Opmetrix Version 8.8 brings some exciting new features to both Opmetrix HQ and the Opmetrix Application.

As the field sales and merchandising landscape continues to involve, the need to have everything accessible in your pocket has become greater.

We are excited to share that the sales module is now available on supported smartphone devices. Please note that some specific functionality will be included in our upcoming releases, so stay tuned!

Specific functionality includes the ability to view payment history on a phone, kitsets, barcode scanning, and the addition of contract rules on the fly.

With the addition of smartphone sales, we now support the ability to login on multiple devices with one device login. Charges will apply as normal for additional device users (licenses).

Please note: Transaction IDs will be prefixed for users utilising multiple devices to prevent conflicting IDs. Refer to the example below where the transaction ID is prefixed with the number 2.

Opmetrix Administrators can now set a time period for how often contact details should be checked and/or updated in the Opmetrix App (e.g. every 180 days). This feature will assist management by setting reminders for their field staff to ensure all client details are kept up to date.

Navigate to system settings and search for contact update reminder days. Set the number of days and hit save.

An edit/tick prompt will appear for each contact on the App,

Tapping on the contact details will show the date of when the contact was last updated in the Opmetrix App.

We have added more flexibility to Opmetrix HQ to display your data the way you want it. An additional layout button will now appear on selected sales reports within the transactions section of Opmetrix HQ. The layout selector provides the ability to customise reports to ensure that reporting is tailored to your requirements.

Select the layout button

Select or use the search bar to search for specific fields to add to the report.

In the selected columns area, drag or delete the fields to match the reporting layout.

Hit apply to save this new layout.

Use the save button to either save this new layout as the default report. Alternatively save this layout as a custom report. Reports can also be exported to excel in this customised layout.

You asked and we delivered! Transaction email subject lines can now be customised. Navigate to system settings and search for Transaction Email Subject.

Select variables to add using the insert variable option.

Add text in the content area to form the email subject line and hit save once complete.

App and HQ users can now change their own passwords. As an HQ Administrator or user, navigate to the login maintenance area and click on the three dots against the device or HQ user that needs to change their password.

Select reset password.

An email will be sent to that user to reset their own password (this email is based on the email address set up in login maintenance).

We welcome your feedback. Please contact our friendly support team if you have any questions or feedback with regards to this release.