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Account & Contact
Page properties


Status

Status
colourYellowGreen
titleSTARTEDdelivered

Target release date

30 May   

Issues

Jira
serverJira
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serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166


GDPR : Create and calculate the contact last activity date

Issue TypePriorityProcessIssue keyShort Description
Bug
Story

High

Account & Contact
Issue when SAP updates request (invalid account)Low
Security

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

1012

2567

Create a report to export personal data on User and Lead objects

High

Security

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2070Exception on account rollup if too many members

2716

Remove the restricted groups and give same visibility for all Aroma Performance users

Highest

Cross Process

Medium

CEP

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2583CEP - Google analytics not tracking data

Lowest

2772

Review list of Group of activity and sub-activity in order to be aligned with QV

Medium

Quote
Complaint

High

Cross process

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-2409

"Edit group" button missing from Chatter GroupsStory

High

Account & Contact
Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2106Path display bug

1920

In the whole system, when searching for an account in an account lookup field, in the result screen we will have the "Partner Type", "Partner Sub Type" and "PRS ID / RCS ID" information.

Medium

Quote Management

Accounts - Conversion process, notification improvement

High

Account & Contact

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2683

2706

Peroxides and Soda Ash : Improve the csv file received for quote interface, prefilling automatically the Condition Type, Distribution Channel and Division information.

Medium

Complaint Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2685

GDPR : Create and calculate the contact last activity date

High

Account & Contact

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-2686

GDPR: Data retension: Calculate the last order date

Medium

Customer Specific Requirement

2775

For the complaint automatic survey, we'll 
  - exclude complaint with severity "Anomaly" 
  - add a checkbox to allow user to not send a survey to the customer

Medium

Complaint Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2229Versioning management of Customer specifc requirements for Aroma: Major changes

2799

On complaint, clarify the use of the magnifier glasses which allows the update of SAP information after creation

Medium

Account Plan Management

Medium

CEP

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2675Enable Reports and Tab for object Customer Product Association

2656

The custom field "Owner" in Account Plan will be deleted. It was used in the past but it is not the case anymore, we use the standard one. Since it was still available for users, there were some misunderstanding.

High

Opportunity Management

Medium

Reporting

Jira
serverJira
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keyCCCME-

2544Change Julien Andreolli ownership on report and dashboard

2701

Close all recurrent business opportunities that have been created at the beginning with the old process

Medium

Low

Reporting

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2700

2752

New report to follow adoption login for soda ash for Sarah Sarker
Review adoption dashboard

High

Complaint Management
CEP

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

1322Review case team management on complaint for Commercial Assignee and Account Manager

2803

MSP-Added General Statements documents to search results

Medium

Complaint Management
CEP

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2550Add ability to edit Tasks linked to Complaints to Quality Managers

2709

MSP-Added "Close" button on the customer request

Medium

Complaint Management
CEP

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2671Message not clear when have more than one Case for the same SAP Order / Delivery / Shipment / CPO

2805

MSP-Allow Username to be saved on the login page

Medium

CEP

High

Quote Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
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keyCCCME-

2226Possibility to clone or delete a Quote Line item

2807

Allow Chemplex internal users to access documents

Medium

Quote Management
CEP

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2295Modify the template sent to the CSR

2808

MSP-Rectrict Samples creation on SAP for APAC region

High

Quote
Lead Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2326Add the Standard Offer to the quote

Highest

2725

Users will be able to access the details of lead assignment rules from the lead records.

Medium

Lead
Quote
Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2383Quote mass extraction to facilitate loading in SAP for WP1

2399

Generate a web to lead form to include in 2 dedicated website : Stabamide and Technyl in order to captutre lead automatically

High

Product

Low

Quote
Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
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keyCCCME-

2427

2552

Make the field "GBU" read only in QLI
GBU Data Stewart should have access to NPI fields in Products.

High

Quote
Account & Contact Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-

2442Automatically fill in the BU for Peroxides

High

2717

When updating the address of SAP accounts with SAP interface, the treet was not well built (very often we had // at the end ot the street). 
This Jira will prevent having that.

High

Account & Contact
Customer Request
Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
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2350

2718

gmail for lightning - possibility to create a customer request

High

Customer Request Management

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-2702

Fibras - New Types/Subtypes

High

Cross Process

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-2525

Study feasability for Business rule Self service

Medium

- If the existing GBU doesn't correspond to the GBU of the user doing the conversion, it will be automatically added 
- It will be possible to see / change the GBU account sub-type 
- Corporate Group will be mandatory for Technology Solutions, Novecare and Soda Ash. The check is done at the very beginning of the conversion.
MediumVIsit report Management
Security

Jira
serverJira
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2247In User, field Region must be dependent of the Country and automatically populated like in Account

High

Security

Jira
serverJira
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdbbf5f9ee-7f3e-3274-bb6e-be12673f2166
keyCCCME-2502

GDPR - Consent information : Create an email campaign for consent collection from Pardot

2040

New values will be added to the field "Topics Discussed" in the Visit Report : "Price Quote" and "Payment / Invoice issues"



Release scope will be shared on the target release date...