VERSION HISTORY ARCHIVE
Version 1.10.2 - Release 129
11.9.2024Added Top 10 Distributors for Selected Month/Year (available from Main Menu)
Updated "Change Status" in OMQ to Hide Order Invoicing Status
Updated Hours Total on User Timesheets view to remove .5 hour for Break from hour durations of 5 and over
Updated Email Queue Types to handle new Is Order Ivoicing Field
Fixed and issue where Emails might not send when completing Order Invoice
Fixed and issue where creating Appointments in CRM Details fails if there is no Appointment Agenda (notes)
Version 1.10.1 - Release 128
4.9.2024Fixed the warehouse name in the 'Emails in the Red Zone' area of the OPS Dashboard
Version 1.10.0 - Release 127
3.9.2024Added New Ops Dashboard showing order delivery times based on the Email/Order Queue
Added Ops Dashboard Action Maintenance
Fixed the Sort order for Actions on Email Details
Fixed Email Details returning to the correct status when clicking on the back button
Updated User Timesheets to show Notes when they are entered
Version 1.9.9 - Release 126
27.08.2024Fixed an Issue where Outcomes were not being created When a user Sent an SMS
Fixed the Date Created showing for Sent Emails in Contact Details
Fixed a bug where under some circumstances user Lauxeversaries would should on Main Menu for non-team members
Added Sent SMS List to Contact Details
Updates to the UI in a number of views
Version 1.9.8 - Release 125
26.08.2024Update The way translations work to solve high CPU issue
Version 1.9.7 - Release 124
11.08.2024Fixed a couple of little bugs with the new Order Invoice Feature in the OMQ
Version 1.9.5 - Release 122
08.08.2024Added New Face to Face Count entry to Add Call (only works for Trade Show/PK/Event outcomes)
o this auto generates Face to Face outcome Entries instead of having to enter them 1 at a time.
Added Translation MaintenanceAdded Translations so hardcoded text in the Portal can show differently in different instances of the Portal
Updated OMQ UI to make Email/Order Details clearer with new Card View
Updated OMQ to now manage Order First Work Flow or Current, Invoice First Work Flow
Updated OMQ to allow entry of Order, backorder and invoice numbers with format XXXXXXX/X if required
Updated Email Action Maintenance UI to manage new Show On Card View field
Updated Call Outcome Maintenance to manage Table Tops and Face to Face Outcome Types
Updated CRM Feed now has special icons for Table Tops (Pks) and Trade Show (PK) Face to Face
Version 1.9.4 - Release 121
18.07.2024Updated Dashboard to correctly associate Targets
Updated Warehouse Maintenance to edit Notification Mobile Number for sending SMS
Updated OMQ to Send SMS to Warehouses as an additional notification of an Order to Pack
Updated The Grate Claw to be called The Grate Masters and updated the Associated Graphics
Version 1.9.3 - Release 120
06.07.2024Added New Summary Dashboard
Added Dashboard Action Maintenance
Updated Call Outcome Maintenance and added Dashboard Reference Id
Updated Target Action Maintenance and added Dashboard Reference Id
Updated Target Division Maintenance and added Dashboard TargetPercent
Updated Scoreboard Action Maintenance
Updated Scoreboard to be able to show Targets to Date - The new Projection button next to the Targets Button
Updated Scoreboard to be able to use a pecentaage of the targets for each division
Updated How the Financial Year is calculated for the user
Version 1.9.2 - Release 119
23.06.2024Added Holiday Maintenance
Updated UI for a number of features
Updated Main Scoreboard and Global Scoreboard to who xxxK for numbers over 99,999 and x.xxM for number over a 999,999
Updated Main Scoreboard to be able to show Grates Sold per Day
Updated Scoreboard and Scoreboard Action Maintenance to manage the number of Decimal Places that are displayed for an item
Version 1.9.1 - Release 118
13.06.2024Added Sending SMS to Contacts in CRM Contact Details
o You can also save up to 5 of your own Quick Send SMS Messages
Added Quick Send SMS Entries Maintenance to CRM Maintenance for Standard System Quick Send SMS'sUpdated Main Menu to show Monster Theme Image in Octorber Automatically
Updated CRM Feed now shows Sent SMS's with their own Icon
Updated Portal Settings Maintenance
Updated Call Outcomes Maintenance
Version 1.9.0 - Release 117
02.06.2024Updated Team Member Journey to be based on Quadrant Reviews from the Training/Review Feature
Updated CRM Access so that anyone with CRMEdit Access can delete their own notes if entered accidently
Updated User Profile to show Procurement Destinations you can view
Updated User Edit to edit Procurement Destinations a user can view
Added Portal Settings Maintenance
Added We Stay Hungry for AU Financial Year 2024/2025
Added Procurement Queue
Added Proqurement Status Maintenance
Added Proqurement Origins Maintenance
Added Proqurement Category Maintenance
Added Procurement Shipping Maintenance
Added Proqurement Destinations Maintenance
Added Proqurement Request Status Maintenance
Added Proqurement Container Types Maintenance
Fixed the Black Category Bars incrorrectly showing up in Notes and Tasks in CRM and the User Profile Page
Version 1.8.17 - Release 116
27.04.2024Updated Order Queue so the Back-to-previous-status button allows you to choose which status, the default is back one status
Updated Order Queue to allow each Email to be placed in a category, each category has a color and can be created for anything
Updated Order Queue to show if it's assigned to a category with a bar on the Left hand side
Updated Main Scoreboard so that some rows can be skipped in the Presentation View
Updated CRM Edit so Lists for Custom Fields are now sorted
Updated CRM Journey so you can Click-To-Clear a question you accidently ticked in the last 24 hours, but you still can't untick older answered Questions
Updated CRM Feed to show Admin Emails. Admin Emails also show with a new icon so they can be easily recognized
Updated CRM Feed to show if an Email is On-Hold or is assigned to a Category (Left bar Category, Right Bar (red) is On-Hold)
Updated Tag Maintenance to show the list of Tags grouped by Active/Non-Active then by Name
Updated the .Net platform to .Net 8.0
Added Email Category Maintenance
Version 1.8.16 - Release 115
14.04.2024Added New Training Question Type of Rating Out of 10
Added New VARK Profile To Team Profile Page
Added New VARK Profile Maintenance
Updated Email Queue Delivered/Cancelled Status to use a paged display & also sort emails by date decending
Version 1.8.15 - Release 114
22.03.2024Updated Journey Update on the AM Dashboard to not show the popup box (which wasn't showing the correct data anyway)
Fixed an issue when trying to upload an attachment to the Wellness Feed
Version 1.8.14 - Release 113
21.03.2024Added Product Quantity Sold Breakdown for each Product Group to Product Results on Main Scoreboard
Added Number of Sales row to the Global Scoreboard for the US and Australia
Added IsInvoiceData to Global Scoreboard Action Maintenance
Updated Global Scoreboard to show Country Results based on Unleashed Invoices
Updated Global Scoreboard, GLobal Section to show as Summary of AU/US and also show Grates per Day
Updated Global Scoreboard to include #TAG Count for Global Team Member who #TAG someone in either US or AU
Updated Product List to be Grouped by Is Active then by Product Group then by Product Code
Version 1.8.13 - Release 112
17.03.2024Added PK/Table Top Leads to the Trade View (only shows up for the US at this stage)
Added Team Lader View to Check-In View that shows your Team Leader Check-In next to the Team Member's Check-In
Updated Scoreboard to show Financial results based on unleashed invoices for all years from 2022 onward
Fixed an issue with Target Entry when a related scoreboard action is removed
Fixed an issue with Traning/Check-Ins when one is created that has no questions (should never really happen - but fixed anyway!)
Version 1.8.12 - Release 111
05.03.2024Updated the Main Scoreboard to correctly align Month Data into the Month for Actions, Ressults & Revenue
Updated Email Actions Maintenance to handle IsReceived & IsAssigned Field to work with Lauxes Data App
Version 1.8.11 - Release 110
03.03.2024Added New Email Replies Email Queue to manage replies from email sent by the Portal
Updated UI for Menu's so they load quicker and more responsive
Version 1.8.10 - Release 109
29.02.2024Updated Main Scoreboard to correctly show a breakdown for financial figures for each division if selected
Version 1.8.9 - Release 108
28.02.2024Updated Main Scoreboard to show Result and Revenue Data from Unleashed (no more entering finance data for scoreboard! yay!)
Version 1.8.8 - Release 107
21.02.2024Updated Distributor Count on Scoreboard to Include Distributors purchasing from other Distributors
Updated Product Group Maintenance with new ScoreboardReferenceId
Fixed an issue where you couldn't edit a contact after a Parent Company was set for Purchasing in some instances
Version 1.8.7 - Release 106
21.02.2024Updated Distributor Count on Scoreboard to Include Distributors purchasing from other Distributors
Updated Product Group Maintenance with new ScoreboardReferenceId
Fixed an issue where you couldn't edit a contact after a Parent Company was set for Purchasing in some instances
Version 1.8.6 - Release 105
13.02.2024Fixed an issue where you couldn't edit a contact after a Parent Company was set for Purchasing in some instances
Version 1.8.5 - Release 104
04.02.2024Added a Tag Line to the Main Menu
Updated CRM Details to show Purchasing Hierarchy
Updated CRM Edit to Add Contacts to Purchasing Group
Updated Contact Type Maintenance to manage new "Is Purchasing Group" flag
Fixed an issue where exiting the Child Companies View caused a no access error
Version 1.8.4 - Release 103
04.02.2024Added New Icons to CRM Feed to easily identify Unanswered Calls & Videos
Added Delivery Method Maintenance to Product Maintenance
Updated Lost Distributor & Re-Activated Distributor lists to test against Order Booked Status so Orders are activated sooner
o The #REACTIVATED List now sorts Alphabetically as well
Fixed an issue with Team Member Check-ins when the user clicks through the survey without entering a value
Version 1.8.3 - Release 102
22.01.2024Added New Distributor List feature to CRM (the DIST button next to Feed and ABC buttons)
Fixed Org Chart not working for some Team Members
Version 1.8.2 - Release 101
14.01.2024Added #WEKICKGOALS Menu Option for US 2024 #HASHTAG
Added ReActivated Distributor List to the New Distributor View (available on the Main Menu)
Updated Main Menu to only show missing goals reminder if you have Wellness
Updated #HASHTAG Entry to default to current user and return to main menu automatically to make it quicker & easier to #HASHTAG!
Updated Scheduled Tasks to Show/Maintain Last Actioned Count
Updated Call Outcome Maintenance to handle UnAnswered Calls Option
Version 1.8.1 - Release 100
08.01.2024Added HashTag Maintenance
Updated CRM Feed to correctly show meetings along with a new Meetings Icon to make meetings clearer
Updated CRM Search to correctly set "Only Businesses" option to true by default, but allow it to be changed by the user
Updated Wellness so you can now view previous years
Updated UI for some views
Fixed an issue when adding Buttons in Email Queue Type Maintenance
Fixed Target Date in Goals Edit so it doesn't lose a day when saved
Fixed an issue that stopped you entering decimal placed in the paid field in the Living Grate Feature
Version 1.8.0
29.12.2023Added Team Member Goals with Goal Activities so the team can support your professional goals!
o A Reminder will show on the Main Menu if you haven't created any Goals
Added Pre-Order Status to Order Email QueueAdded New Business Only to the CRM Contact Search which only return businesses and hides Staff entries to make it easier to find a business
Added Remaining Characters Count (now allows 1024 chars) to Comments in Wellness
Added Remaining Characters Count (now allows 1024 chars) to Reason in The Grate Claw
Updated Customer Type on the CRM Details page to be Easier to See/Read and Green if the Contact is part of our Wholesaler Network
Updated Team Member Check-In creation to add tasks for both the Team Member and the Team Leader
Updated CRM Merge to also bring across Attachments and User Journey Activites
Updated The Birthday Graphics on the Main Menu
Updated the Lost Distributors Popup to be Grouped by State
Version 1.7.11
21.11.2023Added Characters Remaining Display to large Text Boxes in Team Member Check-Ins | Surveys | Training
Added Training Course Duplication to make it easier to create new Courses|Surveys|Check-Ins based on existing ones
Added Check-In|Survey|Training History Button and View to Team Member Page
Updated Check-In|Survey|Training View to be able to Complete Check-In|Survey|Training which then dissapears and is available on the new History View
Updated Create Team Member Check-In to be able to add Team Leader Check-In at the same time by ticking a checkbox.
