BeatRoute 3.1 (Balboa)

Modified on Wed, 02 Jan 2019 at 04:49 PM

Daily & Weekly Email Alerts about your Territory and Team

Objective is make BeatRoute even more valuable for managers and drive overall usage on the system. Daily and weekly emails will be received by managers (Territory officers as well as Managers) that summarizes key activities done by their team.

Various elements of this alert email will also encourage users to directly land on the relevant portal pages for further analysis and action.

BeatRoute's AI to Lock Customer Geo-codes

Customer location, wherever relevant, is already captured automatically through smart profiling mechanism. With this enhancement, BeatRoute AI will further assess validity of all captured geo-codes and lock it automatically. Once locked, only admin can unlock the geo-codes.

Related enhancement also provisions a configuration controlled access to Territory Officers and Managers to manually lock or unlock customer locations on the BeatRoute app.

Fresh Experience with Quick Insights and Filters on key pages

Our product team has been looking to improve the usability of key pages on the portal to drive more value. In our first attempt we have added smart filters and reorganized the data for following 3 pages on the portal -

Team Activity

Accessible to everyone in the hierarchy this is an improved version of our Activity Report. Users can now quickly use filters to narrow down to type of activities or see their map views. An activity summary band has been added at the top.

Customer List

Customer list page has been improved with various filters available directly on this page. It will be just a click to view Not-acted-on customers from here. This is just one of the many filters now available on this page.

Team List 

User list page is now more than just a list of users. We are providing filters to quickly narrow down to users, who have not logged-in or users who have not been active for a period. You can also download their list for further communication. This report is available to all Territory Officers and Managers.

Restricted Editing of Customer Invoices in DMS

All Invoices will stay in proforma status for 5 days, unless you manually confirm earlier.
To strengthen month end closure activities. Admin will have an option to enable Month-end Buffer. As per which all previous month proforma invoices will be editable only within the buffer period, which would be defined by Admin.

Misc Improvements

  1. VM Campaign Report download to be available to SR role as well
  2. Date and time to be available in separate columns in offtake report

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