Status

Target release date

  

Issues


GDPR : Create and calculate the contact last activity date

Issue TypePriorityProcessIssue keyShort Description
Story

High

Security

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

High

Security

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

Highest

Cross Process

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

Medium

Quote Management

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

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

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

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

Medium

Account Plan Management

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

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

Medium

Reporting

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

High

CEP

MSP-Added General Statements documents to search results

Medium

CEP

MSP-Added "Close" button on the customer request

Medium

CEP

MSP-Allow Username to be saved on the login page

Medium

CEP

Allow Chemplex internal users to access documents

Medium

CEP

MSP-Rectrict Samples creation on SAP for APAC region

High

Lead Management

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

Medium

Lead Management

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

High

Product Management

GBU Data Stewart should have access to NPI fields in Products.

High

Account & Contact Management

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 Management

- 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

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...