February 2017 release of Convergence is the first release of the year and is composed with user stories from sprint 9.
This release offers 10 changes described hereafter.
Table of content
Main features
Prospect deletion
It is now possible to delete your own prospect(s) if no document are linked to it. Example: a prospect can be deleted right after its creation. But, if there is a contact on a prospect, it will no longer be possible (unless contact is removed).
Search tool enhancement
1 - It is now possible to search for Account Properties (qualifications) on any Master Key even for those flagged as "Unmarked for Qualification". Example: a search on "IT-SOFTWARE" will display all Account Properties for "IT-SOFTWARE" and for parent Master keys (domain "IT AND TELECOMMUNICATION"). Before, there was an error message and no search at all. With this change, it is possible to check that to Account Property was created on a Master Key "Unmarked for Qualification".
2 - Search tool is now accessible from the tab "View All Acct Properties". Old tab "Account properties" was removed to ensure user experience consistency.
Contacts flagged for deletion
1 - When a contact is flagged for deletion, a red mark is visible in related lists and list views
2 - It is no longer possible to select a contact flagged for deletion in processes like RFI, Specific RFI, CSR, Guests in Visit Minutes and Supplier tasks.
Account properties management
As a Solvay Account manager of a supplier, it is now possible to edit and update Account Properties (qualifications)
Other features
RFI - Address: replace House Number by State / Province
To be consistent with Contact form, the RFI form was updated to display the same address information.
Other bug fixes
1 - RFI / Company Geographical Coverage: Missing Countries names. Only cpuntry codes where displayed, making the selection difficult. There were replaced by countries' real names.
2 - Account: Bubble Help: a spelling error was corrected on the field bubble help "Purchasing block".