You can now define a location as the starting point for the map, for example. This ensures that the map remains focused on the area in which you want to assign and manage addresses.
Feature
Change logCRM
Bugfix
Change logDashboards
Events Dashboards: Revenue column is now available again
The revenue column is now available again, so you can see relevant revenue at the event level at a glance.
Feature
Change logCRM
CRM: Lead assignment filter: You can search for leads to which no employee is assigned
You can now search for leads to which no employee is currently assigned. To do this, select the Assigned to filter with the value nobody.
Bugfix
Change logDashboardsEvents
Event Dashboard: Check-in by Supervisor
The label check-in by supervisor now checks the event user in again as usual.
Feature
Change logUser-Management
User import: Subcontractor users can now be imported directly
You can now import users (subcontractors) of your contractors. The FAQ on importing users has been updated. Read more here
Feature
Change logDashboardsTeams
Dashboard: Kundenlimitierung für Team-Name möglich
Du kannst nun auf Projektebene die Teams-Spalte für Deinen Kunden ausblenden lassen. So bleiben Deine Team-Namen intern.
Feature
Change logCRMEMPPLAN APP
CRM: When adding new entries, the number of residential units is checked
If your Door-2-Door promoter adds new entries to an address, it checks how much potential has already been created and whether this needs to be increased if necessary. This allows you to map cases in which you have only received insufficient running list data. This makes any statistics more meaningful, as you can always track the processing rate per address or object in EMPPLAN.
Feature
Change logDashboards
Dashboard: Team filter gets a new operator
The team filter is now also available with the operator is not available.
Feature
Change logProducts
Product import: Commission rules with team limits can now also be imported
You can now also create team-specific commission rules directly with the product import. Furthermore, commission rules are no longer duplicated if you accidentally perform the same product import multiple times. More about this here
Feature
Change logEMPPLAN APP
EMPPLAN app: Success dashboard integrated for sales promoters
You can now also create KPI boxes for your promoters and salespeople in the KPI dashboard area. These are displayed to your employees directly in the EMPPLAN app in a new success dashboard. For example, you can publish anonymized rankings at daily, weekly and monthly level. You can also calculate, name and publish your own KPIs.
Feature
BookingChange logProducts
Warehouse management for event groups: Team leads or locations can be addressed for bookings
It is now possible to specify directly when booking on the event group from where stock is to be booked. Until now, the event user was always set here by default. Now any other user, e.g. a team lead or a location, can be selected if the goods are in stock directly at the location, for example.
Feature
Change logCRM
CRM: Transactions and the associated events can be automatically set to reporting accepted
Do you use the CRM / Door-2-Door widget? Then you can now set at project level that generated leads / sales (transactions) automatically receive the status Reporting accepted.
Breaking changeFeature
Change logCRM
CRM: Lead status and colors are now customizable
The lead status for CRM records is now customizable. You can define the colors of the lead status labels yourself. You can also add, activate or deactivate additional statuses at any time. There are changes at data level that affect the import. More about this here
Feature
AccountingChange log
X documents available for invoices and credit notes
Just in time for the start of the year, you now have access to X documents according to the current standard. If you create a credit note or your employees create an invoice, the appropriate X document is automatically created and sent.
Feature
BookingChange logEvents
Subcontractor management: Subcontractors can plan events for the locations assigned to them
Do you work with subcontractors? Then these can now be managed by the main contractor (subcontractor).
Feature
Change logCRMEMPPLAN APP
CRM: Lead status can be changed directly from the list
Lead statuses for door-2-door processes can now be changed directly in the list view with a click.
Feature
Change logEMPPLAN APPTransactions
Transactions: Order numbers can be checked for uniqueness in real time.
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.
Feature
Change logProducts
Product import: team limitation for provisions available
Provisions can now be imported, which are limited to teams. Read more here.
Feature
AccountingChange log
New status for transactions: Review pending
A new status Review pending has been introduced for transactions. This replaces the previous status Ready to invoice
Feature
Change logCyber Security
Security: two-factor authentication for administrators
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.
Feature
Change logEMMPLAN IO APIEvent management
Connector module: Connection between EMPPLAN instances enables new collaboration processes
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.
Feature
Change logProducts
Products: Filter options extended
Additional filters have been added to the product view: brand, product number and product type.
Feature
Change logReportingTransactions
Transactions: Order numbers can now be checked using the REGEX standard
Order numbers can now be checked using the REGEX standard. Read more about this in the Training Center.
Feature
Change logEMPPLAN APPTransactions
EMPPLAN App: Transactions: No price display if no values are available
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.
Feature
Change logReportingTransactions
Reporting: Transactions: New filter options implemented
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.
Feature
Change logUser-Management
User management: Specially created fields are available in the list view
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.
Feature
Change logEMPPLAN APPTransactions
Transactions: EMPPLAN CRM is here!
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.
Feature
Change logEMPPLAN APPMessenger
EMPPLAN app: Event users can open a messenger channel with project managers
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.
Feature
Change logProduct groupsProdukt management
Product Management: Product groups can now be nested
Product groups can now be nested as often as required, e.g. household appliances –> large appliances –> freezers.
Feature
Change logReportingTime reports
Managenent report: Time reports converted to decimal times
All time periods are now consistently output in decimal form. One hour and 30 minutes now corresponds to the value 1.5.
Feature
Change logDashboardsEMPPLAN APP
EMPPLAN app: Event users can now see their today’s event directly on the dashboard
EMPPLAN app users can now access all relevant appointments (events) for the current day directly via their dashboard.
Feature
Change logEvents
Events: Checked-in times can now be corrected
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.
Bugfix
Change logEMPPLAN APPTransactions
Transactions: Note field problem in case of a mandatory field fixed
Fixed a problem with the note field that occurred when it was configured as a mandatory field.
Feature
Change logReporting
Report management: Fields can now be hidden for event users after submitting the report
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.
Feature
Change logDashboards
Customer dashboard: Events: Times of event status changes are now available
In addition to the check-in and check-out times, all other times for all other event statuses are now also available.
Feature
Change logTransactions
Transactions: Reporting time available as a data point
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.
Feature
Change log
Filter behavior optimized
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.
Feature
BookingChange logEMPPLAN APPEvents
EMPPLAN App: Event users can selectively accept and reject events
Event users can now also selectively accept or reject events in the EMPPLAN App using mass actions.
Feature
Change logProjects
Projects: Targets available to motivate event users
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.
Feature
AccountingChange logReportingTransactions
Import of sales successes: Further fraud prevention for transactions integrated
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.
Feature
Change logEvent group reportReporting
Report management: Event group reports now also support images
Both the view of event group reports and the Excel export now support the Upload field type.
Feature
Change logEvent report
Report Management: Event reports evaluation now supporting new filters
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
Bugfix
Change logReporting
Report Management: Search for fields in the report has been optimized
The search for fields that can be added to a report has been made more error-tolerant for entries,
Feature
BookingChange logEMPPLAN APPEvents
EMPPLAN APP: Promoters can now request locations / (Event location request)
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.
Feature
Change logDashboards
Customer dashboard: Events table now saves activated columns and their order
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.
Bugfix
Change logEMPPLAN APPTransactions
EMPPLAN APP: Sales overview now constantly available again
The sales overview in transaction reporting was not displayed in some cases. This is now always displayed.
Feature
Change logEMMPLAN IO APIReporting
Connector module: Amazon S3 plugin available
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.
Feature
Change logReporting
Report Management: Formular-Designer-Performance optimiert
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.
Feature
Change logLocationsProjects
Projects: Project locations updated
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.
Feature
Change logEMMPLAN IO API
Connector module with plugins available
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.