IFS SCRM 12.8

What's New?

Customer Historical Lanes Tab

• SCRM can now show historical lanes under each customer account.
• This new ‘Lanes’ tab is available under the Company account view.
• Historical lanes information is automatically synchronized from your TMS into SCRM.
• Some of the information displayed under the ‘Lanes’ tab includes, but is not limited to, shipment date, load number, origin and destination, carrier, and more.

Improvements

• Hovering over data points in line chart reports with identical data points will now display items in an organized manner. This improvement is applied to the following reports:
  • Customer Service Owners Activities
  • Customer Service Owners Lane Conversion
  • Lane Conversion by Customer
  • Sales Owners Activities
  • Sales Owners Avg Awarded Lane Deal Size
  • Sales Owners Lane Conversion
• Forms, Fields & Values under Admin Settings now has a cleaner look, displaying only the fields that can be customized.
• Initial misassignments don't count in conversion rates if a company is moved back to an earlier sales pipeline stage. This allows for more accurate conversion rates.
• To accelerate the quoting process, Service Type now auto-selects when creating a quote.
• Reports such as Customer Service Owners Lane Conversion and Sales Owners Lane Conversion can now be filtered by Date Range and displayed using Line and Column Charts.
• When creating a quote, the Quote Probability field is now optional.