Hookshot

This release marks our first product update since rebranding under a single company name, White Cup.  It combines all three of our products into a single platform know as Hookshot.  Moving forward we will refer to the platform as Hookshot and to each part based on its function.  As of October 2020, we now offer: 

• Hookshot Sales Enablement + Business Intelligence (SE)
• Hookshot Office Technology + Business Intelligence (OT)

What's New in Hookshot Sales Enablement + BI?

Marketing Integration

With this release, we've made it much easier for your CRM and marketing tools to communicate with each other.  By using this new two-way automated pipeline, it will be faster and easier to feed marketing leads to the sales team and get valuable feedback on the value of those leads.    These powerful automated workflows are designed to help save you time and increase lead conversion.

Native Mobile App

Launched earlier this year, we now offer a native mobile app for iOS and Android which allows you to access, enter, and updated your sales enablement data on the go.  No need to open your laptop or wait until you're back in the office and transcribe your written notes.  Pull out your mobile device, log into your account, and get to all the information you need.

In recent updates, we've focused on supporting more roles in the mobile app with BI specific content directed at executives and sales managers so you can turn insights into actions for you and your sales team.

More report building options in BI

In addition to the enhanced business intelligence tools mentioned above, we’ve also expanded the ways you can explore your data.  In previous versions of our BI tools there were separate products for exploring your data at the summary and at the detail levels.  We've moved those two methods into a single tool, giving you the flexibility to dive into your data as you need.  This is an ongoing initiative and we'll continue to expand on this idea in future versions as well.

Modernized Data Pipeline

By changing the underlying technologies, we use to gather, store, and retrieve information, we've set up Hookshot to be ready for the future.  With BI, ERP, and CRM talking together, we're able to provide a single version of the truth, so your numbers are the same no matter where you look.  This change also improved on our ability to offer cloud-based solutions, meaning you don't have to be connected to your company's network to gets access to your data.  This results in more efficient data collection, and less strain on your ERP and your network.  We’re also positioned to pull data from other systems that support your business: point-of-sale, inventory, shipping and more.  With your data in one system we can provide a holistic view of your business.

25% Development Time

In October 2019, we promised to dedicate one quarter of all of development time to working on the projects and features requested directly by you.  We put up a website and invited you to suggest and prioritize these requests.  Here are some of the things we worked on in this release that came directly from your suggestions.

Business Intelligence

• Expanded Inventory BI content
• Last fiscal month logic
• Improved multi-value support

Sales Enablement

• Ability to change column headers on grids
• Expanded admin access
• Refined parent account searches
• Enhanced product searches
• ERP integration for Entrée
• Enhanced Outlook appointment management
• Streamlined quoting 

Bug Fixes

PROD-599 - Upgraded Tomcat web server from 9.0.26 to 9.0.38

PROD-780 - Corrected a typo in a schema

PROD-308 - Cubes that have been deployed but never built now show up on the hypercubes tab

PROD-574 - An admin user that has not been specifically created in BI Core now can successfully change their own landing page

PROD-581 - Now avoiding various errors and issues where there was a mismatch between the users in BI Core and the users in the Identity Server

PROD-767 - Sped up the listing report listing page and modifying users

PROD-854 - We have cleaned up User Management and made it less confusing and more informative

PROD-122 - Now able to set a scorecard as a landing page on a template even if it restricts on a user property

PROD-575 - Removed option for User Stats from the Support console

PROD-846 - Updated Support, Training, and Help links to the new brand links

PROD-827 - Fixed an issue where BYOR was not honoring CSS formatting

PROD-368 - Fixed the default value to show on the "Billable" dropdown control for quicknotes

PROD-770 - Account Package permissions settings can now be cleared per account package from the Group Permissions admin page

PROD-766 - Items opened via the /item/ page will have their actions menu available to use

PROD-769 - A user's Permission Sets can now be updated correctly from the User Permissions admin page

PROD-828 - Minified fonts and css files that are required for BYOR are now included in built blender site

PROD-395 - Improvements to functionality of the Group Permissions screen in TDF Web.

PROD-884 - Fixed issue where web home page displays an "Error has occurred" message after logging in

PROD-779 - Fixed issue to all for removing a specific Permission Set from an Account Package/Folder

PROD-770 - Account Package permissions settings can now be cleared per account package from the Group Permissions admin page

For details on what is new in Hookshot for Office Technology, click the link.