Below is a brief summary of each feature. In addition, documentation on new developments can be found in the attached files. | |
PLATFORM | |
Refactoring of Pricing Table A refactoring has been done to improve and speed up the experience in the process of creating price tables. This development includes a wizard, in which the table is created very easily within the platform. | |
Lead selection to facilitate simultaneous actions The possibility has been incorporated, as well as the logic proposed in the Clients section, of selecting Leads to facilitate actions in a massive way. | |
Change visibility in sorting and groups of dynamic fields A change has been made to the display of dynamic fields on the " Edit Opportunity " and " Edit Client" screens. | |
Time out account confirmation link The possibility of regenerating expired links has been added. | |
Modals that close when clicked outside of them To improve the user experience (UX), modals can now be closed by simply clicking outside the window. | |
Allow multiple simulations for the same client With this development, the process of creating a client with the same email in the client wizard has been simplified. | |
Paginated Notifications The notifications section of the platform has been improved to enhance usability. | |
Show installation price per module A new field 'Installation price per module' has been added to the Quoting tool. | |
Ability to select units in trading simulator A new option has been added to the commercial simulator that allows you to enter the end customer's consumption in euros. | |
Skip Step "Option" Added an option to hide or show the skip button for the roof drawing step in the trading simulator. | |
The ability to configure for the business simulator a maximum and minimum amount of surface drawn on the map for each type of opportunity has been implemented, | |