Summary

In version 16.0, we focused on expanding tools for planning field activities and data management. We improved system stability (Web and Mobile), optimized synchronization, and aligned data logic across platforms to ensure a more consistent user experience.

New Features

Flexible Visit Planning (Drag-and-Drop)

Visits can now be quickly scheduled and adjusted using drag-and-drop functionality in Day and Week views.

Photo Report Descriptions

Detailed metadata, such as type, shelf count, and linked brands, can now be added to photos.

Hyperlinks in Instant Messages

Support for clickable links in messages allows for sharing direct paths to CRM screens, instructions, or external resources.

Material Manager (Web)

Added support for managing promotional and sample materials in the web version, including limit controls and usage tracking.

Custom Objects: Editing and Import via Datasets

Data in custom objects can now be updated both individually and in bulk via datasets. You can edit a single record or import new data using the same mechanism as standard objects.

Territory Manager (Alpha Version)

The initial release of the territory management module, including:

• Creation of territory structures.

  • Assignment of customers, organizations, and users.

  • Planned for upcoming releases: territory-based reporting, GeoForce integration (polygon-based territories), and migration of existing territory models.

Improvements

Unified Search in Cloud CRM

Search results are now identical across all platforms and include all localized data.

Power BI On-Demand Refresh

Reports can now be manually refreshed using the “Update Now” option.

Analytics Enhancements

Improved target group logic and added plan-vs-actual comparisons in analytics.

Automatic Draft Cleanup in Cloud CRM

Unsaved records are now automatically deleted, ensuring that only confirmed data is displayed.

UI and Data Consistency

Improved interface clarity and unified data behavior across different modules.

CLM Presentations

Improved performance of HTML-based CLM presentations: corrected zoom, reduced flickering, and eliminated visual artifacts.

Bug Fixes

Visits and Planning

Fixed errors in creating and duplicating visits, generating time slots, and counter operations.

CRM Analytics (Survey)

Resolved an issue where survey data was displayed incompletely. All surveys for the current period, including those from dual visits, are now displayed correctly.

Reports and Analytics

Restored correct data display and access to CRM Analytics (Survey tab).

Custom Objects

Fixed data loading, preview displays, and access permission issues.

Synchronization

Improved synchronization stability and data processing.

UI and Stability

Resolved navigation issues (blank and white screens) and improved the display of fields and limits.