"Details" is a new Activity list view type allowing you to view the activity listing in the left panel and the its full form on the right.
The new format is useful for quick scrolling through Activities and efficiently taking an action on each one, such as editing/submitting their forms.
In Portrait mode, the left panel slides in and out of view to allow full page view of the form. In Landscape mode, the left panel is fixed.
The view is defined in the Activity List configuration. Just select Detailed from the view type. For details on creating and displaying Activity Lists see
A new Workflow Configurator with tailored workflows for Transactions and Activities. Also, announcing workflows for Accounts! Newly added actions such as custom forms, alerts, and more.
Workflows have now become completely flexible, with branches, actions and custom forms. You can configure the Workflows to carry out many more types of actions triggered by the status changes of a Transaction, Activity or even an Account.
Actions can now be triggered for any combination of status changes, not only the three previously supported (Submitted, Revised, Awaiting approval).
Use the Workflow Configurator to set different actions for Orders changing from New to In Creation (Draft), and then from In Creation to Submitted, and then from Submitted to ERP, and then from Submitted to Revised, and then back to Submitted. Each one of those status changes can trigger the actions.
This provides you with unlimited flexibility in defining exactly what happens at every point in your business process.
New Actions include:
- Webhooks (web services)
- Conditional alerts
- Branch to another step in the workflow
For the full list of Workflow actions are detailed here: Workflow Configurator
Contact us if you wish to activate the Workflow Configurator.
Distributing Activities allows you to create activities such as campaigns aimed at many different customers in one click. Enter the information once and duplicate across a customer segment.
- A phone call campaign to call and check up or make an offer to multiple customers
- Your quarterly visit or your typical holiday season visit to multiple customers
- An annual customer satisfaction survey
Use the Accounts search to filter and select the customer segment you wish to duplicate the activity for.
Tap “Create” to open the Activity form.
Tap “Distribute” and the Activity will be created for all the customers automatically.
You can then view the list of the created Activities in a dedicated list, in the new Details view (illustrated in a screenshot above). Scroll through the list to easily fill in and submit each Activity form.
When tapping on a phone number in the Pepperi app on your mobile device, the dialer will automatically be opened with the phone number ready to call.
For details on configuring this feature see Phone field click to call