Updated Training Maintenance Delete to correctly remove all records related to a course
Version 1.7.10
16.11.2023Added the ability to Delete Team Member Check-Ins | Surveys | Training
Updated Training Maintenance to show help on Field Types to aid easiser selection
Version 1.7.9
12.11.2023Updated the project & server architecture to .Net 7
Fixed an issue where survey fields didn't update when using the back or next buttons in some cases
Version 1.7.8
08.11.2023Added the ability to add attachments to Team Survey
Updated The UI on the Team Survey View & added Attachments
Version 1.7.7
07.11.2023Added Team Survey View
Updated Team Survey Entry
Version 1.7.6
05.11.2023Added Timesheet Location Maintenance
Added Feature to Create Survey|Training|Check-In for Team Member & it shows at the top of the Users' Team Member Page
Added Ability for a Team Member to Complete a Survey|Training|Check-In Item on their Team Member Page
Updated The Tracking field in the Email Queue to be able to take a Tracking Link
Updated Assign to Contact/Company in Email Queue to now show warning if the selected Contact/Company doesn't have an Email Address
Updated Sign-In Locations to now sort base on setup in the database
Updated Timesheet History to now show only one week at a time. You can now also go back or forward. Hours > 5 remove lunch breaks from the time so a full day should be 7hours 36mins
Updated Training Maintenance with UI & Functional Changes
Updated Team Member page with UI & other Functional Changes
Version 1.7.5
25.10.2023Added New/Current Task Count to the Portal Banner next to the User's Name
Added Ability to Group General Wholesale & NAP Journey Count on Journey Summary (Note Level 4 is also Grouped - this is unavoidable)
Updated Journey Type Maintenance & added new IsWholeSalerJourney Field
Updated Wellness so People & Culture can access Team Members Wellness even if they themselves don't have Wellness Access
Fixed Missing space between First Name & Last Name on Team List
Fixed an issue when saving Living Grate details in Edit
Version 1.7.4
15.10.2023Added Global Scoreboard Actuals/Results Entry
Updated Global Scoreboard to show Targets entered in Target Maintenance
Updated Global Scoreboard to show Actual/Results entered in Results Entry
Updated Team List/People & Culture Team List/IT User List so they all group by Department to make it easier to find Team Members/Users
Updated CRM Contact Delete to remove additional information, which sometimes blocked the ability to delete a Contact
Version 1.7.3
10.10.2023Added Global Scoreboard Targets Maintenance
Increased the spacing between lines in the CRM Details Left Column to make the text clearer
Fixed Team Member Details where no Notes where showing
Fixed the background color of the company values in The Grate Claw that somehow changed in the last publish
Version 1.7.2
08.10.2023Added New Global Scoreboard capable of showing Australia & United States Results/Totals
Added Contact Description to CRM Contact Details
Added New Lost Distributor List to Main Menu
Added New Team Member Profile Page with DISC Profile (to get us started) - Available from the Team List by Clicking on a Team Members Name
Added #WEAREGRATE for Global
Added DISC Profile Maintenance
Updated CRM Feed to correctly sort by Date
Updated CRM Contact Details to correctly show Active Tasks and Pinned notes, irrespective of the Feed Page shown
Updated CRM Save to remove spaces from start and/or end of Email Addresses when being entered
Updated Lost Distributor Calculation on New Distributor View
Fixed an issue which causes an error if a contacts Journey Type is changed
Version 1.7.1
17.09.2023Added Lost Distributor Count to the "New Distributors" popup box available from the Main Menu
Added New Contact Search that only searches within the current contact
Added Links to Global & Sandbox in the Top Tool Bar
Added Links to Training Maintenance Features in Training Maintenance
Fixed an issue where not all Pinned Notes or Active Tasks were showing
Fixed an issue where Task dates can break the User Profile Page
Version 1.7.0
10.09.2023Added New Distributors for the Month link-out to Main Menu which also Shows Total vs Active Distributors
Added #WMSH Entries for the Month link-out to Main Menu which also shows some personal stats
Added Paging to CRM and Contact Feeds allowing infinite regression through the feeds
Added Journey Summary to CRM Showing how many Contacts are on each level (Initial Data alignment required by Nick)
Added Journey Update Metric on Area Managers Dashboard
Added Distributor Loyalty to Contacts
Added Loyalty Type Maintenance
Added Training Course Maintenance
Added Training Course Types Maintenance
Added Training Course Mentor Type Maintenance
Added Training Course Field Maintenance
Added Training Course Field Type Maintenance
Added Training Course Field Choice Maintenance
Updated Contact Details to show Date Last Order Shipped just under Contact Journey
Updated Contact Edit to keep Journey Level up to date when changes are made (this field is used in new Summary Views)
Updated One Grate Conversation UI to show likes on the Podcasts and who has watched them (so you know you're in good company)
UI Updates to a number of views accross the Portal
Updated Org Charts/Org Chart position Maintenance for new Org Charts Coming
Fixed Issue where US User Maintenance doesn't show list of Divisions
Version 1.6.29
17.08.2023Added Reasons to the Grate Claw List for the Panel to easily read
Version 1.6.28
10.08.202309.08.2023
Added Scoreboard Presentation to Main Scoreboard for Presenting on Fridays
Fixed Birthdays showing on Main Menu for Team Members who no longer work here. (nice to be remembered though)
Version 1.6.27
03.08.2023Check out the Update Document Here
Added Living Grate Allowance Feature to Team Member Details
Added Learning and Development Program to Team Member Details
Added On-Track/Off-Track Status and History to Team Member Details
Added Special Access for Import Status/Settings Menu so more people can see the Status of Email Import/Sending
Added Wellness Maintenance
Added Wellness Module Maintenance
Added Wellness Check-In Maintenance
Added Wellness Awareness Days Maintenance
Added Wellness Activities Maintenance
Updated UI in a number of views
Updated Wellness posts to show the activity they were posted against
Updated Wellness posts to show who liked the post when you hover over the heart or like count
