Proxima Cloud CRM

What’s New - Photo Attachments in Surveys - Answer Weight Validation Improvements - Minor bug fixes

Improvements - Minor bug fixes

Improvements - Minor bug fixes

Improvements - General performance enhancements - Minor bug fixes for a smoother experience

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Minor bug fixes for a smoother experience

This release focuses on expanding functionality, improving stability, and refining the user experience. Key highlights include enhanced Agreements functionality, allowing users to select competitor brands for each pathology with flexible configuration options. Email campaigns in SCE now support unsubscribe language selection, ensuring a better experience for international audiences. We’ve also improved overall system stability by fixing multiple issues related to tasks, visits, tickets, reports, filters, and data synchronization. UI and performance enhancements were applied across the app, including better behavior on tablets and improved responsiveness. This update ensures smoother workflows, more accurate data handling, and a more reliable experience across all key CRM processes.

What’s New: – Improved task management and planning to make daily work more reliable. – Enhanced handling of materials and related data for better consistency across the app. Improvements: – Increased overall application stability and performance. – Optimized data synchronization to reduce delays and incorrect updates. – Improved user experience in common workflows such as visits, reports, and presentations. Bug Fixes: – Fixed issues that could cause the app to crash in certain scenarios. – Resolved problems with incorrect data display. – Addressed stability issues affecting regular daily usage.

Now navigation in presentations becomes smoother

In this update, we have focused on high-speed data processing and new field tools to make your daily operations even more efficient. Performance and Synchronization: Enhanced Sync Merge: We have radically upgraded our database merging mechanism. Syncing and processing large registries with over 100,000 records is now significantly faster and more stable. New Features in Surveying and Visits: Flexible Surveys: You can now manually select which question groups to answer during a visit. Surveys can be empty by default, allowing you to add only the necessary blocks from a selection list. Consents for Promo Materials: We have added the ability to collect signatures and consents for specific materials directly within the distribution card. Material Limits Support: Implemented support for limits on materials distributed under signature to ensure strict compliance with distribution rules. Bug Fixes: Survey Improvements: Fixed an issue where the keyboard would close after typing the first character. We also resolved the problem where the "Survey" field would not appear when creating a visit according to targets. Data Visualization: Fixed the display of custom fields on card previews. They now correctly show filled values instead of the "Not specified" status. Search and Filters: Resolved the issue with searching for organizations containing an apostrophe in their name. Fixed the automatic application of the "Only mine" filter in the clients and organizations sections. Interface Stability: Fixed the duplication of materials in write-off and transfer cards. Improved the display of interaction history in client cards. Web Version Fixes: Resolved errors when adding responsible persons and fixed the display of organization names after closing task cards. Thank you for helping us improve!

In this update, we have focused on high-speed data processing and new field tools to make your daily operations even more efficient. Performance and Synchronization: Enhanced Sync Merge: We have radically upgraded our database merging mechanism. Syncing and processing large registries with over 100,000 records is now significantly faster and more stable. New Features in Surveying and Visits: Flexible Surveys: You can now manually select which question groups to answer during a visit. Surveys can be empty by default, allowing you to add only the necessary blocks from a selection list. Consents for Promo Materials: We have added the ability to collect signatures and consents for specific materials directly within the distribution card. Material Limits Support: Implemented support for limits on materials distributed under signature to ensure strict compliance with distribution rules. Bug Fixes: Survey Improvements: Fixed an issue where the keyboard would close after typing the first character. We also resolved the problem where the "Survey" field would not appear when creating a visit according to targets. Data Visualization: Fixed the display of custom fields on card previews. They now correctly show filled values instead of the "Not specified" status. Search and Filters: Resolved the issue with searching for organizations containing an apostrophe in their name. Fixed the automatic application of the "Only mine" filter in the clients and organizations sections. Interface Stability: Fixed the duplication of materials in write-off and transfer cards. Improved the display of interaction history in client cards. Web Version Fixes: Resolved errors when adding responsible persons and fixed the display of organization names after closing task cards. Thank you for helping us improve!

In this update, we have focused on high-speed data processing and new field tools to make your daily operations even more efficient. Performance and Synchronization: Enhanced Sync Merge: We have radically upgraded our database merging mechanism. Syncing and processing large registries with over 100,000 records is now significantly faster and more stable. New Features in Surveying and Visits: Flexible Surveys: You can now manually select which question groups to answer during a visit. Surveys can be empty by default, allowing you to add only the necessary blocks from a selection list. Consents for Promo Materials: We have added the ability to collect signatures and consents for specific materials directly within the distribution card. Material Limits Support: Implemented support for limits on materials distributed under signature to ensure strict compliance with distribution rules. Bug Fixes: Survey Improvements: Fixed an issue where the keyboard would close after typing the first character. We also resolved the problem where the "Survey" field would not appear when creating a visit according to targets. Data Visualization: Fixed the display of custom fields on card previews. They now correctly show filled values instead of the "Not specified" status. Search and Filters: Resolved the issue with searching for organizations containing an apostrophe in their name. Fixed the automatic application of the "Only mine" filter in the clients and organizations sections. Interface Stability: Fixed the duplication of materials in write-off and transfer cards. Improved the display of interaction history in client cards. Web Version Fixes: Resolved errors when adding responsible persons and fixed the display of organization names after closing task cards. Thank you for helping us improve!

Presentation Zoom: High-resolution detail at your fingertips. We’ve added pinch-to-zoom support for PDF slides, allowing you to magnify content up to 400% with standard iOS gestures. Stability: Under-the-hood optimizations and bug fixes for a smoother experience on iOS.

Now presentations on IOS devices are opened without any delays

Detailed descriptions for visit photos, including brands and shelf data Improvements: Automatic removal of temporary draft records for cleaner list views Improved search across translations and field types Enhanced localization of connection-related error messages Updated UI for report descriptions and disabled field statuses Bug Fixes: Fixed issues when saving customer cards with additional workplaces Resolved cases when visits did not appear in the schedule after creation Fixed record creation and data loading in custom objects Improved synchronization stability and connection handling Fixed UI errors when opening or viewing visit cards Corrected issues with promotion material quantities not updating Fixed navigation issues that could cause blank screens

What’s New: Samples. HTML consent forms now support two separate signatures (e.g., from the representative and the client) when completing sample transfers. Signature Validation. The system automatically verifies the required number of signatures based on the selected form type before saving a sample record. Improvements: Enhanced signature capture experience within HTML forms Validation and notifications for missing consent forms Improved stability of digital signature processing during visits Sample records can no longer be saved with incomplete signature data

Fixed geolocation validation when closing visits In some cases, the system could show the message "Cannot close visit due to large distance" even when the user was at the facility. The distance validation logic has been corrected.

Bug Fixes: Analytics. Fixed an issue where some users on mobile devices were not properly identified in analytics after logging in. User identity is now correctly established and maintained across sessions, ensuring more accurate usage tracking.

Sample selection during visits now displays expiration date, batch number, and available stock. Data validation in visit and client cards to help prevent input errors. 12-hour and 24-hour time format support Eliminated visual flickering when opening presentations and switching between slides Manager/administrator ensures that the user does not modify or delete other users’ Visits or tasks

Plan CRM calls as MS Teams meetings with clear subjects, agendas, Outlook/Teams sync, and faster participant entry. Administrators can now centrally configure and manage CRM filters for more consistent filtering results. Fixed synchronization after mobile app installation. Fixed participant list display when creating or editing calls. Fixed visit and call closing after changing the status to Completed. Fixed extra empty space in the online meeting Body field. Fixed CLM presentation display in horizontal mode, slide navigation, and slide selection controls.