IFS SCRM 9

What's New?

LCL Quoting

• Users can now create LCL quotes.
• LCL quotes can be combined with FTL, LTL, and Intermodal services in one single quote.
• Users can choose among three LCL service types:
  • Door - Door
  • Door - Port
  • Port - Port
• LCL quoting has all the features found on other services, such as adding accessorials, historical and recommended margin widgets, quote history, and commenting.

Log-in Experience

• When a new user account is created, an email is now sent that contains the username and password.
• On the first log-in of the new user, they are prompted to change the password.
• When an admin resets a user's password, an option to enforce password change on the first log-in is available.

Carrier Follow-Up & New Fields

• Follow-up tasks for calls, in-person, and emails are now available for carrier companies and contacts.
• New fields were added to the carrier form: Type, Sub-Type, Tracking Portal URL, Portal Username, and Portal Password

Pipeline Stage Customer Contact Field

• This new customer contact field follows the company's pipeline stage associated with the contact.
• When the pipeline stage of a contact is changed, the company pipeline stage is not affected.

Sales Pipeline Filters Additions

• New filter options were added to the sales pipeline: Branch, Sales Owner, Customer Service Owner

Improvements

• Phone number fields on the following forms were updated to support letters and symbols.
  • Customer Contact Form
  • Carrier Company Form
  • Carrier Contact Form
  • User Form
• When using the sales pipeline filter, the filter setting is retained when switching from list to card view and vice versa. When a user navigates to another page, the filter setting is reset.
• Lists on the admin module now default to ten results per page. The option for five results was removed.
• Time picker on follow-ups show the closest time according to the user's system clock.
• Carrier tasks now show on the To-Do list.