Fixed On-Track/Off-Track Numbers on Team Scoreboard
Fixed Completing Tasks using the Task Edit Feature in CRM
Version 1.6.26
20.07.2023Added Warehouse Notification Email for New Orders which is Sent to the Nominated Warehouse Notification Email Address
Added The ability to show a Full Avatar Reminder on the Main Menu
Added Call Cycle to CRM Journeys to drive call frequency
Added Notification Email Address to Warehouse Maintenance
Added ToolTip to Avatar in Grate Claw that shows the reason you entered
Added Collection to Courier drop-down list in Complete Booking - If selected it changes order to Pick-up and Sends Pick-up Email
Updated Users Says now allows you to show the Full Avatar on the main menu (only 1 at a time)
Updated Avatar Maintenance to use 'Full Avatar Url' and 'Avatar Faces Left' Fields
Fixed User Says so the back button returns correctly to the IT Menu
Fixed Missing GUID on new users
Version 1.6.25
15.07.2023Check out the Update Document Here
Added Wellness for Success Monthly Challenge Dashboard
Added Monthly Check-In to the Wellness for Success Dashboard
Added On-Track/Off-Track Stats to People & Culture Scoreboard
Added Reason for Selection to The Grate Claw
Updated The Grate Claw to show the full Avatars for Selected Team Members
Updated Scoreboard Action Duplication and brought forward all of the Scoreboard Actions into the Current Financial Year
Fixed an issue with the Team Scoreboard Action Entry
Version 1.6.24
25.06.2023Added new data to the HQ Scoreboard
Added Prize Maintenance for The Grate Claw Game (Coming Soon!)
Added Grate Claw Results to the People & Culture Scoreboard (Limited Access)
Added Scheduled Task Type Maintenance
Added On-Track/Off-Track to the Main Menu - Shows in the last 4 days of the Month
Added Living Grate to the Team Member Page - You can now view your balance, your history & create a new Living Grate Request
Added Marketing Scoreboard
Added Marketing Scoreboard Action Maintenance
Split Access for editing CRM Contacts so more people could have access without compromising CRM Settings
Updated #Theme to be database Driven so different Countries can use different #Themes
Updated UI for Scheduled Tasks inline with Database Changes
General UI Changes and Updates to a number of views
Version 1.6.23
28.05.2023Fixed an issue with the People & Culture Scoreboard not working properly for US
Updated the Scheduled Taask Status on the Settings Menu so you can on it to refresh it
Added Team Member Review Activity Maintenance for the new onboarding 12 Week Journey Feature in the Portal
Added Team Member Review Type Maintenance for new Portal Review System
Added The Grat Claw for 2024 Financial Year
Added Maintenance for The Grate Claw Game
Version 1.6.22
19.05.2023Fixed an issue with the Scoreboard not working for US
Scoreboard Previous Year Comparison now includes manually entered data
Version 1.6.21
18.05.2023Added RunTime and RunOrder fields to Scheduled Task Maintenance so daily tasks can run at any time/different times
Added Sent Emails to CRM Details View
Added IsRecommendedDepth, IsFullLength & IsCutLength to the DB and Product Maintenance
Updated Pricing to show InActive Pricelists & show a Legend (no... not Allen) to help Identify the types of pricelists
Revenue Rows on the Scoreboard now show data across 2 rows for better visibility (Thanks to Justin for the Suggestion)
Moved Scheduled Task Status on Setting Menu to the side the same as Lauxeversaries on the Main Menu
Emails can now be deleted from the Email Queue (but only by IT for now)
Version 1.6.21
18.05.2023Added RunTime and RunOrder fields to Scheduled Task Maintenance so daily tasks can run at any time/different times
Added Sent Emails to CRM Details View
Added IsRecommendedDepth, IsFullLength & IsCutLength to the DB and Product Maintenance
Updated Pricing to show InActive Pricelists & show a Legend (no... not Allen) to help Identify the types of pricelists
Revenue Rows on the Scoreboard now show data across 2 rows for better visibility (Thanks to Justin for the Suggestion)
Moved Scheduled Task Status on Setting Menu to the side the same as Lauxeversaries on the Main Menu
Emails can now be deleted from the Email Queue (but only by IT for now)
Version 1.6.20
10.05.2023New Addresses now default to Correct Country (AU or US) when added in CRM
Added Version History for Lauxes Data Import Application so we can track changes
Added Company Name to All of the Pop-ups in the Email Queue to confirm your selection
Fixed Access to Results Entry for Main Scoreboard
Raw HTML can now be edited in Call & Notes comments to fix rogue characters & html
UI Updates, Changes and Tidy-Ups
Version 1.6.19
02.05.2023Removed Extra Lines From text pasted from Emails in CRM
Added back Spell Check underlines for misspelt words in the new Notes and Calls Entry Fields
Fixed a bug which cause a crash when the CRM Details page tried to show the Current Pricing Type
Fixed Access to the People & Culture Journey Maintenance Features
Version 1.6.18
30.04.2023CRM Contact Addresses now shows the City & Suburb or just the City if only a city exists
Added Pricing Type to CRM Contact Maintenance and Details View
Updated the UI for One Grate Conversation to show Post Images instead of only Video Frames
Updated the UI for Social Posts Maintenance
Updated Team Member Details to correctly show current Journey Level as well as for each quadrant
Fixed Team Journey Activities Maintenance & added Journey Type (Quandrant Type)
Fixed missing date on new Social Post entries
Version 1.6.17
10.04.2023Calls & Notes now allow you to format the text using a toolbar at the top
Updated the Back Order Email Menu Image to correctly show a new Solutions Menu Image
Added a separate Icon for Emails from the Solutions Queue in the CRM Feed
Version 1.6.16
30.03.2023Added CRM Contact Listing Page with State and Letter Filter
Fixed a bug which stopped Users viewing the Main Menu if they didn't have TeamView Access
Fixed Industry Maintenance not showing details for the Active column - Also now groups by Active Status
Version 1.6.15
24.02.2023Financial Years can now start in Months other than July ie Jan-Dec
Fixed a bug which stopped the Area Managers Dashboard loading in some instances where there were no outcomes for the Month
Fixed an issue with the Area Manager's Dashboard which occasional missed activities in the count.
