Customer Insights Dashboard 1.7
- Ondřej Tesař
Owned by Ondřej Tesař
Aug 27, 2024
1 min read
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Upgrade Notes
New Company Parameter Table
This table allows users to configure Quote Type mapping for each portlet of the dashboards. When you select multiple products and click the “Create Quote” button in the dashboard, a new Quote with the corresponding Quote Type mapping will be created.
Name: CI_QuoteType_Mapping
Type: Matrix
Value Type: Matrix 2
Default data:
Manual Update of Logics
These logics should be added or updated:
CustomerInsights | Update |
CustomerInsights_ProductPortfolio | Update |
CustomerInsights_QuotingCreation | Add |
New Features and Improvements
Description | ID |
|---|---|
It is possible to create a new Quote directly from the dashboard, using products selected in the dashboard. | PFPCS-5913 |