March 18, 2026
*Please contact Support team to request setting to be enabled.
API
- Public Shopping Cart Logs: added API endpoint to search and retrieve Public Shopping Cart Logs.
- Service Areas: added API connections to create service areas, change service area status, manage service area-to-offer associations, and remove service areas from offers.
- Subscriber Email Addresses: added
/subscribereamiladdresses/ivrsearch API connection for subscriber email address lookup.
- Subscriber Tags: added API connections to retrieve a subscriber’s tags, list subscribers for a subscriber tag type, and assign subscriber tags to subscribers.
Billing
- Credits: added the credit type option Adjust Amount to Include Taxable Items for service item credits created during invoicing.
Bequant
- Bequant provisioning: updated package selection to prioritize active packages over inactive packages when applying rate policy and subscriber group data.
IPpay
- Automated ACH reject tickets: added visibility to the rejection Reason/Status in the ticket note.
IQGeo
- Installation workflows: added Import Fiber Drop and Complete task function to automatically import drops within a set radius in IQGeo.
Networking
- Wireless tower locator: updated loading logic.
Nokia
- Provision Nokia Altiplano Bridged Service: updated UNI configuration handling when UNI details are discovered. Enablement: To populate the “ONU Software Source” field, configure Nokia->Altiplano->DefaultProvisioning->from-device-mapping.
- WiFi Management edit SSID/password dialog: added validation that requires Corteca SSID and Password to be different.
Marketing
- Email marketing templates: updated hyper text editor behavior
- Offer Name on Shopping Cart: added hyper text editing for text weight and color.
Metaswitch
- Voice provisioning: added Metaswitch provisioning for install workflows, including subscriber provisioning, device and phone assignment, cancellation, suspension and reactivation handling.
- Added workflow functions Set Metaswitch EAS for Subscriber, and Add Metaswitch Call Features to Subscriber.
- Added service item association for Metaswitch call features and expanded available call feature options.
Payments
- Add Payment: stored payment method optimization.
Reporting
- Billing reports: added the Create Timed Report toggle to Past Due Subscribers, Invoiced Service Items, and Credit Receipts.
- Ticket Reports: added a Ticket Closed Date filter.
Service Areas / GIS
- Address editing: updated verified address editing so Address 2 and Address 3 can be cleared during location updates. Updated validation to require either skip validation or validate address, prevent selecting existing locations during validation, and notify the user when an exact matching location already exists.
- Service Area Groups: updated deletion handling so Service Area Groups can be deleted.
User Interface
- Help: updated the Help dialog to include an assistant AI chatbot for questions to search the Support Center.
Workflows
- Task functions: updated Check Subscriber in Service Area Status and Complete Task, Check Subscriber is MDU and Complete Task, and findexistingfiberdrop search optimization.
March 5, 2026
*Please contact Support team to request setting to be enabled.
Billing
- Payments tab: added Account Based Payment Type Block to add/edit/view blocked payment types per subscriber, including optional expiration dates; subscriber portal now blocks payment attempts using blocked types and shows warnings for blocked existing payment types.*
Contractor Portal
- Attachment downloads: updated contractor portal attachment memory limit to allow downloading large files.
- Drop Construction tool map: added the Structure layer under the 3-GIS Network layers and enabled it by default (still user-toggleable).
Aureon
- Added Aureon API integration to push configuration for
<CNAME>, <CNAME_Privacy>, privacy flags (based on Caller ID Blocking and Permanent Caller ID Blocking service items), default Directory Assistance population, and OCN configuration.
Calix
- WF Cable Broadband: updated the Associate Device to Calix Cloud task to recognize cable modems configured in bridge mode when running the Add CPE to Calix Cloud Customer Account task function.
MyTV Anywhere
- Added integration to generate and export a channel table file based on subscriber TV services, including tenant-configurable channel settings, a new endpoint to retrieve configured channels, and a daily system automation to generate and send the file to a remote destination. Requirement: Configure channel names in service item provisioning settings and tenant channel settings, and provide remote SFTP credentials and destination folder before enabling the daily system automation.
