Release Notes

February 10, 2025

Workflows

  • Added task functions ‘Send Referrer Message’ and 'Send Referrer Message and Complete Task' to send a Email or SMS or Mailer to current subscriber who referred new subscriber
  • Added permission restriction to not allow unassigned users to view or execute Task Functions associated with the workflow Task
  • Expanded ‘Add Credit’ Task Function to include recurring credits and sourcing credit amounts from the subscriber balance or the last month's charges
  • Added Task Function for setting the time period of recurring credits or payments associated with a subscriber package based on its installation date 
  • Optimized fiber drop circuit import process
  • Updated date Task Fields from being required to execute workflow task

Network

  • Added Advanced Search functionality to VLANs management section

 

February 3, 2025

Tarana

  • Added ability to set remote node's SLA profile during the provisioning process

Workflows

  • Updated Added WFP drop down for subscriber information in Referral workflows
  • Adjusted workflow task functions ‘Send Subscriber Based Email’ and ‘Send Subscriber Package-based Email' to send to all Default email address on the subscriber account

Reporting

  • Added multiple task selector in the Task Type workflow report and dashboards
  • Added Service Area selector by Status and Type for Subscriber Package Workflow Process reports

Locations

  • Added batching for improved stability on address location data imports
  • Added support for Puerto Rico address format

Marketing Campaigns

  • Added support for emojis in Log and Notes

Network Events

  • Added support for emojis in Logs and Notes

Portal

  • Updated display of calendar events scheduled within the subscriber Portal 
  • Updated display of Service Ticket workflows for task types to be ‘Workable by Subscriber’ when the task has a Field associated that is a text, text field, radio, select, or fiber-install-event 
  • Updated Subscriber Portal account display to reflect tenant time for user login dates

Inventory

  • Updated inventory to edit location of moved hardware
  • Updated inventory move tool in Warehouse view to keep selected hardware when using table search 

Packages

  • Updated ability to edit production packages

Regulatory

  • Updated FBS report to remove " in output

Monitoring

  • Updated getting device alarms in Hardware Vendor Config for 3rd party API changes

3-GIS 

  • Updated fiber drop import and mapping related changes to support ‘1 x 5 Port Tap’

 

January 20, 2025

Dashboards

  • Added colored indicator for dashboards to show the status of full data retrieval
    • YELLOW dot for data details loading
    • GREEN dot for data details complete and ready to view 
  • Updated data loading for dashboard reports using the vertical bar chart type

Workflows

  • Updated the ‘Check Subscriber Package Service Item’ Task Function to work with package change workflows
  • Added a task function to 'add credit' to a subscriber 
  • Added “Workable by subscriber” option on Service Ticket workflows for task types when the task has a Field associated that is a text, text field, radio, select, or fiber-install-event 
  • Updated placeholder swap selector to avoid placeholders devices with circuits or connected hardware
  • Added task function ‘Add Last Mile Circuit From Selector' to be used when there are multiple existing circuits to a subscriber location for a user to select one using the ‘mdu-drop-selector’ task field. This will updte the description of the last mile circuit and tie it to the service item 

Network Events

  • Added ability to tie warehouses to network events and optionally tie all subscribers tied to hardware in the selected warehouse 

Service Packages

  • Updated the default order of Package Items within a Service Package
  • Updated the additional 0s on package item prices
  • Updated ordering of Service Item  

Service Offers

  • Updated edit to Exceptions 
  • Updated SUBMIT to edit all unsaved changes to offer 
  • Improved load times when saving Packages, Exceptions and Service Areas
  • Various interface visual improvements

Hardware

  • Updated placeholder swap selector to only find placeholder devices without circuits or tied hardware

Active Services Card

  • Add CMS IPs to Active Services cards

Shipments

  • Added ability to ship to warehouse. 
  • Added warehouse search to destination shipping options

Fiber Plant Records

  • Updated labeling of MSTs on Vision read-only map display from 3rd party plant record management system

Reporting

  • Added new billing report for ‘Invoices with Credited Amounts’ to track applied credits per invoice for net revenue insight

 

January 7, 2025

Service Packages

  • Added Workflow Association interface to add workflow association(s) during new package set up
  • Added Workflow Association interface to view and/or edit workflow associations within a Service Package

Reporting

  • Optimized initial display of Dashboard Cards
  • Added messaging when selecting a result or segment to notify user when clicking through to data that the full data set is pulling and not ready to view
  • Added address location data to reports based on Service Ticket workflows

Workflows

  • Updated workflow field functionality for Service Ticket workflows including CPE swapper, FPH ONT Swapper, and CPE Eth Provisioner field tools
  • Updated Webhook function to access Service Item and Service Package variables for Advertised Upload/Download and Provisioned Upload/Download speeds 
  • Added ability to call custom json objects within Service Item Webhook function
  • Added dynamic variables for Hardware and Service Package
  • Added CPE vendor product types to the list of Hardware types in the Webhook function interface
  • Added view of Webhook arguments into Workflow template interface

Public and Internal Shopping Cart

  • Improved speed of initial location search for embedded address bar
  • Removed extra whitespace below image-optimized offer descriptions 
  • Added offer ordering ability into new customized cart layout
  • Set the shopping carts to prioritize loading and displaying offers according to tenant's default subscriber type and offer category that the cart has selected by default

Batch Notifications

  • Added the ability to configure a different Reply To email address in Batch Notification Templates than the configured outbound email address

Network Events

  • Updated Network Event Admin interface to allow tie to Service Area workflows

Twilio

  • Added ability to trigger opt-in messaging as a disclaimer on action being taken with the phone number for texting in subscriber Portal

December 11, 2024

* Requires tenant setting. To enable please contact support@fibersmith.systems 

Public Shopping Cart* 

  • Advanced styling and mobile optimization, highlights include, but not limited to:
    • Added new wizard selection option for shoppers to ‘Customize Service’ to streamline into a defined package 
    • Added new orientation settings for vertical or horizontal offer display options
    • Added ability to set a header and footer graphic on cart
  • Added option for SMS Opt-in Checkbox for phone contact
  • Updated Terms of Service link to open in new tab 
  • Added ability to set ‘Service Offer to Optimize Display in Public Shopping Cart Images’ to set custom images to horizontal offer cards

Service Offers

  • Added Clone Offer function to Service Offers for copying all attributes, packages and service areas of the original package to new offer

Service Items

  • Added ‘Max Quantity’ to define the upper value limit of quantity editing in shopping cart

Reporting

  • Adjusted Active Subscriber Internet Packages report options to optimize data pull for Dashboard graphic display
  • Added subscriber status filter to ‘Subscribers by Hardware Model’ report in Operations > Network

Workflows

  • Added Free Month Referral settings options to the ‘Add Referral Credit’ task function 
  • Added Exclude One-Time Charges in Free Month settings to the  ‘Add Referral Credit’ task function 
  • Expanded dynamic variables in webhook functions

Calendar

  • Added new permission role ‘Schedule in Past Time Slot’ to disallow the ability for scheduling events in past timeslots 
  • Updated visual display issue with Admin Calendar ‘Copy Time Slots To’ options

SMS

  • Added opt-out messaging and functionality when sending SMS messages from the subscriber contact page

Ticketing

  • Adjusted content display of long email thread to reduce expanded index padding

Payments

  • Adjusted interface to direct user to set up recurring payment date settings when ‘Add Automatic Recuring Payment’ slider is selected

Authorize.net

  • Added cardholder name to customer billing information ‘Name’ field

IPpay

  • Added account holder name to customer billing information ‘Name’ field. 
  • Updated Bank Account ending XXXX to UDField1 for ACH transactions

