Frequently Asked Question

New Features/Improvements

Below is a complete listing of the new features included in this version

CounterCRM

Launch an autoecat session

A new customer action button that will launch a new session of autoecat (in a new window) and automatically log you in as the selected customer.

Once logged in, you can browse the catalogue as the customer, showing their pricing and place an order as if you were them.

CounterMessages Listing

The 'Recent Messages' tab has been updated to show both open and closed messages, as well as replacing the message 'Hash' with the current status of the message.

We have also updated the message preview link to open the selected message in a new browser tab.

Mobile-First Style Updates

The CounterCRM customer summary page has been updated to be more mobile-friendly for users accessing the page while on their mobile device

Custom Reporting - Purchasing data

We have imported ALL current and historic purchasing data into the custom report generator. This has resulted in the creation of 2 new types of custom reports

• Outstansding POs - These reports will pull from all current and outstanding purchase order data, linked into inventory data
• Purchase History - These reports will pull from all receiving data, linked into inventory data
  

Each of these reports contain all possible purchasing fields available as detailed fields, and basic aggregate fields under the calculated fields section.

Prebuilt Reporting

Both the Detailed Inventory By Category and Detailed Inventory By Product Group have been updated to include 12 months of history when exporting the report to excel.

The on-screen version will stay at 6 months to keep the proper responsive screen layout.

QuickDial Updates

For CP2 users who also have implemented an AMS PBX VoIP solution, the Counterpoint Cloud Platform app has been updated with a number of enhancements around QuickDial.

The QuickDial integration module allows a tie-in between your phone system, the cloud platform and, in turn, the Counterpoint invoicing screen.

In an integrated scenario, a 'QuickDial' information page will pop up when you answer your phone, for the customer whose number is associated with the Caller ID. Within this page you get a number of key metrics

• Customer statistics like last payment, industry type, sales rep, account balances
• Month to date sales
• YTD sales graph, by month
• Current deliveries
• Detailed invoice history

You can also opt to launch an autoecat session as that user, or even launch a Counterpoint invoice session as that customer.

The updates to Quickdial in this release are related to app security, performance and porting recent CRM updates into the QuickDial module.

Bug Fixes & Behind the Scenes Updates

• Fixed a bug when adding new notes to a customer
• Modifications to data export routines to address problems with items sold in tenths
• Corrected a mis-match in filter types on saved reports
• Fixed permissions bug in admin maintenance of custom reports