Do you work with subcontractors? Then these can now be managed by the main contractor (subcontractor).
Feature
BookingChange logEvents
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.
Feature
Change logEvent calendarEvent management
Availability integrated into event calendar
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.
Feature
Change logEvent reportReporting
Reporting: Event statistics becomes event reports
The updated Event Reports report has been launched. The new EMPPLAN UI has been integrated and performance has been optimized.
Feature
Change logMessenger
Messenger: Reply to admin available
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.
Feature
Change logMessenger
Messenger: Read confirmation available
Messenger now displays the users who have already read a message at message level.
Feature
Change logMessenger
Messenger: User management of channels has been optimized
Existing users in the channel are no longer displayed as new users that can be added.
Feature
Change log
More data: Technical field names can now be renamed
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.
Bugfix
Change logDashboards
Dashboards: Date range filter has been optimized
Time zone management has been added to the date range filter. This now ensures better usability, especially for one-day evaluation periods.
Feature
Change logEMPPLAN APPEventsLocations
EMPPLAN APP: Event users can add location contacts themselves
Once checked in to the event, event users can now add location contacts themselves and thus enrich the quality of the location data.
Feature
Change logEMPPLAN APPEvents
EMPPLAN APP: Google Places has been added to area events
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.
Feature
Change logLocation ManagementLocations
Location Management: Locations: New mass actions available
Locations can now be deleted and deactivated via mass action.
Feature
Change logProjectsTransactions
Projects: Payment profiles: New project provision type: Available per transaction
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.
Feature
Change logReporting
Report Management: The new report designer is here
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.
Feature
Change logUser-Management
User profiles: More editing options in the profile
The action menu in the open user profile has been expanded to include the block and delete function.
Feature
Change logMessenger
Messenger: Channels can be searched
A channel search has been integrated to quickly find the right channel.
Feature
Change log
Language update: New languages available
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