Hardware 

  • Added ‘Swap ONT’ functionality on ONT Vendor Config interface for Calix SMx, CMS, and Nokia Altiplano ONT devices
  • Updated to add subscriber name to Calix SMx 'Description' field when adding services to a port when using Vendor Config Provisioning

 

November 25, 2024

(*Please reach out to support for implementation)

Subscriber

  • Added Autopay information on Subscriber Summary card
  • Added new recurring payments card for Subscriber Summary 

Shopping Cart

  • Added a required terms of service checkbox to the public and internal shopping cart
  • Added more user friendly Error messaging when card payment fails or card details are not entered correctly by shopper at check out
  • Updated Google Tag integration for web traffic tracking

Packages

  • Added a terms of service interface to Service Packages in Admin Utilities
  • Added editing ability of limited attributes to Service Packages in Production status to allow for changes to payment requirements at time of sale

Tickets 

  • Optimized initial load of notes 
  • Updated timing for the pull of Logs if hidden

Payments

  • Updated Stripe support for editing payment methods in subscriber Portal
  • Removed blank backside, page two of payment and credit receipts PDF

Calendar

  • Updated calendar event visibility when event is completed early within the workflow
  • Added functionality to make timeslot available again when event is completed early within the workflow 

Workflows

  • Added task function to ‘Check Recurring Payment’ for checking a subscriber's automatic payment being enabled
  • Added task function to ‘Charge Late Fee Adjustable Net Term’ 
  • Added task functions for Service Ticket Workflows:
    • Add Last Task Note
    • Change Ticket Group Assignment
    • Move Ticket to Different Subscriber

IP Management

  • Added reporting for intervals of available addresses within an IP pool
  • Added Service Item tieback for direct tie to ‘IP Address Pool Assignments’ if not tracking at the hardware level*

Search

  • Updated search for Portal Users when adding new Tied to Account 
  • Updated search for Subscriber Accounts when adding associations in Marketing Campaigns

 

November 7, 2024

Tarana

  • Added Tarana integration workflow functions 'Add Tarana Base Node' and 'Provision Tarana Remote Node' for automation during wireless service installations 
  • Added Tarana vendor configuration interface for Node config data, Set Configuration and Reboot Node actions

Postalytics

  • Added Postalytics integration for sending postards through Campaigns interface and through workflow task functions for automation for sending timed postcards (ex. abandond shopping cart leads)

Momentum 

  • Updated Momentum BBX suspension task function for suspending services 

Service Packages

  • Updated ability to edit Service Packages for tenants without Portal Shopping Cart enabled.

Attachments

  • Updated image preview to resize for improved on-screen visability 

Users

  • Updated to allow for short usernames

Reporting

  • Added IP Pool VLAN to Subscribers by Hardware report

Locations

  • Optimized MDU location upload 

Service Ticket Workflows

  • Removed the ability to delete subscriber package when associated with a service ticket workflow 

Monitor Map

  • Updated hardware type selector in company dashboard view

Payments

  • Updated to allow for setting up future recurring credits without requiring an immediate credit 

Portal

  • Add quick link from Portal's "No Accounts Found" page to Registration Sign Up page
  • Updated recurring payment options for Repeat On date options to limit display to tenant autopay dates

Hardware

  • Updated hardware display to show both deployed CPE and ONT in circuit map interface 

Service Package Workflows

  • Updated 'Verify ONT' function to tie found Fiber Placeholder ONT (FPH) to subscriber ONT service item in package

October 23, 2024

(*Please reach out to support for implementation)

Public Shopping Cart

  • Added ‘Recurring Payment Requirement at Time of Sale’ options in Service Packages for gathering valid payment method for autopay at check out
  • Adjusted visual display of Subscriber Type and Service Type Filters to no longer appear in service menu if setting is only for one option

Payments

  • Added restrictions to not allow payments through Vision, Portal or QuickPay on accounts in a non-billable status, exception allowed for Lead status
  • Added the ability for payment methods (ex. disable ACH) to be made unavailable in the Subscriber Portal*
  • Updated the ability for subscribers to save a payment method on their account through the Subscriber Portal even if payment method is not allowed to set as autopay

Billing

  • Updated Anniversary date changes for partial rate calculations
  • Updated nonbillable packages to not trigger an anniversary service start date
  • Updated timing of pre-install credits applying when generating first invoice

Hardware

  • Added MAC address validation and WANMAC field to hardware import tool

Workflows

  • Added task function ‘Check Active Services’ for checking active packages at location
  • Added new Property Values for Subscriber and Hardware objects in ‘Send Webhook’ task function
  • Added task function 'Remove CPE from Calix Cloud Customer Account' for removing CPEs from a Calix Cloud account
  • Added task function 'Provision IP Pool Preseem' to add an entry to the Preseem service for the IP Pool assigned to the CPE*
  • Added Suspension options for starting delinquent workflow processes a prior to past due date for advanced notification
  • Added new Ticket Task Functions for Service Ticket workflows*
    • Change Ticket Status
    • Change Ticket Assignment
    • Change Ticket Category and Subcategory
    • Change Ticket Priority
    • Change Ticket Due Date — Add 1 day from Now, Add 2 days from Now, Add 3 days from Now, Add 7 days from now, Add 14 days from now, Add 30 days from now, Add 60 days from now, Add 90 days from now
    • Add Note to Ticket

Warehouses

  • Added Network Events tab listing to see events tied to hardware in a warehouse, add button to quickly get to add event page

Nokia

  • Updated Corteca Wi-Fi management card to set all matching networks when changing the network SSID

RADIUS*

  • Added a RADIUS Attributes interface for managing 80 attributes, variables, and variable assignments to Mikrotik, FreeRadius*

Reporting

  • Updated Subscribers by Contract Report
  • Updated Outside Plant Report for Drop Imports 
  • Added Referral Tag data to Subscriber Lead Reports 
  • Updated data filtering results for Public Shopping Cart Logs Report  
  • Updated Subscriber By Package Report results when selecting multiple Service Areas

Users

  • Updated Username changes to be updated in authentication platform 

Tickets

  • Reduced email notifications during Ticket Assignment or Ticket Updates 

Search

  • Updated Manual Check Entry search tool for Invoice and Subscriber ID
  • Optimized the network events, purchase orders, warehouses, and subscriber phone numbers management pages

Calendar

  • Updated Calendar Event reminder notifications to not send to subscriber contacts on accounts set as System status

September 17, 2024

(Please reach out to Support for implementation)*

TP-Link

  • Added TP-Link TAUC integration into Wi-Fi Management card to Subscriber Account Summary* 

Plume

  • Added direct account link to Plume interface to Wi-Fi Management card​​​​​​ hardware info

Calendar

  • Added Calendar Admin interface and ability to set up Subscriber Reminders to send email and/or SMS batch notification messages based on Event Type
  • Added "Discard unsaved changes?" warning when making changes to an event
  • Added ability for monthly recurring calendar events to be added with the criteria of the Nth weekday of the month (example: second Friday of every month)

Portal

  • Updated link to contract PDF when in mobile view
  • Added block to restrict payments made to accounts in Error status

Workflow

  • Updated partial MAC or Serial number search for task field ONT swap

Dashboard

  • Updated Dashboard Report Cards View Data option to scroll to additional data set

Users

  • Updated permission when user adds a Email Signature template to the User Settings

Reports

  • Added Inventory by Vendor report with Manufacturer and Product Type data filters within selected hardware created date range 

 

August 22, 2024

(*Feature requires new permission set)

