loopphoto / Bigfoot-CRM

Updates on the CRM at Bigfoot Express Frieght

Bigfoot Express Freight - CRM

Changelog

All notable changes to this project will be documented in this file.

Unreleased

• Cases - Survey on case closed
• Proposals - Proposal approval to a single line manager
• Proposals - Tarsha to have permission to change stage - testing
• Emails - to be counted towards calls/activity
• Emails - Signature on emails from Zoho app. this is already working, just have to rollout to all users
• Cases - Links to cases on all email notifications internally
• LRMG Gamification Tasks - this will add some changes mostly to leads and accountschanges
• when a case is closed is it possible for the responsible bm to also receive the corrective action communicated to the client. This will help them to execute the plan of action.

Known Issues

• Cases - email notifications don't have links to the cases. Testing a solution, but only works on mobile email, not desktop
• Proposals - Nobody can see Tarsha's tasks except for admin users She now adds notes on the proposal or account
• Proposals - Proposal Approvals go to all managers, not just the manager responsible for approval.
• Case number and case id are different. change to case number on email
• Task CGIC status wont be visible to proposal owner
• Cases - Cases reassign back to Chris After 48 hours, but he can take them back sooner if he knew there was an update - propose an email to chris on updates. This does not happen anymore
• Proposals Collection and delivery times input a date as well.
• Cross border band rates need to be added as options

2023-04-25

Added

Changed

• Proposals - Proposals that are marked as won but are not approved are now automatically sent for approval.

Fixed

Removed

2023-02-27

Added

• Customer Survey:

    More info will follow when we're ready to send out the survey.
    Surveys can be sent to any contact on your Zoho. 
    It is sent as an email with a button link to the survey. 
    The data for the survey goes back into the contact that completed it and it can also be viewed in a dashboard. 
    Please make sure that the contacts name is spelt correctly as the mail gets sent out and will have their name in it. 
    Please also make sure that the contact has a job title and that their email is correct.
  

  
  
  

• Proposals - Added Current Providers:

  • Pinnacle
  • Dynamic Road Freight
  • TH Holdings
  • City Logistics
  • EG Couriers
  • Sprint Couriers
  
  

• Competitor Info - Added Competitors:

  • Pinnacle
  • Dynamic Road Freight
  • TH Holdings
  • City Logistics
  • EG Couriers
  • Sprint Couriers
  
  

• Leads - "Personal Contact" added to Lead Source

• Cases - New case reasons:
  • Vehicle Breakdown
  • Delayed by another customer
  • Not loaded/short loaded
  • No documents received
  • Late Linehaul
  • Missed cut-off time
  • Vehicle out of space
  • Incorrect vehicle dispatched

Changed

• Cases - Account name is now mandatory
• Proposals - Account Name is now mandatory
• Contacts - Account Name is now mandatory

Fixed

Removed

• Cases - Removed case reasons:
  • Late Delivery
  • Late Collection

2023-02-25

Added

Changed

• Proposals - Added "Cross-Border ONLY" to National Rate


Fixed

• Accounts - Account should now be owned by the correct person.

• Zia - Enriched Data available again

Removed

2023-02-22

Added

Changed

Fixed

• Proposals - Account numbers added to existing accounts.

Removed

# 2023-02-13

Added

• Proposals - Added "Ad Hoc" to Operational requirements section.

  • if "Ad hoc" is unselected, collection times and day will be shown. If "ad hoc" is selected, collection days and times will be hidden.

• Proposals - Zultrans, RB Logistics added to current provider list

• Competitor Info - Zultrans, RB Logistics added to competitors list

Changed

Fixed

Removed

2023-02-06

Added

• Competitor Info - KNS added to competitors list
• Proposals - KNS added to current provider list
• Email - Notification on new competitor info with link

Changed

Fixed

• Cases - Weekly cases graph fixed

Removed

2023-01-26

Added

• Competitor Info - New Module!

  • At any stage, you're now able to log info you hear about our competitors and have it visible to the whole team so now we can be better informed during our pitches. Note: please check the verified button if you're certain about the info you're logging.

  
  
  
  
  
  

• Cases - "Suggested Solution"

  • When you're logging a case, you can now suggest the soltution you'd like to see.

