Latest new features

New features for even better collaboration, design improvements and more!

Share self-created enquiries with Finstral

Dealer partners can now easily share their self-created enquiries with Finstral. This significantly improves collaboration with planners and commercial contacts.
To activate the feature, simply click the pencil icon in the header of the desired enquiry.
For data protection reasons, this function is only available for contacts of type “Planner” or “Commercial”. Private contacts are excluded.
Finstral normally does not have access to enquiries created by partners – with this new feature, you decide what to share.

Copy contact data – now with active feedback

You can now easily copy contact details such as email address, phone number or customer address to your clipboard. After clicking, a confirmation message shows whether the copy was successful.

Improved enquiry header layout

The header section of the enquiry details has been visually and functionally updated. Outdated blue icons have been replaced, and the input fields have been reorganized for a clearer and more intuitive experience.

Excel export now includes “Position” column – plus more improvements

The Excel export now includes a new “Position” column for better clarity.
Additional updates:

• The email for external assignment has been adapted to the new design.
• The keyword management has been revised.
• Performance has been improved.
• Various bugs have been fixed.

Exciting new features in Contacts Reporting

Optimised period selection

You can now use the period filter in the ‘Offers’ overview in an even more targeted way: You now have the choice of filtering by the creation date or the processing date of enquiries. The new ‘Half-year’ and ‘Quarter’ time periods are also available - for even more flexibility when analysing.

New filter for tags

Another new feature is a filter for tags. This allows you to analyse closure rates specifically according to the tags stored in the enquiries - ideal for topic-specific evaluations.

Extended “Studio visit” filter

The “Studio visit” filter has also been extended: you can now evaluate quotation enquiries specifically according to individual points of sale within an organisation - perfect for comparing the performance of different locations.

Passwordless access to the Compendium (*only available to Finstral employees) 

Architects can now obtain quick and secure access to the Compendium, our digital library containing all Finstral documentation, via a “Magic Link”. To register, they simply complete a form on the finstral.com website. After Finstral has reviewed the request, access can be granted or denied directly in Contacts (enquiry type: Relationship management). The Magic Link allows users to log in with a single click – without entering a password. It is valid for one week and can be requested again at any time. 

Please note: Only Finstral employees can authorise access to the Compendium. Architects who send a request to a dealer partner are asked to register using the relevant form on the finstral.com website. 

For further details, see the “Relationship management (architects)” section 

New rules for anonymising contacts in Contacts 

 At Finstral, data protection enjoys the utmost priority. For this reason, we have adjusted the period up to the anonymisation of contacts in Contacts in line with the data protection regulations in all countries where Finstral operates. The current regulations are set out in the “Privacy” section. 

Fresh look for your inbox – new Contacts email notifications 

 All Contacts e-mail notifications now appear in the new design and perfectly matched with the layout of the application. Thanks to your feedback, the links in the emails now take you directly to the relevant detailed view of your enquiry – and no longer simply to the overview. This will save you time and give you faster access to where you want to be! 

Modern icons  

Your user experience is a top priority – which why we have modernised the icons in Contacts. As of now, we are using the popular Google Material icons – familiar, transparent and attractive. You will already know many of them from the Google apps and they will further simplify navigation. 

Document your acquisition process (for architects) in Contacts 

Regardless of the adopted acquisition strategy, continuous documentation is essential for its success. The effectiveness of the acquisition process can be boosted through proper customer relationship management. The newly introduced “Contact maintenance” enquiry type allows useful data (notes and specific actions) to be recorded and considered as early as the contact acquisition phase. With this enquiry type – unlike with the previous procedure – Contacts now makes provision for documentation IN ADVANCE OF an actual enquiry. While the new enquiry type caters for all contact types, it is particularly interesting for cultivating relations with architects. The “Visit architect” and “Invite architect” actions document the initial meetings with the contact. As the responsible sales team member, you can document the progress of the relationship centrally in digital form, and boost efficiency and success through a structured approach to customer acquisition. Only a complete customer history can ensure that, even months down the line, you still know the time, place and subject of your discussions with a contact.  

Should an acquisition process be discontinued, then this enquiry type can also be cancelled. The relevant contact then becomes “inactive” and can be ignored for future event invitations.  

