> For the complete documentation index, see [llms.txt](https://product.realpadsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://product.realpadsoftware.com/en/product-updates/2024-updates/june-24-inquiries-kick-off.md). # June '24 - Inquiries kick-off ## Released in June * The additional contact field was changed from free text to a single select (Phone, E-mail, Other)\ ![](/files/FIBh4spq9X5uOZkh3IYc) * If the customer is duplicate it will now show in *Lead Audit Trace* what exact customers are duplicate (have the same phone, email etc.) * After the deal is closed as lost, C*ustomer Status* will remain unchanged (before it would be Refused) * Customer sentiment in Interactions was removed * Inactivity/Refusal reasons are unified and wrapped up into one field * Bulk changes for Unit Availability will skip the units that are on deals, to avoid accidentally changing availability on sold units * Phantom pre-reservations that were causing problems in some Excel Exports are fixed * Other fixes and small improvements {% hint style="info" %} Any kind of functionality removal helps us move faster and build new things. We are always checking the engagement and doing our best to get in touch with customers interested in the functionality before deciding in favour of removal. {% endhint %} ## Initiatives Progress Update ### Multiple Inquiries Many users have noticed throughout the years that once a customer who already bought a unit inquires again, years after the first deal - some data in the CRM gets overridden or mixed up: creation date, sales agent, project and more. Internally we are calling it a "Multiple Inquiries" problem. Solving it is going to **help sales teams to work with leads more efficiently and have a better understanding of their progress.** For a few weeks, we have started to investigate this problem in detail through data analysis and interviews. So far it is clear that there are more problems we have an opportunity to tackle in the process: 1. Customers/Inquiry Statuses and their configurability 2. Interactions and overlap with Tasks 3. Lead-to-Salesman assignment logic and its clarity ... and much more. Similar to real estate, before starting the construction we have to prepare the site for it. In our case, it means cutting off some old failed experiments in Customer details, migrating some attributes into fields and vice versa. This is why there are so many removals and unifications released. Expect more factual progress on the topic of Multiple Inquiries from now on every month. ### SSO Dozens of customers now don't have to remember their passwords due to the ability to log in with Microsoft. {% @arcade/embed flowId="1L1oKckAx48E5z7VIE8z" url="" %} However, a lot of users have more than one Realpad account. It especially applies to customers who have activities in more than one country, meaning they often have to switch between `Developer CZ` and `Developer Hungary`. For those, there is now a simple way to switch between profiles, after they connect their accounts to Microsoft. {% @arcade/embed flowId="ASXSLphvKxlCuiAsR63B" url="" %} We also know that to truly take advantage of security benefits SSO brings you have to enforce it for your organisation. The ability to **make SSO the only authentication method for a group of users is in development**. ### Redesigning Reports As was mentioned in [May '24 - Updates](/en/product-updates/2024-updates/may-24-updates.md#redesigning-reports), we are in a long-lasting experiment redesigning the reports with Metabase. As most of the new reports are being added to CRM as you read this, we are preparing to remove old reports from the system. But don't worry, this won't happen until you are familiar and happy with the reports we've built in Metabase. Throughout July we will be gradually rolling it out to everyone, making them available in parallel to old reports. Stay tuned!

Metabase Reports in Realpad

### Other Other initiatives achieved less significant updates, but rest assured they are being worked on towards goals set in advance: Email Integration, Side Navigation Improvements and others. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://product.realpadsoftware.com/en/product-updates/2024-updates/june-24-inquiries-kick-off.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.