EMPPLAN CHANGE LOG

Feature
Change logEMPPLAN APPTransactions

Transactions: Order numbers can be checked for uniqueness in real time.

Can order numbers only appear once? Then use the new feature in the Transactions report type. Event users will no longer be able to create duplicates. Please note that the feature requires an online connection, otherwise it cannot prevent the reporting of a duplicate. Of course, the check is then carried out afterwards and duplicates are marked accordingly.

Feature
Change logProducts

Product import: team limitation for provisions available

Provisions can now be imported, which are limited to teams. Read more here.

Feature
AccountingChange log

New status for transactions: Review pending

A new status Review pending has been introduced for transactions. This replaces the previous status Ready to invoice

Feature
Change logCyber Security

Security: two-factor authentication for administrators

It is now possible for you to enable your administrators to log in to EMPPLAN using two-factor authentication. Common apps from e.g. Google or Microsoft can be used for this purpose.

Feature
Change logEMMPLAN IO APIEvent management

Connector module: Connection between EMPPLAN instances enables new collaboration processes

It is now possible to connect different EMPPLAN instances with each other. This enables new collaboration processes. For example, different agencies can work together in compliance with data protection regulations and implement projects together. Multi-level sales systems can also be mapped digitally, no matter how large your organization is and how many levels you need.

Feature
Change logProducts

Products: Filter options extended

Additional filters have been added to the product view: brand, product number and product type.

Feature
Change logReportingTransactions

Transactions: Order numbers can now be checked using the REGEX standard

Order numbers can now be checked using the REGEX standard. Read more about this in the Training Center.

Feature
Change logEMPPLAN APPTransactions

EMPPLAN App: Transactions: No price display if no values are available

Transaction reporting no longer generates (subtotals) totals based on product prices if you have not entered any prices. This allows you to operate the EMPPLAN app in a relaxed manner together with end customers and map processes that have nothing to do with the sale of goods and services.

Feature
Change logReportingTransactions

Reporting: Transactions: New filter options implemented

New filter options have been implemented. Numerous new data filters are now available, including project, time period, brand, event user, order number, duplicates based on order number, product, event status, billing status, product group, location, location group.

Feature
Change logUser-Management

User management: Specially created fields are available in the list view

Have you already added your own fields in the user profile? These are now also available in the table view. Simply use the column management to customize your view.

Feature
Change logEMPPLAN APPTransactions

Transactions: EMPPLAN CRM is here!

A CRM function has been added to the transaction reporting. The address data of the event location can be used for this if required. This new feature makes it even easier to implement lead generation projects for the marketing and pre-marketing of telecommunications, energy or photovoltaic services.

Feature
Change logEMPPLAN APPMessenger

EMPPLAN app: Event users can open a messenger channel with project managers

As soon as the project managers are stored on the project in the Communication tab, EMPPLAN app users can create a messenger channel for their events so that enquiries can be made quickly and efficiently. The project managers (usually admins) are notified live and can respond immediately.

Feature
Change logProduct groupsProdukt management

Product Management: Product groups can now be nested

Product groups can now be nested as often as required, e.g. household appliances –> large appliances –> freezers.

Feature
Change logReportingTime reports

Managenent report: Time reports converted to decimal times

All time periods are now consistently output in decimal form. One hour and 30 minutes now corresponds to the value 1.5.

Feature
Change logDashboardsEMPPLAN APP

EMPPLAN app: Event users can now see their today’s event directly on the dashboard

EMPPLAN app users can now access all relevant appointments (events) for the current day directly via their dashboard.

Feature
Change logEvents

Events: Checked-in times can now be corrected

Checked-in times can now be corrected. Manual booking items can now be added that correct the working time and also correct the remuneration claim if remuneration by time is defined in the project commissions.

Bugfix
Change logEMPPLAN APPTransactions

Transactions: Note field problem in case of a mandatory field fixed

Fixed a problem with the note field that occurred when it was configured as a mandatory field.