Updated the menu button for the One Grate Conversation Podcasts
UI Updates to Area Manager's Dashboard and other Views'
Version 1.6.14
16.02.2023Email/Orders now allows you to enter call details and links the call to the email, along with putting the call details in the Email Text with your name
Users can now be deleted under some circumstances
Product Group Maintenance has been updated with new fields
Fixed a bug which stopping some users from viewing their profile page
Fixed a bug which meant calls for Lauxeversaries didn't show for against Weekend Lauxeversaries
Lauxeversaries now exludes Distributors that are set to Archive, Past or Delete
UI Updates to a number of pages across the Portal
Version 1.6.13
05.02.2023Distributor Lauxeversaries now show on the Main Menu and on Monday, the list includes Saturday & Sunday!
When calling them use the new Calls for Lauxeversary outcome and the Distributor will show as called on the Menu
Last 10 #WDDB now show on the Main Menu and you can hover over them to read themMerge Contacts will now only let you merge a new one into an old one but not the other way around
People & Culture Scoreboard now shows results from People & Culture Activities
Version 1.6.12
02.02.2023Fixed an issue in AM Dashboard which excluded counts for the last week in a month that ended in the next month
Fixed an issue which meant that new #THEME Entries weren't saving the date correctly
Version 1.6.11
01.02.2023Updated Scheduled Tasks with new Show on Status Tile Field
Updated Position Finish Date Entry field to accept Date & Time
New Customer Journeys for Trade, NAP & Architechs
Added Customer Journey Type Maintenance
Version 1.6.10
26.01.2023New Status Tile has been added to the Settings Menu which shows the status of the application that sends/receives emails
Version 1.6.9
25.01.2023Happy Birthday now shows for current Team Members. ...but shhh it's a secret!
Fixed a bug which stopped users creating a Task without an End Date.
UI Changes to tidy up various views throughout the Portal
Version 1.6.8
22.01.2023Feature Requests can now be upvoted and your upvote can also be removed if you made a mistake
Version 1.6.7
19.01.2023Added The ability for a staff member to say something to the team
Version 1.6.6
19.01.2023Fixes For the Email Queue, Feature Requests & Team Members
Version 1.6.5
19.01.2023Added Journey Type Maintenance for Distributor Journeys
Distributor Journey's can now be any chosen Journey and not tied to their Contact Type
Encrypted Passwords can now be longer with new encryption in IT Passwords Feature
Feature Requests now has a Comments field so I/Others can comment without changing the request text
Feature Requests also has Estimated Time & Actual Time so we can track projects better
Timezone Compliance displayed times now show in the users or creators timezone as appropriateScoreboards always show based on the server time (usually HQ) so everyone sees the same results
Couriers can now be disabled if no longer used & they are also assigned to warehouses so only Couriers Valid for a Warehouse are shownAssign to Contact only moves to Assigned to Contact status if the current status is before Assigned to Contact
Fixed Bug in Admin Queue which returned an error when you tried to set an email as No Action Required
Version 1.6.4
11.01.2023Split CRM Merge/Delete Access so that it can given to different users
Feature Request Details now shows a list of users who upvoted the request & UI Tidy
Fixed Team Member Position Names missing from Tooltips on Org Chart
Email Queue's now allow you to create an email in the queue without having to email one through
Version 1.6.3
28.12.2022Team Member Edit Now allows you to edit Org Chart Positions
International Team Member Maintenance allows you to add Team Members from around the world so they show on the appropriate Org Chart
Org Charts can now display more than 1 org chart
Version 1.6.2
16.12.2022New Feature Feature Request System
26.11.2022
Timezones are now recognized for all dates begin saved and retrieved
Added Feature Request Status View & Maintenance
Added Feature Request Status Maintenance
Added Feature Request Systems Maintenance
Added Feature Request Priority Maintenance
Version 1.6.1
26.11.2022Org Chart Bobbleheads now hide after Team Member Finish Date
Fixed the Formatting of Email Body Text in Email Details
Version 1.6.0
29.11.2022New Feature My Account View for Distributors - Distributors get this view instead of the Main Menu
New Feature Users can now send a Link Code to a Contact in CRM so they can sign up and be linked to CRM
New Feature Distributors can now sign up to the Portal using the Link Code sent using the feature above
They will be able to see Order Status and Price List (if applicable) (NOT YET COMPLETED)
New Feature CRM Now allows you to create a stand-alone Team Member who doesn't belong to a companyNew Feature There is now a Link button in User Details that shows a QR Code for Linking the Lauxes Team Mobile App to the User
New Feature Team Members can now see [some of] their details in the Portal
New Feature People & Culture can Edit Team Member Details and Add Activity Notes & Tasks
Added Product Maintenance
Added Pricing Maintenance
Added Product Color Maintenance
Added Unit of Measure Maintenance
Added Product Group Maintenance
Added Product Pricing Group Maintenance
Added Product Pricing Type Maintenance
Added Gender Maintenance
Added Department Maintenance
Added Team Activities to Team Details which can be Added, Edited & Deleted
Added Team Member Maintenance (work in progress)
Updated Product Sample Maintenance
Updated the Add/Edit Button images for the entire Portal
Updated Team Member Details
Updated Activity Type Maintenance and Added to CRM Maintenance Menu
Updated Date of First Purchase, which can now be any custom date field as long as there is at least one is ticked in the database
Updated Contact Merge Feature to include Emails In/Out
Updated #Hashtag Count feature to include #Hashtags entered in CRM notes
Fixed a bug which moved email to on-hold when set to Being Addressed
Fixed Instagram social button not showing when it is the only social link set
Fixed a Bug which showed an error when Area Managers clicked on the week headings in AM Dashboard
Version 1.5.21
25.10.2022Fixed upload of random files to Emails
Version 1.5.20
24.10.2022Email Queue Now Allows any Status to be grouped by State (but it currently drives of the packing slip)
Fixed an email formatting change that removed all of the line breaks
Version 1.5.19
21.10.2022Emails in Queues can now be sorted by either Status or Email Date for any status
Fixed the details not showing in the new Back Order Status
Fixed Icon on Cancel Order View
