We are really happy to announce that our Release 1.11 is finally made available and brings some of the most asked features and cool improvements! 🎉🎉🎉

What is new

Configurations: new approach

CENTRIX has been growing fast 🚀 in features and with that comes a lot of new settings that can be used to adjust the app to your company needs.

To help you navigate through all the possibilities, we have organized the Global Settings > Configurations into Apps that are basically domains of knowledge.

Verified Activities ✅️

Under Global Settings / Configurations / Activities, you can now activate 3 new features to leverage your sales management:

1) Verified Activities via Geo position with configurable radius

2) Restrict activity creation to a certain time window based on its date

3) Restrict submission creation to a certain time window based on its date

You can now ensure that the activities and submissions are created when they are supposed to and if you are an user handling activities you can certify them by using your GPS location.

Tip: you can check out your certified visits in reports and in your calendar using "Show routes" option 😏

Traveller + Customer Routes 🚩

We have introduced a new way of planning your visits through Customer Routes.

If you are one of those persons that loves to have predefined routes with a set of customers based on proximity and repeat the route over time, we got you covered now.

You can now create multiple routes and add customers to each one of them. Just play with the filters and the map to rapidly create routes that will instantly be available to be used in Traveller.

The feature is available by default for admins and sales managers but can easily be added to any user via additional permissions in users management area.

Tip: you can define that a route should split into multiple routes with X clients each

Export Routines🪄

You can now create Export Routines and get your favorite reports in our e-mail or even in a FTP repository to integrate data with other tools your company use!

The process is very simple:

1) Pick a Report from the list

2) Choose the way you want to receive it (e-mail, FTP, SFTP)

3) Choose the interval (eg: every Friday at 23pm) and the timespan of data (eg: last 7 days of visits)

4) Setup the exporter (e-mail recipients, FTP configuration, ...)

5) Sit back and watch your reports land in your hands with minimal effort 🏌️

Extended Segmentations Schemas 👔

Our Segmentation system just got a lot better 🤌!

Now you can have multiple segmentation types and:

1) define which warehouses or brands apply

2) define when you want to recalculate them (daily, monthly, ...).

Tip: you can even use them to influence your visits planning through the Traveller (as you know the cadence of visits is calculated based on the segment)

Extra tip: use the exclusion wildcard to create a segment where manually added customers will be able removed from the automatic segmentation (special customers for example)

And much more

Added ability to filter Activities Report by Submission text content

Added ability to view Submissions while in Activities Report

Added auto removable field type in scripts

Added prospect digest weekly e-mail

Added current sales switch in Salesman Sales Widget

Added toggling of forecast/current sales in Top Customers Widgets

Added teams filter in Activities Timeline

Added routes view in Schedule

Added quote e-mail customization via new feature Quote Themes (multiple companies vs multiple themes)

Added creator filter to Quotes list

Added ability to see all customers in Traveller (including the ones not suggested)

Improved call dialog for better user experience

Improved activity navigation while in Schedule (no longer looses context)

Bug fixes 🐛

We are always searching for ways of improving user experience and hunting bugs so that we can make Centrix the best performant in class.

Fixed relative margin on first of month in Analytics 360

Fixed mobile display of several data tables