EliteCRM Change Log

HF-0017

Activities

A link to the Booking record has been added to the Activity table. This will give you the ability to include related activities in a Booking Confirmation for example.

FT-0087

Housekeeping

PDI Date of Delivery Acceptance has been added to the Unit record & Housekeeping Activity record. This will allow you to utilize the Housekeeping Activities to manage you PDI records.

FT-0088

Maintenance Jobs

We have added Warranty Start Date & Expiration Date to the Deal & Maintenance job Table. This will give you the ability to correctly set a maintenance job with or without manufacturer’s warranty

FT-0089

Contact

Date of birth is now added to the sync between EliteParks and EliteCRM allowing you to use this in your outgoing communications.

FT-0090

General

We have further enhanced the sync between EliteParks & EliteCRM. This will add even more stability and will ultimately allow for records to continue syncing and move a blocked record to a separate table for further investigation.

FT-0091

General

Enhancement to List View features. Users can view and act on data more efficiently with new grid features in EliteCRM. The features allow you to group and aggregate data, reorder columns, set column width, and complete other tasks with ease.

The grid control has numerous functional and stylistic improvements that improve the out-of-the-box experience for users.

HF-0014

Mobile App

Dynamics 365 App for Phones is now deprecated. This will be replaced with PowerApps App.

FT-0083

Copilot

Copilot now available within the EliteCRM apps and helps users get insights and helps them navigate through the app through conversation in natural language. Copilot sidecar is available on all pages of EliteCRM, ready to answer any questions about the data in the app, that a user can access according to their permissions and security role.

FT-0084

General

When using main forms in EliteCRM on the web with New Look enabled, users can review field suggestions generated by AI based on their frequently used data. These suggestions are optional, and users can accept them or ignore and reject them.

FT-0085

Activities

Users will be able to associate an activity record with additional related records such as EliteLead, & Contact. This means a user can perform actions like associating an email or appointment to additional related records, such as an email or appointment related to additional Deals & Bookings.

HF-0015

Memberships

Fixed issue where Members related to the main Member table were not able to sync due to a key lock

HF-0016

Phone Calls (EliteCRM Diamond)

Fixed issue with follow up phone call workflow not triggering. Re created within Power Automate

FT-0086

EliteInsights

Added additional tables and fields to support the new solution - EliteInsights

FT-0082

General

Enhanced Web Lead Integration for EliteParks & EliteCRM The Web Lead Integration to EliteCRM empowers you to capture web leads for almost any source. Previously customers on EliteCRM Gold were only able to utilise the Owner API for lead generation into EliteParks. With this new enhancement both EliteCRM Gold & Diamond customers can bring new Leads in from any source, including Facebook Lead Ads, using tools such as Zapier and the standard Dynamics 365 Web API. All standard lead fields can be captured, including initial Lead comments, with the ability to bolt on automation for automatic setting of Park Code, Salespeople and Lead Source Codes.

FT-0074

General

Updated User Interface:

The new look and feel for EliteCRM include new controls, layouts, fonts, colours, and more. The updated user interface includes changes to the list views with more defined structure with the ribbon on all tables split from the main form. This enhancement to the list and header will enable the user to navigate around much more easily. The main form to each table will be more defined into sections with the drop shadow released in 2022.1 release. The Business Process Flow will change from an orange colour to a blue colour.

FT-0075

General

Improved sharing capabilities: Value: Record owners can now share a record more easily with fewer clicks using the Share Email link option by modifying the link settings to select Specific people. When you share the link to the record with someone, the recipient is given read-only access to the record.

FT-0076

Phone Calls (EliteCRM Diamond)

We have added functionality to be able to set each phone call with a ‘Speak’ or ‘No Speak’. This will allow greater reporting capabilities for measuring true funnel results from Speak to Deal. We have also removed the ability to close an Appointment from the Timeline which restricts sales teams from only setting the correct outputs such as ‘Show Buy’ & ‘No Show’

FT-0077

General

Contact Preferences To coincide with the update to Contact Preferences released in 2022.1 to allow updating in both EliteParks & EliteCRM, we have now added the ability to amend Contact Preferences directly from the EliteLead.

FT-0078

EliteCustomerCare

EliteCustomer Care Resolution Box. We have added in additional functionality to the EliteCustomer Care main form. Users will be able to set closed date and completion information when pressing the complete button.

FT-0079

General Microsoft

Microsoft Teams Integration Value: View status of other users and have the ability to start multiple Teams chats with anyone else who is working on the same record.

FT-0080

Customer Voice

Customer Voice File Upload Multiple scenarios warrant the use of the file upload question type by the survey owner to get the right set of information from their target audience. Previously this option was only available to internal users. This release now makes it possible to add File Upload option for your Customers.

FT-0081

Customer Voice

Customer Voice Projects Management Should an employee leave the organisation, we have provided the tenant administrator with the capability to transfer projects and assign them to other members of the team.