Recognise employees from same company  

If a company name matches that of another contact in the Contacts database, then, within the detailed view, this contact is automatically displayed under “Other contacts from <Company name>” in the contact details on the left-hand side. A new contact from the company can also be created manually using “Add contact” or the Plus icon. An existing contact can be added to the company using “Add contact” (thereby overwriting the previous company data). This will give you the advantage of immediately recognising which contacts work for the same company (e.g. where several architects for the same practice). 

Record precise details of Studio location for showroom meetings 

In future, the individual Studio location can be selected from a drop-down list for all actions involving meetings (arrangement of consultations, handover meetings for offers, negotiation meetings etc.). The specified Studios are displayed for each client. In future, you will be able to assess closure rates not only with and without a Studio meeting, but also for each particular Studio location. This will help to determine how effectively each individual Studio is being used. 

Analyse reasons for enquiry cancellation in download 

In the Excel download, you can now also see the reason given for the cancellation of an enquiry so as to allow its analysis. 

Receive e-mail notifications in new design 

All e-mail notifications now take on a new appearance consistent with the new Contacts design. The content is set out in a more compact and transparent form. 

Finstral enquiries will be returned to Finstral after 48 hours if there is no response from the dealer partner
After Finstral has assigned an enquiry to a dealer partner, the dealer partner has 48 hours (working days) to accept or reject the enquiry. If there is no response, the enquiry is automatically sent back to Finstral and forwarded to other partners. This is to ensure that enquiries are processed quickly and that feedback is provided to interested end customers as quickly as possible.

Enquiry history of dealer partners now also visible to Finstral
Notes and actions that a partner documents when processing an enquiry assigned by Finstral are now also visible to Finstral. Finstral can thus view the entire history of Finstral enquiries, with the exception of the order and offer values that are added for offer enquiries. Any enquiries created by the dealer partner itself will not be visible to Finstral.

New Reporting 

You can use the built-in analytics to see the number of enquiries you have, the closure rates for different channels where enquiries originate, the sales colleagues with the most conversions and much more besides. You therefore always have an overview of how busy your sales department actually is, how many offer enquiries there are and which phase they are in. With a little practice, you can make precise predictions about how much business awaits you.  

The following views are available: 

• Overview: chart showing the number of enquiries per enquiry type and table giving all enquiry data (also available for download) 
• Offers: completion rate, status, origin channel, country, user and table giving all enquiry data (also available for download)
• Sample: number of sample enquiries per article and country 
• Brochures: number of brochure enquiries per item and country 

Explanations of filters: 

• Responsibility: the organisational unit of the person processing the enquiry 
• User: person processing the enquiry
• Country: country of the building address of the enquiry 
• Status: enquiry status 
• Type: enquiry processed internally (in Contacts) or assigned externally (by e-mail) 
• Studio visit: enquiry with/without documented studio visit(s) 
• Area: area of enquiry 
• Origin: origin channel of enquiry 
• Referrer: origin of visitor to website/landing page 
• Enquiry type: type of enquiry 

Note: 

Finstral can only analyse the Finstral enquiries of the dealer partner (and not those enquiries entered manually by the dealer partner) and will not see any offer/order values. The dealer partner, on the other hand, has all viewing options and a complete overview of the reporting. 

Design update and functional improvements   

Modernised design of the user interface 

The entire user interface has received a comprehensive design update without changing the existing functions. The interface has a more modern, clearer design, which makes operation more intuitive and pleasant.  

Optimised mobile views 

The user interface has been optimised for mobile devices such as tablets and smartphones, so that you can easily access all functions while on the move. This improves user-friendliness and efficiency when processing enquiries.  

New print views for enquiries 

We have revised the print views for enquiries to ensure a clearer and more professional presentation. This facilitates the use of enquiries in printed form and provides a better overview.  

Option to add keywords to enquiries 

You can now add your own keywords (tags) to your enquiries. Tags can, for example, describe an enquiry in more detail (e.g. “Condominium A”), assign enquiries to events (e.g. “Studio Day”) or contain marketing campaign references (e.g. “FISI campaign”). This helps you to keep an overview and to categorise and find enquiries more quickly. The keywords (tags) can be created, added and customised for each enquiry in order to provide optimum support to your way of working. Tags can only be changed by the current editor of an enquiry.  