Feature
Change logReporting

Report management: Fields can now be hidden for event users after submitting the report

In the editing mode of a report, it is now possible to configure at field level in “Field appearance for event users” that specific fields can no longer be viewed by the user after the report has been submitted. This increases the level of data protection so that, for example, end customer data can only be viewed by sales staff for as long as necessary.

Feature
Change logDashboards

Customer dashboard: Events: Times of event status changes are now available

In addition to the check-in and check-out times, all other times for all other event statuses are now also available.

Feature
Change logTransactions

Transactions: Reporting time available as a data point

The reporting time is now also available in the transaction export. This makes it easier to evaluate the performance of events that go beyond midnight.

Feature
Change log

Filter behavior optimized

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.

Feature
BookingChange logEMPPLAN APPEvents

EMPPLAN App: Event users can selectively accept and reject events

Event users can now also selectively accept or reject events in the EMPPLAN App using mass actions.

Feature
Change logProjects

Projects: Targets available to motivate event users

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.

Feature
AccountingChange logReportingTransactions

Import of sales successes: Further fraud prevention for transactions integrated

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.

Feature
Change logEvent group reportReporting

Report management: Event group reports now also support images

Both the view of event group reports and the Excel export now support the Upload field type.

Feature
Change logEvent report

Report Management: Event reports evaluation now supporting new filters

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

Bugfix
Change logReporting

Report Management: Search for fields in the report has been optimized

The search for fields that can be added to a report has been made more error-tolerant for entries,

Feature
BookingChange logEMPPLAN APPEvents

EMPPLAN APP: Promoters can now request locations / (Event location request)

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.

Feature
Change logDashboards

Customer dashboard: Events table now saves activated columns and their order

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.

Bugfix
Change logEMPPLAN APPTransactions

EMPPLAN APP: Sales overview now constantly available again

The sales overview in transaction reporting was not displayed in some cases. This is now always displayed.

Feature
Change logEMMPLAN IO APIReporting

Connector module: Amazon S3 plugin available

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.

Feature
Change logReporting

Report Management: Formular-Designer-Performance optimiert

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.

Feature
Change logLocationsProjects

Projects: Project locations updated

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.

Feature
Change logEMMPLAN IO API

Connector module with plugins available

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.

Feature
Change logEvent calendarEvent management

Availability integrated into event calendar

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.

Feature
Change logEvent reportReporting

Reporting: Event statistics becomes event reports

The updated Event Reports report has been launched. The new EMPPLAN UI has been integrated and performance has been optimized.

Feature
Change logMessenger

Messenger: Reply to admin available

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.

Feature
Change logMessenger

Messenger: Read confirmation available

Messenger now displays the users who have already read a message at message level.

Feature
Change logMessenger

Messenger: User management of channels has been optimized

Existing users in the channel are no longer displayed as new users that can be added.

Feature
Change log

More data: Technical field names can now be renamed

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.

Bugfix
Change logDashboards

Dashboards: Date range filter has been optimized

Time zone management has been added to the date range filter. This now ensures better usability, especially for one-day evaluation periods.

Feature
Change logEMPPLAN APPEventsLocations

EMPPLAN APP: Event users can add location contacts themselves

Once checked in to the event, event users can now add location contacts themselves and thus enrich the quality of the location data.

Feature
Change logEMPPLAN APPEvents

EMPPLAN APP: Google Places has been added to area events

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.

Feature
Change logLocation ManagementLocations

Location Management: Locations: New mass actions available

Locations can now be deleted and deactivated via mass action.

Feature
Change logProjectsTransactions

Projects: Payment profiles: New project provision type: Available per transaction

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.

Feature
Change logReporting

Report Management: The new report designer is here

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.

Feature
Change logMessenger

Messenger: Channels can be searched

A channel search has been integrated to quickly find the right channel.

Feature
Change log

Language update: New languages available

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

Breaking change
Change logEvent report

Project settings & event report: only digital reporting possible

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.