ProENTRY Echelon IV version 4.30.0602

4.30.0602.00 2010-02-24

Enhanced CRM for Customer Service

This release adds several significant enhancements to assist customer service representatives in their routine duties by keeping them apprised of relevant issues, enabling them to schedule their activities, and by keeping them apprised of outstanding client issues.

• Enhancement: The Order Management module displays a message when it detects that the ProENTRY IV Service Manager is not running and offers the operator an opportunity to launch it.
  
  It is important that the Service Manage is running as it provides services to support many of the CRM notifications as well as providing notifications when the Order Management module is minimized or not running. As always, the Service Manage offer the option of starting automatically when the user logs in, either as a service or as a Startup application, depending upon the Windows version. It is strongly recommended that this option be used.
• Enhancement: Calendar and event scheduling supported by one-year, one-month, weekly, and daily scheduling windows as well as a events pane in the main Order and Clients window.
  
  
  These windows are accessible from the main menu and from the Order and Clients window task bar.
  
  Events are created and updated with the Event update window. This window is accessible from window above or from the new Events pane in the Order and Clients window.
  
• Enhancement: Several additions and improvements to the Order and Clients window.
  
  • Event Notification window displays event reminders and events that are past due
  • Open Memos window displays a list of all open client memos
  • Events pane displays current events and past due events with details
  • Client (dealer) memos for the currently selected client are displayed in a relation tree
  • Expanded task panel provides access to calendars as well as events in the Events pane. Also added in the task panel are functions related to client memos.
• The Service and Print Manager status message has been expanded to reflect events and client memos.

Known Issues

• None reported.