CLEO – January 2023 Release Cliffs Notes

Feature/Enhancements:

1. Deposits; Exports:

• Added the ability to export any grid in Deposits Screen

Bug Fixes:

1. Customer Screen - Estimate - Unable to trigger PDF or Email
   • Fixed the issue in the customer/lead that was showing an error when if you try and print to pdf or send an estimate via email  

2.  Customer/Lead/Employee Screens - Autodial calls showing in text logs tab

   • The automated next clean calls are appearing in the text log tab for offices utilizing two-way texting.  Post release the calls will only appear in the communication log.

3.  Customer Balance Screen - $0 Balance Customers

   • Customers with $0 balances will no longer appear in results on the customer balance screen when the balance filter is set to show "Has Credit or Debit".

4.  Reports - Customer By Zip missing Lead Source

   • Fixed the issue that caused the lead source column to be missing from the report.

5.  Maps > Groups > Postal Codes causing browser timeouts

   • Performance improvements for the postal code overlay on mapping screen

6.  Lead Management/Reports – Status Updates

   • Fixed an issue where when a leads status is updated in the lead management screen those updates are not picked up in reports.  Note: If the lead status was updated directly in the lead record 

Leads Reports Cleanup & Polishing

The reports listed below have been updated and polished and had additional data fixes, including the following updates:

1. Lead Source Analysis and Lead Source Analysis Detail
   • Use lead/customer created date, not workorder created date 
   • Utilize lead source on customer record, not the workorder record
   • Add Filter to specify; Lead, Customer, Both

2.  Lead Source Revenue Analysis

   • Use lead/customer created date, not workorder created date 
   • Utilize lead source on customer record, not the workorder record
   • Add Filter to specify; Lead, Customer, Both 
   • Include all customer/lead even those without revenue

3.  Lead Source Conversion

   • Update name to be Lead Source Call Conversion Report
   • Update Report Description
     • This report contains a summary of both inbound and outbound calls, sorted by the associated lead source. Deleted leads are not included. Parameters include start and end date.

4.  Lead Conversion Total

   • Fixed multiple issues with results 
   • Ability to specify if the date range is based on customer created time stamp or convert to customer time stamp 
   • Check box to show only convert clients  

5.  Lead Source for Leads Grid

   • Removed Report. Functions of this report merged into the Lead Source Analysis report.

6.  Dead Lead Summary

   • Fixed the issue where there was no data in the report.

7.  Dead Lead Details Report

   • Fixed UTC time stamp issue when leads are marked dead after 8pm