EMPPLAN CHANGE LOG

Transactions at specialty retailers can be validated using AI

The product performance of MediaMarkt-Saturn Group and other specialty retailers can be automatically checked using AI to validate reported transactions.

Feel free to contact EMPPLAN Support if you’d like to use this feature for your sales force.

CRM: EMPPLAN Smart Lead Manager Now Available

As soon as you draw a polygon in the CRM map view, the Smart Lead Manager opens and helps you divide areas more efficiently and assign leads to users.

This means you can now assign thousands of user units to as many users as you like in just a few minutes—a task that typically takes several hours in the back office. Using sliders, you can flexibly determine which barrier levels (roads, rivers, etc.) to take into account and ensure an even distribution of leads among the previously selected direct sales representatives and team leads.

EMPPLAN MCP Server Now Available for AI

Your EMPPLAN instance is now also available via the MCP server for your supported chats and workflows.

CRM: Geofencing: Users within a geolocated boundary can claim assigned leads

Do you use geofencing in door-to-door sales? If so, you can now enable a setting in EMPPLAN that allows all members of a geofence (geolocated boundary) to claim and subsequently qualify leads that are already associated with that geofence. This makes your team even more efficient and flexible. At the same time, it ensures that only one employee can work on a lead at a time.

CRM: Team leads can now also assign leads

In addition to the ability to earn qualifications through the EMPPLAN app, the new “Team Lead” user role now also allows the team lead to assign leads to the team lead or members of their team in the administration area.

Reporting Management: IDNow Integration Now Available

Would you like to perform a verified age check? You can now use IDNow to biometrically verify driver’s licenses, passports, and even the end customer. Contact EMPPLAN Support for more information.

CRM: Map View: Now load any KML layers onto your map

Admins and door-to-door promoters can now take advantage of a KML data layer on the map view. This allows, for example, route paths to be displayed directly on the map as needed for sales or even construction projects.

Building Import: State is no longer a required field

The “Country” field is no longer required when updating building data. For more information, see the import instructions: EMPPLAN Building-Import

CRM: Activity Feed

The CRM module has been enhanced with an activity feed on the lead detail view. This allows you to keep track of who changed what data and when. All relevant actions and data changes are logged in a way that allows you to track them historically. Emails and text messages with your customers are displayed directly in the new feed. You can also send new emails and text messages directly from the feed.

You can log in using your email address

The alternative login method using a one-time code (OTP) is now available.

Transaction Report: POS Mode Available

The transaction process can now be displayed in POS mode. This mode is optimized for tablets and maps out the checkout process using graphical navigation through product groups and products. The new mode is suitable for use at festivals or other events that require a graphical interface for transaction entry.

EMPPLAN Imports: Additional Data Fields Are Now Even Easier to Access

Are you importing additional data fields that weren’t previously created in EMPPLAN? After importing the data, simply switch to the appropriate module and create the imported data fields retroactively in a new, user-friendly overview. Existing data will then automatically be displayed under “Additional Data.”

CRM Import optimized

The CRM import process has been made more user-friendly. There are now even fewer required fields, allowing you to import vendor lead data directly into EMPPLAN without any changes.

Report Management: New Report Type: CRM

With the new “CRM” report type, you can generate reports immediately after a lead is qualified. Depending on the lead’s status, different fields and/or reports can be linked.

CRM: Telephony and SMS Gateway via Sipgate Is Now Available

Connect your back office directly to EMPPLAN via Sipgate. Whether it’s AI-generated call summaries or text messages – your communication with end customers is now transparently documented in the EMPPLAN CRM.

You can send emails using specific provider templates or your own email templates. Furthermore, customer replies are sent directly to the EMPPLAN CRM. Incoming and outgoing phone calls are automatically logged using AI if you use Sipgate. Text messages can be sent directly from the CRM view, for example to confirm appointments.

CRM: Map View: Street Selection Available

You can now click on a street on the map. All existing leads on that street will then be selected and can be assigned to a user.

