New Release 1.2.7 of the Second Derivative Sales Portal is Available for Free Download on Sourceforge.net
Release 1.2.7 of the Second Derivative (2D) Sales Portal has numerous bug fixes and upgrades to improve the usability. It expands the multi-channel, cross channel marketing and sales functionality of 2D Sales Portal when used as part of the 2D Web Business Suite for community building and "long tail" marketing.
Riverside, CA, October 07, 2008 --(PR.com)-- Randr Inc.'s 2D Sales Portal is free Open Source software available for download or as a hosted solution by Randr, Inc. It is a New Account Sales and Customer Relationship Management (CRM) Portal. 2D Sales Portal is a true Web Application and is designed for Sales Managers and Sales Forces that allows them to do sales force automation (SFA) and multi-channel, cross channel marketing and sales, as well as individual professional sales people. It is designed for people who do not have the time or resources to maintain traditional CRM systems.
Release 1.2.7 of the 2D Sales Portal has numerous bug fixes and upgrades to improve the usability. It expands the multi-channel, cross channel marketing and sales functionality of 2D Sales Portal when used as part of the 2D Web Business Suite for community building and "long tail" marketing.
New 2D Sales Portal Featured Improvements and Upgrades:
Bug 966 : add creation date to prospect sales action
You will see this in the database. They have added this to better track activity.
Bug 932 : ability to view closed sales actions
After a sales action is closed, you will be able to review them through the prospect detail screen.
Bug 880 : should not delete sales action if belongs to prospect
There was an issue where admin users were able to delete sales actions, which on the prospect screen would return a blank sales action. Instead of deleting all prospect sales actions when deleting a sales action, they put a system check and require the admin user to remove the sales actions from each prospect before deleting it.
Bug 758 : sync print prospect report headings with current display headings
This required a new ireport change. Now uses the same headings as the search results screen.
Bug 1041 : size of characters left box too small
There was a small issue with the characters left box. On the note screen it wasn't large enough to see all numbers. Example: would see 200 instead of 2000.
Bug 946 : make color on sales actions optional
After a review, they felt it not necessary to require a color when creating a sales action. Although having a color there as an option, it is still very useful. Disabled the requirement check.
Bug 935 : search screen by email
Added the to ability to search prospects by the primary email address.
Bug 947 : losing yes/no option on the Sales Action mandatory date when updating
The mandatory date on Sales Actions was being saved, just not being displayed right on the sales action maintenance screens.
Bug 778 : add a description to campaign
Added a description field on campaign maintenance screens. It allows up to 200 characters.
Bug 1019 : Prospect Campaign - need to indicate if campaign is completed
They noticed that when viewing the prospect screen, the campaign information was minimal at best. They wanted to give the user a little more information, so now when on the prospect screen, the associated campaign includes
Name
Description(*recently added)
Completed Status(changes to Completed when all sales actions have been completed)
Actions Remaining(actions left in to complete campaign)
Total Actions(Total Actions in campaign)
Bug 1107 : Default date with today's date everywhere a date is entered
Wanted to add default date to entry screens. Defaulted to the current/today's date.
Bug 1011 : Sales actions - instead of deleting, add active/inactive flag
They now do not delete sales actions from database, instead they change a status to inactive. This will help keep track of sales activity. They also include a changed date and user who changed the sales action.
Bug 1031 : Move min and max connections into Appconfig
Bug 1040 : campaign did work correctly on import
They found an issue in the past when trying to assign a campaign to a list of prospects they were trying to import. This is now resolved. Simply enter the campaign id you would like to assign to the corresponding prospect and it will attach all campaign sales actions and default the sales action date to the import date, all priorities are set to 1.
Bug 966 : add creation date to sales action
They now keep track of when a prospect sales action is created, changed and deleted.
For a complete list of changes and documentation go to www.2d-salesportal.com
###
Release 1.2.7 of the 2D Sales Portal has numerous bug fixes and upgrades to improve the usability. It expands the multi-channel, cross channel marketing and sales functionality of 2D Sales Portal when used as part of the 2D Web Business Suite for community building and "long tail" marketing.
New 2D Sales Portal Featured Improvements and Upgrades:
Bug 966 : add creation date to prospect sales action
You will see this in the database. They have added this to better track activity.
Bug 932 : ability to view closed sales actions
After a sales action is closed, you will be able to review them through the prospect detail screen.
Bug 880 : should not delete sales action if belongs to prospect
There was an issue where admin users were able to delete sales actions, which on the prospect screen would return a blank sales action. Instead of deleting all prospect sales actions when deleting a sales action, they put a system check and require the admin user to remove the sales actions from each prospect before deleting it.
Bug 758 : sync print prospect report headings with current display headings
This required a new ireport change. Now uses the same headings as the search results screen.
Bug 1041 : size of characters left box too small
There was a small issue with the characters left box. On the note screen it wasn't large enough to see all numbers. Example: would see 200 instead of 2000.
Bug 946 : make color on sales actions optional
After a review, they felt it not necessary to require a color when creating a sales action. Although having a color there as an option, it is still very useful. Disabled the requirement check.
Bug 935 : search screen by email
Added the to ability to search prospects by the primary email address.
Bug 947 : losing yes/no option on the Sales Action mandatory date when updating
The mandatory date on Sales Actions was being saved, just not being displayed right on the sales action maintenance screens.
Bug 778 : add a description to campaign
Added a description field on campaign maintenance screens. It allows up to 200 characters.
Bug 1019 : Prospect Campaign - need to indicate if campaign is completed
They noticed that when viewing the prospect screen, the campaign information was minimal at best. They wanted to give the user a little more information, so now when on the prospect screen, the associated campaign includes
Name
Description(*recently added)
Completed Status(changes to Completed when all sales actions have been completed)
Actions Remaining(actions left in to complete campaign)
Total Actions(Total Actions in campaign)
Bug 1107 : Default date with today's date everywhere a date is entered
Wanted to add default date to entry screens. Defaulted to the current/today's date.
Bug 1011 : Sales actions - instead of deleting, add active/inactive flag
They now do not delete sales actions from database, instead they change a status to inactive. This will help keep track of sales activity. They also include a changed date and user who changed the sales action.
Bug 1031 : Move min and max connections into Appconfig
Bug 1040 : campaign did work correctly on import
They found an issue in the past when trying to assign a campaign to a list of prospects they were trying to import. This is now resolved. Simply enter the campaign id you would like to assign to the corresponding prospect and it will attach all campaign sales actions and default the sales action date to the import date, all priorities are set to 1.
Bug 966 : add creation date to sales action
They now keep track of when a prospect sales action is created, changed and deleted.
For a complete list of changes and documentation go to www.2d-salesportal.com
###
Contact
Randr, Inc.
John Richmond
800-669-3427
www.2d-salesportal.com
951-369-3427
John Richmond
800-669-3427
www.2d-salesportal.com
951-369-3427
Contact
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