Compact view of the enquiry list  

By clicking on the icon at the top right above the enquiry list, you can make the list compact so that you can see more enquiries on the screen at the same time (only one line at a time). If you need more details, simply click on the icon again to display the list again in normal form with more information.  

New field “Tax number of Contact” for private contact type

The “Tax number of Contact” field has now also been added for the “Private” contact type. You can now enter the tax number for each contact type (private, commercial, planner). The number is clearly assigned to a taxable person and is used to varying degrees depending on the country.

Extension of due date for status “After offer handover”

The due date for the enquiry status “After offer handover” has been extended (from 24 hours to 5 working days). The reason is that, in our experience, end customers usually do not respond to the offer immediately, but only get back to us after a few days.

Company name visible in the enquiry overview for commercial contacts

The company name of a commercial contact is now visible in the enquiry overview. It is displayed in the “Contact” column under the relevant name.

Provinces for Portugal/Spain

If you select the country “Portugal” or “Spain” in the contact details, an additional field will now appear for specifying the province (similar to Italy).

Architect Talks

Enquiries from the Architect Talk landing pages are assigned directly to the event organiser (dealer partner) via Contacts (for events in Finstral Studios to the corresponding architectural consultant). The contacts administrators can also generate a link to the list of participants for each event so as to make it available to you or to the event agencies.

New administration for Contacts administrators of dealer partners

By clicking on “User rights” in the profile, the Contacts administrators of your company can edit the Contacts rights of your organisation’s employees as follows:

• view, edit the assigned organisational units
• view, edit the assigned roles
• view, edit the assigned notification settings
• view, edit the assigned areas

By clicking on “Administration” in the profile, the Contacts administrators of your company can manage the following aspects for your organisation:

• view, edit organisational units (recreate, change, delete)
• view, edit sales areas (recreate, change, delete)
• view duplicates

Calendly appointment enquiries integrated into Contacts

Appointment enquiries made directly to Finstral Studios via the “Calendly” tool are now also received as offer enquiries, including an appointment note in Contacts, and can be further processed there. If the appointment is cancelled by the end customer or contact manager, the enquiry is automatically rejected in Contacts (hourly import). However, any changes to appointments will not be documented in Contacts, but must be viewed accordingly in the Outlook e-mail program.

Format change of the enquiry number and easier copying of the enquiry number

The format of the enquiry number has been changed in the enquiry list and the detailed view of an enquiry so that you can more easily recognise the creation date. The automatically assigned consecutive number of each enquiry is located after a slash. You can now save the enquiry number to the clipboard even more easily using the (copy) icon after the enquiry number. As soon as you click on it, the familiar enquiry number format with consecutive digits without a slash will be copied and can be used as usual, for example for subsequent insertion in a Composer offer/order.

New filters for contact type and unread enquiries

You can now filter the enquiry list according to the contact type (private client, commercial, planner) by clicking on the filter icon next to the “Contact” column heading.

Another filter, “unread”, above the enquiry list shows you all enquiries that have been marked as unread. You can also decide whether you want to see open unread and/or completed unread enquiries.

Creation of a new enquiry for an existing contact

If, as the current processor of an enquiry, you would like to create another enquiry for an existing contact, you can now do this much more quickly using the “Create new enquiry” action in the detailed view of the enquiry on the right above the actions. You then no longer need to enter any contact details, just the enquiry details.

Entries on the progress of the enquiry divided into categories

In the course of an enquiry (detailed view), entries are now divided into different categories so that you can find certain entries more quickly, thus avoiding lengthy scrolling. One click on “Enquiry text”, for example, is enough for you to understand the original text of the enquiry.

Appointment notifications are not sent for appointments that take place by e-mail

As soon as you activate “Receive appointments by e-mail” as a notification in your profile, Contacts will send you all consultation appointments and offer handover dates by e-mail. We have now excluded from these notifications all appointments that were documented as “by e-mail”. The reason for this is that these appointments do not take place physically and therefore no Outlook appointment is required.

This text has been automatically translated using software. The German version is the official version and you can find the most up-to-date information there. If you find an error, please let us know.