EMPPLAN Konnektor Flow Manager: New Graphical User Interface

The new Konnektor Flow Manager now offers you a graphical interface for defining your automations using drag-and-drop.

CRM Import: Country Is No Longer a Required Field

The country is no longer a required field when importing leads. For more information, see the import instructions: EMPPLAN CRM Import

New Connector: Personio Now Available

The new connector allows Personio to keep HR data in sync with EMPPLAN data. Feel free to contact EMPPLAN Support for more information.

EMPPLAN IO: CRM API Endpoint Available

All CRM leads are now available via the API endpoint. A wide range of data filters are available to help you streamline your queries.

CRM: Optimizing Geofencing

When you use the geolocation-based restriction, assigned users are now automatically added to the project as well.

Commissions: Team Lead Bonus Available

Do you work in teams with team leads who are supposed to receive a share of their team members’ transactions? Then take advantage of the Team Lead Bonus now and set up new commission rules for this.

KPI Dashboard: Activity Card for CRM Leads

Track the activities of your direct sales representatives—both historically and in real time—on a map in the KPI dashboard. Use this information to optimize their routes and leverage the data for one-on-one coaching sessions to further improve your closing rates.

CRM import: Existing customers can now be imported

With the CRM import, existing customers can now be imported along with leads using their last names or left blank but marked with the lead status Existing customer.

Door-2-Door: Leadnodes interface now available

A connector to Leadnodes is now available. This can be used to export leads and import their billing status.

Event import: Event labels can now be imported

Event labels can now be imported separated by commas. New event labels automatically can be added by the import.

CRM: Many data fields can now be edited directly in the CRM table

Administrators can now change data fields in the CRM directly by double-clicking in the table cell.

Appointment calendar for Door-2-Door processes

A new appointment calendar has been launched for D2D promoters. This is now available in the EMPPLAN app and can be accessed directly during scheduling.

KPI dashboard: Door-2-Door processes can now be evaluated individually

In the KPI dashboard, you can now create new widgets with just a few clicks and generate valuable insights. What is the qualification status of your project? What about the penetration rate and employee efficiency? Admins and door-2-door promoters can now evaluate all of this live.

CRM: Door-2-Door features can now also be used in offline mode

The Door 2 features can now also be used offline! This means you can qualify your running lists and even record sales even when network coverage in the area is poor.

Reporting: Transaction reports are saved live

Transaction reports are now saved live, allowing event users to switch reports and pick up where they left off later. This allows EMPPLAN to adapt to your non-linear reporting requirements.

CRM: Map view optimized: Starting point can be set as desired

You can now define a location as the starting point for the map, for example. This ensures that the map remains focused on the area in which you want to assign and manage addresses.

Events Dashboards: Revenue column is now available again

The revenue column is now available again, so you can see relevant revenue at the event level at a glance.

CRM: Lead assignment filter: You can search for leads to which no employee is assigned

You can now search for leads to which no employee is currently assigned. To do this, select the Assigned to filter with the value nobody.

Event Dashboard: Check-in by Supervisor

The label check-in by supervisor now checks the event user in again as usual.

User import: Subcontractor users can now be imported directly

You can now import users (subcontractors) of your contractors. The FAQ on importing users has been updated. Read more here

Dashboard: Kundenlimitierung für Team-Name möglich

Du kannst nun auf Projektebene die Teams-Spalte für Deinen Kunden ausblenden lassen. So bleiben Deine Team-Namen intern.

CRM: When adding new entries, the number of residential units is checked

If your Door-2-Door promoter adds new entries to an address, it checks how much potential has already been created and whether this needs to be increased if necessary. This allows you to map cases in which you have only received insufficient running list data. This makes any statistics more meaningful, as you can always track the processing rate per address or object in EMPPLAN.

Dashboard: Team filter gets a new operator

The team filter is now also available with the operator is not available.

