Robot Requirement

Robot Requirement

Robot

03-Feb-2022

Smarter Points Engine

For the Closed WorkOrder less than 250 KM Covered, add smarterpoints to the assignee.
Calculation Revise to: Rs 5 Per each KM

01-Feb-2022

Add the View option for AR Invoice Serial Numbers as list In sales menu.

09-Jan-2022

Add Send SMS option in Manage Service Call.

For the Open Status Installation/Complaint Type Service Calls , Show the Send SMS Option in Manage Service Call. For Installation, Due Date and So Docnum needed. For Complaint Due Date is needed. Once the SendSms button clicked , sms will be send to the customer either via WhatsApp/SMS.

Smarter Points Engine

For the Closed WorkOrder less than 250 KM Covered, add smarterpoints to the assignee.
Calculation : Rs 3 Per each KM

02-Jan-2022

1. Add Quick Lead option under Sales Menu

    Fields Required
  •  New / Existing
  • Company, Mobile, Contact Name
  • Pincode
2. In Add Sale Lead , Remove the mandatory option for the below fields
  • Employee Count 
  • Location Count 
  • PC Count  
  • CCTV Camera Count  
  • Company Turn Over 
  • Expected Sale/Year 
3. In Manage Policy Group
  • Show the User Count against the group
  •  Add Clicking event against the user count
4. Change the Robot Project Url as Robot.Data for DI and Robot.Console for UI.