issue with CRM Mobility where sites and contacts were not displaying when a company is selected.

March 18, 2018

Fixes an issue with the application to refresh the company list for the recent activities when selecting a To-Do activity and trying to 'Switch to Company'. Fixes a performance issue in Contract loading Fixes an issue to correctly save Company Region data and Company Classification data. Fixes an issue where users were unable to login after changing their password. Fixes an issue to save the time entered for Notes created from the To Do Edit screen. Also fixes an issue on the Edit Note screen to save Enquiry when saving or creating a note. Fixes an issue where the Enquiry Status field was not being correctly updated in Enterprise in the Enquiry Form and Enquiry Edit screens. Now the Status name will display.

September 6, 2017

Fixes an issue with the map functionality where all company details were not displayed on the map. Fixes an issue with note not saving with a ToDo is set to completed status. Fixes an issue with KPI where the pie chart was not displaying the correct quantity. Enhances the KPI chart by displaying data only applicable to the loggedin Sales representative. Enhances the KPI chart by displaying the data sorted alphabetically on Note type.

June 26, 2017

Enhances the CRM iPad app by introducing the following new features. - New Dashboard for KPI’s on note types, - New site map filter to include Main Sites when needed and an "All" option to show both sites and companies, - Added filter for closed enquiries, - My Enquires are now the default filter, - Only shows open enquiries by default, - Rental view now shows equipment location (Site), - Added Created Date field for enquiries, - New map icons for the Company HQ, Main Site and Site, - Map now shows the number of days since a site or company was last visited.