Can order numbers only appear once? Then use the new feature in the Transactions report type. Event users will no longer be able to create duplicates. Please note that the feature requires an online connection, otherwise it cannot prevent the reporting of a duplicate. Of course, the check is then carried out afterwards and duplicates are marked accordingly.
Provisions can now be imported, which are limited to teams. Read more here.
A new status Review pending has been introduced for transactions. This replaces the previous status Ready to invoice
It is now possible for you to enable your administrators to log in to EMPPLAN using two-factor authentication. Common apps from e.g. Google or Microsoft can be used for this purpose.
It is now possible to connect different EMPPLAN instances with each other. This enables new collaboration processes. For example, different agencies can work together in compliance with data protection regulations and implement projects together. Multi-level sales systems can also be mapped digitally, no matter how large your organization is and how many levels you need.
Additional filters have been added to the product view: brand, product number and product type.
Order numbers can now be checked using the REGEX standard. Read more about this in the Training Center.
Transaction reporting no longer generates (subtotals) totals based on product prices if you have not entered any prices. This allows you to operate the EMPPLAN app in a relaxed manner together with end customers and map processes that have nothing to do with the sale of goods and services.
New filter options have been implemented. Numerous new data filters are now available, including project, time period, brand, event user, order number, duplicates based on order number, product, event status, billing status, product group, location, location group.
Have you already added your own fields in the user profile? These are now also available in the table view. Simply use the column management to customize your view.
A CRM function has been added to the transaction reporting. The address data of the event location can be used for this if required. This new feature makes it even easier to implement lead generation projects for the marketing and pre-marketing of telecommunications, energy or photovoltaic services.
As soon as the project managers are stored on the project in the Communication tab, EMPPLAN app users can create a messenger channel for their events so that enquiries can be made quickly and efficiently. The project managers (usually admins) are notified live and can respond immediately.
Product groups can now be nested as often as required, e.g. household appliances –> large appliances –> freezers.
All time periods are now consistently output in decimal form. One hour and 30 minutes now corresponds to the value 1.5.
EMPPLAN app users can now access all relevant appointments (events) for the current day directly via their dashboard.
Checked-in times can now be corrected. Manual booking items can now be added that correct the working time and also correct the remuneration claim if remuneration by time is defined in the project commissions.
Fixed a problem with the note field that occurred when it was configured as a mandatory field.
In the editing mode of a report, it is now possible to configure at field level in “Field appearance for event users” that specific fields can no longer be viewed by the user after the report has been submitted. This increases the level of data protection so that, for example, end customer data can only be viewed by sales staff for as long as necessary.
In addition to the check-in and check-out times, all other times for all other event statuses are now also available.
The reporting time is now also available in the transaction export. This makes it easier to evaluate the performance of events that go beyond midnight.
The filter behaviour obove tables has been further optimized. If only one operator is available, this is selected automatically. Depending on the filter, automatic suggestions for its values appear immediately. Furthermore, the filters can now be operated entirely with the keyboard. Filters can also be removed using the backspace key to get the desired search result even faster.
Event users can now also selectively accept or reject events in the EMPPLAN App using mass actions.
A new target module is available in the project management. This allows you to motivate your event users to taste or sell more. The targets can be defined in terms of quantity per product and product group (e.g. 3 products of product group XY, 5 tastings of pizza Z etc.). You can create different target profiles that you can use for the project’s event groups. These are then automatically transferred to the events. The profiles can always be customized again at all levels if necessary.
A product ID check has been added to the import of sales successes. In addition to the order number, transactions can now also be validated with the product ID in order to update the billing status.
Both the view of event group reports and the Excel export now support the Upload field type.
In Event reports evaluation view now new filters are available: Event status, Event label, Event type, Event user and Location can be used beside Date range and Project filter
The search for fields that can be added to a report has been made more error-tolerant for entries,
If activated in the project, event users (e.g. promoters) can now independently request event locations for the implementation of promotions from their respective clients. You can find more information on this in the Training Center.
The events table in the customer dashboard now remembers the columns you have activated and their order. The Excel export now also takes this into account.
The sales overview in transaction reporting was not displayed in some cases. This is now always displayed.
With the new Amazon S3 plugin you can connect EMPPLAN to your Amazon S3 bucket within minutes. This allows you to integrate Amazon S3 for automated EMPPLAN data exports.
The Drag’n Drop Form Designer has been optimized for performance in order to efficiently process even large reports with over 100 fields in the questionnaire.
The management of project locations has been comprehensively updated and simplified. New locations can now be added to the project even faster via a guided process.
A new connector module enables efficient configuration of connections to other data sources. This means that a quick connection to BI solutions, Amazon S3, DATEV, SAP Cloud or other solutions is now possible. A high-performance UI allows you to set up new connection profiles within a short space of time. Authentication, data mapping and all configurations can be controlled via the EMPPLAN connector UI.
The availability of individual employees is now displayed in the event calendar as soon as a filter is set for a user. The prerequisite for this is that the corresponding user has stored the availability in the EMPPLAN app.
The updated Event Reports report has been launched. The new EMPPLAN UI has been integrated and performance has been optimized.
Event users can now respond to individual messages from admins with a reply in all channels. This creates a new 1:1 channel between admin and event user.
Messenger now displays the users who have already read a message at message level.
Existing users in the channel are no longer displayed as new users that can be added.
Do you use your own fields in locations, products or other EMPPLAN data models? Technical field names can now be renamed. The associated values are migrated automatically, no matter how many data records there are. This allows you to synchronize existing data with third-party systems if required.
Time zone management has been added to the date range filter. This now ensures better usability, especially for one-day evaluation periods.
Once checked in to the event, event users can now add location contacts themselves and thus enrich the quality of the location data.
Users of area events who organize their location visits (events) themselves (field service, team leads, etc.) can now also add new locations that do not yet exist in the project using Google Places and visit them directly with an event.
Locations can now be deleted and deactivated via mass action.
From now on, remuneration can be paid per successful transaction at project level. In comparison to pure product group or product provision, it is now possible to limit the total number of transactions accumulated in the event. You can also use the “from transactions” condition for this. In this way, motivating target achievement bonuses can be implemented with just a few clicks.
The new report designer is here. Benefit from the revised layout and the option to search for fields and drag and drop the appropriate ones into your reports.
The action menu in the open user profile has been expanded to include the block and delete function.
A channel search has been integrated to quickly find the right channel.
EMPPLAN is now available in 30 languages: Arabic, Bulgarian, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Hindi, Hungarian, Italian, Japanese, Korean, Latvian, Lithuanian, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Slovenian, Spanish, Swedish and Turkish
The process of submitting the event report by uploading a file is outdated and has been removed. Non-digital reporting is now the standard. Event users can now only submit their report via the submit button. Still need an upload? Simply add an upload field to your reports.
