Customer Application Common

Common Features for Customer Applications

The following are the Common Features for Customer Applications (LTS, SPM, NCO, CMS):

Ability to toggle whether to view all or just active shifts

Zenople now includes a toggle button to either view either active shifts or all in NCO and CMS application. The toggle button is now made available in the “Shift” sub-navigation under “Job Option” navigation of New Customer and Customer detail.

This will help users to only view the shifts that are currently in active status that would help office staffs to take more informed decision about jobs and assignments. 

Introduction of “Closed Date” field for revenue opportunities

A new field “Closed Date” has been introduced to the revenue opportunity form which would help to track the actual close date of the forecasted revenue opportunity. The “Closed Date” field will be available when editing a revenue opportunity in both web and mobile application.

In addition to this, the same closed date is also made available in the revenue opportunity list along with “Days to Close” column to show the difference in actual closed date versus estimated close date.

If the difference is positive, it indicates how late was the revenue opportunity closed and if the difference is negative, it indicated how early was the revenue opportunity closed.

The same fields “Closed Date” and “Days to Close” are also made available in Finish Line navigation available in DDS.

This feature is also available in mobile application too.

Invoice Management by "Assignment Schedule ID"

Enable invoice handling based on "Assignment Schedule ID" for tailored JSM needs.

Feature Details

1. Add "Assignment Schedule ID" Option
   1. Included "Assignment Schedule ID" in the following Service Profile fields:
      1. Separate Invoice By
      2. Group Invoice By
      3. Invoice Display
2. Invoice Behavior Updates
   1. Process and display invoices based on the selected "Assignment Schedule ID" option.
   2. Adjust grouping, separation, and display logic dynamically.
3. Field Defaults and Accessibility
   1. Retain default values when "Assignment Schedule ID" is not selected.
   2. Ensure seamless integration with existing workflows.

Expected Outcomes

• Flexible invoice management for JSM.
• Accurate grouping, separation, and display based on "Assignment Schedule ID."
• Enhanced usability in Service Profile configurations.

Addition of Job Position in Service Profile Invoice Settings

Enable users to select job positions in invoice settings within the Service Profile to separate, group, or display invoices by job position.

Feature Details

1. Job Position in Invoice Settings
   1. Add job position options to the following invoice settings in the Service Profile:
      1. Separate Invoice By
      2. Group Invoice By
      3. Invoice Display By
2. Invoice Behavior
   1. When job position is selected, invoices are grouped, separated, or displayed accordingly based on the chosen job position.
3. UI Consistency
   1. Ensure UI changes are applied consistently in both V1 and V2 versions.

Expected Outcomes

• Users can manage invoices by job position in the Service Profile.
• Invoices are correctly grouped, separated, or displayed based on job position.
• UI updates are synchronized across V1 and V2 versions.

Dynamic PPE Equipment Task with Multi-Select Options

Replace hardcoded PPE entries with a dynamically sourced list, allow multi-select functionality, and map selections to relevant sections for streamlined PPE management in SPM/NCO modules.

Feature Details

1. Dynamic PPE Equipment Task
   1. Pull options from a predefined list in the system.
   2. Added a multi-select dropdown for selecting multiple PPE items.
2. Customer Mapping
   1. Map PPE selections to Customer > Custom > Custom Type > Protective Equipment as a multi-select dropdown using the same list.
   2. Map selections to the Custom Note field for additional details.

Location

• PPE Equipment Task in workflows.
• Customer > Custom > Custom Type > Protective Equipment section.

UI Changes

• Add a multi-select dropdown in the PPE Equipment task and Customer > Protective Equipment section.
• Include a Custom Note field alongside selections for additional context.