New Features CRM
More flexibility for facets regarding filtering data with the possibility to change the behaviour in a facet category between the values to work with an AND logic or work with an OR logic.
For some facet categories it makes sense to have a logical AND connection within the facet categories, e.g. when the user wants to find media that match two or more topics. Therefore a global settings area for admins will be introduced where the behaviour of certain facet categories can be switched between AND and OR.
The following facet categories now support this setting:
- media: topics, media type
- pers. e-mail templates: topics, attributes
Display top node of organisation in employment and orgs
Depending on the data it can sometimes be hard to view the name of an organisation when only the department name is displayed. Therefore we now show the name of the top level organisation in the employment of HCPs and on organizations/departments. This is available as a link and allows the user to directly open the top level organisation.
For attributes that are part of a calculation or used to control content it is not always necessary for the user to see those attributes. Therefore assignments are now available for attribute categories. With this functionality the visiblity of attributes can be finely adjusted.
The assignments contain inheritance settings and exceptions and therefore offer full control to the admin.
- inherited (if an assignment is set in a level above)
- none (not visible on the UI)
- read (visible on the UI)
- exceptions (based on person assignment types)
- assigned attributes to this category are displayed on the UI as defined in the assignment section
Attributes of type Boolean and single select for person and or organization can be shown in the preview of a person / organization and at the same time on the core view in the statistics tab / column. In addition to show them in a prominent way it' also possible to visualize these attributes. Single select attributes will be shown as a bar graph and boolean as icons. The configuration can be made for each attribute enabling checkbox for "Show on aggregate screen" and "Enable graphical representation".
Large List Export
Lists with a big amount of records ran into a timeout. We now handle this request asynchronously in the background and inform the user when the export can’t be delivered directly. Once the list export is finished the user receives a notification and can find the file in a new section in the menu called "Documents". This area contains all the exported documents from the last day so they can be re-downloaded.
Quantity correction for virtual samples
virtual samples are sent to the customer. In this process, the quantity can change for various reasons like stock, samples could not be delivered. For this reason a different quantity to the requested quantity can now be maintained in the system.
A user with special permissions can correct and save the worn out quantity of samples.
In the activity the delivered quantity is displayed in addition to the requested quantity so that this is transparent for the user.
Attribute assignments in territory management
The admin can no longer assign attributes via territory management. We removed this option because it was not reflecting the new advanced assignment settings introduced in 2020.4.
This functionality will be removed with the Release 2020.6.
New Features yRoom
The yRoom now has a new admin area where an admin can configure certain parameters of users.
Room type assignment
Control which room type is the default room type for a given user.
Impersonate other users to use the yRoom room UI as this user to see if the media will be displayed correct and also for every room type.
Screen sharing permission
Enable/disable screen sharing per room type.
ysura CRM connector config UI
Admin UI to configure the ysura CRM connector:
- activity type
- default topic
- mapping of yRoom media to ysura CRM media
- mapping of yRoom forms to ysura CRM consent types
The yRoom now has a new layout which offers a more augmented experience. Certain elements can also be hidden to maximise the area for video communication and the presentation of media.