July 21, 2025
*Please contact Support team to request setting to be enabled
Workflows
- Added Task Function ‘Import Fiber Drop (and Complete Task)’ to automatically import a fiber drop design from 3-GIS records within a defined 25m or 50m radius of the pin location
- Added the Task Function ‘Self-Assign Ticket’ to allow users to automatically self-assign tickets when completing an associated workflow task
- Updated the multiple Text Fields within Subscriber Workable Tasks to capture additional data points
- Added Task Function 'Check for One Active Ethernet Fiber Drop’ to tie FPH NID to the package item
- Updated visibility of addresses in the Tasks Assigned to You table
- Updated ‘Check Subscriber in Service Area Status’ to reference package location
- Updated ‘Credit Original Package’ Task Function to account for bill in advance invoices when using a package change workflow
Reporting
- Updated SMS reporting for improved deliverable data tracking
- Added a Subscriber ID column to ticket tables in Dashboard and Reports views
- Updated Result Count Dashboards to view data details
- Adjusted Subscriber reports with Service Areas
- Added options to download all phone numbers managed in Network > Phone > Subscriber Numbers, removing the 200-item limit
- Downloads now available in JSON, HTML, or CSV formats
Referral Tools
- Updated the editing of a Referral Tag
- Updated the ability to add a Referral Tag by searching for the 4-digit Referral Code
Recurring Payments
- Updated the Edit of Recurring Payment Start and End Dates to use the Date Selector Tool
- Updated functionality of recurring payment date fields across internal shopping cart sections
- Added settings to change the default position of the Setup Autopay slider in the Public Shopping Cart*
Subscriber Portal
- Improved Order Tracking visuals and listing
- Added Order Tracking card to Portal homepage
Contractor Portal
- Updated access to workflows assigned to contractor groups
- Updated display of Address data for Ticket-based Workflows
Map
Calix Cloud
July 7, 2025
*Please contact Support team to request setting to be enabled
Workflows
- Added a task function to reassign tasks automatically based on their associated service area
- Updated user tasks listing
Reporting
- Added support for scheduled report generation, allowing tenants to create automatic recurring reports*
- Updated report dialogs to require users to select a service area type first, helping ensure relevant service areas are shown
Door-to-Door
- Added a door-to-door map interface for viewing, tracking, and adding subscribers and leads during door-to-door sales efforts. Reps’ movement is logged in real time, and new leads can be captured directly from the map
- Added reporting tools for door-to-door activity, including rep performance metrics and door-to-door lead/subscriber generation summaries
Calendar
- Updated recurring calendar events to display in mobile view on iOS devices
Shopping Cart
- Updated promo and referral codes display in the shopping cart after being added to a service
Public API
- Added support for ticket searches by created date and closed date
Autopay / Billing
- Updated the Credit Package task to apply prior to a generated invoice
- Added support for recurring credits based on autopay and paperless billing, rechecking subscriber eligibility before each credit is issued*
Subscriber Portal
- Added a portal notification that prompts subscribers to self-schedule their installation when a Reschedule task is open
- Removed logo from opt-out screen
- Order tracker for subscribers to view the status/progress of their service activation. Admins can control which tasks display in the tracker and how they appear.
Hardware / Inventory
- MAC and WAN MAC fields in the hardware CSV upload tool now auto-format with colons
- Improvements to light level displays
- Increased the tower locator limit to return up to 75 nearby towers
Authorize.net
- Added error logging for authorize.net timeout events
Ticket
- Updated PDF attachments to render or download in Safari
Map
- Added a map layer that displays the logged-in user’s current location when available
MDU
- The "Add all locations" option now supports account setup within MDU service areas.
- New locations within MDU service areas can now be imported automatically.
- Leads are now shown as managed subscribers in the property view.