Nokia (Altiplano)
- Service suspension/reactivation: updated Altiplano suspension and reactivation logic to target the
standard-voip-sip-user intent.
Marketing
- Marketing campaign associations: updated “filter out active billable services” logic to also exclude subscribers with inactive packages that have in-progress workflows for billable services.
- Added logic to remove marketing subscribers when a subscriber account with the same location exists in the same event to reduce duplicates for direct mail campaigns.
- Marketing Campaigns report: updated campaign links so selecting a results row opens the correct marketing campaign.
Network Events
- When sending a test email, updated Dynamic Variables (e.g.,
#subscriberfirstname) to populate using subscriber data from the first selected email address; if none are selected, uses the first available email address.
Subscriber Portal
- Portal ticket creation: updated the Service Package field to disable selecting inactive subscriber packages (inactive packages appear grayed out and cannot be selected).
Public API
- POST
/warehouses endpoint: standardized response format and added pagination parameters (limit and page); updated result ordering for consistent paging.
Reporting
- Subscribers by Anniversary Date: added a new report type and expanded columns to include Subscriber Name, Subscriber ID, Email Address, Subscriber Status, Subscriber Type, Address 1, Amount Due, and Anniversary Date. Enablement: Only available for tenants with anniversary billing type.
- Inventory reports: added hardware-related columns including Serial Number, MAC, MTA MAC, Port, IP, and HITS ID.
Shopping Cart
- Add/Edit Package interface: updated service item ordering so changes persist for packages in Development status; replaced arrow buttons with drag-and-drop reordering.
- Change Package Shopping Cart: updated cart presentation
SMS
- Outbound SMS messages: updated presentation for test SMS messages.
Stripe
- Billing: added
ConvenienceFee configuration on Billing to pass processor convenience fees to subscribers when using Stripe; the payment screen now displays the fee and a convenience fee invoice is automatically generated upon successful payment. Note: refunding the associated payment automatically voids the generated convenience fee invoice.*
Subscribers
- Subscriber Location Edit page: updated validation so
Description* is required before continuing to other steps; updated Verify Address dialog button spacing for consistency.
Text editor
- Edit Ticket Note: updated default dialog height.
- HTML blocks: added support for specific types of link tags in the HTML.
- Service Item Public Description field: added full text editor toolbar.
- Text editor: updated the editor in the following:
- Subscriber Reports "Add Network Event" dialog
- Ticket Reports "Add Network Event" dialog
- Workflow Processes
- Dashboard
- Add Marketing Campaign dialog
- Add Network Event dialog
- Google Map
- User Settings
- Email settings
- Added a full-screen mode option (click again to exit); available in all text editors except those without a toolbar.
Tickets
- Ticket close flow: updated logic to filter out deleted ticket contact email addresses so tickets can be closed when a deleted contact email exists.
Workflows
- Task assignments: updated task assignment displays and selection lists to hide inactive users; inactive users can’t be newly assigned while preserving existing assignments for potential reactivation.
December 4, 2025
Billing
- Portal ACH payments: added an authorization agreement toggle in the Portal requiring acknowledgement of payment cancellation rights and contact info.
- Payment retries: updated failed-payment retry logic to stop retries when a recurring payment configuration is removed, without removing the saved payment method.
Calendar
- Calendar: added calendar-event-map-based assignment, mass assignment and reassignment tools
- Calendar Admin: Group and contractor group filters, and timeslot assignment toggles with assignment visuals.
Contractor portal
- Contractor dashboard: added “Tasks Completed by Me” card and enabled sorting in the contractor portal task table.
Dashboard
- Dashboard cards: updated stacked vertical bar and multi-line chart types to auto-regenerate categories on display after new task categories are created.
IQGeo
- Fiber Rebuild tool: updated dialog loading and API import handling so the tool loads and supports rebuild actions for IQGeo.
Network Events
- Network Events: added filtering by parent IP Pool or IP assignment for targeted outage messaging.
Reporting
- Aging Report: added full timed-report creation and editing capabilities with permission checks for scheduling recurring runs.
Shopping Cart
- Pricing: Updated interface for pricing edits to after adding to cart in the check out section.