Nokia

  • Added Corteca integration to Wi-Fi management card to Subscriber Summary*

Calendar

  • Added Calendar Event Map to the Company Dashboard

Shopping Cart

  • Updated portal account details when a duplicate email is entered during signup process
  • Updated option to create account registration
  • Updated Mailed Invoices option to Internal Shopping Cart

Hardware

  • Added bulk hardware QR codes PDFs to be emailed to users when generated

Dashboard

  • Updated Dashboard Report Cards View Data option

Events

  • Updated Network and Marketing events email processing

FCC Broadband Nutrition Labels

  • Updated FCC Broadband label system 

Tickets

  • Added Gmail Support for OAuth based authentication for Email-to-Ticket Digest

System

  • Updated styling of user interface
  • Updated mobile styling Active Service Card
  • Updated styling to Time Tracking

August 1, 2024

(Please reach out to Support for implementation)*

Hardware

  • Added bulk QR codes to pull PDF from a Purchase Order

Workflows

  • Added image attachment to Fiber Install PDF
  • Updated Service Ticket workflow ticket template to select active package

Dashboard

  • Updated Take a Payment and Create a Ticket button on dashboard subscriber search

Active Service Card

  • Added VLAN information to Active Service Card

Calendar

  • Added the ability to schedule recurring service suspension and referral events 
  • Updated rescheduled calendar events to show Complete when added from workflow process

Mobile

  • Updated mobile styling and functions 

Alianza

  • Added the ability to add phone numbers from dynamic inventory through Alianza with associated Workflow task field

Nokia

  • Added reboot call to Nokia Reactivation task functions and hardware configuration function
  • Updated Provisioning of Nokia ONTs

FCC Broadband Nutrition Labels

  • Added PDF/JPEG/PNG public-facing URLs for FCC Broadband Nutrition labels to packages*

Reporting

  • Updated Subscriber by Package report multi-select packages selector tool

July 18, 2024

Hardware

  • Added three new QR codes to hardware items to link to: hardware ID page; public shopping cart for existing location of hardware; public shopping cart with preloaded referral code tracking for online sales 

Payments

  • Added a check to determine the type of recurring method (Credit vs Payment) when added to a account for sending payment confirmation notices

Contracts Admin

  • Added dynamic variable #subscriberserviceaddress 

Service Area Management

  • Updated Service Area Groups to allow service area additions through Service Area Management

Workflows Admin

  • Updated task dependency options to limit available choices based on the parent task

Service Packages

July 15, 2024

System

  • Updated styling of user interface

 

June 17, 2024 

(*Feature requires new permission set)

Authorizations

  • Added Permission Role of ‘Update Dashboard Report Search*

Dashboard Report Cards

  • Added the ability to edit existing dashboard report searches*

Calendar

  • Updated User assignment field display and user filters
  • Updated directions and drive times for calendar events
  • Added Users Schedule - Vertical view
  • Updated Users Schedule styling 

Opt In/Out

  • Added opt in/out logic for subscriber contacts across multiple accounts for email and phone number

Shopping Cart

  • Updated ordering of service offer ranking 

Tickets

  • Updated threaded information from previous ticket to new updates
May 29, 2024 

Shopping Cart

  • Adjusted mobile styling of signup goal
  • Adjusted services offers display order 

Tickets

  • Added subscriber status to subscriber ticket change interface 
  • Added Inactive service indicator for selecting service when adding a Service Ticket Workflow 

Calendar

  • Updated recurring Calendar event display between Month and Week view 
  • Updated recurring Calendar event to adjust for Daylight Savings Time 
  • Updated Remove Calendar Event 
  • Adjusted display of Calendars List view

Invoices

  • Adjusted Email Invoice tool to rebuild PDF before sending to auto apply payments/credits

Credits

  • Updated Admin display issue when setting credit time period limit
  • Updated recurring payments to lock out Balance Total option when adding fixed credit amount

Inventory

  • Updated prebuild ONT function to prebuild SMx ONT in mass within a Warehouse  

IP Management

  • Adjusted IP pool search display in Mikrotik Config

Workflow

  • Updated Walled Garden function for Suspension 
  • Adjusted pause-workflow-date task field

Warehouse

  • Updated Warehouse attributes section to add descriptions 

Network Event

  • Updated network event display settings

April 24,2024

(*Feature requires new permission set)

Calendar

  • Added event browser notification/email to assigned users
  • Added event reminder email to assigned users
  • Added event update browser notification to assigned users
  • Added event update email for changes to event time or title 

Tickets

  • Added CC, BCC abilities  to emails sent though tickets
  • Added Email Settings configuation for Users* 
  • Added Insert Signature for individual User signatures to emails sent though tickets*
  • Added email drafts ability to save, edit, and delete 

Network events

  • Added email drafts ability to save, edit, and delete

Marketing Campaigns 

  • Added email drafts ability to save, edit, and delete

Workflows

  • Adjusted User task assignment email notification 
  • Updated the suspension and reactivation task functions
  • Added new task function, Find MDU Ethernet Drop/and Complete Task 

April 11, 2024

Credits

  • Adjusted time period limit settings for promo credit types 

Tickets 

  • Updated email to ticket processing to prevent an error when subject length exceeds limit
  • Updated email to ticket processing to prevent an error from stopping the rest of the emails being processed
  • Adjusted email to ticket digest to display text only emails as a log by default

Billing

  • Added a Tax Preview tool that allows Users to see how taxes will be applied to subscribers 

Reports 

  • Optimized billing reports

API

  • Updated public API with new endpoints

Workflows

  • Updated task fields in service ticket workflows
  • Updated workflow speeds

March 19, 2024 

(*Feature requires tenant setting and/or workflow configuration set up)

Map 

  • Updated locations tab to filter specific data when an area is highlighted on the map.

Adtran

  • Adjusted MCP templates from Adtran recommendations 

Shopping Cart

  • Added informative spinner*
  • Updated error message when a portal account exists with matching email address
  • Added IP addresses to display in shopping cart logs
  • Updated Offer monthly fees and Monthly Charges to no longer reflect discounts from applied One-Time MRC credits and MRC credits that have time period limits
  • Updated MRC credits that have time period limits now display the number of months that they will be applied to a subscriber's account in their selected offer's description
  • Styling and functionality improvements to self-scheduling in the customer portal and public shopping cart
  • Adjusted the mobile view screen size thresholds
  • Changed name of the promo code field to “Promo/Referral Code”
  • Updated address look up to include apartment and suite numbers
  • Updated internal and public shopping cart invoice option settings

Search 

  • Added subscribers status to search results 

Subscriber 

  • Updated tags to only create one tag on the account 
  • Added Display Settings dialog to All, Services, Invoices, Payments, Notes, Contacts, and Attachments tabs of the subscriber interface

Workflow

  • Added task function “Check Service Area Status” "Check Subscriber Package" "Check Subscriber Package Service Item"

Reports

  • Updated subscriber by service area report 

Users

  • Added custom settings for users to display number of rows by default

Batch Templates

  • Added template options to "Send Subscriber-Based Batch Notification Text" workflow functions

February 19, 2024

(*Feature requires tenant setting and/or workflow configuration set up)

Shopping cart

  • Adjusted internal shopping cart styling to reflect enhanced look and improved mobile experience similar to UI of public-facing shopping cart when onboarding new subscriber
  • Adjusted internal shopping cart styling to reflect enhanced look and improved mobile experience similar to UI of portal shopping cart when adding or changing service to existing subscriber
  • Added Promo/Referral code fields to internal shopping cart
  • Added ranking of service offer display in internal and portal* shopping cart
  • Adjusted internal and portal* shopping cart to display sub-offers

Users

  • Added custom user display settings to allow for specified number of rows by default for reporting

