The radius search is now available again in the project. Clusters around all project locations can now be created again to quickly select suitable users.
Bugfix
Change logProjects
Feature
BookingChange logEvents
Calendar: Perimeter and availability data optimized
Event users can store their availability in the calendar. Admins can now access them directly in the event groups. Available event users in the vicinity of the selected locations are now prioritized for faster selection.
Feature
Change logEMPPLAN APPMessenger
Messenger: New inbox channel available
Messenger now includes an inbox channel where all relevant notifications and emails appear for event users.
Feature
BookingChange logEventsLocations
Event Groups: Customers can now add new locations
Customers (industry) can, if they have planning rights, add new / missing locations and thus create event groups in one step in the status customer request.
Bugfix
BookingChange logEvents
Event groups: Existing filters changeable again
In the event groups, the filters in the event user list and in the available user list can be changed again.
Feature
Change logEMPPLAN APPReporting
Report Management: New field type: Signature
The field type Signature is now available for mobile devices. Thus, a signature of e.g. end customers can be captured in locations.
Breaking change
AccountingChange log
Billing: Invoicing process has been extended to include draft invoices
Promoter billing has been extended to include draft invoices. Freelancers can now transfer billable events into a draft invoice, check it and then convert it into an invoice.
Feature
Change logEMPPLAN APPReporting
EMPPLAN APP: Transactions can now be displayed cumulatively per product
Event users can have their reported transactions displayed as added or accumulated per product.
Bugfix
Change logLocation-Import
Location import: Update mode Update selected data available again
The update mode Update selected data is now available again.
Bugfix
Change logLocations
Locations: Filter for additional data fields available again
Filtering according to self-created data fields (More data) is now available again.
Feature
Change logEventsProjects
Report Management: Delete uploads automatically
An automatic deletion of uploads can now be set in the project to free up storage space. Filled upad forms are then deleted. A time period in days can be configured for the uploads to remain available, e.g. 180 days to keep the uploads on the events for about half a year in your EMPPLAN instance.
Feature
Change logEvents
EMPPLAN settings: Event types are now editable
The names of event types can now also be edited subsequently.
Breaking change
Change logEMPPLAN APPEventsProjects
EMPPLAN APP: Only digital reporting now possible
Submitting the report via upload is no longer supported in the EMPPLAN APP. Please just use an upload field in your event report instead, if needed.
Feature
Change logEvents
Customer budget management dashboard: extension to include customer requests
The Customer Budget Management dashboard has been extended with two new columns: Customer Wishes and Events Still Available by Customer Wishes. Thus, it is now possible to get more accurate information about the budget still available taking into account events in the customer request status.
Feature
Change logEvents
Field service / Merchandiser / Client Update: Tabs in event groups can now be sorted in the project
You can now configure the order of all tabs in the event group to be project-specific.
Bugfix
Change logReporting
Report Management: Reports: Preview function available again
The preview function for reports is now available again.
Feature
Change logReporting
Report Management: Fields: Usablity optimization
The edit view can now be opened directly by clicking on the field name.
Feature
Change logReporting
Report Management: New Field Type: Google Places [Premium Feature]
From now on it is possible to use the new field type Google Places. The field can be used to make any number of check-ins to any number of locations within an event. A Google Places search or a live location can be performed.
Feature
Change logReporting
Report Management: New Report Type: Product Report for Field Sales and Merchandising Activities
As of now, the product report is available especially for field service and merchandising activities. Here, products to be reported per project and location can be defined beforehand. The event user can then enter e.g. start, end stock (alternatively: manual number value) as well as further individual fields per product once per event.
Feature
Change logReporting
Transaction reports: Multicart feature launched
It is now possible to enter multiple transactions (products) in one step, e.g. multiple products for one end customer. This way, individual end customer fields (customer number, address data, etc.) only have to be entered once for all products.
Feature
BookingChange logEvents
Customer limit for labels: customers cannot remove assigned labels
The removal of labels by customers can be limited per group label if desired. Customers can set a label, but not remove it afterwards – usable e.g. for persistent customer releases.
