Sales Vision Next CRM Pharma 4+

- Application now dynamically changes the font size in microtargeting and survey modules, depending on the amount of text, also tab names aren't overlapping anymore.
- When Marketing plan is active and user is Regional Manager, by default, persons and institution list shows all clients from all SR-s that are joined to RM.
- Deep filter on persons module now has additional filter for microtargeting and you are able to filter by answers on the questions themselves, just like on the web application.
- Fixed the problem with incorrect showcase of microtargeting classifications.
- Activity type selection is enabled in MP by selection (when simple product selection is disabled).
- When creating visits via Fast reporting, consent agreements are extended now automatically for the following 5 years from the last visit, based on the option 626 - Visit extends consent validity.
- Now you can select day activities from preselected drop down values. Also added reason of visit field on visit and plan forms.
- Presentation selection optimized in the Bookvision module. The number of required clicks was reduced so that the presentation option is immediately visible when entering the folder on the first presentation in a series.
- There was a problem with the message’s module. Based on how many recipients you had in your message, the number of times the message was displayed in the SENT module.
Now, only a one-time message is displayed (no matter how many recipients) and that is correct.
- New Workspaces module. For instructions check our latest user manuals.
- Implemented options in admin where you are able to write suggestions for iPad and then those suggestions will show up on the iPad application for AI filter for persons and institutions, Ask Nikola and AI Analysis.
- We have fixed the problem with the home screen dashboard on the iPad. When you clicked on numbers, the person list was empty.
- Fixed Smart AI small discrepancies.
- Favorites AI fixed, options for hiding global AI implemented, AI Suggestions from options.
- Implemented eight new anchors for Consent Agreements.
- Fixed preview of GDPR consents and signature download.
- We have developed a possibility when you want to copy the target list from MP, that you can copy the PARTNER value for a specific person.
- Partner selection in Marketing plan.