Product import: Commission rules with team limits can now also be imported

You can now also create team-specific commission rules directly with the product import. Furthermore, commission rules are no longer duplicated if you accidentally perform the same product import multiple times. More about this here

EMPPLAN app: Success dashboard integrated for sales promoters

You can now also create KPI boxes for your promoters and salespeople in the KPI dashboard area. These are displayed to your employees directly in the EMPPLAN app in a new success dashboard. For example, you can publish anonymized rankings at daily, weekly and monthly level. You can also calculate, name and publish your own KPIs.

Warehouse management for event groups: Team leads or locations can be addressed for bookings

It is now possible to specify directly when booking on the event group from where stock is to be booked. Until now, the event user was always set here by default. Now any other user, e.g. a team lead or a location, can be selected if the goods are in stock directly at the location, for example.

CRM: Transactions and the associated events can be automatically set to reporting accepted

Do you use the CRM / Door-2-Door widget? Then you can now set at project level that generated leads / sales (transactions) automatically receive the status Reporting accepted.

CRM: Lead status and colors are now customizable

The lead status for CRM records is now customizable. You can define the colors of the lead status labels yourself. You can also add, activate or deactivate additional statuses at any time. There are changes at data level that affect the import. More about this here

X documents available for invoices and credit notes

Just in time for the start of the year, you now have access to X documents according to the current standard. If you create a credit note or your employees create an invoice, the appropriate X document is automatically created and sent.

Subcontractor management: Subcontractors can plan events for the locations assigned to them

Do you work with subcontractors? Then these can now be managed by the main contractor (subcontractor).

CRM: Lead status can be changed directly from the list

Lead statuses for door-2-door processes can now be changed directly in the list view with a click.

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.

Product import: team limitation for provisions available

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

New status for transactions: Review pending

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

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.

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.

Products: Filter options extended

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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,

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Messenger: Read confirmation available

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

Messenger: User management of channels has been optimized

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

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.

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.

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.

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.

Location Management: Locations: New mass actions available

Locations can now be deleted and deactivated via mass action.

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.

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.

Messenger: Channels can be searched

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

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

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.

Report Management: Transactions: Shopping cart and product totals now available

A live calculation of shopping cart and product totals was implemented especially for sales-relevant transactions. This makes it easier to map OTC processes.

Events: Area Events: Last Visit Date Available

The last visit date is now available in the location visit selection process.

Product management: net price has been removed

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.

Events: Area events for field service now available in APP

Area events are now available in the EMPPLAN APP for e.g. field service and merchandiser assignments.

Messenger: Event users can communicate with location contacts via Messenger

Location contacts can be contacted by the event user via Messenger. The messages are delivered to the recipient by e-mail.

Location management: Mass action available for location groups

Location groups can now be assigned and removed from locations via mass action.

Projects: Available users: radius search is available again

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.

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.

Messenger: New inbox channel available

Messenger now includes an inbox channel where all relevant notifications and emails appear for event users.

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.

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.

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.

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.

EMPPLAN APP: Transactions can now be displayed cumulatively per product

Event users can have their reported transactions displayed as added or accumulated per product.

Location import: Update mode Update selected data available again

The update mode Update selected data is now available again.

Locations: Filter for additional data fields available again

Filtering according to self-created data fields (More data) is now available again.

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.

EMPPLAN settings: Event types are now editable

The names of event types can now also be edited subsequently.

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.

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.

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.

Report Management: Reports: Preview function available again

The preview function for reports is now available again.

Report Management: Fields: Usablity optimization

The edit view can now be opened directly by clicking on the field name.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

New action in event overview for admins: Event labels can be assigned

Event labels can now also be assigned in the tabular event overview.

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.

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.

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.

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.

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.

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.

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.

Freelancers can now submit invoices via mobile device again

Invoicing is now possible again for freelancers via mobile device.

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.

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.

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.

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.

Nutzermanagement: Filter lässt sich nach Nutzung nicht schließen

Das Problem wurde behoben.

User management: Filter cannot be closed after use

The problem has been fixed.

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.

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.

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.