The filter behaviour obove tables has been further optimized. If only one operator is available, this is selected automatically. Depending on the filter, automatic suggestions for its values appear immediately. Furthermore, the filters can now be operated entirely with the keyboard. Filters can also be removed using the backspace key to get the desired search result even faster.
Event users can now also selectively accept or reject events in the EMPPLAN App using mass actions.
A new target module is available in the project management. This allows you to motivate your event users to taste or sell more. The targets can be defined in terms of quantity per product and product group (e.g. 3 products of product group XY, 5 tastings of pizza Z etc.). You can create different target profiles that you can use for the project’s event groups. These are then automatically transferred to the events. The profiles can always be customized again at all levels if necessary.
A product ID check has been added to the import of sales successes. In addition to the order number, transactions can now also be validated with the product ID in order to update the billing status.
Both the view of event group reports and the Excel export now support the Upload field type.
In Event reports evaluation view now new filters are available: Event status, Event label, Event type, Event user and Location can be used beside Date range and Project filter
The search for fields that can be added to a report has been made more error-tolerant for entries,
If activated in the project, event users (e.g. promoters) can now independently request event locations for the implementation of promotions from their respective clients. You can find more information on this in the Training Center.
The events table in the customer dashboard now remembers the columns you have activated and their order. The Excel export now also takes this into account.
The sales overview in transaction reporting was not displayed in some cases. This is now always displayed.
With the new Amazon S3 plugin you can connect EMPPLAN to your Amazon S3 bucket within minutes. This allows you to integrate Amazon S3 for automated EMPPLAN data exports.
The Drag’n Drop Form Designer has been optimized for performance in order to efficiently process even large reports with over 100 fields in the questionnaire.
The management of project locations has been comprehensively updated and simplified. New locations can now be added to the project even faster via a guided process.
A new connector module enables efficient configuration of connections to other data sources. This means that a quick connection to BI solutions, Amazon S3, DATEV, SAP Cloud or other solutions is now possible. A high-performance UI allows you to set up new connection profiles within a short space of time. Authentication, data mapping and all configurations can be controlled via the EMPPLAN connector UI.
The availability of individual employees is now displayed in the event calendar as soon as a filter is set for a user. The prerequisite for this is that the corresponding user has stored the availability in the EMPPLAN app.
The updated Event Reports report has been launched. The new EMPPLAN UI has been integrated and performance has been optimized.
Event users can now respond to individual messages from admins with a reply in all channels. This creates a new 1:1 channel between admin and event user.
Messenger now displays the users who have already read a message at message level.
Existing users in the channel are no longer displayed as new users that can be added.
Do you use your own fields in locations, products or other EMPPLAN data models? Technical field names can now be renamed. The associated values are migrated automatically, no matter how many data records there are. This allows you to synchronize existing data with third-party systems if required.
Time zone management has been added to the date range filter. This now ensures better usability, especially for one-day evaluation periods.
Once checked in to the event, event users can now add location contacts themselves and thus enrich the quality of the location data.
Users of area events who organize their location visits (events) themselves (field service, team leads, etc.) can now also add new locations that do not yet exist in the project using Google Places and visit them directly with an event.
Locations can now be deleted and deactivated via mass action.
From now on, remuneration can be paid per successful transaction at project level. In comparison to pure product group or product provision, it is now possible to limit the total number of transactions accumulated in the event. You can also use the “from transactions” condition for this. In this way, motivating target achievement bonuses can be implemented with just a few clicks.
The new report designer is here. Benefit from the revised layout and the option to search for fields and drag and drop the appropriate ones into your reports.
The action menu in the open user profile has been expanded to include the block and delete function.
A channel search has been integrated to quickly find the right channel.
EMPPLAN is now available in 30 languages: Arabic, Bulgarian, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Hindi, Hungarian, Italian, Japanese, Korean, Latvian, Lithuanian, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Slovenian, Spanish, Swedish and Turkish
The process of submitting the event report by uploading a file is outdated and has been removed. Non-digital reporting is now the standard. Event users can now only submit their report via the submit button. Still need an upload? Simply add an upload field to your reports.
A live calculation of shopping cart and product totals was implemented especially for sales-relevant transactions. This makes it easier to map OTC processes.
The last visit date is now available in the location visit selection process.
The net price field has been removed, as this can be calculated automatically via the gross price to be stored in conjunction with EMPPLAN international sales tax management.
Area events are now available in the EMPPLAN APP for e.g. field service and merchandiser assignments.
Location contacts can be contacted by the event user via Messenger. The messages are delivered to the recipient by e-mail.
Location groups can now be assigned and removed from locations via mass action.
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.
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.
Messenger now includes an inbox channel where all relevant notifications and emails appear for event users.
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.
In the event groups, the filters in the event user list and in the available user list can be changed again.
The field type Signature is now available for mobile devices. Thus, a signature of e.g. end customers can be captured in locations.
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.
Event users can have their reported transactions displayed as added or accumulated per product.
The update mode Update selected data is now available again.
Filtering according to self-created data fields (More data) is now available again.
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.
The names of event types can now also be edited subsequently.
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.
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.