New manual for Finstral Contacts online

You can now find a new Contacts manual with explanatory videos, screenshots and frequently asked questions & answers under the support link in the programme or in the cloud. So you can get help quickly if you need it.

Merging the "Assign enquiry" & "Assign enquiry externally" actions

The two actions "Assign enquiry" & "Assign enquiry externally" have been combined. Contacts automatically recognises whether the request needs to be assigned internally (within the programme) or externally (outside the programme, by email). All you have to do is search for the name, KKZ or e-mail address and confirm the assignment.

Second telephone number for a contact

When creating an enquiry or directly in the contact details of an existing contact, you can now add a second mobile phone number for a contact person via the "Add phone" link.

Note after taking over an enquiry from another responsible person

If one of your enquiries is taken over and processed by another person responsible, a short note will appear in the enquiry overview. This note disappears as soon as you open the detailed view of this enquiry. This means you are always aware of your requests and can quickly recognise when they are being processed by others.

Email notification for completed requests after they have been taken over by another responsible person

In the profile settings, you now have the option of activating/deactivating the notification for completed quote requests after they have been taken over by another person responsible. The notification contains all requests that another person has taken over and completed (with a positive or negative outcome). This way you will be informed when your requests have been completed in the team.

Receive a copy of the external email

In the profile settings, you now have the option of receiving/not receiving a copy of an externally assigned enquiry. By activating this notification option, you can check whether and with what content the external e-mail (e.g. to the partner) has been sent.  

Enquiry list shows all Finstral customer abbreviations

For externally assigned enquiries, you can see all Finstral customer abbreviations (head office and studios or branches) in the enquiry list and detailed view. You can search for these Finstral customer abbreviations in the "Responsible" column and, for example, easily find all external enquiries assigned to a dealer partner (and the associated branches).

New enquiry type "Event"

There is now a new enquiry type under the enquiry types with the title "Event". You can save and find all enquiries relating to events of any kind with this enquiry type. 

Offers and orders linked to the Finstral Composer

You can now link offer/order numbers and totals directly from the Composer to Contacts. Instead of entering this information manually into Contacts, you can enter the ID of the Contacts enquiry into the header data of the Composer offer/order (“Contacts ID”, formerly “VAT no.”) for one or more offers/orders and transfer the offer/order number and total automatically. This information can then be seen in the detailed view of a Contacts enquiry in the “Offer and order overview” drop-down menu. Transfers currently occur every hour.

Several offers can be stored per enquiry. Contacts only ever accepts one main offer and counts other linked offers as “Alternatives”. You can swap an alternative offer with the main offer in the drop-down menu of the Contacts detailed view by clicking on > “Make alternative offer”. Only the main offer, not the alternatives, will count In the reporting.

Reporting with offer and order data

Offer/order numbers and totals have been added to the columns per enquiry in the second tab of the reporting. The main offer with number and total as well as all orders with total and number per enquiry are displayed here.

Box for selecting reasons for a cancelled enquiry

In addition to your notes, you now have the option of selecting a reason why an enquiry was cancelled. A distinction is made between “Reasons of prospective customer” and “Reasons for us” (Finstral and Finstral dealer partners). This allows you to better analyse cancelled enquiries in the future.

New fields for architect events

We have added the following new fields in Contacts to save participants at architect events in Contacts: 

• Consent to data processing for advertising purposes (contact data)
• Consent to data processing by authorised partners for advertising purposes (contact data)
• Tax number of contact (contact data)
• Participant name (in the course of the enquiry and in the download)

Enquiries from Meta

Contacts and enquiries generated via Instagram/Facebook lead ads (e.g. Window Check ads) are now also entered in Contacts. 

Selection field for date and time changed

When specifying the date and time for an appointment (advisory appointment, offer handover, negotiation date), we have further optimised the display thanks to your feedback so that the choice between an exact date and time or the time periods (e.g. “in one week”) is easier to understand.

Enquiry list with filters/searches per column and new columns

The enquiry list now contains a filter or search function for each column, making it easier to find individual or multiple enquiries. In addition, the columns “Enquiry type”, “Building project” and “Country” have been adapted and added to enable better filtering. 