Referral Program

  • Adjusted Referral Tag interface to allow users to search by Referral Code
  • Added Referral workflow type to allow flexibility to company specific referral programs*
  • Added Referral Credit Function for Referral workflow to add credit automatically when defined conditions become true*
  • Added Calendar Event reference type “Referrals”

Reporting

  • Added Subscriber Packages Tieback report to track active services with and without its expected tieback (Circuits, ONT, Routers, IP Address, Phone Numbers)

February 5, 2024

Calendar

  • Added Calendar Events report
  • Added Calendar Time Slots report

Inventory

  • Added Reorder Points for managing and tracking levels of hardware in warehouse
  • Adjusted column display with extended text lines on Purchase Orders

Service Areas

  • Added functionality to allow swapping an existing service area with a new KML

Plume

  • Added task function to remove the node from a Plume subscriber account during cancellation workflow
  • Adjusted vendor config options to Add Node 
  • Adjusted the ‘Setup Plume WiFi and Password’ function
  • Adjusted the Plume provisioning to use the MAC address if Adtran router serial number is not recognized

Calix 

  • Added Calix SMx suspend / reactivation of services through hardware vendor config 
  • Added Task Field option to push voice service provisioning to Calix SMx assigned hardware
  • Added task field tool for pushing voice service template to SMx 

Adtran

  • Added support for Adtran MCP OLT and ONT monitoring
  • Added additional support for Adtran AOE ONT models

Workflows

  • Adjusted workflow when multiple tasks set to complete at overlapping time

Billing

  • Updated custom PDF Bill Message formatting

January 8, 2024

Network

  • Added IPv6 support for IPAM
  • Updated IP Pool active slider when editing 

Tickets

  • Updated ticket link from notifications to refresh ticket header, account, and body 
  • Updated Ticket description display to read special characters 

Integration

  • Updated IPpay payment response and action if payment receives no response from vendor

Inventory 

  • Updated Hardware Import tool on received PO for mass CSV upload of MAC address, Serial Number, FSAN data

Hardware

  • Updated sort of circuit table Port column

Payments

  • Added option to add a recurring credit set for specific dollar amount without charging 

Portal 

  • Updated ability for SMS opt-in/out options in subscriber portal Contacts
  • Updated Payment Receipt and Invoice display on portal Calendar 

Contracts 

  • Updated Contract display to read special characters 

Regulatory

  • Added Broadband Data Collection (BDC) submission tracking and reports 

Reporting

  • Updated Subscriber by hardware model report to display CPE and wireless router hardware types in report
  • Added Revenue Tracking reports including Revenue by Subscriber, Average Revenue by Subscriber, Revenue by Product or Service, Revenue by Date
  • Updated Aging Report to include Current column
  • Added ability to download in PDF format

Workflows

  • Updated package switch workflow to update a subscribers package during install workflow 
  • Updated Service Ticket Workflow link 
  • Updated Assign IP field in Service Ticket workflows

December 4, 2023

Public Shopping Cart

  • Added “Included Service Area” search options for public shopping cart logs
  • Added services areas, latitude, and longitude fields to output table
  • Self scheduling date ranges now customizable by tenant and event type

Tickets

  • Added .eml as an acceptable attachment type when a ticket is created from an email
  • Updated email to ticket template to be able to change default user group

Reporting

  • Adjusted “Today"/"Yesterday” date range options when pulling reports
  • Added “Add marketing event”  and “Add network event” functions to Workflow Task Reports

Vision 

  • Updated table headers being transparent when overlapping with data in tables

Workflows

  • Updated Service Ticket Workflows where drop imports were unsuccessful 
  • Updated Service Ticket Workflows no longer open as a Dynamic Workflow 

 Map

  • Updated location data layer to no longer show pole data

Email Templates

  • Added Subscriber ID, Subscriber email address, and Subscriber phone number as dynamic variables 

Inventory

  • Updated purchase order attachments are now viewable
  • Update purchase orders shipping and receiving locations no longer show handholes

Subscriber

  • Updated subscriber view locations Associations no longer shows duplicate subscriber names

Portal

  • Updated change username in portal to change in AuthO

Network Events

  • Updated email log report

October 30, 2023

(*Feature requires tenant setting and/or workflow configuration set up)

Ambassador Referrals

  • Added Subscriber-specific 4-digit and QR codes to promote ambassador subscribers to refer new leads
  • Added Refer-a-Friend page for subscribers to view and download unique 4-digit and QR code PDF within the Subscriber Portal*
  • Added automatic Referral Tags on new subscribers who use a referral promo codes in public shopping cart
  • Added new Batch Notification templates and dynamic variables for #subscriberreferralcode and #subscriberreferrallink 

Workflows

  • Added dynamic variable of #subscriberserviceaddress to generic batch notifications
  • Added ‘Webhook’ Task Field to call a URL to pass values 
  • Added a service ticket workflow type 

Marketing Campaigns

  • Added a check to prevent deleting service address locations from a subscriber lead account when location is tied to a marketing campaign
  • Added visual displays for currently associated subscribers when using the lasso tool to add additional subscribers accounts to a current campaign
  • Adjusted map pop out to display Address data of current subscriber associations
  • Adjusted Current Associations list to pull in Phone Number from the account contact

Service Packages

  • Adjusted Edit Package Items to save order of Service Items

Search

  • Updated subscriber status search terms to refresh after a chain of task functions
  • Updated IP Address search terms for new assignments to Hardware
  • Updated Search Subscriber interface for Invoice number lookup

Reporting

  •  Adjusted subscriber reports to include Marketing Type when specifically selected

Service Areas

  • Updated Location Display option to exclude Marketing subscriber Types

ADTRAN

  • Added MCP (Mosaic Cloud Platform) integration 
  • Added MSI (Mosaic Subscriber Insights) CSV upload

Tickets

  • Updated tickets templates to be associated with service ticket workflow type

Public Shopping Cart

  • Updated self scheduling interface to ensure single appointment booking

Vision Shopping Cart

  • Updated current subscriber checkout bug to allow users to update invoice options

Service Areas

  • Updated signup goal to only show subscribers that expressed interest on the tracker
  • Updated Location Display option to exclude Marketing subscriber Types

Authorize.net

  • Updated reporting to pull in amount from response log

 

September 27, 2023
(*Feature requires tenant setting and/or workflow configuration set up)

Subscriber Portal 

  • Added ability for subscriber to schedule a calendar event using workflow functionality*
     

September 26, 2023

(*Feature requires tenant setting and/or workflow configuration set up)

Public Shopping Cart 

  • Added new configuration option to collect contact information before showing offerings to subscribers checking for service availability*
  • Added ability for creating abandoned shopping cart Marketing accounts in Lead Status for future marketing communications (postcard/email)*
  • Added new formatting options for pop-up overlay display content based on Service Area Status
  • Added ability for additional email contact information for sending invoices preference. 
  • Improvements to mobile styling

Plume Integration

  • Updated ability to update password for Wi-Fi Configuration 
  • Updated SSID name default to SUB ID

Workflows

  • Updated display issue when adding new Tasks and Functions
  • Improved load time of workflow template display 

Tickets

  • Updated attachment display issue when sending files through email interface
  • Added visual display and logs of emailed file attachments
  • Updated dynamic workflow bug to launch automatically through a Ticket Template when trigger is unchecked

Dashboards

  • Updated report editing bug

Calendar

  • Updated weekly and daily recurring events bug

HITS Integration

  • Added ability to update headend of video device from the hardware vendor config interface 
  • Updated refresh device functionality to resend all service codes tied to subscriber's active service items

August 28, 2023

(*Feature requires tenant setting and/or workflow configuration set up)