- Address entry: corrected Google auto-complete selection to render address data cleanly after selection.
- Offer selection: updated to only display offers with a Production-status package in public or internal carts
- Service item admin and all carts: expanded package configuration to allow zero-quantity service items, parent/child structures, mutually-exclusive and toggleable groups, public-facing naming, and pre-loading of current package elements. Enablement: Configure new group limits, static-toggle items, invoice display options, and naming in Service Items settings.
Subscribers
- Subscriber record: added a generic icon and virtual column for previous-system IDs so records reference a unified property while retaining legacy mappings. Enablement: Imports can populate the new generic icon.
User editor
- User editor: updated edit behavior to remove the unique/populated requirement for Associated Color so users can be updated without the field blocking the UPDATE action.
Alianza
- Number port submissions: updated error handling so an error dialog is shown when Alianza returns an empty or null response during submission.
Wireless Tower Locator tool
- Tower map: implemented lazy loading of towers to reduce initial load time and improve responsiveness.
Workflows
- Task functions: added Remove Subscriber Tag and Remove Subscriber Tag and Complete Task for tag removal within workflows.
- Task functions: added Check Packages Mailed Invoices and Check Packages Mailed Invoices and Complete Task returning true when any active subscriber package has the Mailed Invoice flag enabled.
- Task functions: added a function to check for ongoing events of a specified Calendar Event Type (e.g., blackout or no-suspension dates) and return true when active, enabling pause or branching of suspension activities.
November 12, 2025
API
- Tickets endpoint: added customer API endpoints to retrieve tickets assigned to a specific user or contractor user.
Billing
- Prorated credit calculations: updated logic so prorated credits apply only to the current bill period.
Calix
- WiFi Management card: updated status logic to appropriately handle missing uptime from Calix Cloud.
Facebook
- Ticket description editor: updated behavior to retain Messenger header components after saving.
FreeRADIUS
- Provisioning: updated Add FreeRADIUS User task function to include inactive service items during provisioning.
Marketing
- Marketing Subscribers tab: performance update.
Network Events
- Warehouse type selection: added Select/Deselect All for warehouse types when associating warehouses to network events.
Scheduling
- Calendar map tool: added date filters, Track Your Truck layer, and updated event popups to include assigned user and package details.
- User’s Schedule view: added a filter to hide users without scheduled events.
Subscriber
- Add Subscriber process: updated logic so only subscribers with current and lead status trigger the active account overlay during service ordering.
- Subscriber Summary: updated to allow any image attachment to be promoted to the carousel.
Reports
- Subscribers by Hardware report: updated query logic to include devices that share the same parent circuit.
Bequant *Enablement: Bequant role/permissions must be assigned for feature to take effect.*
- Admin Utilities – Bequant management: added management interface with view/edit forms and a service item dialog, plus new role/permissions.
- BQN provisioning: updated behavior to apply configuration to all devices associated with the package.
- Suspension and reactivation: added tenant-defined rate policy application via API during subscriber suspension/reactivation.
Workflows
- Change Package associations: expanded selection to allow multiple original packages for bulk destination assignment.
- Charge Late Fee task functions: updated Charge Late Fee and Charge Late Fee Adjustable Net Term to use the subscriber location from the workflow process or the first active package.
- Drop import Task Function: updated import logic to account for re-import handling and changed the UI to gray out used addresses instead of hiding them.
October 28, 2025
*Please contact Support team to request setting to be enabled.
Admin Tools
- Service Area edit: added Mass Service Offer Assignment tab with filters (status, type), alphabetical sorting, and “All” selection.
- Service item add/edit: optimized tax and surcharge requests to run only when editing those item types.
Authorize.net
- Payment messages and logs: replaced undefined fallback with a clear error when no server response is returned.
Billing
- Invoice generation: updated recurring credit application to honor the Next Run Date.
- Subscriber packages: updated Next Billing Date display to use the anniversary billing date.
Email Templates
- Email template validation: updated handling so hex color codes (e.g.,
#FF0000) are not treated as dynamic variables.
