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 2022

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 2022

June 23, 2022

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

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 2022

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 2022

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

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 2022

March 29, 2022

Calendar

Tied an event move to task function improvement.

Company-Wide Dashboards

Added admin interface.
Improved interface usability.

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

Corrected invoice detail dashboard card.
Added ability to edit service item description at the time of sale.

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 2022

February 23, 2022

Calendar

Adjusted event filter.

Company Dashboard

Adjusted for usability during dashboard setup.

Reports

Created basic contract report.

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 2022

January 27, 2022

Admin Utilities

Created company-wide dashboard, including dashboard types Tech, Financial and Monitoring.

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

Added options for default summary card settings to collapse street view or maximize screen.

Billing

Added taxable revenue column to invoiced taxes and surcharges report.
Resolved IPPAY summary report date collection bug.

Payments

Created ability to manually apply and unapply payments to specific invoices.

Subscribers

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

Workflows

Improved layout and display of workflow admin.

DECEMBER 2021

December 16th, 2021

Admin Utilities

Created a new feature to set default summary card layout for users.

Billing

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

Portal

Added new feature to allow for in-portal password change.

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 2021

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.

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 2021

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.

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 2021

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 2021

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 2021

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 2021

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.

ARCHIVE

Release Notes

September 23rd

September 16th

September 8th

July 29th

July 22nd

July 8th

June 24th

JUNE 9th

JUNE 3rd

MAY 27th

MAY 19th

MAY 12th