Non-technical users are now able to make simple customisations to CRM forms without needing SQL skills, and without needing to contact Phocas for assistance.
Add new fields to the existing 'contacts' form,
Administration > CRM Customisations.
Watch the video:
Documentation: Add custom CRM tabs and fields
We've introduced a simple rules based system that allows administrators to restrict what certain users can view and edit. For example, users could be restricted to their own territory, or to their own team.
There are three basic principles to restrictions:
For example, if your restrictions allow you to edit an account (the 'parent'), you'll also be able to edit that account's activities, that account's contacts, and even the contact's activities (the 'children').
In the screen shot (right), some restrictions have been applied. In addition to being able to view and edit everything I own (owner equal to <user>), I can:
Documentation: User access and restrictions in CRM
|Watch the video:|
CRM and Rebates Licence Counts
Where previously only a single licence count existed for each user, there are now licence counts for CRM and Rebates (in addition to the Full and Viewer, introduced recently).
Administration > Users > Licence.
Documentation: Managing users - administer licenses
Note: Even if a licence is granted, administrators may still need to edit each user's profiles accordingly.
Pareto is often referred to as ‘the 80 20 rule’, and this is what this chart demonstrates. It is a regular column chart (blue) with a pareto line over the top (red) representing cumulative percent.
In this example, users can easily see that almost 80% of the revenue comes from just 2 territories, WA and VIC.
It could be useful for manufacturing databases, to indicate that 80 % of manufacturing defects comes from, say, 2 out of 8 causes.
Pareto charts are only available in Total mode.
Documentation: Pareto chart
Authenticated embed URL
Every favourite and dashboard is now available as an 'embed' view.
The favourite or dashboard will open up in a new tab/window as view-only, as shown.
Financial Statements Improvements
|Include Total in Matrix||A total column appears in a regular Phocas matrix, and we've now added a total column/section to appear in financial statement matrices - as shown.|
Matrix in Balance Sheet and Cash Flow.
Documentation: Analyze financial statements in Phocas
|When using a financial database, the matrix feature is now available in the Balance Sheet and Cash Flow statements, as shown.|
Month To Date (MTD) Improvements
The query performance of the Month to Date feature has been enhanced - queries using MTD should now perform almost as fast as those without. There is no change to the functionality of the MTD feature.
Need a quick refresher on MTD? Let's assume it is the 15th of June, 2018. Normally, variance mode will compare this incomplete June 2018 with a fully complete June 2017. For a more accurate comparison, switching on MTD will compare like for like. So it will compare the first 14 days in June 2018 with the first 14 days in June 2017.
Users can switch on MTD via Options > Month to Date
Administrators can set an entire database to follow MTD rules in Administration > Databases > Default Month to Date
Full list of bugs, features and improvements in 7.4.0
|DEV-7245||"Results are limited to 25 rows" message is displayed on charts where "Use Total" is ticked||Charts|
|DEV-12157||Console error and strange padding in embedded dashboard views||Dashboards|
|DEV-11863||External favourite query can be altered to show others||Query|
|DEV-11648||Financial Statement matrix displaying incorrectly||Query|
|DEV-11450||Grid nested export fails when sort column doesn't exist||Query|
|DEV-11909||Additional level throws error when using a Dimension with a property that is not contained within the bottom Dimension||Query|
|DEV-11938||Debug time is wrong||Query|
|DEV-11794||Sorting in Market Mode- Not Working on NULL or zero values||Query Engine|
|DEV-11813||Width of header columns in a Grid Component that is within a inactive Tab are set to 0 when browser window is resized||Components|
|DEV-11836||Copy grid throws error||Components|
|DEV-11702||Days to summarise SQL string should use whole number||Build|
|DEV-11279||Export to csv / copy & paste dates retain US date format||Exports|
|DEV-11696||"Viewer licence count is full" error cloning the phocas user||Administration|
|DEV-12126||Importing users via CSV does not import their Group / Territory||Administration|
|DEV-12175||Upgrade failed for several Preview Sites||Cloud Console|
|DEV-12144||Integration Schedule modal dialogue box will not save if 'Hourly' is selected by a user with no timezone set||Integrations|
Improvements and new features
|DEV-10666||Authenticated embed URL||Phocas|
|DEV-11470||CRM & Rebates Licence||Phocas|
|DEV-10040||Month to Date Improvements||Query|
|DEV-9583||Financial Statements-Matrix for Balance Sheet & Cash Flow||Query|
|DEV-9586||Financial Statements: Include total group in the P&L matrix||Query|
|DEV-10667||Improve performance of month to date||Query Engine|
|DEV-11443||CRM User Restrictions||CRM|
|DEV-11953||User can edit CRM entities which they own regardless of restriction||CRM|
|DEV-2548||CRM customisation refactor||CRM|