Customer - 3.1
Customer category and company type editing
In this release, SoftExpert Customer provides the user with more flexibility to edit customer categories and company types.
Previously, their data was defined during the creation step and could not be changed anymore.
This update gives the user more freedom, allowing them to correct or update information as needed.
In this way, accuracy in the recorded data is guaranteed.
New default frame with intelligent features
SoftExpert Suite version 3.1 brings a modern and standardized interface to the following menus:
- Quality level (CT007).
- Permission profile (CT011).
With optimized filters and a new functional listing, it is much easier to view, locate, and manage records.
Immediate benefits of this screen:
- Export of data from the list for reuse in other environments.
- Individual record editing.
- Mass change and deletion.
- Integration with APIs for automation.
- Direct access to records with two clicks.
Exclusively in the Quality level (CT007) menu, it is possible to create records using the “With AI agent” feature, in addition to creating items from scratch and importing from a template.
These improvements have been developed to eliminate repetitive steps and make your routine even more productive.
With the new screen, SoftExpert Suite provides a more agile and efficient user experience, aligned with the needs of your organization.
The "With AI agent" feature will only be available to organizations that are Cloud customers and have SoftExpert Copilot.
Check out the latest improvements made to this component: