New features – OroCRM
Sales manager experience
Filter records by teams
This feature allows to filter records not just by individual owners, but by entire business units as well. It makes team management much easier: instead of looking for every individual sales rep, a manager can select his entire team in the business unit filter, and then drill down to every rep in the user filter.
Both filters may be applied simultaneously; the output on the grid will be their union.
Pipeline forecast widget and report
Another sales manager-targeted improvement includes a neat “big number”-styled dashboard widget and a new built-in report that provide the manager with information on current opportunity pipeline. Count of active opportunities, their total budget and their weighted budget are displayed.
The report displays the breakdown of these values by every individual manager and grand total.
The widget can be configured to display either the grand total for an organization, or total for a specific sales team and/or sales rep. It may also compare present values to some date in the past, giving the sense of progress.
Contexts for all activities
We have expanded our context functionality for emails, that has been introduced in 1.7.0, to other activities: Tasks, Calls, and Calendar events. Now you can establish meaningful links between them and the records they can be related to—e.g. a call to a customer about the particular sales opportunity or a task to work through a couple of Leads to see if they can qualify as prospective customers.
This functionality works the same way as with emails: you have Add Context button on the view pages of every said activity, or have the Context selector on their edit forms. (One small exception is the popup view of Calendar events that doesn’t have Add Context button due to the lack of space. Edit popup has the selector, though.)
Add Context button opens a modal window with the grid of possible contexts. It defaults to Accounts, but you can switch to any other available entity by clicking on its name in the top left corner.
Context selector works the same way as the usual select2: Start typing the name of the desired context and the control will display the list of matching results. Entity names will be given in parentheses to eliminate ambiguity.
After a record is selected as context for some activity, the activity will be displayed in this record’s Activity list.
Activities as contexts for other activities
This feature extends the context mechanism to activities themselves, allowing you to link a task to email conversation, or relate a calendar event to a call. Adding and managing contexts for tasks, emails, calls and calendar events works exactly the same way as for other entities.
Now the Activity list of an Account will display all activities recorded towards its customers, contacts, and their related records such as Orders, Opportunities, or Cases. This will give you the full picture of account activities in one place, making the Account view another step closer to the full 360° view of a customer we want it to be.
The list of entities that “hand down” their activities to their related Accounts is subject to configuration set up by developer. Generally speaking, it must be turned on for all customer identities and all “business”-bearing entities that are directly linked with an Account itself (e.g. Case) or any of the customer identity entities (e.g. Opportunity, Magento Order).
Unread email widget for the sidebar panel
This sidebar widget largely duplicates the functionality of the unread emails indicator released in 1.8 version, but adds more flexibility to it. The widget can be configured to display not just the whole set of mailboxes available to you, but an individual mailbox, or even a specific folder, making it easier to track specific incoming emails. To follow different folders or mailboxes you can add multiple widgets to the panel.
Also, you can now disable the unread emails indicator in the top menu in order to avoid collision or duplication with the widgets. This can be done in entity configuration.
- Activities are available in the Merge Accounts dialog, allowing you to specify merge strategy for every type of activity.
- Filter emails by correspondent on the My Emails page
- Segment Magento customers by coupons and discounts applied to their orders
- Region field is now optional for contact and customer addresses