FT-0067

General (EliteCRM Diamond)

Additional API Functionality for EliteCRM Diamond Customers to utilise the EliteParks OwnerAPI to push leads directly in EliteCRM

FT-0068

General

Added ability to manage Contact Preferences in EliteParks or EliteCRM

FT-0069

General

Added ability to sync Company Contacts as part of the Contact sync

FT-0070

General

Added ability to sync Contact Preferences to Dataverse Contact

FT-0071

General

Modern Advanced Find - create, modify and share views directly from the Dataverse search.

FT-0072

Appointment (EliteCRM Diamond)

Create & Join Teams meetings from an Appointment

FT-0073

General

Standard Dashboards and Charts have been enhanced to show more relevant business areas. Added activities dashboard for all users, additional charts on the Booking & Deals Dashboard and added multiple charts to new areas such as POS receipt lines, Safety Tests and more.

FT-0054

General

Complete re-write if EliteCRM

FT-0055

General

Additional operations tables including Housekeeping, Linen & Site Fees added to the sync from EliteParks.

FT-0056

POS Receipt Lines

POS Receipt Lines added to the sync from EliteParks: This allows a more detailed journey to the customer which can include when payments are received against the Booking, Maintenance Job & Deal.

FT-0057

Appointment (EliteCRM Diamond)

Flow from Lead to Deal has been improved with actions for the salesperson to close appointment and set the status at a click of a button

FT-0058

General

Dataverse search added to the database

FT-0059

General

Improve List Views allow you to select anywhere in the list, like excel, you can now copy cells and rows. Charts can be positioned on the left or the right-hand side of the page. Also added is the ability to add more columns to your view directly from the page and save them as a personal view.

FT-0060

Leads (EliteCRM Diamond)

Salesperson field linked to the record owner: Enabling better interaction with EliteParks, more control over permissions, and more reporting capabilities.

FT-0061

Leads (EliteCRM Diamond)

Business Process Flow add to Leads: Designed to interact with salespeople and flow through the process from Lead, Appointment, and finally creating the Deal in EliteParks.

FT-0062

Activities (EliteCRM Diamond)

Automated Follow Up Tasks: Call back tasks can now be automatically created based on the desired output of an appointment.

FT-0063

General

Dashboards Improved Standard Booking & Deals dashboard to cover balances, analysis by park and month

FT-0064

Leads (EliteCRM Diamond)

Improved Contact / Lead Functionality: When creating a new lead in EliteCRM we now have a 3-step contact deduplication process in place, starting with the user then EliteCRM and finally a check by EliteParks before the system will create a new contact record.

FT-0065

Safety Test Entries

Safety Test Entries: With the importance of Safety tests on all parks, we now push the entire Safety Tests Entries table to EliteCRM. This allows for full reporting functionality and automated triggers to customers based on the information stored on their account.

FT-0066

Contact

Contact Profile Page:  With the Contact record in CRM being the core record for the customer, we have improved the profile page to display the customer analysis from how many bookings and the value, number of leads, complaints, and number of jobs with invoiced value in charts.

HF-0009

Deals

Unit Type has now been switched to a lookup field instead of a multiple choice.

HF-0010

Activities (EliteCRM Diamond)

When adding a ‘Phone Call’ a mobile number and home number now auto populate.

HF-0011

Activities (EliteCRM Diamond)

Moved the ‘Phone Call’ due date onto the main form instead of being in the header to make it easier to complete.

HF-0012

Contact

Added a pop out card allowing direct access with EP to update contact preferences.

HF-0013

Leads

To allow EliteParks lead comments to be visible in EliteCRM, comments and phone calls are now pushed into CRM Activities.

FT-0032

Activities (EliteCRM Diamond)

Yes/No field has been added to the ‘Appointment’ card to allow them confirm the appointment.

Added button and functionality to set Appointment Status to ‘Show Buy’ and Close Appointment.

FT-0033

Leads (EliteCRM Diamond)

Original & Trigger sources have been mapped to the Lead Type.

FT-0034

Leads (EliteCRM Diamond)

Upon a contact being selected on the Lead, JavaScript has been added to populate information from the contact record into the Lead record.

FT-0035

Contacts

Contact profile now looks at the Contact instead of the Parent Contact.

FT-0036

Activities (EliteCRM Diamond)

Moved the ‘Phone Call’ due date onto the main form instead of being in the header to make it easier to complete.

FT-0037

Contacts

Added a pop out card allowing direct access with EP to update contact preferences

FT-0038

Contacts

Yes/No field has been added to the ‘Appointment’ card to allow them confirm the appointment

FT-0038

Activities (EliteCRM Diamond)

Added button and functionality to set Appointment Status to ‘Show Buy’ and Close Appointment.

FT-0039

Leads (EliteCRM Diamond)

Topic field character limit has now been extended.

FT-0040

Leads (EliteCRM Diamond)

An option set field has been added to show Sales Categories.

FT-0041

Leads (EliteCRM Diamond)

Call Staff Code & Salesperson Code are defaulted from user’s login details.

FT-0042

Leads (EliteCRM Diamond)

Lead contact details are automatically capitalized upon entry.

