The Proxima Cloud CRM 10.3 introduces several new features, along with visible user and behavioral changes.
Our release notes provide concise, high-level descriptions of the enhancements and new features.
Features
Enhanced Order Confirmation in Control Card
We've introduced a new feature to the Control Card, allowing for the collection of pharmacist signatures for order confirmation. This enhancement ensures that when a user inputs an order quantity greater than zero for any medication, the pharmacist's consent is securely captured before the order can be saved and processed. The system now validates the presence of at least one linked distributor for the pharmacy, preventing order confirmation if this prerequisite isn't met. Users will find a new "Consent Form" button that appears only when an order is placed, leading to a customizable HTML form pre-populated with order details for all relevant medications. This streamlined process, which automatically opens the consent form if it is not completed, ensures accurate order validation and enhances overall accountability.
Default Filter Values
We're excited to introduce a new capability that allows administrators to preset default values for filters within the "Institutions" and "Clients" sections. This enhancement provides greater control and efficiency in managing data views.
Now, administrators can configure specific filters to appear with a predefined "state" or value directly from the database. This setting can also be tailored to apply to particular user roles. When a user with the designated role accesses the filters, the preset value will automatically be applied, streamlining their workflow. Users retain the flexibility to modify these filter values, and any changes will persist across different sections or when toggling the filter panel.
Fixed Filters for Enhanced Control
We're introducing a powerful new capability that allows administrators to "fix" filters at a predefined value, ensuring consistent data views for specific user roles. This feature is designed to provide administrators with greater control over how information is presented to users.
When a filter is "fixed," the user cannot change its value, and the filter will always be applied, regardless of whether the filter panel is active. Users will find these fixed filters non-clickable and will not have the option to remove them from the filter panel, similar to "In Archive" filters. This ensures that essential filtering criteria are consistently enforced.
This new functionality can be used independently or in conjunction with the existing ability to set default filter values. The "Reset" function will also respect fixed filters, leaving them in place. This enhancement provides a robust mechanism for administrators to standardize data access and presentation across their teams.