Updated User Accesses So they can now have a description of what they do, which shows when assigning them to a user
User Maintenance Now Saves User Accesses & Area Managers as they are added or removed (No Need to click save)
Order Queue Now Groups by Warehouse for Warehouse Status'
Order Queue Now shows the Status Date under the Option Buttons
Back Order Emails now go into the Back Orders status when created and are placed on hold
Priority Orders can now be flagged in the OMQ and show in the CRM with a RED Side Bar (A Green Side Bar means the Order is on hold)
Added Email Display Type Maintenance so what is displayed in the email queues can be changed without a code change
Version 1.5.18
13.10.2022Fix the ability for the Back Order & Sales Resources Queue to Save Assigned Emails
Version 1.5.17
10.10.2022Fix for Missing Attachments when sending emails
Version 1.5.16
07.10.2022Email Queue Functionality for Admin, Quote, AP & AR Emails
Orders Menu Option has been changed to Emails Queues to better reflect the options behind it
People & Culture Scoreboard Can now be found on the Dashboards Menu
CRM Search Now has options to search for orders and notes
Fixed buttons showing when and Order/Email is On-Hold
Fixed Inactive Users & Non-Team Members showing up in Lauxeversary
Fixed Search in Contact Details returning Access Denied if you exited using the X button
Updated the Logo for One Grate Conversation
AM Dashboard Now shows a list of Current Tasks for the selected user by clicking on the Task Count
Org Chart Now allows for showing multiple positions for each person, but there is no edit for this as yet :(
Version 1.5.15
26.09.2022Fixed an issue where the Package Count didn't save on Complete Packing
Fixed an issue where the user couldn't complete Booking an Order
Version 1.5.14
22.09.2022Team View Now Shows Team Members who are Mental Health Aid Officers
Fixed the Child View in CRM Details as it wasn't showing a list of child companies
Quote Email Queue has been added
Back Order Email Queue has been added
Email Details Now return to correct Status in Email Queue on Back
Confirm Order Now Allows the user to enter Internal Notes that show up against the status in Email Details
Current Orders Now PIN themselves to the top of the Feed in Contact Details
Sales Resources Now Appear in CRM
Email Details Now Returns to the correct status in the Email Queue (if you use the arrow back button)
Comments are now available to be entered on Received, Assigned Á Confirmed Status Change in teh Email Queues
Completing a Processed Order in teh Order Email Queue won't let you continue until you upload a packing slip
Sales Resource Queue No Longer updates the contact as a New Distributor on Order Completion
Org Chart Has been updated and can now show the Team member Avatars in their positions
Added Queue Type Maintenance - Statuses for Items in a queue
Added Queue Button Maintenance - Button that are available to be assigned to Queue Types
Added New HQ Scoreboard
Added New HQ Maintenance Menu
Added New HQ Scoreboard Action Maintenance
Added Product Sample Maintenance - Which show up as handed out to Distributors
Added Org Chart Maintenance
Added Org Chart Position Maintenance
Version 1.5.13
31.08.2022Warehouse Maintenance is now available on the Inventory Maintenance Menu (which is also now available) - if you have access
OMQ Links are now removed for warehouses flagged as External in status seen by the Warehouses
Trade View Now Groups the States by Country
Added New Avatars to the Portal for more diversity for new Team Members
People & Culture Scoreboard now shows a count for people Sending & Receiving #Theme Moments
People & Culture Scoreboard now allows you to see who Sent or Received #Theme Moments for a selected Month
Version 1.5.12
29.08.2022Warehouse Users Can now move Orders to a previous Status
Sent Emails Can now be Viewed. They show Recipients and Attachments
Contacts now appear as link and can be viewed by clicking on them
Invoices are now only attached to the Processed Email
All Emails sent from the queue now use the Contacts Email Address
UI Clean-up for some views
Email Queue Attachments can now be edited or deleted if the user has been given access to do so
Version 1.5.11
24.08.2022File naming conventions The application will now change the name of uploaded files so that they comply with url requirements for viewing them
Version 1.5.10
24.08.2022Access Change so people can have Email Details view access only from CRM
Version 1.5.9
23.08.2022Changes to the Order Managerment Queue
Version 1.5.8
21.08.2022Fixed the Status bar in the Order Queue so that it no longer looks ugly if the windows is too small
Updated the OMQ UI to only show relevant data for each Status
Setting On/Off Hold in the OMQ now asks for a reason
Moving an Email back to a previous status in the OMQ now asks for a reason
Added Is Wholesaler Network to Contact Types so we can choose which Contacts Types are included in the Wholesaler Network Count on Scoreboard
Version 1.5.7
11.08.2022Updates to the Order Management Queue (Hide on-hold for IsWarehouse Users/Hide options when order is on-hold/Bug Fixes)
CRM Feeds now show if an order is On-Hold by showing a red priority-bar on the right of then entry
Scoreboard now shows automated results for Wholesaler Network
UI Update to User Timesheet List - Now shows Location
Version 1.5.6
04.08.2022More Updates to the Scoreboard
CRM now allows you to filter by Visits & Appointments in CRM
Version 1.5.5
03.08.2022Automated Distributor Network Figures for Scoreboard
Version 1.5.4
01.08.2022Fixed Scoreboard Month Totals for Actions
Version 1.5.3
27.07.2022Scoreboard is now showing ALL of the correct Target & Actual Totals, including those for Average Rows
Version 1.5.2
22.07.2022Scoreboard Now shows actuals in green if they are equal to or greater than the Target
Fixed bugs (yes I missed some things) in the Scoreboard and Scoreboard Targets Edit
Version 1.5.1
29.06.2022Added Scoreboard Action Target Maintenance & Duplicate for next year feature
Added Contact Type to Contants
Added Contact Type Maintenance
Added the ability to link an existing company to another existing company as a child company in CRM
Added Contact Delete & Merge Features to Contact Details - Special Access Required
Customer Journey Can now be different for each Contact Type or be hidden altogether
Menu has an updated UI showing Lauxes "We Don't Do Boring" value and is not Boring :)
Manually Entered Actuals now show on the Scoreboard
Area Manager Dashboard Now shows ToolTips for Actions
Target Entry can now enter Targets for a specific week or from a month total. It can also propogate the Targets over the whole year!