Public-Facing Shopping Cart

  • Added ability to apply discounts at time of sign up using promotional codes
  • Added catch for active services at locations*
  • Added redirection to Subscriber Portal if active services at location*
  • Added endpoint for subscriber-based address form
  • Mobile styling improvements

Subscriber Portal

  • Added subscriber ability to buy new services*
  • Added subscriber ability to trigger service change (upgrade/downgrade)*
  • Added subscriber ability to self-schedule install appointments*

Subscriber Contracts

  • Corrected contract term reporting 

Marketing Campaigns

  • Adjusted for active locations

August 14, 2023

Marketing Campaigns

  • Corrected Display Settings to filter out Closed Campaigns from default view

Subscriber 

  • Added Five9 integration call logs data in Subscriber History Report 
  • Extended Subscriber History report time period search options

Reports

  • Adjusted Subscriber reports to include Marketing subscriber types
  • Adjusted base map layer report options to display Marketing subscriber types

Tickets

  • Corrected Edit Contacts to link to subscriber account in desktop and mobile view 

PostGrid Integration

  • Added Overview of Postcard Batch Details for graphical visibility into mail processing quantities and postcard campaign status
  • Added visibility to postcard processing errors with additional details to individual mailers
  • Adjusted address validation functionality

Network Events

  • Adjusted object loading methodology to improve navigation and search
  • Adjusted name from Events to Network Events

July 26, 2023

Public Shopping Cart 

  • Added general and mobile styling improvements including clearer address location, package detail and pricing views
  • Added signup goal graphic display on service area landing pages to show signup progress
  • Adjusted web traffic stats to distinguish Leads vs Sales 

Service Areas

  • Added sign up goal configuration for Interest or Fiber packages

Contractor Portal

  • Adjusted Workflow Task Field tools including return-equipment, fiber-install-event
  • Added Resend Verification Email to Contractor Users option

Tickets 

  • Added Closed Tickets by Updated Date report
  • Adjusted Switch Subscriber to force refresh to selected subscriber account

Subscribers

  • Added Subscriber Status by Effective Date report

ShipEngine Integration

  • Added Inventory Shipments module to manage mailing of boxes and printing of labels
  • Added Ship Device option to Hardware detail view

HITS TV Integration 

  • Added Video set top box hardware device configurations and functions including reboot, activate, deactivate, swap

Network Events

  • Adjusted sending SMS to associated subscribers with opt-in phone number 

Calix Support Cloud 

  • Added function to Add Calix Cloud Service to push package details to Calix Support Cloud

Circuit System

  • Added task function to  ‘Check for Calix SMX Cross Connects’ to automate building out a vendor circuit based off the PON to ONT relationship if not already existing from the Patch Panel
    (Calix SMx environments)

June 28, 2023

Public Shopping cart

  • Simplified sign up process for single, non-billable packages (ie. Service Interest) to skip straight to gathering contact information
  • Added Mobile styling improvements
  • Adjusted self-scheduling feature utilizing calendar timeslots 

Subscriber

  • Added Five9 integration for call center management (account screen pops, call log and call recording in ALL tab)
  • Adjusted Active Services card to lazy load in background while pulling in monitored data
  • Added ability for billing header to send multi-location service invoices as combined statement

Calix

  • Adjusted SMx audit report for additional subscriber and location data
  • Added ONT verification function to check status in SMx

Monitoring

  • Added automatic ticket creation for ONT light level triggers outside of -8 db / -28 db range
  • Added autoclose of ticket once ONT light level resolves

Hardware

  •  Expanded Hardware history location tracking
     

June 2, 2023

Public Shopping Cart 

  • Updated web traffic logs in public shopping cart 

Payment Portal

  • Updated mobile styling for credit card payments

Network Event 

  • Corrected email tracking logs 

Subscriber 

  • Adjusted Running Balance report with returned Payments

 

MAY

May 12, 2023

Monitor Map

  • Added multiple layer selection display
  • Added Service Area shapes
  • Added create Networks Events
  • Added create Marketing Campaign

Marketing Campaigns

  • Added advanced email and notes editing tools

Reporting

  • Added Aging report options
  • Added Deferred Revenue (Accrual)
  • Added Void options in Invoice reporting
  • Adjusted Report History to view all previous reports ran

Subscriber

  • Corrected Invoice/Payment void display
  • Adjusted subscriber onboard to prevent partial screen load
  • Added advanced email and notes editing tools in Tickets

Subscriber

  • Corrected Report pull to Dashboard

Calix 

  • Added workflow function to add ethernet CPE device to Calix Support Cloud

Network Events

  • Adjusted visibility to email reporting
  • Added advanced email and notes editing tools

Workflows

  • Added advanced notes editing tools

April 19, 2023

Subscriber

  • Added Quick Pay portal
  • Added Subscriber self signup for account portal
  • Added Subscribers by Service Item report

Network

  • Adjusted Subscriber ONT/CPE level monitoring map
     

April 13, 2023

Marketing

  • Added Marketing Subscriber type for tracking address only sales activity
  • Added location-based QR Codes for postcard mailings with direct web link to public shopping cart  
  • Added Postcard options for sending mailings through PostGrid integration

Network

  • Added subscriber ONT/CPE level monitoring on NOC map view 

 

April 5, 2023

Adtran 

  • Added AOE integration - Fiber ONT provisioning and monitoring

Calix  

  • Added SMx light reading function
  • Adjusted SMx function for bridged services
  • Added function for Calix Disable on Battery property
  • Adjusted Modular Chassis Systems in audit reports
  • Adjusted SMx prebuild ONT functionality

Clear Cable / NOMS 

  • Adjusted Cable Modem swap when voice present

Network

  • Added functionality for multiple proxy monitoring environments

Service Area

  • Adjusted area additions when large quantities present

Subscriber

  • Adjusted Subscriber Status adjustment to consider non billable packages
  • Adjusted Subscriber add to prevent duplication at cart check out
  • Adjusted Email add from ticket reply

Billing

  • Added Service Offer based discounts

Report

  • Adjusted email per click reporting

Calendar

  • Added feature to show available timeslots in task-based calendar pop up
  • Added Task function to create Calendar Events automatically  

March 13, 2023

Subscriber  

  • Adjusted Manual Status change to verify no active services

Billing

  • Adjusted various invoice, credit, and payment reports with additional selection options, searches, and improved report labels
  • Adjusted Anniversary Billing setup

Workflows

  • Added Task Function to allow one-off PostGrid mailings
  • Added Batch Notification templates for PostGrid mailings

Dashboards

  • Adjusted Delete all Instances of Dashboard report function

Ticketing

  • Adjusted Status change to verify workflow completion
  • Improved Search functionality in Switch Subscriber tool

Projects

  • Added Copy Project functionality

IPTV/Video

  • Added Southern Fiber Networks (SFN) video integration functions
  • Added Zcorum Video support integration functions

Marketing Campaigns

  • Updated usability and functionality

Locations

  • Updated rooftop adjustments function

Portal

  • Adjusted Search functionality in Tied to Account selection tool

February 13, 2023

Billing 

  • Added Email/SMS Batch Notifications and Templates for payment receipts 
    • Subscriber Portal payments
    • Vision subscriber payments
    • Public Shopping Cart new subscriber payments
  • Adjusted Invoice Details report to include Service Areas and Payments
  • Added new Invoice Details quick search report
  • Added Subscriber First Invoice report
  • Added Deferred Revenue report

Contractor Portal

  • Optimized mobile styling 

Marketing Campaigns

  • Optimized Public Shopping Cart Logs report 
  • Added CSV download option 

Workflows

  • Added new Check Subscriber Tag function

January 25, 2023

Calendar

  • Adjusted Calendar view to include visual indicators for events tied to completed dependency task

