Status

Target release date

 

Issues


Issue TypePriorityProcessIssue keyShort Description
BugMediumAccount & Contact

Missing "Delete" button at Corporate group level
HighCross process

Custom Clone Issues on Case

High

Quote Management

The status of quote are not right updated

High

Community

Add "Enable As Partner" option to Accounts

High

Opportunity Management

Product Forecast currency & Opportunity currency don't match

Medium

CEP

CEP-Ensure document download converts all documents to PDF
Story

Medium

Account & Contact


Display PRS ID and RCS ID when you hover over account field in compact layout

Medium

Reporting

Add top 10 product sold in Visit preparation/360 customer view TS

High

Reporting

Visit Preparation Report/360 Customer views

Medium

Quote Management

Account info improvement in quote process

Medium

Opportunity Management

Opportunities Chatter feed: need to amend list of Recent Activites alerts

Medium

Customer Specific Requirement

SILICA to start new process Specific Customer Requirements

High

Complaint

Complaint : in Order Tab Pull "Unit Price" and "Currency" from SAP. Delay in the delivering due to SAP issue should be delivered on May 12th

Medium

Lead

Conversion of Lead to Customer Request already answered

High

Quote Management

Possibility to clone or delete a Quote Line item

Medium

Security

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

High

Quote Management

The attachment is not default ticked when Quote status is accept

High

Quote Management

Add the Standard Offer to the quote

Highest

Sample Management

Sample Request process Improvements (II)

Medium

Quote Management

Update the GSC's (General Sales Conditions) for Quotes in LAM -> EN / PT / SP

High

Opportunity Management

Change number formatting in opportunity forecast

Highest

Quote Management

Quote mass extraction to facilitate loading in SAP for WP1

High

Security

MBU CRM: change the sub-region NORDICS

High

Competitive Insight

Upload sales for competitive insight Soda Ash - Silica - Peroxides

Highest

Commercial Road Map

Spe chem commercial roadmap 2019 initialization

High

Complaint

Complaints - 'Send Acknowledgement Mail' should not change the Status to 'Under Investigation' when GBU = COATIS

High

Complaint

Costs should not be mandatory to send Customer Response, only on Closure.

High

Security

GDPR - Consent information : Create GDPR data model into Pardot

High

Security

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

High

Security

GDPR - Synchronize Consent information from Pardot to Core CRM

High

Security

GDPR - Consent information : Create an unsubscribe action for consent opt-out

Lowest

CEP

CEP-Add accept cookies to login screen

High

Complaint

Re-activation of status "Acknowledgement Sent" for Soda-Ash Delayed to next weekly release

High

Account & Contact

PAX - Account Conversion - PAX GBU Customer Segmentation

Medium

Account & Contact

PAX - Corporate Account - PAX GBU Customer Segmentation

Medium

Account & Contact

PAX - Account Team Members - PAX GBU Customer Segmentation

Medium

Cross Process

Rename Pax gbu to Performance Polyamide

High

Complaint

Complaint - Improve Time Calculation after modification of status

High

Complaint

Add ability to edit Tasks linked to Complaints to Quality Managers

Medium

CEP

CEP Homepage Redesign

Medium

Security

GDPR: Sync consent information on lead from Core to iCare

High

Security

GDPR: Create reports to export Personal data
HighSecurity

GDPR: Mapping between Lead & Contact fields



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