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us:slobase:version:4.2 [dd/mm/Y H:i] admin ustvarjena |
us:slobase:version:4.2 [dd/mm/Y H:i] (Trenutna) admin |
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| ===Dear PIT user=== | ===Dear PIT user=== | ||
| - | We have prepared a new version of Produs Information Tool. We have prepared some great for again, please read further. | + | We have prepared a new version of Produs Information Tool. We have prepared some great for you again, please read further. |
| If any of changes would disturb you in any way, please contact us as soon as possible. (+386 70 550 969, skype: atol-bs) | If any of changes would disturb you in any way, please contact us as soon as possible. (+386 70 550 969, skype: atol-bs) | ||
| Maybe some things still won't work properly in spite of thorough testing. So notify us about any problems, doubts. | Maybe some things still won't work properly in spite of thorough testing. So notify us about any problems, doubts. | ||
| - | |||
| - | ====IMPORTANT NOTICE!!!==== | ||
| - | In front of you is the **newest color theme "24seven"**. With this theme we wanted to keep PIT's looks modern and include components that will help users work more effectively with colleagues, contacts and customers. This theme and some of new functionalities also improve PIT's performance. | ||
| ====WHAT'S COMPLETELY NEW!!!==== | ====WHAT'S COMPLETELY NEW!!!==== | ||
| - | + | **VIEW BUSINESS INFORMATION REPORTS DIRECTLY IN PIT** | |
| - | - **New Calendar** - We tried to keep existing functionalities as many as possible and we added the possibility of moving and changing the duration of events directly in the calendar. This allows us to plan easier our sales activities. The new calendar gives us room for more improvements in the future, so we'll be happy to receive your suggestions. | + | - provided by a **Dun & Bradstreet agency for Slovenia and ex Yugoslavian countries - i doo**. |
| - | - **Who is on-line** - You can add your profile picture and Skype name in My account. The pictures of all users on-line will appear in the left navigator. By clicking on the image you can start a Skype session with your colleagues. | + | - before wasting your time with **Leads with financial troubles** you will notice their financial rating in Leads list view |
| - | - **Neglected Opportunities** - Your opportunities with missed activities will display a red "!" in related views. | + | - also your customers, who usually pay on time, can come across some troubles and if you can see that early enough you **can act accordingly** |
| - | - **Pipeline by opportunity type** - You can now use opportunity type as a criteria to display your pipeline. | + | - for financial rating icons to work properly, you must **enter TAX N° and pick the right Country in Leads and Accounts forms** |
| - | - **Assigned to on Help desk** - We've added a new search criteria in basic search on HelpDesk. | + | - you can choose if you want to enable this feature for your Company, and also **every user can enable or disable idoo ratings individually**. [[us:slobase:manual:b_usage:t_idoo|Read how]]. |
| - | - New color theme is also supported for **Apple iPad** users. | + | - Currently we have data for **Slovenia, Bosnia and Herzegovina, Croatia and Serbia**. |
| + | - By clicking on the icon you will be **rerouted on idoo company's website** and if you already are their user you will get access to the information your profile enables. (you can view ratings of other European countries). | ||
| + | - **idoo is responsible for all financial ratings** | ||
| ====WHAT WE IMPROVED!!!==== | ====WHAT WE IMPROVED!!!==== | ||
| - | - The looks of **5 day calendar** has been changed. Now you can immediately see free time between planned actitvities. | + | - We have underlined all internal links shown in forms. |
| - | - **Not completed** events are not displayed in calendar any more. | + | |
| - | - Those using MS Exchange server now have improved **calendar invitations** for events created in PIT. | + | |
| ====BUGS REMOVED==== | ====BUGS REMOVED==== | ||
| - | - On Dashboards, the two bottom diagrams, were displaying wrong pondered values for opportunities larger than 100.000. | + | - We have removed the problem in Lead transform process where choice of creating new Account wasn't working properly |
| - | - When using picker for Contacts on events, you will again only see contacts related to specific Account. | + | - We have improved several "beauty" mistakes in entry fields for them to become more visible |
| - | - We have improved layout of new skin in FF and MS IE browsers. | + | - We have removed multiplying of symbol \ on Edit in Description fields |
| - | + | - ... | |
| **For any additional information, please contact us on +386 70 550 969 or via skype: atol-bs** | **For any additional information, please contact us on +386 70 550 969 or via skype: atol-bs** | ||
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