Leopard CRM 2.1.0 Release Notes

on 08 Sep 08

Type: Release Notes     Category: System Options

  - New Sales Reporting Feature:
    - Report over any date range
    - Color coded bar graphs
    - Tabled report figures
    - Group and Split functions giving multiple views of sales data
    - New sales report User security roles:
      - SaleDirector - can report across all sales
      - all other users can only report on either their sales or sales they have managed
    - Report over sales pipeline for more powerful forecasting
  - New Sales Forecasting Feature:
    - Color coded bar graphs
    - Tabled report figures
    - 30, 60 and 90 day forecasts
    - Filter by salespeople or sales managers
    - Forecast on hot/warm/cold sales opportunities
  - New File Browser feature is now available in the Administration menu to view any exported data files you have exported from the system
  - Bug fixed where deleted people were appearing in the search under some circumstances
  - Bug fixes in the Advanced Search where "email does not exist" search was giving false results
  - Graphic design enhancements to person and company screens
  - Clearer headings and subheadings for all screens
  - Sales management sections now have improved navigation
  - New design for search results
  - Event screens now use system specified date formats
  - Event group attendees now export correctly
  - Marketing screen now has pagination and loads faster
  - The Sales Dashboard Graph is now based on individual salesperson figures
  - Project tasks are now lightened if completed