Trade View Now excludes Deleted & Archived Entries & only shows Companys/businesses not staff
Version 1.5.0
11.06.2022Additional Functionality for Email Queue Handling
Added Email Type Maintenance
Added Warehouse to User Details
Added Country Maintenance
Added State Maintenance
Added Team Contact Maintenance & Added Team Contacts to the Team View
Added Warehouse Maintenance
Added Inventory Maintenance Menu
Added Team Journey, Team Journey Activities & Team Journey Question Maintenance to People & Culture Menu
People & Culture Can now create a Team Member record from the User Details
Scoreboard Weeks Can now be Automatically Generated for following year
Scoreboard Now keeps figures in the correct division, even if the creator has changed divisions
Scoreboard Now shows year selection for next year 2 months before the start of the next financial year for readiness
Lauxeversary is now spelt the Lauxeversary way and shows Welcome when someone new starts
Divisions Now allows for different division for each financial year
Fixed Login Error
#LIMITLESS Will change to #WEDONTDOBORING for the 2023 financial year
Version 1.4.4
02.05.2022Added Order Email Handling
Added Courier Maintenance
Added Email Template Maintenance
Added Email Header Maintenance
Added Email Footer Maintenance
Added Email Action Maintenance
Added Red Tags to Customer Journey
Attachments can no be uploaded to a Contact
Contact Details View in CRM no longer times-out and is now Tab-Safe (do not use duplicate tab)
Child Company Lists now shows if the child company is purchasing or not
Order Emails now show in CRM Feeds with their current status
Fixed the sort order in the Passwords List and some fields can now be empty
Version 1.4.3
23.03.2022Links to Trade View now appear even when you have no numbers for an action
Added Team Email Groups to Team View
Added Team Email Group Maintnenance to People & Culture
Added Email Action Type Maintenance
Added a new Information & Technology Menu Item to the Main Menu for the IT Team
Added Password Type Maintenance
Added Password Maintenance - for security, all passwords are encrypted into the database
Area Manager Dashboard Now allows you to see previous (or future) Months
Area Manager Dashboard Now shows a week summary if you click on the Week Heading
CRM Search Now shows Phone | Mobile | Email so you can see which entry matches your search
Fixed a bug which gave an error when selecting some people in the CRM Feed.
Fixed the way website & Social links show in CRM so they always work
Version 1.4.2
17.02.2022Added View Challenge Stats to CRM
Fixed an issue that stopped Timesheet Dashboard from working
CRM Search Now Searches Mobile Numbers as well
Fixed the filter for Trade View to correctly find trades
Version 1.4.1
04.02.2022Added Avatar Maintenance
Added Team Member Position Maintenance
Added Team Member Activity Maintenance
Added Team Member Training Maintenance
Added People & Culture Dashboard
Added People & Culture Dashboard Action Maintenance
Added Journey Maintenance
Added Journey Questions Maintenance
Added Journey Acitivites Maintenance
Added Equipment Maintenance
Added Equipment Types Maintenance
Added Division Maintenance
List Type Custom Fields can now be cleared and show Not Set when they are Not Set
Exact Match Searches are now available in CRM Search by places quotes "around the text" you want to search ie. "m & s"
All Addresses Now show in the left hand side bar in CRM Details
Team Members Can now be linked to, and removed, from Businesses (Contact is NOT deleted when removed)
Fixed Issue with Tag Maintenance
UI Changes & Updates including adding back buttons on the all of the Menu's
Version 1.4.0
This is the first version that does not need to be supported by Zendesk Sell
22.12.2021Added Contact Maintenance (Add|Edit|Archive|Delete)
Contact Details now shows Contact Title for Contact (if exists)
Contact Details now shows Company Hierarchy if either a Parent Company or Child Companies exist
Contact Details now shows Social Network Links
Scoreboard now allows you to filter the actuals by division
Area Manager Dashboard now allows you to click on the actuals in the weeks and see a list of the actions
Removed the links on Names in Timesheet Dashboard when showing Evac View - This is so you don't accidentally click on a name and lose your ticks
Added new CRM Maintenance Menu to the Settings Menu
Added Lauxaversaries to the Main Menu
Added Custom Fields Maintenance
Added Industry Maintenance
Added Customer Status Maintenance
Added Journey Activity Maintenance - This is the start of our Customer Journey Feature
Added Lauxes Grates Org Chart for Australia - More Exciting changes coming soon!
