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Sales Deal Workflow
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Document Management Solutions
Sales Deal Workflow
Sharepoint Intranet Services
TapeView
555 Valley View Drive
Moline, Illinois 61265
Quad Cities, USA
1.877.854.3548
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Sales Deal Workflow
Current Versions
WorkFlow Engine 3.1.10
WorkFlow Forms 3.2.17
New Feature List
Approve To
Now, if a deal does not need to follow the standard route a user can use the “Approve To” button and select where the deal should go to next
Email Notifications
When a deal enters a step and customize notification can be sent to users in that step.
Unique messages for approvals and deny
Email can contain information about the deal
Bug Fixes
WorkFlow Engine
Reject / approve to refresh notification
Delete then deny - asks to resend postback data
'Approve To' always causes Resend
Modified the Refresh buttons on the step pages
Updated Framework library DLLs
Have to click default Approve twice to get deal to go through
Cannot delete uploaded files
Upload File functionality available in archive steps
Filter clears all deals with a location
Search/Filtering system overhauled
Most single letter searches return all results in sharepoint
Deals can be changed in Admin and Archive tabs
Searching for deals does not work
List of users\user groups are not in alphabetical order
Denying a deal no longer notes that it was denied.
Forms open able from archived deals
Apostrophes cause JavaScript errors in popup text
Empty deny messages
Please Wait message staying when cancelling Approve To
Workflow Engine column values missing
Function appears below drop down search fields
When approving deal. Users of that group cannot see the deal
New browser opened when opening forms through paperclip
Deals not refreshing on Sales tab after making changes to them in Workflow
Error approving deal
Create new deal error
Can only approve to steps you have access to -- Error approving deal
Grid headers are missing sort icons
Error deleting deal
Inventory user log in gets error.
Create New Deal Button showing with Inventory3 log in
Approve To dialog missing title
Approve To dialog only including Sales Location A, B, C in the Approve to List.
WorkFlow Forms
Over allowance parsing cents correctly
maxlengths update
EquipmentList has an error field now
Canadian is capitalized correctly
Manually entering Selling price modifies DiscountFromList field, so that it won’t be recalculated back to the previous value
Fixed EquipmentCalcs logic errors
Preventing DecimalTryParser exceptions for ""
FloorPlan Tab using actual validator
TransferRequest quantity only supports numbers
Hopefully better handling of compare errors
All Quote Authentication moved to JDQuoteAccess
Calculation of AdjustedNetCost and Margin moved to single file
CashWithOrder no longer being used (replaced by DealDownPayment)
Only showing Model Number in DealInfoHeader
put "CustomerName[ - DealNumber]" in top whitespace and equipment just below tab strip
Added manual breaking and sorting by SalePrice to equipment list for DealInfoHeader