Note: The release notes for new version of the native iOS and Android apps are consolidated under one version number for both platforms.
New configurable line-item reports allow you to get a detailed picture of customer trends and history.
Create reports such as:
- Items purchased in the last month
- Items not yet delivered
- Items purchased as part of an Item or Package Promotion (Promotion effectiveness)
- Items purchased from a specific subcategory
- Items purchased on B2B eCommerce site VS. items purchased from a sales rep
Read more about Item Sales Reports or watch a product training video on the benefits and use cases - Product Education Webinar - NEW Reports and Activity Lists.
All users can now change their password in the Pepperi app on their mobile device. Pepperi admin users can reset any user's password from User Lists on the Web App. For details see Change or Reset User Password
The expanded totals box in the footer of Activity Lists allows you to display multiple totals of all activities in the list for any numerical field.
Configure the signature taken via the signature pencil icon to be stored in a custom field. The custom field must be of type "Signature". If you don't configure a custom signature field, the signature will be stored in the default Signature field of the Transaction Type. We recommend using the custom field, because the format of the signature is easier to work with in a custom field.
Cart Quick Action
Configure the action launched by the order details button on the cart. You can select from any Files (such as open the PDF copy of the order), Online Addons, or Programs you have configured. Any action that can be launched from a menu, can be configured to launch from the order details button.
If you save a configuration with no fields, then the quick action button will not be displayed. This is useful when you don't want users to access to the Order Details form from the cart.
When ordering in Matrix view, you can scroll through the header to get to more styles without having to go back to the Order Center to find them. All the matrix items in the filter you are currently in are conveniently displayed in the header area.
You can now configure the layout of the cards to include any fields you require. (In the past the default showed only the image without any additional fields for easy recognition of styles). Adding fields such as the Style Code or Style Name will make it easier for users to find the product they want to order, without having to go back to the Order Center to see this information.
To configure this Style Card, go to the Views and Forms tab of the Transaction Type -> Transaction Details.
Edit the layout of the Order Variants Header Card
Then edit the layout of the Order Variants Header, and include the Header Card under "Special Data Controls" in the layout (as shown below):
Including the Special Data Control Header Card will display all the Styles across the top of the header in card layout, with the fields you included the Order Variants Header Card layout.
The Account dashboard notifications (on the Account Dashboard Header) will no longer display alerts for unsubmitted Activities/Transactions. Debts will continue to show (if you are loading debt data).
Note: there is no flag available to return to the old behavior.
If you would like quick access to unsubmitted Activities or Transactions from the Account Dashboard, you can add an Activity List to the Upper or Lower dashboard tabs. Filter the list by any statuses/activity types you wish.
If you are using Activity Planning module, you can configure the title displayed as the subject of the calendar event that is added to the device calendar.
If you don't enter a title, the default title of the Account Name will be used.
In the Forms tab of the Activity add any field, or a custom field that concatenates fields + text to form a relevant and informative title/subject.
For example if I add a custom field to concatenate the Account name with the Activity Type:
return AccountName+" - "+Type;
The subject for the Activity "Store Visit" will look like this in the device calendar: AccountName - Store Visit