Enhancements
New Activity Log History Audit
Activity Logs will now track any changes, including populating fields for the first time, changing fields that are already populated, and when a log gets deleted. Also included is the user who made the change, along with the date and time it happened.
- New History tab on Activity Logs
Every Activity Log of any type now has a History tab that provides all the Events, such as Adds, Deletes, and Changes, that have happened.
- New Activity Log History Report
Located under Discovery – Reporting. The Activity Log History Report lists Events that have taken place on Activity Logs. This report can be filtered by the Field where the Event took place, the CRM User who made the Event, and the Time Period of when the Event happened.
- Activity Log Report Includes History Option
Located under Discovery – Research, the existing Activity Log Reports now have an option to Include Activity Log History.
Setup adjustments: New permission under Activity Summary – Activity Logs – History for Roles. All users with a Marquis (Default) role will see the new History tab. All roles created by users will need to be edited to enable the ability to View to the History tab. No additional setup required, as the CRM will automatically start creating an audit for all Adds, Changes, and Deletes on Activity Logs. Only applies to changes moving forward. The tracking of Activity Log Fields and Pipeline Field value changes is not included in this release.
Customer/Member Dashboard Updates for Services
The Customer/Member Dashboard now provides more service details and opportunities for offering additional Services while interacting with Customers.
- Summary Information – Services
A number appears next to Services if a Customer has the Service, indicating how many accounts they have a relationship with that have the service. Bolded Services without a number means the customer is only at the Individual level.
- New Service Details
Click on a Service to open more details on not only what Accounts currently have the Service but also if it has been Offered to the Customer on their other Accounts by displaying an Offered response. If there is a Referral tied to the offer, it will be clickable by clicking on the Offered Date.
Introducing Individual Services
Some Services cannot be Imported or tied to Accounts, or they just don’t make sense to be at the Account level. If you still want to see the Service in the CRM and pay incentives for it, good news! Referrals on Services can now be handled at the Individual level. This means no more having to select an Account Number to match the Referral before it can be considered Sold.
Setup Adjustments: Enable a Service to be at the Individual level under Administration – Setup – CRM Settings – Referral Services. Select the Roles that can handle a Referral at the Individual level, which means it won’t require the Service to already be tied to an Account. We recommend only giving this right to Managers and others who verify the authenticity of created Referrals.
Next Potential Product Offered Options
The Next Potential Product is longer just a checkbox. Now you can pick a response and see the Offered Date (when the product was offered to the customer), as well as how they responded (Accepted, Declined, Declined by only for so many days then can be offered again). The Offered Date is tied to an Activity Log that automatically opens based on the response. Accepted opens a new Referral to get the process started for the new account. Declined opens a Phone log to record that they were offered the product but declined it. Sales scripts have also been updated to include the Offered option and open an Activity Log.
Setup adjustments: Sales scripts can still be created/maintained under Administration – Setup – CRM Settings – Product Scripts. Using a script can help guide your CRM user through the process of offering the Next Potential Product to Customers.
New Permissions
Additional Permissions have been added under Administration – Roles to add more flexibility on what fields users can change on Activity Logs.
- Assigned For Permissions
When a user is the Assigned For on an Activity Log, you may now selectively limit their editing permissions for each field. This allows fields like the Assigned By, Product, Subject, etc. to be disabled when users are editing the Activity Log.
Setup adjustments: All roles including Marquis (Default) and roles created by users will have Edit checked by default for Customer Dashboard > Activity Summary > Activity Logs > Assigned For fields. User-created roles can be adjusted.
- Update Status to Done Permission
When a user has this new permission, they are no longer required to be the Assigned For user or CRM Administrator to update an Activity Log status to Done. This allows Managers and select users to handle others’ Activity Logs. A Comment and History Event will be created when a non–Assigned For user handles an Activity Log.
Setup adjustments: All roles including Marquis (Default) and roles created by users will have the Edit unchecked by default for the Customer Dashboard > Activity Summary > Activity Logs – Status to Done. User-created roles can be adjusted to allow Edit rights.
Customize CRM with Financial Institution Logo
Personalize the CRM to include your Financial Institution’s logo, replacing CRM in the top left header.
Setup adjustments: Logo can be uploaded under Administration – Setup – CRM Settings – Logo.
Additional Modifications
Reporting
- Category name updates from Marquis to Marquis Managed, from Institution to User Managed, and from CallTrax to CRM under Discovery – Reporting – Reports.
- Incentive Detail Report can now be copied as a custom report, and Account Number can be added as an additional column.
Administration
- Migrate Reports header has changed from Import Business Insights Items to Import Reports.
Bug Fixes
Work List
- Fixed an issue in which clearing out the To Date wouldn’t show future dates.
Discovery - Research
- Fixed an issue where Prospects weren’t included in results when filtering.
Version Check
Ever wonder what version you are on? Simply click on the SUPPORT link at the top right of the CRM. If it doesn’t match the screenshot below, click here to schedule your upgrade.