Simultaneous processing of multiple enquiries

Several enquiries can be marked and processed simultaneously (and thus faster) with the actions “Complete enquiry”, “Put on hold”, “Put offer on hold” and “End enquiry”.

New field “Building project name”

A name/commission for a building project can now be stored in each enquiry. The name appears both in the enquiry list and in the detailed view of an enquiry.

New field “Salutation”

The contact data have been expanded to include a mandatory “salutation” field (Mr/Mrs/Ms) to make it easier to send materials by post. This field is also integrated into the Excel download.

Clickable thumbnails and favourites for files at a glance

Thumbnails for common file formats are now available for the uploaded files of an enquiry and can be viewed and enlarged directly with a click in the browser. It is also possible to mark file favourites which, thanks to this marking, are always at the start of the file overview. Example: during on-site sales advice, photos of the property can be uploaded and viewed directly in Contacts.

Update Contacts

If you interrupt your work in Contacts and work on other tabs in the browser, Contacts will automatically update itself at regular intervals. When you return to Contacts, the data is up-to-date and will not have to be re-entered manually.

Mark enquiries as unread

Enquiries can be marked as unread by the current processor after they have been read so that they are again highlighted for later processing. 

E-mail templates for end customers

Clicking on the contact’s e-mail address opens e-mail templates in Outlook for each enquiry type and user language, which can then be customised before sending. They serve as a suggestion to inform prospective customers about the status of their enquiry.

Excel download expansion

We have added further columns to the download file:

• Company
• Salutation
• Notes / comments
• Time / due date
• Location of appointments (if an appointment has been made)
• Type of building project

Notification of changes to contact data

As soon as an enquiry is assigned to a sales adviser and another user changes contact data or uploads notes/documents within this enquiry, the change is marked for the sales adviser in the overview of all enquiries. (This means that the sales adviser is always informed of all changes and adjustments to an enquiry)

Assigning an enquiry beyond business unit limits

A technical requirement will be created to make possible the internal assignment of enquiries across business unit limits in future, e.g. to subsidiaries or to dealer partners.

Dealer partner enquiries from the website in Contacts

Enquiries made directly to retail partners on the website will also in future be integrated into Contacts. During the time in which no dealer partner is working in the system, these will be visible in the system as externally assigned enquiries. Contacts will send an automatically generated e-mail to the dealer partners.

Actions for external assignment

It is now also possible to document the steps of the advisory appointment, offer handover and order placement for externally assigned enquiries. We distinguish these external actions more clearly from internal actions in the layout.

Interface to all dealer partner data in FinCRM

With external assignment, a dealer partner’s data stored in the ERP can be searched and retrieved via the client reference no. This search is currently based on the dealer partners in the dealer search. This has now been expanded to include ALL ERP dealer partners and external assignment is also possible to dealer partners who are not (yet) activated in the dealer search.

Excel enquiry download expansion

We are adding further columns to the download file to facilitate various analyses and the sending of F_03.

Dealer partner search for external forwarding of enquiries        

There are now two options for the external forwarding of enquiries to users outside the Contacts system: 

1. Search for dealer partners 

   An interface to FinCRM has been set up to facilitate the search for dealer partners and their contact data when forwarding enquiries externally. The search for the dealer can be carried out by e-mail address, client reference no. or dealer partner name.

   The e-mail addresses contained correspond to field 13 (Contact manager) of the FinCRM entries.

2. Manual entry of an e-mail address of your choice

   External forwarding to another e-mail address is still possible provided it does not affect a dealer partner or an internal Contacts user.

Finstral Contacts reporting

A link to the Finstral Contacts content reporting is now available for certain management roles. The focus is on analysing the closure rate.

Referrer URL in Finstral Contacts

Incoming website enquiries now feature additional information about the origin of a website visitor. This “referrer URL” usually corresponds to the previously visited URL from which the visitor came to the Finstral website. By evaluating origin pages, marketing measures can be better checked, assessed and optimised in terms of their effectiveness.

