Customer - 2.2.1
Redesign of the customer contact screen
From version 2.2.1 onwards, the customer contact screen has gone through a redesign to make it similar to user creation. The similarity aims to facilitate the recognition of the user completion flow, making this process faster.
The screen has also received the following additional features:
Attributes with the contact
Each organization has specific requirements for customer contact information. Thus, it is now possible to add attributes to the contacts to complement the record according to the individual needs of each organization.
Contact picture
It is now possible to add pictures for customer contacts, which provides a unique visual identification.
Association of forms with customers
Aiming to provide greater flexibility in the completion of customer record information, from this version onwards, it is possible to associate forms from SoftExpert Form with customer data.
A new web service has also been made available in the integration guide, simplifying the completion of information linked to the customer form.
This makes integration with other systems more efficient, facilitating the collection of form data.
New customer category access control security
In this version, the security related to the customer category has been improved with the introduction of access profiles.
It is now simple to create and manage customized profiles through a new menu. It allows users to easily define permissions, such as allowing the parties responsible for customer information to add, edit, and delete customer categories.
To do so, in the customer category data section, choose the desired profile and indicate which users, departments, and teams will have access.
This improves visibility, simplifies management, and promotes the reuse of access controls.
Unification in the display of customer and company attributes
Aiming to simplify the user experience, the customer category attributes have been removed, maintaining the addition of attributes only in the company type.
From this version onwards, the customer category attributes have been migrated to the related company type, allowing the user to view and configure customer attributes in the same location.
If the same attribute is filled out for the company type and the customer category, during the migration, the value filled out in the company attribute will be kept.
View the latest improvements made to this component: