Customer Insights Dashboard 1.7

Owned by Štěpán Vacek
Oct 30, 2024
1 min read

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

Description

ID

It is possible to create a new Quote directly from the dashboard, using products selected in the dashboard.

PFPCS-5913