E-mail reference for contacts

As soon as the end customer is to be informed about the forwarding of their enquiry to dealer partners/planning consultants, an e-mail including the relevant contact data will currently be sent. We have now stored this e-mail notification in the contact stored in Contacts: clicking on the e-mail address of a contact opens the e-mail program set by the Finstral Contacts user (e.g. Outlook) and displays an e-mail template with a predefined text, subject and e-mail address of the recipient. This template can of course be changed before sending it.

Vertical full-text search also on mobile devices

At the request of Contacts users, the search function and search results view are now also available vertically on mobile devices. We are also retaining the horizontal view (while the smartphone is held horizontally) to ensure even clearer search and list view functions for users when required.

Optimisation of user experience

Regular usability tests and feedback rounds have revealed the need and potential for optimisation in terms of user-friendliness and usability. We have therefore introduced various optimisations, such as:

• columns can now be sorted by simply clicking on the column header.
• The province of the address is now only displayed for Italian addresses and can be selected via a drop-down menu.
• Drop-down entries can now also be selected by entering their initial letters on the keyboard.

Interface to samples and brochures on the website

As soon as a new enquiry of the enquiry type “Sample” or “Brochure” is created in Finstral Contacts, you can select the desired product(s) from a current list of all samples/brochures available from Finstral (according to the website) without having to note them down manually in the text.

Optimisation of website enquiry processing in Finstral Contacts

Assignment in Italy was introduced according to postcode so as to precisely differentiate responsibility for enquiries between SGF1 and SGF2. 

Enquiries made via the now updated HT Configurator are transferred directly to Finstral Contacts and can be directly processed/assigned there.

Various transmission errors from website enquiries to Contacts have also been resolved.

Full text search by date

The search function has been expanded and can now be limited to a specific period or time. Only those results within the selected dates will appear.

Download enquiry list taking filters into account

When downloading the enquiry list, the set filters (open/completed/all vs. yours) or search results are now taken into account and the entire enquiry list is no longer automatically downloaded.

New action “Reopen enquiry”

The new “Reopen enquiry” action allows the last processor of an enquiry to reopen enquiries that were closed by mistake and to reactivate the last active enquiry status. 

Edit and delete your own notes     

You can now edit and delete your own notes in the course of an enquiry. This does not include notes from other processors, nor entries that document actions carried out (e.g. “Enquiry created” or “Advisory appointment arranged”) during the course of the enquiry.

Optimisation of external assignment via e-mail

As soon as changes are made within the enquiry or to the contact data following external assignment (e.g. new information on the enquiry or address changes), an external e-mail can again be generated.

For an external assignment via e-mail, all attachments can now be retrieved via the URL.

Interface to samples and brochures on the website    

As soon as a new enquiry of the enquiry type “Sample” or “Brochure” is created in Finstral Contacts, the desired product(s) can now be selected from a current list of all samples/brochures available from Finstral (according to the website) and no longer need(s) to be noted manually in the text.

Website enquiry processing in Finstral Contacts

An essential part of this update was the preparation of the system for the automatic integration and processing of website enquiries. This includes a function for checking duplicates, and smart rules for the automated assignment of enquiries to the correct person responsible within Finstral in order to enable rapid, high-quality initial advice.

Full text search

The search function has been significantly expanded and a full-text search has been enabled. You can now search freely in all enquiries or by category (enquiry number, documents, building address, contact data, notes, person responsible).

New action “Take over enquiry”

The new “Take over enquiry” action allows you to accept enquiries from another user for processing and assign them to yourself. This action is only available for certain roles.

Appoint a replacement in the event of absence

An absence (period or recurring weekday) can now be entered in the profile and a replacement appointed for this time.

New action “Arrange negotiation date”

The new “Arrange negotiation date” action allows you optionally to document a further appointment to discuss the terms of the contract after the offer has been handed over. This action is only available for certain roles (sales adviser, salesperson, planning consultant, etc.)

Optimisation of loading time

The loading time for the enquiry list has been optimised so that the viewing of a large number of enquiries has been considerably accelerated.

Excel download list expanded

Additional columns have been added to the Excel download of the enquiry list (enquiry type, contact telephone number, contact e-mail address). 

Type of building project

When creating a new offer enquiry you can now also select the type of building project (refurbishment, new build/conversion or other).

Customer number

When placing an order, a Composer no./own customer number can now also be added to the contact.