• Cases - "Solution Feedback"

  • When the case is close, you can now give feedback on the solution offered. this can also be feedback that you hear from the customer.

• Proposals - Overnight Express Rate and Cross-Border Rate now have a "Standard option in the dropdown menu. N/A is still the default. If UNIQUE is selected, then you have to enter the rate information in the "UNIQUE Comments" field.

• Proposals - "UNIQUE Comments" will only be visible when a UNIQUE rate is selected

Changed

Fixed

Removed

2023-01-18

Added

• Proposals - Current Providers list updated:
  • "KARGO" changed to Kargo National
  • "Afritruck" changed to "Afritrek
  • Removed "Time Freight"
  • Removed "Dawn Wing"
  • Added "Courier IT"
  • Added "Laser Logistics"
  • Added "Cargo Works"
  • Added "Seaborne Express"
  • Added "Aramex"
  • Added "Imperial"
  • Added "The Courier Guy"
  • Added "Promech"
  • Added "Barloworld"
  • Added "Rhenus"
  • Added "Onelogix"

Changed

Fixed

Removed

2022-11-25

Added

• Proposals - Closing date changes to Won date automatically.(this has been effective for ±1 month, but i'm documenting the change now.)

Changed

Fixed

Removed

2022-11-14

Added

Changed

• Proposals - Change Collection days and times to non-mandatory fields

Fixed

• Started reassigning accounts

Removed

2022-11-11

Added

• Cases - Print preview button to print cases.
• Proposals - In-house scanning checkbox
• Proposals - Pre-Printed waybill checkbox
• Proposals - Added Collection days and times

Changed

• Proposals - Added "Current Provider" to replace "Current Transporter". The new "Current Provider" field allows selecting more than one provider.
• Proposals - Changed "Services Utilized" to "Services Currently Utilised".

Fixed

• Proposals - Tarsha can now change proposal stage. She will change the stage to closed WON and add an account number to the account. Her CGIC notes will also be on the proposal, not her task, so it's visible to the proposal owner.

Removed

• Proposals - Removed unused fields in proposals

2022-11-07

Added

• Reports - Proposals approved today
• Reports - Proposals that are waiting for management approval

Removed

• Cases - Will stop being reassigned to Chris after 48 hours

2022-10-25

Added

• Cases - Case Dashboard

2022-10-21

Added

• Cases - Added case reason to layout

Changed

• Proposals - Emails for rejection/approvals now have labels for values.
• Users - All users permissions and roles fixed

2022-10-19

Added

• Accounts - Account Type added on all accounts
  • Account type defaults to New Business.
  • Account No. and Rate Anniversary is mandatory on selecting Existing Business

Changed

• Cases - Email updates are more informative#

2022-10-12

Added

Changed

• Proposals - Denesh/Sun to approve rates from BN3

2022-10-11

Added

• Cases - Case Escalation workflow:

    1. All cases automatically get assigned to Chris Bemiah
    2. Chris will assign some cases to Pearl Buthelezi
    3. Chris/Pearl will assign to a branch manager to aid in investigation
    4. Branch manager will add notes and assign the case back to Chris/Pearl 
    5. Chris/Pearl will type in the solution and make a decision on which branch was responsible
    6. Case is closed by Chris/Pearl
    
    **EXCEPTIONS**
    1. All cases that have not been closed in 72 hours will send Denesh an email notification
  

• Cases - "Branch Responsible" dropdown

• Cases - "Capturing Error" added to Case Reason dropdown

• Cases - "Local vehicle delivery/collection damage" added to Case Reason dropdown

• Cases - "Late Collection" added to Case Type dropdown

• Cases - Neater page layout

• Cases - Notifications to case creator on updates to case

• Cases - Notifications to case creator on case closed

• Cases - Notifications to Denesh on cases that are 72 hours old and not closed

Changed

• Cases - "Case Reason", "Solution", and "Branch Responsible" are now only only editable by Customer care and Debtors.

  All other users can add suggested solutions as notes.

• Cases - "Case Reason", "Solution" and "Branch Resposible" are now mandatory fields on closing a case if not a "Billing Query"

• Cases - "Solution" is now a mandatory field on closing a case if case is a "Billing Query"

• Cases - Case Reason list now sorted alphabetically

• Cases - Case Type list now sorted alphabetically