Overview

This release delivers improvements across four areas: 

• mobile app stability and automation for field teams, 
• mass role management for platform administrators, 
• territory transparency and analytics in GeoForce, and 
• new reporting dashboards in Power BI.

Key highlights: 

• The release extends Survey functionality by introducing score validation, 
• adds the ability to view SCE communications in the visit history, and 
• enhances Cycle Plan with support for workdays. 
• Additionally, a separate field for surveys was added to the visit card, and MDM visit data is automatically imported into the CRM. 
• GeoForce gains territory, authorship tracking, and a distance measurement tool. 
• Power BI adds competency and fuel expense reports for field force managers.

Proxima CRM Application

The main focus of this release is improving mobile application stability and automating external activity reporting. These changes reduce manual data entry and improve synchronization reliability.

New Features

• Large Dataset Import Optimization
  Dataset import performance has been improved. Files are now processed more reliably with fewer timeouts and memory errors. In most cases, splitting files before import is no longer required.
• Automatic Visit Transfer from MDM API
  CRM now supports automatic transfer of visits from the MDM API. Remote Visits results created or updated in MDM are automatically delivered and registered in CRM without manual import or additional actions.
• HCP Schedule
  You can now edit the doctor’s availability details (time slots); this is necessary for accurate scheduling and improving the quality of future appointments
• Google Maps Integration
  The mobile application now uses Google Maps instead of OpenStreetMap as the map provider.
• Sync Merge Optimization for Flutter Clients
  The synchronization merge process in Flutter clients has been optimized, improving sync performance for large data volumes.
• Cycle Plan Workday Field
  Cycle Plan now includes a Workday field that stores the number of working days.
• Extended Date Import Support
  External data import now supports explicit YYYY, MM, and DD tokens, including partial date formats.
• Survey Fields Separation in Visit Card
  Survey fields in the visit card are now divided into main and additional sections.
• Communication History Enhancement
  The Communication History tab now displays SCE communications together with visits and OCM communications.
• Survey Score Validation
  Survey Manager now allows questions to participate in score calculation. A minimum score threshold can be configured. If the result is below the defined threshold, the user must select a reason from a predefined dictionary.

Proxima CRM Platform

This release simplifies mass administrative operations and improves access rights configuration. Administrators can now manage complex role structures using Excel with automated validation and error detection.

New Features

• Mass Import and Export of Roles
• Data Export
  The complete role structure can now be exported in a flat Excel format with a single click.
• Flexible Import
  Administrators can import multiple roles simultaneously using the standard workflow: file upload → validation → processing.
• Error Protection
  The system automatically checks imported data for circular dependencies (loops) in role structures.
• Intelligent Access Rights Validation
• Automatic Warnings
  The system analyzes access rights configuration and warns about logical conflicts, for example when Field-Level Security (FLS) is granted without Object-Level Security (OLS).
• Visual Indication
  Warning icons are displayed next to profiles and provide clear explanations of configuration issues and recommended fixes.
• Bulk Policy Application Access policies for Object-Level Security (OLS) and Field-Level Security (FLS) can now be applied across all Profiles simultaneously, eliminating the need to configure each profile individually.

Enhancement

• Full Platform Synchronization (User Management)
• Personnel management mechanisms were updated to comply with the new Platform requirements.
• Updated Templates
  Import, export, and mass update templates now include all fields available in the user creation card.
• On-the-Fly Role Assignment
  During user import, administrators can specify names of existing roles. These roles will be automatically assigned when the user record is created.
• Expanded Export
  User data exports now fully reflect the current Platform data and match the information displayed in profile view mode.
• Web Application
• Custom Field Copy in Standard Objects - Users can now copy custom field values within standard objects directly in the web interface, reducing manual data re-entry when working with similar records.

GeoForce

This release improves transparency of territory changes, enhances analytical capabilities for hierarchical structures, and strengthens integration with CRM responsibility management.

New Features and Improvements

• Territory Change Tracking
  Brick tooltips now display information about the user who last edited the territory, allowing administrators to track territory modifications more easily.
• Distance Measurement Tool
  A new “Ruler” tool is available on the map, enabling users to measure distances between points or along routes. This helps estimate coverage areas, travel distances, and proximity between objects directly within the interface.
• Hierarchical Data Aggregation
  For hierarchical structures, parent elements can now automatically display aggregated values from their subordinate elements, allowing totals and rollups to be viewed without manual calculations.
• Controlled Multi-Version API Usage
  Multi-version API mode is now controlled through a configuration setting, allowing administrators to enable or disable multi-version usage depending on system requirements.
• Automatic Responsibility Cleanup
  When a territory is reduced, responsibilities associated with the removed area are automatically deleted from CRM, ensuring consistency between territory configuration and CRM assignments.
• Extended Territory Export Data
  Territory exports now include an “organization type” field, allowing external reports and analytics to differentiate between organization types directly in the exported dataset.
• Technical changelog: Controlled Multi-Version API Usage
  Multi-version API mode is now controlled through a configuration setting, allowing administrators to enable or disable multi-version usage depending on system requirements.

Power BI

This release extends CRM Analytics Basic with new reporting capabilities for field force managers and regional heads. Two report groups are added: competency tracking for double calls analysis and operational cost monitoring through the new Fuel Report.

• CRM Analytics Basic - Double Calls Tab
• Employee Competency Overview
  Provides visibility into the development of medical representatives’ competencies over time and enables quick comparison of employee performance across the team.
• Dynamic Competency Ratings
  Offers deeper insights into competency changes based on recent interactions with healthcare professionals, helping identify positive or negative performance trends.
• Double Calls Detailed Table
  Allows detailed analysis of competency evaluations for individual visits, helping managers better understand performance drivers and make more informed decisions.

New: Fuel Report

Provides centralized visibility into vehicle usage and fuel expenses, including mileage, refueling events, and activity data for the selected period. This supports operational monitoring and further analytical reporting.

Bug Fixes

• The keyboard can now be properly hidden and the brand list scrolled when filling in the promotion time ratio during a visit.
• In visit preview, unfilled optional fields are no longer displayed with the “Not specified” label if other fields in the same group contain values.
• The “Select all”, “Reset”, and “Select from responsibility” buttons now correctly update checkbox states on the Employees tab after manual changes.
• Fields configured as hidden are no longer displayed in preview or edit mode of cards.
• Boolean fields in the Datasets section are now correctly marked as required in the interface when configured as mandatory in the dataset schema.
• Organization search now works correctly even if the name contains an apostrophe.
• Signed consent forms are now displayed correctly on the first attempt without requiring the form to be reopened.