Feature

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

Change log, CRM

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

Change log, CRM

Reporting: Transaction reports are saved live

Change log, Reporting, Transactions

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

Change log, CRM

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

Change log, CRM

User import: Subcontractor users can now be imported directly

Change log, User-Management

Dashboard: Kundenlimitierung für Team-Name möglich

Change log, Dashboards, Teams

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

Change log, CRM, EMPPLAN APP

Dashboard: Team filter gets a new operator

Change log, Dashboards

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

Change log, Products

EMPPLAN app: Success dashboard integrated for sales promoters

Change log, EMPPLAN APP

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

Booking, Change log, Products

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

Change log, CRM

CRM: Lead status and colors are now customizable

Change log, CRM

Breaking change, Feature

X documents available for invoices and credit notes

Accounting, Change log

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

Booking, Change log, Events

CRM: Lead status can be changed directly from the list

Change log, CRM, EMPPLAN APP

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

Change log, EMPPLAN APP, Transactions

Product import: team limitation for provisions available

Change log, Products

New status for transactions: Review pending

Accounting, Change log

Security: two-factor authentication for administrators

Change log, Cyber Security

Connector module: Connection between EMPPLAN instances enables new collaboration processes

Change log, EMMPLAN IO API, Event management

Products: Filter options extended

Change log, Products

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

Change log, Reporting, Transactions

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

Change log, EMPPLAN APP, Transactions

Reporting: Transactions: New filter options implemented

Change log, Reporting, Transactions

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

Change log, User-Management

Transactions: EMPPLAN CRM is here!

Change log, EMPPLAN APP, Transactions

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

Change log, EMPPLAN APP, Messenger

Product Management: Product groups can now be nested

Change log, Product groups, Produkt management