Updating the backend

We have added important new settings to the system administration of Finstral Contacts and thus laid the foundation for a future expansion of the number of users.

New view for internal office/Finstral Studios SGF1

Employees at the Unterinn internal office and in the Finstral Studios of SGF1 can now view enquiries even after assignment with limited data and, if necessary, subsequently adjust contact data/notes.

Under “Open enquiries” you can now find the enquiries that you need to process (Responsible: your name) and those enquiries that you have assigned (Responsible: other name). The contact data can subsequently be adjusted in the assigned enquiries and notes can also be added. You will not however see subsequent actions affecting the enquiry following its assignment. You can now find the total number of completed enquiries under “Completed enquiries”.

Google Maps hyperlink

Clicking on the contact addresses of an enquiry automatically opens Google Maps and displays the address on the map. A route to the prospective customer can thus be planned more quickly, especially on mobile devices.

Highlighting notes in the course of the enquiry

In the course of an enquiry, the texts of the notes are now visually more strongly highlighted in contrast to the documentation of the actions carried out (advisory appointment created on, offer handover agreed on, order placed on, etc.) in order to make their content easier to find and to emphasise their importance. The actions carried out are also labelled with the corresponding icons.

Address of building project in “Create new enquiry” input screen

It is possible to enter an address in the “Create new enquiry” input screen that differs from the contact address for the building project. If such an address is not entered, the input screen now automatically displays the contact address within the blue highlighted area of the enquiry.

Landscape view of enquiry list on mobile devices

As soon as the “Rotate screen” function is activated on a smartphone, enquiries can also be viewed on mobile devices as a list in landscape format.

Print view for detailed view

By clicking on “Print” in the browser or using the key combination CTRL+P , an optimised print view appears of the detailed view of an enquiry. This means that enquiries can be clearly printed out.

Filter enquiry list

The filter option on the list of all enquiries for “Open/Completed” and “Your/All” enquiries has been made even easier to understand.

Download enquiry list

The entire enquiry list can be downloaded in Excel. Clicking on “Download enquiry list” and waiting a short time will display the list in .csv format with all the list information from Finstral Contacts.

Sort enquiry list

The enquiry list can now be sorted alphabetically by “Contact”, “Responsible person" and “Due date”. The list is by default sorted by due date.

Display contact data for appointments

To make it easier to effectively arrange appointments by phone/e-mail in the “Arrange an advisory appointment” screen, we now display the respective contact data clearly within the screen.

Mobile display optimised

We have optimised the mobile view of the enquiry cards for use on the move. The contact data now appear directly on the first view and can be retrieved without further clicking (retrieve or write an e-mail).

External assignment via e-mail

As roll-out of the Finstral Contacts system is planned in stages, it is now possible to forward enquiries to people who are not (yet) Finstral Contacts users. This is done via the “Assign enquiry externally” action, which automatically generates an e-mail with all enquiry details and sends it to the external user. Communication about this enquiry then takes place offline as usual. In this case, however, the assigning person remains the owner of the enquiry in Finstral Contacts and is asked to document any relevant notes/actions there.

Change/reset password

The password can be changed within the profile. The password will apply to all future Finstral Cloud services. If you forget your password it can also be reset outside the system via e-mail.

alt-texts

In the desktop version we have added short descriptions for the icons used. They increase usability and make Finstral Contacts more user-friendly.

E-mail address no longer a mandatory field

New enquiries and the corresponding contact data can be entered without an e-mail address. A temporary pseudo e-mail address is created in the background that can be overwritten with the contact’s correct e-mail address at any time (a pen appears above the contact data in the detailed view of the enquiry).

Multiple E-mail addresses

It is possible to enter additional e-mail addresses for a contact in addition to their main e-mail address (via the “Create new enquiry” screen then “Add e-mail address” or directly in the contact data).

Default dialling code, language and country

After an entry has been made, the system automatically adopts the previously entered dialling code, language and country for subsequent entries in the “Create new enquiry” screen.

Notification when new enquiries are received/overview of all enquiries

We notify our users daily via e-mail as soon as a new enquiry is received. This can be set as required in the Finstral Contacts profile. After clicking on “Open” in the e-mail, the login and password are requested before access to Finstral Contacts is granted.