FT-0043

Leads (EliteCRM Diamond)

A read only field has been added to show ‘Lead Status’.

FT-0044

Leads (EliteCRM Diamond)

Overdue call report has been added.

FT-0045

Leads (EliteCRM Diamond)

Business rule has been applied upon a customer not having an email address. A tick box needs to be completed where the contact can still be created.

FT-0046

Units

A system view has been added to show any Units that have been reserved and deposit taken.

FT-0047

Leads (EliteCRM Diamond)

Call staff codes have been added to Lead, Appointment & Phone Call records.

FT-0048

General (EliteCRM Diamond)

2 Dashboards added to show any Sales Activities, Phone Calls, Leads, Appointments & Deals. 1 based upon Call Staff Code & 1 based upon Salesperson Code.

FT-0049

General

Setting have been added to the Change Area functionality.

FT-0050

General (EliteCRM Diamond)

Direct access to create deal added into the ‘Appointment’ record with the use of a button.

FT-0051

General (EliteCRM Diamond)

Standard connections roles have been added giving you the ability to connect 2 records with no related data, Mother & Daughter etc.

FT-0052

General (EliteCRM Diamond)

Toggles buttons have been added into the ‘Appointment’ record called Appointment Actions. This gives the ability to control the behaviors of the appointments and automate next actions.

FT-0053

Leads (EliteCRM Diamond

Unit interest sub section has been added to the Lead table.

HF-0004

General

Removed all flip switches from pages and replaced with toggles (Microsoft deprecating in Oct 2021)

HF-0005

Bookings

Check In & Check Out time fixed to pass correct date and time

HF-0006

Leads

Parent contact for lead was not mapped on Lead form, changed to Contact

HF-0007

Bookings

Amount field on Booking now re-mapped

HF-0008

Bookings

Balance Due date on Booking now re-mapped

FT-0014

General

Added icons for lookup fields

FT-0015

Bookings

‘Bloat’ Booking fields moved to additional tab to show important fields on front screen

FT-0016

General

Added new tables: Maintenance Jobs, Maintenance Job Comments, Units, Deal Status, Salesperson, Lead Status, Lead Source, Lead Source Type, Bookings Agents, Bookings Grades, Marketing Product Code, Contact Communication Type, Contact Preference Reason Code & Contact Preferences

FT-0017

General

Additional fields added to Booking & Deal entities. All additional fields mapped for all entities in supplementary EliteCRM Schema document

FT-0018

Bookings

Booking Extras added as a sub grid to Booking form

FT-0019

Deals

Deal Extras added as a sub grid to Deal form

FT-0020

Bookings

Enabled Booking entity as an email entity to allow to use the email address from a Booking within a Customer Journey

FT-0021

Bookings

Added timeline to Booking form

FT-0022

Bookings

New workflow added for arrival date change

FT-0023

General

Added functionality in EliteParks to choose application user or standard username & password

FT-0024

General

Added 2 new Dashboards - Bookings Dashboard & Deals Dashboard

FT-0025

General

EliteParks Pop up button added to core tables and EliteCRM App

FT-0026

General

Booking Availability & Matrix Buttons added to Booking apps

FT-0027

General

Lead processor mode can be selected per table (Sales, Bookings, Events & Memberships) in EliteParks - This functionality allows the process of Leads in EliteCRM for one table and EliteParks for the other.

FT-0028

General (EliteCRM Diamond)

Contact will now be created in EliteParks when a Lead is created in

FT-0029

General (EliteCRM Diamond)

Lookup fields can be selected in EliteCRM and synced with EliteParks

FT-0030

Leads (EliteCRM Diamond)

When a Lead is created in EliteCRM it will get its Lead No from EliteParks within the sync time

FT-0031

General (EliteCRM Diamond)

Added workflows:

Close Deal as Won when EP Status is ‘Active’

Close Lead as Qualified when a Booking is made

Close Lead as Qualified when a Deal is made

HF-0001

Bookings

Unit No removed from Booking entity and re-added as text field

HF-0002

General

Removed original Park lookup fields from all entities

HF-0003

General

Removed License button from ribbon

FT-0008

Bookings

Booking form re-designed

FT-0009

Deals

Deal form re-designed and split fields into additional tabs

FT-0010

Leads

Lead form re-designed

FT-0011

Parks

Park form re-designed

FT-0012

Parks

Park table added to integration

FT-0013

Parks

ParkID lookup field added to all entities

FT-0001

Bookings

Initial Release of Bookings in EliteCRM.

FT-0002

Booking Extras

Initial Release of Booking Extras in EliteCRM.

FT-0003

Deals

Initial Release of Deals in EliteCRM.

FT-0004

Deal Extras

Initial Release of Deal Extras in EliteCRM.

FT-0005

Leads

Initial Release of Leads in EliteCRM.

FT-0006

Appointments

Initial Release of Appointments in EliteCRM.

FT-0007

Contacts

Initial Release of Contacts in EliteCRM.