May 27, 2025
*Please contact Support team to request setting to be enabled
Workflows
- Added support for adding multiple Fields in a single Subscriber Workable task (Text, Selection or Radio) in the Portal and Public Shopping Cart when troubleshooting tickets
- Added any date-based Field Type to be set as an available Scheduled Task for subscriber Self-Service in Portal and Public Shopping Cart
- New Task Field Type ‘Fiber-install-event-autocomplete’ where the Task will auto close after install is scheduled in Calendar
- Updated system timing of updating a Workflow from a Development status to Production status
Network Events
- Added Alarm Problem Notes when Network Event is automatically triggered by Monitoring issue
- Added the the ability to use a Template when adding a Network Event
Enhanced Public Shopping Cart
- Updated Offer display when user changes selected packages
- Updated cart to not display Service Items that are not available in package selection path
- Updated Matrix within Service Offers to not allow looping parent/child settings
Subscriber Portal
- Update credit balance display to be show as a (-) negative
- Added Recurring Credits display
- Added Credit Receipts display
Billing
- Autopay Discounts - added billing process step during batch transactions for adding a credit to Subscriber accounts who have Autopay enabled*
Packages
- Added settings for Autopay as Optional even when payment is not required to encourage autopay set up at time of sign up in Public and Vision Shopping Cart
Hardware
- Updated Gear Icon display for consistent naming to View Config to account for all types of Vendor or Hardware integrations
Search
- Updated Super Search Advanced tool to search IPpay Transaction IDs
Attachments
- Updated Preview messaging in the case the browser does not support due to file type or size limits
Ticket
- Updated Ticket creation to automatically tie to the Default Address Location to avoid past addresses being tied to active Tickets
Bequant BQN
- Added new integration to Bequant's BQN platform*
- Added Bequant Config interface for Node
- Added ability to set shaping through the rate policy
- Added ability to set subscriber groups for provisioning policies
- Added Bequant Summary Cards for displaying graphical bandwidth and volume metric data history for 7 days, 48 hours and Summary
- Added Workflow Task Functions:
- Provision Bequant BQN Node
- Provision Bequant BQN Node and Complete Task
- Remove Bequant BQN Node
- Remove Bequant BQN Node and Complete Task
Calix Support Cloud
- Adjusted push of global Service Definitions when adding a Calix Cloud service
Plume
- Updated WiFi Management card to show both the device and node scores
Preseem
- Updated Preseem provisioning removal Task Function when no tied hardware is found
Stripe
- Added support for charging convenience/processing fees (percentage based) when taking credit card or debit payments in Vision, public Shopping Cart, Quick Pay site, Subscriber Portal*
May 8, 2025
Subscriber
- Updated visual display to account for Subscriber Tags with Overlays when CPNI is enabled
- Added new Circuit Summary Card option to Summary page; if a circuit is tied and active on a service item, the card will display links to the detail between the Vendor Circuits Side A and Z, associated hardware and location; plus an interactive map view of the Parent Circuit
Tickets
- Set Signature to add by Default when replying or sending email
- Updated visual display of Contacts box within Ticket header; for both mobile and desktop
- Updated Ticket Template Reset to pick up new Assigned To default
User Settings
- Added ‘Add Signature To Emails By Default’ setting
Warehouse
- Added Map tab to geospatially display subscribers with tied hardware and circuits to Tower and Central Office
Service Packages
- Added a warning to the display when a Deleted Service Item is on a Development status Package listing
Workflows
- Updated ‘Credit Original Package and Complete Task’ Function to execute even if no invoice is available to credit
Marketing
- Updated postcard sending when multiple mailing addresses exist on a subscriber account
Public-Facing API
- Added new customer endpoints for Tickets and subscriber Location
- Added new customer endpoints for Task Field values and Task notes
Preseem
- Updated Add Configuration for a new device
Calix
- Added support for Walled Garden in CMS
- Updated Edit of SSID in Vendor Config COG
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
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 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
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
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
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
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
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
Workflow
- Added Metric Report - Multiple Task
- Added Plume turn up task function
April 16, 2022
Workflow
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
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
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
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
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Added extended detailed reporting on invoices, credits and payments.
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Added billing zip code option to credit card processing.
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Adjusted payment portal interface.
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Fixed bug related to removing email address from subscriber package.
Hardware
General