Mobile 

  • Improved mobile view for Tickets, Tasks, Events 

Workflows

  • Added View Email Details for batch notification tasks to view content and open rates

Subscriber

  • Added WiFi Management card for Calix Support Cloud 

Service Area Admin

  • Adjusted Service Area shape KML upload to include shape name

Hardware

  • Adjusted hardware swap tool and provisioning functions to support XGS and 2.5G Ethernet port types
     

January 5, 2023

PostGrid Integration

  • Added US Mailed invoice

Workflows

  • Adjusted iPhone view for Tasks
  • Added Modify Task Assignment permission

Inventory

  • Adjusted Inventory PDF format
  • Adjusted Manufacturer default view
  • Adjusted Hardware move function

Map Display

  • Adjusted wireless tower display

Shopping Cart (Internal)

  • Adjusted permissions for changing prices
  • Adjusted pricing view
  • Adjusted package change to bring Service Area into equation  

Billing

  • Added option for Check Deposit date  

Hardware

  • Added NOMS add, delete, and re provision from Hardware page
  • Adjusted Mikrotik PPPOE Username/Password integration

December 13, 2022

Network Events

  • Added email tracking
  • Adjusted navigation styling to optimize large association quantities

Shopping Cart (Internal)

  • Adjusted Categories display
  • Adjusted Mobile styling 

Billing

  • Added ability to Retry Failed Payments in Batch Process Transactions
  • Adjusted CSV check import tool for better date format
  • Added ability to rename generic batch notification email descriptions
  • Updated invoiced items added from Ticket to include quantity of fees
  • Added PostGrid integration for US-Mail invoices and other mailed items

Network

  • Adjusted Calix SMx audit report display 
  • Adjusted Calix SMx 10 Gig Ethernet Provisioning
  • Added Alianza integration for VoIP phone service
  • Added Mikrotik integeration for PPPoE support 

Subscriber

  • Added change of Anniversary Date function

Service Offer / Service Package 

  • Adjusted load speed

November 22, 2022

Network Events

  • Added Notification (Email/Browser) when update occurs not originating from assigned users

Marketing Campaigns

  • Added Notification (Email/Browser) when update occurs not originating from assigned users

Tickets

  • Added Notification (Email/Browser) when update occurs not originating from assigned users

User Admin

  • Added Notification Management for Tickets, Network Events, and Marketing Campaigns  
  • Email with adjustable duration
  • Browser with adjustable duration

Calendar  

  • Default load to current time of day of user

Tasks

  • Added Task Function to send generic Batch Email Template to a specific list of email addresses
  • Added Task Function ability to be executed on Task going past its due date

Hardware  

  • Adjusted the hardware swap tool for a more user friendly experience

Network

  • Added Calix SMx audit report
  • Adjusted Calix CMS audit report - OLT driven

October 27, 2022

Ticket

  • Added Inbound Text messaging digestion
  • Added Inbound Text number addition to Subscriber account
  • Added Configurable Text in Auto Reply Message
  • Added Inbound Text digestion in admin interface

Service Areas

  • Adjusted Public Shopping cart description

Service Offer

  • Adjusted Offer Type, restricted delete option when there are offers tied

Shopping Cart

  • Adjusted location add to better handle randomly returned addresses

Workflow

  • Added Task Function to automatically close a task when opened

Location

  • Adjusted Location editing

​​​​​October 13, 2022

Marketing Campaigns

  • Added Facebook/Meta post from specific campaign

Network Events

  • Added Facebook/Meta posts from specific event

Subscriber

  • Added ‘Date Created Selection’ to Subscriber/Lead reports in Operations
  • Adjusted Subscriber Service Flat File report  

Network

  • Adjusted Ethernet CPE Provisioner
  • Added prebuilt Calix SMx ONTs for default profile turnup options
  • Adjusted Calix SMx monitoring  

Service Offers

  • Adjusted Service Area tieback functionality

September 29, 2022

Subscriber

  • Added Facebook Messenger integration

Billing

  • Added an ARPU Report
  • Added a Paymentus integration
  • Adjusted anniversary date billing 

Network

  • Added DZS GPON integration
  • Added NOMS integration
  • Added Ubiquiti UFiber integration
  • Added self-discover monitoring
  • Added DHCP tracking

Public Shopping Cart

  • Added lead reporting
  • Adjusted click tracking
  • Added Google Tag Manager

Outside Plant

  • Improved Cable Management load performance
  • Improved Equipment Management load performance

Workflow

  • Improved Mobile View performance

Dashboards

  • Improved Mobile View performance

September 8, 2022

Shopping Cart

  • Added subscriber ability to schedule their install when signing up
  • Added optional logo to top navigation bar
  • Added expanded descriptions to Pin Drop landing page
  • Added fully transparent Service Areas
  • Added the ability to take money for non-billable packages
  • Added capturing contact names for business leads
  • Adjusted default Subscriber Type offerings in the Public Shopping Cart

Offers

  • Added public facing title and descriptions to offers

Marketing Campaigns

  • Added scheduling emails using template emails
  • Added scheduling emails using batch template emails

Network Events

  • Added scheduling emails using template emails
  • Added scheduling emails using batch template emails

Workflows

  • Adjusted Dynamic Workflows to show original module that generated workflows (Tickets, Network Events, and Marketing Campaigns)

Tasks

  • Corrected photo upload not marking field as completed

 

August 25, 2022

Marketing Campaigns

  • Added Scheduled Emails sent by date and time for Batch Emails utilizing Service Area Workflows  

Network Events

  • Added Scheduled Emails sent by date and time for Batch Emails utilizing Service Area Workflows

Workflows

  • Updated Package flipper function
  • Added Task Function for building ethernet circuits between generic devices

Email tracking

  • Added Click Tracking reporting for all emails generated in Vision

Regulatory Reporting

  • Added BDC GeoJSON format
  • Added BDC location format

Search  

  • Updated case sensitive search results returned

August 3, 2022

Network Events

  • Added basic subscriber dynamic variables to email templates (ex: #subscriberfirstname)
  • Added footer templates

​Tickets

  • Added basic subscriber dynamic variables to ticket emails and templates (ex: #subscriberfirstname)
  • Added footer templates
  • Added ability to email mulitple recipients

​​​​​​Dashboards

  • Made several adjustments geared toward performance

Online Shopping Cart

  • Updated style and usability of group and service area pages
  • Removed service area names from group and service area pages

Workflows

  • Added Task Function (Add New Package and Create Workflow)

July 18, 2022

 Marketing Campaigns

  • Added several User interface improvements and interface changes
  • Added Map View from Marketing Campaign to tie Subscribers to individual events (ex: ability to add subscribers using the map tool)
  • Added Subscriber variables to Template Emails (ex: customized emails with subscriber’s name)
  • Added Email ‘click and open’ Rate Tracking
  • Added Email Footer to Admin interface (ex: customize footer/ability to add the same footer for Marketing Campaigns)
  • Added emoji compatibility in subject line
  • Adjusted email wysiwyg interface to be compliant with Gmail

Service Offer Admin

  • Added ordering to displayed offers in Shopping Cart
  • Added Service offer exceptions filtering (ex: offer wireless service except when fiber is available)

Public Shopping Cart

  • Added overlay triggers based on service areas
  • Added expanded descriptions of group pages
  • Added the ability to assign shopping cart display order

Subscribers

  • Added View All Attachments from Subscriber account created from Tickets, Tasks, and Workflows
  • Added View All Tasks updates from Subscriber history

Hardware

  • Added Asset Tag tracking field by default

June 23, 2022

 Search

  • Added custom User Settings for search categories
  • Added "quote mark" option for exact matches
  • Improved speed of returned results
  • Improved mobile view styling of results
  • Added Phone Number logic

Subscribers

  • Improved mobile view styling ofSubscriber account 

Dashboard

  • Adjusted Dashboard editing

Purchase Orders

  • Adjusted PO receive process 

June 13, 2022

Search

  • Overall drastic speed improvements made
  • Updated searching parameters
  • Updated search return objects

Marketing Campaigns

  • Updated emails to better interact with Gmail
  • Updated function to allow Emojis in Subject Lines of emails
  • Added Click, Bounce, and Open rates to all tenants

Purchase Orders

  • Updated creation of hardware when Purchase Orders are received.

