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Quick Setup, opportunity owners and processing limit warnings

Quick Setup gives sales teams a guided way to capture project requirements before they choose products. Every opportunity has an explicit owner, and the configurator warns when a configuration reaches processing limits.

Highlights

Quick Setup

Quick Setup is new: a guided way to capture a project’s key requirements before you select products. As you answer, Arterio narrows the available products and carries your selections into the configuration.

  • Questions are organized into sections, and a progress timeline shows which requirements still need attention.
  • Quick Setup covers the primary input signal and whether video content should be scaled to fit the display.
  • Enable and customize it for each region under Settings → Configurator → Presentation → Quick Setup. Administrators choose which questions to include and arrange them into sections.

More improvements

  • Opportunity owners and collaborators. Every opportunity has an explicit owner, and collaborators can be added and removed.
  • Opportunities. Overview filters are remembered, and required opportunity fields are checked on save.
  • Processing limit warnings. The configurator shows a message when a configuration reaches processing limits.
  • Product selection. Filter badges show which product filters are active, and product series can be limited to a list of allowed controllers.
  • Formulas: display_segment_types describes the display’s segments, and formulas can count entry cabinets by type. Formula fields offer autocomplete, and callbacks can span multiple lines.
  • Forms. The form builder supports text blocks.
  • Drawings. The top view shows minimum mounting surface dimensions, and drawings can include processing item notes.
  • Quotes. Optional quote items are labeled and shown in italics.
  • Product data. Descriptions can be imported and exported with all products, and series can be removed from several products at once.