Release Notes 16

Release date: 07/11/2024

1. Quick Add in the “Lead / Prospect Management Window”
 
We have added “Quick Add” functionality in the Lead/Prospect Management window for the user convenience. 

1. 1. Go to Sales & Marketing. 
   2. Go to Customer CRM. 
   3. Go to Lead/Prospect.
   4. Go to Lead/Prospect Management window. 
      
      
   5. Next to the New Entry button, click on the dropdown. 
      
      
   6. Select the “Quick Add” option.
      
      
   7. Fill the required fields which are the following: 
      
      - Clients' 1st Line 
      - Address 
      - City 
      - State 
      - Zip Code 
      - Office Phone 
      - Email 
      - Prospect Type 
      - Referred By 
      - Salesperson 
      
      
      
      

1. 2. Additional Contact Details Window now only triggers if missing first and last name.
3. We have removed the trigger for the “Additional Contact Details” pop up window, and now it will only show if your “On-Site Contact Field” contact field does not have a first and last name and not like before that showed constantly. 
   
   1. Go to Sales & Marketing.
   2. Go to Event Management.
      
      
   3. Go to an existing event or create a new one.
      
      
   4. Add First and Last Name for the additional contact field.
      
      

1. 3. Linking  Customers to Organizations.
3. We have created a feature that will allow you to bind your customer to an existing organization that you might have in your application. 
    
   1. Go to Sales & Marketing.
   2. Go to Customer (CRM).
   3. Go to Customer Management.
      
      
   4. Create or edit an existing customer.
      
      
   5. Select or create an Organization for a given customer.
      
      
      
      
4. 4. Add Primary Contact Notes and Additional Contact Notes to the CRM tab in the Lead/Prospect Window. 
   
   We have added a new Primary Contact Notes and Additional Contact Notes within the CRM tab that can be found within the Lead/Prospect Window. 
   
   
   1. Go to Sales & Marketing. 
   2. Go to Customer CRM. 
   3. Go to Lead/Prospect. 
   4. Go to Lead/Prospect Management window. 
      
      
   5. Select or create a new prospect.
      
      
   6. Go to the CRM tab section, here you will find the blue panel bar for Primary Notes.
      
      
      
      
   
   5. Multi Select in Order Details 
   
   We have added a Multi Select in Order Details, which will allow you to select multiple items from the grid, and then add multiples at once to your order details. These are limited to 1 item per selection. 
   
   
   1. Go to Sales & Marketing.
   2. Go to Event Management.
      
      
   3. Go to an existing event or create a new one.
      
      
   4. Go to Order Details tab.
      
      
   5. Use the checkbox to select multiple items in the category that you are looking for and use the Add Orders button to add those items.  
      
      
   
   6. The Save Button has 4 defined options. 
   
   The dropdown that can be found in the “Save” button, has 4 defined options which are “Save”, “Save & Close”, “Delete”, “Close”.  
   
   
   1. Go to Sales & Marketing.
   2. Go to Event Management.
      
      
   3. Go to an existing event or create a new one.
      
      
   4. Add the values that you’d like to add to your event. Click on the dropdown for the Save button.
      
      
   
   7. We have moved our Help button form to a new location. 
   
   We moved our Help button at the bottom left corner to a new icon at the top right corner for easy access to all users. 
   
   
   1. Go to Elecate. 
   2. On the main screen or home page, you can find at the top right corner a Help Button that’s highlighted, the very last option.
      
      
   3. Click on it. 
      
      
   
   8. Save and Refresh functionality added to the “Discounting and Price Adjustment” section found within an event. 
   
   We have added a refresh functionality along with a save button, so the user can save changes in that specific section as needed. 
   
   
   1. Go to Sales & Marketing.
   2. Go to Event Management.
      
      
   3. Go to an existing event or create a new one.
      
      
   4. Go to the Financial tab.
      
      
   5. Go to the Discounting & Price Adjustment section.
      
      
   
   9. New notification once an event is being used. 
   
   We have added new visuals for the message once an event is being used. 
   
   
   1. Go to Sales & Marketing.
   2. Go to Event Management.
      
      
   3. Select an existing event.
      
      
   4. If the event is being used, you’ll see a new Notification at the top of the screen.
      
      
   
   10. Horizontal Splitter was added to the Order Detail grid 
   
   We have added a horizontal splitter to our Order Detail top grid. 
   