Batch Emails

  • Updated to force validation of #variables in Email Templates

June 2, 2022

Marketing Campaign

  • Changed address on Subscriber Associations to contain all parts of address  
  • Added Type of Subscriber to the Subscriber Table on associations
  • Removed the Trash Can Icon to remove all associations
  • Added the Map Icon to the bar of other functionalities on Marketing Campaigns; along with the three-dot menu
  • Moved the Map Icon on the Edit Associations page to be next to the other Add Button
  • Corrected the sort of the Associations Table
  • Updated History/Note Adding process on Marketing Events.
  • Refactored Association load for better speed.
  • Added Loading Spinner when adding Subscribers to campaigns
  • Fixed Test SMS sending error caused because of no subscriberUUID for test user sending out and phone number was hard coded
  • Added Click Tracking to emails
  • Added Open Tracking to emails
  • Added Bounce Tracking to emails
  • Adjusted overall interface for OPT IN/OUT Reports

Workflows

  • Tasks style updated for better mobile use
  • Added autostart workflow options

Dashboard

  • The loading of cards are now only accessible via dashboard link

Purchase Order

  • Refactored for load to improve speed of larger POs

Subscriber

  • Added Calix AXOS ONT/Routers will shop DHCP assignments in Vision

May 17, 2022

Workflow

  • Adjusted task function coloring of templates and process to match
  • Added task function description to view on mouseover on workflows
  • Added auto-start package workflow from the public-facing shopping cart and/or internal shopping cart
  • Adjusted Task Notification email to include direct link to workflow
  • Adjusted Fiber Drop workorder to allow for notes and corrected rounded fiber footage 

Subscriber

  • Adjusted Summary cards to be tenant specific in user display settings selection
  • Adjusted price edit to allow for value to be set at $0

Email Templates

  • Added subcategory to Support Email templates to split into Ticket, Network Event, and Marketing Campaigns

Network Events

  • Adjusted Network Events to only bring in email templates categorized as NULL or Network Event
  • Adjusted Network Events email template window to use full screen
  • Adjusted Events (You) display to include clickable event

Market Campaigns

  • Adjusted Market Campaigns to only bring in email templates categorized as NULL or Market Campaign
  • Adjusted Market Campaigns email template window to use full screen
  • Adjusted subscribers tied to campaign to list view instead of buttons
  • Adjusted Marketing Campaign to use full screen
  • Added map view of subscribers attached to campaign
  • Added map selection tool for adding subscribers to campaign 
  • Adjusted workflow view to tab view for dynamic and service area workflows

Tickets

  • Adjusted tickets to only bring in email templates categorized as NULL or Ticket
  • Adjusted ticket email template window to use full screen

Warehouse

  • Adjusted default location to allow editing

April 21, 2022

Integration

  • Plume 
  • Authorize.net 

Subscriber

  • Adjusted PDF Statement 
  • Adjusted Payment Reciept to include check number
  • Added Plume Summary Card and basic management functions

Search

  • Adjusted IP address search

Hardware

  • Added Plume options

Workflow  

  • Added Metric Report - Multiple Task
  • Added Plume turn up task function

April 16, 2022

Workflow

  • Added Task Metric report

Subscriber

  • Adjusted to MDU account interface

Dashboard

  • Adjusted Stacked Bar charts to allow for NULL values
  • Adjusted Bar charts to allow for NULL values

Base Map

  • Adjusted selecting Service Area shapes that allows selection based on Type

April 8, 2022

Network Events

  • Adjusted emailing to all email accounts listed under a subscriber
  • Added to allow Category of Event to be set to trigger subscriber overlay

Marketing Campaigns

  • Adjusted emailing to all email accounts listed under a subscriber
  • Added to allow Category of Event to be set to trigger subscriber overlay

Dashboard Cards

  • Adjusted displays of descriptions in vertial and stacked charts

Calix

  • Added SMX Monitoring templates

Subscriber

  • Added MDU/Property Interface 
     

March 29, 2022

Calendar

  • Tied an event move to task function improvement.

Company-Wide Dashboards

Network

  • Added Calix split environment functionality between SMX/EXA.
  • Added Calix Support Cloud.
  • Added directionality to fiber splice diagrams.

Subscriber

  • Added service page refactor for speed improvements.
  • Created subscriber object and service flat file report.
  • Added batch run functionality for failed CC/ACH payments.
  • Added current subscriber balance to statement pdf reports.

Workflows

  • Added bridged ethernet provisioning task functions.

March 9, 2022

Billing

Network

  • Added the ability to view all subscribers traversing a device by type or model.

Projects

  • Added basic reports.
  • Created interface adjustments.

Subscriber

  • Added tags to reporting.
  • Adjusted subscriber history reporting.
  • Adjusted super search display of multiple results.
  • Corrected Google Street View to be set by default.
  • Corrected subscriber package status report.
  • Added Calix Support Cloud integration functionality. 

Workflows

  • Added locations to workflow reporting when relevant.
  • Added locations to task reporting when relevant.
  • Added description and version number to workflows.
  • Added Calix SMX task functions.
  • Added tag subscriber function.

February 23, 2022

Calendar  

  • Adjusted event filter. 

Company Dashboard

  • Adjusted for usability during dashboard setup.

Reports

Subscriber

  • Added interface for FCC voice settings.
  • Corrected default Google Street View on new additions.
  • Added direct deposit payment type.
  • Adjusted subscriber search to improve speed of returned results.

Warehouse

  • Created option to generate an inventory PDF by overall warehouse or individual location.

Workflows

  • Added task function to call secondary tasks when original task is past due date.
  • Added name and version number to header of workflow processes view. 

February 8th, 2022

Admin Utilities

  • Updated default workflow layout.

Workflows

  • Added task functions, including:
    • Percentage-based fees based on past due invoice amounts.
    • Generic batch notifications, including: invoice past due, invoice past due final notice, statement ready with autopay, statement ready without autopay, maintenance notice, service outage notice.

January 27, 2022

Admin Utilities 

Operations 

  • Added ability to associate workflows, service areas, subscribers, tickets and warehouses to a project.

Subscribers 

  • Added feature to implement signature date as contract date. 

January 6th, 2022

Admin Utilities 

Billing

Payments 

Subscribers

  • Added address columns to subscriber reports that display and filter report results by location. 

Workflows

  • Improved layout and display of workflow admin.

December 16th, 2021

Admin Utilities

Billing

  • Updated invoice reports allowing for an added package selection.
  • Added recurring flag column to payment receipts report.

Portal

Subscribers

  • Added new subscriber by location report that splits individual rows by locations.

Tickets

  • Updated tickets by service area report.

Workflows

  • Added report monitoring workflows by service area.
  • Added report monitoring tasks by service area.

December 9th, 2021

Billing

  • Added new tax reports

Subscriber

  • Added feature that will trigger subscriber tag overlay based on specific workflows and tasks
  • Added ability to choose a street-view default location when one account has multiple service locations 
  • Updated subscriber reports to display correct county, state, zip, and census information 

Workflow

  • Corrected copy function to include custom layout
  • Added new feature to trigger subscriber overlay by task
  • Added service areas to workflow and task reports

November 16th, 2021

Attachment

  • Created preview option for attachments.