Feature
BookingChange logEvents
Project limitation for customer users: blocked days
In the project, customers can now be limited to book any customer requests (events created by customers) several days in advance. The number of days can be freely defined per project.
Feature
Change logEvents
New view for admins: Event groups
A new tabular view for event groups is now available within the Dashboard module. The focus is on collaborative work with customer users, e.g. to label unoccupied groups.
Feature
Change logReporting
Report Management: New field type available: URL
URLs can now be used in reporting. These can be dynamized by means of variables consisting of user and location data per event, e.g. to quickly enable individual logins in third-party systems.
Feature
Change log
Messenger: Read only channels available
From now on, channels can be set to “Read only”. Thus, only admins can create messages in such channels, but not, for example, promoters.
Feature
Change logEvents
New view for promoters: My Events
Promoters now have the option to manage their events in a list under the menu item My Events. A project and location search have also been integrated, so that merchandisers also benefit from the new view.
Bugfix
Change log
Messenger: Functionalities optimized
Channels of events and event groups are now persistent in Messenger, even if new messages have been read. New messages now appear without delay.
Feature
Change logEvents
New action in event overview for admins: Event labels can be assigned
Event labels can now also be assigned in the tabular event overview.
Feature
Change log
Territory restructurings: Changes in project locations can now also be made retroactively
When (subsequently) changing area assignments to locations, these can now also be applied to all events of a project. There is now a new function in the project to update the area cache.
Feature
Change logEvents
Promoter dashboard: event users can now accept many events with just one click
Event users can accept all events of a project with just one click in your dashboard. Event contract management is also taken into account, so all event contracts can be accepted with just one click.
Feature
Change logReporting
Report Management: Image uploads can now prioritize meta data for localization
GPS localization can now be configured in more detail at the upload field level to optimize tracking.
Feature
BookingChange logEvents
Field service / Merchandiser Update: Events can be moved or deleted by event users
When you import events, you can now specify whether events can be moved or deleted by event users.
Feature
Change logEvents
Events: Quick editing available in the calendar
Event and group labels can now be set quickly via the gear icon. The function is also available for customers if they have access to the labels.
Feature
Change log
New KPI dashboard available
A new KPI dashboard is available. It allows you to develop project-specific KPIs and share them live with your customer.
Feature
Change logEvents
Data sparsity update: New features available for global anonymization of event users
The EMPPLAN support team can now provide you with customer accounts that no longer have access to event usernames.
Bugfix
Change log
Freelancers can now submit invoices via mobile device again
Invoicing is now possible again for freelancers via mobile device.
Feature
Change logEvents
Event group labels available
It is now possible to label event groups. In the future, there will be group and event labels, both of which can be managed on a global level in the projects.
Feature
Change logEvents
New action in event overview for admins: Delete is available
It is now possible to delete events in the event overview. Both the events and the event group are deleted. The feature supports deletion by selection as well as deletion by set filters.
Feature
Change log
Field Service / Merchandiser Update: Location Visits Available
For location visits, the event user can decide when to create an event from the data you import. More about this here.
Feature
Change logEvents
Event report pdf: Pictures can now be displayed
The event report pdf (formerly: daily report) images can now display uploaded images. This can now be configured directly on the report in the respective upload field.
Bugfix
Change logUser-Management
Nutzermanagement: Filter lässt sich nach Nutzung nicht schließen
Das Problem wurde behoben.
Bugfix
Change log
User management: Filter cannot be closed after use
The problem has been fixed.
Breaking change
Change logReporting
Transaction reports must now be assigned to projects analogous to all other reports
From now on, the report type Transactions will only be displayed on event detail pages if a report with this type has been created in Report Management and assigned to the relevant projects. This usability improvement was made to provide the same appearance behavior to all reports.
Feature
Change logEvents
Events: Customer-specific location numbers available for location search
Admins and customers can now access customer-specific location numbers (e.g. SAP numbers, etc.) again in the event creation process in the location search. For this purpose, the corresponding self-defined location fields must be assigned to the project marker beforehand.
Feature
Change logReporting
Report management now supports visibility conditions
Fields in the report can now be shown rule-based. Operators like or and are available. Groups of rules can also be formed. Reference values are answers in the report as well as products.