Added One Grate Conversation video library
Added Links to other portals coming soon
Regional Managers who have assigned Area Managers can now see their Area Manager's hours on the Timesheet Dashboard
Notes Can now be Pinned to the top of the Contact Details Page - Older Tasks will be converted to notes and removed
Tidy User Maintenance
Changes to Trade View consolidating Trades and adding new selection Options - Note: This change requires Data to be cleaned up in the database
General UI Changes/Updates
Version 1.3.13
Added the ability for division leaders to see their team in Area Manager DashboardTask Edit now shows users full names so it is easier to confirm you have the correct user
Appointments on User Profile now sort correctly by date/time
Version 1.3.12
Added New Trades View. Sorted by Longest time since Contact and selectable by State and IndustryAdded Outstanding Task Count to Area Manager Dashboard
User Details now display more clearly on mobiles
Menu Images now align better on all display sizes
Added State to User Details
Area Manager Dashboard now shows actuals for #Limitless
Anyone with access to the Area Manager Dashboard can now see their stats
CRM Contact Details now show the Contact Industry - if industry exists
Version 1.3.11
Added Appointments which now show on your user profileYou can also add additional outcomes when booking an appointment
Added the ability to add multiple outcomes in the same Call Log
Tasks now sort newest to oldest on your user profile
CRM Search Now searches on the Email Address as well
Call Outcome List now sorts based on the YOUR most frequently used and then Alphabetically for all others
Version 1.3.10
Area Manager's Dashboard Now shows Targets for ALL Actions for Area Manager's DivisionFixed The default date settings in Add a Task in CRM
Fixed an issue when entering a call against a contact that doesn't have a number in CRM
Version 1.3.9
Scoreboard Now allows you to choose which period to show the Week Data forAdded Targets to Area Manager Dashboard
Fixed Alignment of Actions within weeks on Area Manager Dashboard
Version 1.3.8
Contact Details Now shows the mobile number if one existsContact Details Now shows the contact Status in the top left
You can now edit the number being called in Log Call
Calls Can now be edited
Tasks Can now be edited
Notes Can now be edited
The Feed now shows the number that was called for calls
Version 1.3.7
Updated the CRM Search accept up to 3 key words for search and also Search in the phone numberVersion 1.3.6
Users with CRM Access can now create/complete a task for themselves in the User Profile without assigning it to a contactCompleting a task in the user profile now keeps you in the User Profile
Fixed Links to Contacts showing in tasks in the user profile
Fixed Sort order of the CRM Activity Feed
Fixed Missing Outcome description for Calls created inside the Portal
Descriptions in the Activity Feed now respect the Line Breaks and show text accross multiple lines
Fixed the Actuals (values) showing in the Area Manager's Dashboard
Version 1.3.5
Fixed Error in Results Entry ViewAdded Area Manager Dashboard
Version 1.3.4
Major UI Overhaul and change of the User Profile PageAdded Outstanding Tasks to the User profile Page
CRM Search now has limited functionality
Fixes and UI changes to #LIMITLESS Feature
Version 1.3.3
Added Call Logging in CRMAdded Notes in CRM
Added Tasks in CRM - No way to complete a task as yet
Updated User Access Maintenance UI
Version 1.3.2
Working on Call Logging to CRMFixed Not being able to view User Details Page
Fixed Timesheet Editing when you tried to save changes without entering an End Time
Version 1.3.1
Added Tag MaintenanceTimesheet Dashboard is now available to everyone that Sign's in
Hovering over Tags in Contact details now reveals a description for the Tag
Completed Scoreboard Results Entry
Additional Data is now showing on the Scoreboard
Version 1.3.0
CRM Activity Feed and Contact Details view working with basic layoutUser Maintenance Now shows only Active Users by default, but All or Inactive can be selected
Added Scoreboard Results Entry
Added Default Division to User Maintenance
Changes to allow the use of Lauxes Bobble Heads
Security Updates and Changes
Version 1.2.4
Added Target vs Current Year OR Previous Year vs Current Year Option to scoreboardFixed Link to User Timesheet Details
Version 1.2.3
Fix Date/Time on Time Sheets for [User] and allow the user to choose current or previous Pay PeriodTidy-up UI Elements accross the application
Version 1.2.2
Scoreboard now shows the 2022 structureUpdated default avatar image for users
Updated Target Maintenance to work with multiple years
Version 1.2.1
Added Timesheet Summary for a user and linked it to Users Details and Timesheet DashboardAdded IsActive field to User Edit
Tidy Formatting on Timesheet Dashboard
Version 1.2.0
Added Timesheet Dashboard, showing Timesheet summaries for weeks and daysVersion 1.1.1
Added the ability for any view to reference a specific help article.Added Help for Reception Dashboard.
Version 1.1.0
Added New Reception View which allows Users and Visitors to Sign-In and Sign-Out.Added Vistor and Visit Maintenance so that Vistors can be tracked visiting any of the sites.
Changed the version number format to better represent fixes, changes and major changes.
Added Friday Scoreboard Dashboard. - Limited Data
Added Target Maintenance to enter yearly Targets.
Added New Menu Option Buttons - Most are not working yet.
Version 1.07
Added More #DREAMTEAM information to the User Details View.Added Create #DREAMTEAM functionality so you can add a #DREAMTEAM from the User Details View.
Version 1.06
Added Quick Stats to the User Details View.Changes to allow new users to register, even if they now have a user record imported from Zendesk.
Version 1.05
Added System Maintenance Menu.Added Scheduled Task Maintenance & Task Frequency Maintenance.
Posts Now shows View Count, Like Count, Dislike Count and Comment Count from automated data capture.
Menu images now go colour when you hover over them. - Except the Settings Menu image, which was originally black and white.
Version 1.04
Added Social Tracking for Marketing.Sorted items by Name in Access Type Maintenance.
Version 1.03
Added User Onboarding Feature where the user is asked for Name, Business and Location apon signing up.Users can now view their own details and assigned access. The Details page also shows #DREAMTEAM moments you have received.
Database and code alignment for the Lauxes Grates Portal.
Started work on manual.lauxesgrates.com.au. To set contruct Á Add getting started
Version 1.02
Added #DREAMTEAM Feature and added Icon to the Main Menu. - Not at all completed, but tables and construct working.Added New Lauxes Grates Portal site banner and Icon.
Created a new website for the portal manual on manual.lauxesgrates.com.au.
Version 1.01
Changed User Access Rights to drive from a table instead of fields in the user table.Updated User Maintenance to make User Access Rights easier to set/remove.
Added User Access Rights Maintenance.