Text Editor
Contractor Portal
Mikrotik
Internal Shopping Cart
Reports
-
Calendar Time Slots report: added Availability column.
-
Voided Invoices report: added report with filters for Voided Date, Invoice Date, and Creation Date.
Scheduling
Tickets
Workflows
-
Task fields: added signature task field as a subscriber-workable task field.
-
Offer picker (package change): updated logic to exclude packages tied to a different subscriber type than the one selected.
-
Public shopping cart routing: allow subscribers to pass through automated tasks in workflows that include subscriber workable tasks.
-
Subscriber workable tasks: corrected display order so multiple fields render in the intended sequence across the portal and public shopping cart.
3GIS
Alianza
- Contractor Portal: added alianza-assign-userdevices task field for voice provisioning.
Nokia
- Made adjustments to the “Remove Provisioning from Nokia Corteca” task function
IQGeo
- Survey and Import tools: Added validation to filter out fiber drop cables already tied to hardware, preventing duplicate fiber drop imports.
August 15, 2025
Action Required: Log out and log back in to ensure updated permissions take effect.
*Please contact Support team to request setting to be enabled.
Workflows
- Added the ability to proactively activate pending scheduled tasks
- Added new Task Functions “Cancel Calendar Event” and “Cancel Calendar Event and Complete Task” for canceling associated calendar events
- Added associated addresses to the list of Service Ticket workflow task
- Updated display to allow multiple automated task overlays to be dismissed
- Added new Task Functions “Check Device Model” and “Check Device Model and Complete Task” to automatically validate package hardware against specified device models
- Added support for configuring RADIUS attributes as either check or reply
Webhooks
- Webhooks variables now include subscriber UUID value
Portal
- Saved payment methods no longer appear in the Recurring Payments section unless set to autopay.
- Public-facing payment pages can be set to display company contact information.*
Internal Shopping Cart
- Added new permission “DismissExistingSubscriberWarning" to Vision User and Vision Administration roles. Permission determines whether users are able to dismiss the active subscriber warning when creating a new subscriber accounts
Network Events
- Optimized warehouse selection and search when adding associations
- Added options to “Select All” and “Deselect All” in the warehouse association
Tickets
- Updated ticket templates to allow subscribers to open ticket templates even if there is no ticket workflow
- Updated the ability to click through the open task Close ticket where using the “Add note and close ticket” button with workflows still in progress generated a false status update and caused stalled loading.
- “Ticket User” role can now be split into Ticket Set Assignments, Ticket Set Categories, Ticket Set Due Date, Ticket Set Priority, Ticket Set Status, and Ticket User.*
Calendar
- Simplified extra calendar dropdown options for scheduling events
Door-to-door
- Door-to-door map data layers now persist when navigating or refreshing the interface
Reporting
- Added Marketing subscriber types as an option in the Leads by Service Area report
- Updated Subscribers by Service Area and Leads by Service Area reports to return results with tiered selections and include address data
- Added Authorize.net failure response logs on Payment Summary report
- Optimized subscriber phone tab queries to improve load times
- Updated Workflow Metrics report and added task duration column to report time between tasks
Inventory
- ONT Swap functionalities are now supported across AOE, MCP, UNMS, Nokia, CMS and SMx platforms using the "Swap ONT" option in the vendor configuration window
- Added CPE device photos in the circuit map view
- Updated the ability to delete inventory images
Contractor Portal
- Added associated addresses to the list of Service Ticket workflow task
Public API
- Updated Stripe payment methods to be added to accounts
Mikrotik
- Mikrotik address list management tasks now support subscriber suspension workflows
- Added display address list data in the vendor configuration dialog
Tarana
- added "Set Tarana Node VLAN and Complete Task" function to assign VLANs automatically based on the assigned IP address.
Flowroute
- Added support for SMS integration for communicating through workflows, ticketing, events, and campaigns
Adtran
- Adtran AOE provisioning now supports MDU templates with ONT port selection
- Adtran AOE voice provisioning now supports SIP templates and multiple FXS ports
- Adtran AOE service templates now support static IP provisioning on ONT ports
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
-
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