Refactoring business creation
The process of creating companies has been simplified and improved to make it more intuitive and efficient.
Company hierarchy and user creation
The list of companies has been adapted so that they appear in hierarchical order and can be viewed, edited and deleted. In addition, the possibility has been added that from the parent level, users of lower-level companies can be managed without having to authenticate at each level.
Sort values in dynamic fields
The possibility of ordering the options of dynamic "select" type fields has been added in order to show them to the end customer in the preferred order.
Platform dependent fields
A new option has been implemented that allows, when creating dynamic fields, to establish whether one of them is dependent on another.
Activate and deactivate products
An option has been added to the product settings that allows you to deactivate products that are no longer needed, without having to delete them. In this way, the products will be "hidden", but they can be easily reactivated if at some point you decide to reincorporate them into the catalogue.
Receiving emails and generating activities
The objective of this development is to allow, through the CRM platform, interaction with the end customer. via emails, allowing you to view the emails sent by customers at the same time.
Viewing offers in a single report
A new feature has been added that allows data from different offers to be displayed in a single report (PDF).
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Improved self-population algorithm
The autopopulation process has been improved to provide better results.
Commercial simulator
Create and confirm users with access only to the commercial simulator
The option has been added to allow, when creating a user, to select that this user has access only to the commercial simulator, that is, without access to the full platform.
Change password from the commercial simulator
The "change password" button has been added to the trading simulator, allowing any user to manually manage the change of their password at any time.
Default campaign commercial simulator
The platform has incorporated the functionality to select the default campaign in which leads from the sales simulator are registered.
Option to add multiple batteries
In the commercial simulator, the option to add more than one battery to the offer being created has been enabled.