   
   1. Go to Sales & Marketing.
   2. Go to Event Management. 
      
      
   3. Select an existing event or create a new one. 
      
      
   4. Go to Order Details screen. 
      
      
   
   11. Create a splitter in the event crud editor 
   
   We have created a splitter in the event crud editor, between the treeview and the right top grid. 
   
   
   1. Go to Sales & Marketing. 
   2. Go to Event Management. 
      
      
   3. Select an existing event or create a new one.
      
      
   4. Go to Order Details tab screen.
      
      
   5. Click on the Triangle Arrow.
      
      
   6. You can find the splitter between the treeview. 
      
      
   
   12. Increase on the width of the columns. 
   
   In the event crud editor, in the bottom grid, we have increased the width of the columns, so the rows won't be wrapped so easily. 
   
   
   1. Go to Sales & Marketing. 
   2. Go to Event Management.
      
       
   3. Select an existing event or create a new one.
      
       
   4. Go to Order Details tab screen.
      
      
   5. Under Order Review, you can check that the columns of the crud editor at the bottom grid have been expanded.
      
      
   
   13. Increase the customer title size to 50 characters. 
   
   We have increased the customer title size to 50 characters, this length increase was requested due to the Elior sandbox being unable to accommodate some customer titles. 
   This increase has been added to Customer Management and Customer Financial. 
   
   
   1. Go to Customer Management.
      
       
   2. Select an existing event or create a new one.
      
      
   3. Under Primary Contact, we can find the Contact Name section and we can locate the Title.
      
      
   
   14. Increase in the rec_bib field size to 512
   
   On the “Source” field, it now accepts up to 512 characters. 
   
   
   1. Go to Food Management. 
   2. Go to Recipe Management. 
      
      
   3. Select an existing recipe or create a new one.
      
      
   4. Go to the Additional Info tab.
      
      
   5. Under Source and StoredFiles, you can check that the Source has a maximum of 512 characters.
      
      
   
   15. New appsetting to allow the "Adjust price by total". 
   
   We have created an appSetting that will allow to set "Adjust price by total" for the switch to be turn on by default. 
   1. Go to AppSettings.
      
      
   2. On the Search bar find SetDefaultPriceAdjustmentType.
      
      
   3. On the AppSetting Value, put “Yes” and save it.
      
      
   4. Select an existing event or create a new one.
      
      
   5. Go to the Financial tab.
      
      
   6. Under Discounting & Price Adjustment, click on the Price Adjustment tab and you will find the Adjust Price by ‘Total’ is turn on by default.
      
      
      
      
   
   16. Creation of a new blue panel bar. 
   
   Inside the "Staff Person Management" window, within the "HR" Tab, we have created one of our Blue Panel Bars, that will allow to collapse or extend the following sections: 
   
   -Payment Rules 
   -Referral Info 
   -Bonus. 
   
   
   1. Go to HR Management.
      
      
   2. Go to Staff Person Management.
      
      
   3. Go to the HR tab.
      
      
   4. You can find the Payment Rules, Referral & Bonus blue panel bar.
      
       
      
      
   
   17. Button creation called "POS/Web Items Information". 
   
   We have created within their respective "Web Details" tab, a button called "POS/Web Items Information". What this button will do is pull the "POS/WEB Items Information" window and show in here, but in this case, this window will be read only from this section, so the user won't be able to make any changes within that window, but only see them. 
   This button has been added to Recipe Management and Equipment Management. 
   
   
   1. Go to Food Management. 
   2. Go to Recipe Management.
      
      
   3. Select an existing recipe or create a new one.
      
      
   4. Go to the Web Details tab.
      
      
   5. In here you can find the POS/Web Items Information button.
      
      
      
      
   
   18. Change on the require fields message. 
   
   We have changed the wording about the required fields in the Additional Info tab from the Recipe Management window. The required fields message was not too explicit about which exact field to fill in to save the changes and that could confuse the user. Now it is more user friendly, so we don’t waste the user's time trying to guess which field needs to be filled in. 
   
   
   1. Go to Food Management. 
   2. Go to Recipe Management.
      
      
   3. Select an existing recipe or create a new one.
      
       
   4. Here you will find the change on the message for the required fields.
      
      
      
      
   
   19. Implementation of the SetUp Client window for all the Databases. 
   
   We have implemented the "SetUp Client" window that can be found in settings, and currently in swiftcopy synergy; to all our existings DBs in Synergy. 
   
   
   1. Go to Administration.
      
      
   2. Here you can find the SetUp Client window.