Network

  • Added VLAN tracking functionality.
  • Added new features for drop imports, as well as error checking capabilities. 

Search

  • Adjusted super search to improve response and accuracy. 

Shopping Cart

  • Corrected multi-package addition. 

Subscribers

  • Created tool to add subscribers in bulk. 
  • Created tool to add packages in bulk. 
  • Created new bill messages based upon type, status, area and more. 

Tickets

  • Added time tracking function associated with ticket notes. 
  • Added functionality to further adjust ticket templates. 

Warehouse

  • Added correction to move inventory. 

Workflow

  • Corrected copy function to include custom layout. 
  • Created additional reporting for tasks. 

October 25th, 2021 

Billing

  • Updated subscriber search function with CSV import to require the subscriber ID to search. 

Circuits

  • Added report filters.
  • Adjusted report sorting function. 
  • Added report columns. 

Outside Plant

  • Added report documenting drop import failures.

Purchase Orders

  • Added function allowing for large purchase order processing.

Search

  • Refined super search. 

Tickets

  • Added report filters.
  • Adjusted report sorting. 
  • Added report columns. 

Workflows

  • Added report filters.
  • Adjusted report sorting.
  • Added report column. 

October 14th, 2021

Billing

  • Added the ability to download the batch billing process PDF. 
  • Resolved bug fix that prevented payment methods from displaying in portal.

Location 

  • Fixed location endpoint timeout. 

Network 

  • Added filters and columns to the circuit display. 

Subscribers 

  • Added the ability to upload large quantities of subscribers with a CSV tool. 

Tickets

  • Added filters and columns to the ticket display. 
September 23rd

Hardware

  • Added filters and columns to the hardware display.

Location

  • Added the ability to upload large quantities of locations with a CSV tool. 

Purchase Orders

  • Added an option for batch creation of large quantities of inventory. 
  • Corrected display issues when receiving inventory. 

Subscriber

  • Added filters and columns to subscriber page. 

Workflow

  • Added scheduled completion date field to tasks for increased behavior transparency. 
September 16th

Hardware

  • Added default / hardware column filters.
  • Improved hardware search speed. 

Service Areas

  • Updated to allow name changes of service areas in production. 
  • Updated to allow type changes of service areas in production.  

Subscribers

  • Added default /subscriber column filters.
  • Adjusted for monitored items not being actively monitored after initial setup.

Tenants

  • Added options to acquire census information from different decades (2010, 2020).

Tickets

  • Updated email to ticket creation.  
  • Updated subscriber portal generated tickets.
September 8th 

Billing

  • Added bank-processed check CSV upload.
  • Expanded invoice, payments and credit memo reporting.  

Hardware

  • Expanded hardware information and filters.

Purchase Orders

  • Added equipment CSV upload feature to purchase orders to allow specific equipment information (MAC, serial number, other) to be mass imported.

Subscribers  

  • Improved active services card.
  • Expanded subscriber information and filters.
  • Added reporting tying subscribers to service areas.
  • Expanded contract support.
July 29th 

Service Offers

  • Added mass add and delete functionality.
  • Added 'Add Service Area' display to accomodate larger quantities.

Subscriber Services

  • Corrected deactivation of email address for invoice delivery.
July 22nd

Billing

  • Added metered usage module.
  • Updated IP bucket task functions.
  • Updated IP bucket interfaces.
  • Updated IP bucket billing functions
  • Adjusted IPPay dashboard card for dynamic date selection.
  • Corrected sub row issue of detail reports.

Circuits

  • Updated signal trace logging and error messaging. 

Hardware

  • Adjusted systems creating and adding slots and ports.

Inventory

  • Corrected item sorting issues.
  • Corrected item quantity issues.
  • Updated interface usability. 

Map

  • Adjusted address formatting for multiple address selections. 
  • Corrected service area default display issue.

Subscriber

  • Added summary card for usage buckets.
July 8th

Billing

  • Updated reports for invoice details, credit details and payment details.

Dashboard

  • Removed depreciated dashboards from selection options.
  • Updated user view.

Network

  • Implemented NetFlow module for monitoring data usage.
  • Corrected IP pools to account for active and delete flags.

Service Offers 

  • Added flag for visible public shopping cart. 
  • Updated address comparison to exclude addresses not intended for Subscriber service.

Subscribers

  • Updated email and mail requirement options. 

Wireless Tool

  • Added bearing and distance fields to task notes.
  • Updated tower selection option to better display bearing and distance to AP.
June 24th 

Billing

  • Resolved bug associated with the aging report. 

Calendar

  • Resolved bug associated with copy week function. 
  • Resolved bug associated with copy month function. 

Marketing

  • Added SMS opt-in and opt-out function.
  • Added email opt-out function. 

Network

  • Added additional CMS side fields to the Calix Audit Report.

Service Areas

  • Added public shopping cart option for service area status.

Tickets

  • Added Dynamic Workflow type description to header of Workflow Process.
  • Added task assignment change to Dynamic Workflows before launching a Workflow Process.
JUNE 9th 

Billing

  • Added quick search reports for Invoice, Payment and Credit features. 
    • Added City, State, Zip and Service area.
    • Resolved date selection bug. 
  • Added credit details report with a CSV download option with naming scheme change. 
  • Added invoice details report with a CSV download option with naming scheme change.
  • Added payment details report with a CSV download option with naming scheme change.

Marketing

  • Added email opt-out option.

Subscriber

  • Adjusted FAB button to only appear on the primary pages of the subscriber module.
JUNE 3rd

Billing 

  • Added chart of accounts link to Invoice details report.
  • Added City, State, Zip, and Service Area to Invoice reports.
  • Corrected date-range bug. 

Marketing

  • Implemented email opt-out option.

Subscribers

  • Resolved statement PDF generation bug creations.
  • Updated email to ticket parse.
  • Adjusted email ticket admin interface.
  • Added autofill for portal username with email address when username not present. 

Vendor

  • Added international addresses option.
MAY 27th

Billing

  • Applied transaction report adjustment.
  • Resolved bug associated with balance remaining endpoint.
  • Improved tax descriptions during base entry.

Contractor Portal

  • Added endpoints for subscriber locations.
  • Added endpoints for vendor configurations.

Phone

  • Resolved bug associated with number port.

Public Shopping Cart

  • Resolved bug associated with portal username creation.
  • Resolved bug associated with multiple small fixes.

Tickets

  • Resolved bug associated with ticket sorting in dashboard cards.
  • Expanded descriptions for closed ticket email notifications. 
  • Expanded descriptions for past-due ticket email notifications. 

Workflows

  • Expanded descriptions for task assignment email notifications. 
MAY 19th 

Billing

  • Updated public shopping cart package pricing.

Network

  • Resolved Track My Truck bug fix.
  • Added network events mapping functionality.
  • Expanded network events functionality for tickets and subscribers.

Tickets

  • Updated ticket email notifications to contain more information about the ticket being assigned to the user.

Workflows

  • Updated task email notifications to contain more information about the task being assigned to the user.
MAY 12th

Billing

  • Added extended detailed reporting on invoices, credits and payments.

  • Added billing zip code option to credit card processing. 

  • Adjusted payment portal interface.

  • Fixed bug related to removing email address from subscriber package.

Hardware

  • Updated interface to Slot/Port add, remove and swap.

  • Added Calix E7-2 audit report.

General

  • Improved speed and bug fixes for customer facing shopping cart.