IFS SCRM 12.8 now enables access to a new historical ‘Lanes’ tab. This feature displays past loads for each customer, providing valuable data for users. The release also includes several improvements and fixes.
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.
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.