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Release Notes
December 2023
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
Reports
- Adjusted “Today"/"Yesterday” date range options when pulling reports
- Added “Add marketing event” and “Add network event” functions to Workflow Task Reports
Vision
- Updated table headers being transparent when overlapping with data in tables
Workflows
- Updated Service Ticket Workflows where drop imports were unsuccessful
- Updated Service Ticket Workflows no longer open as a Dynamic Workflow
Map
- Updated location data layer to no longer show pole data
Email Templates
- Added Subscriber ID, Subscriber email address, and Subscriber phone number as dynamic variables
Inventory
- Updated purchase order attachments are now viewable
- Update purchase orders shipping and receiving locations no longer show handholes
Subscriber
- Updated subscriber view locations Associations no longer shows duplicate subscriber names
Portal
- Updated change username in portal to change in AuthO
Network Events
- Updated email log report
OCTOBER 2023
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 2023
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 2023
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
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
June 28, 2023
Public Shopping cart
- Simplified sign up process for single, non-billable packages (ie. Service Interest) to skip straight to gathering contact information
- Added Mobile styling improvements
- Adjusted self-scheduling feature utilizing calendar timeslots
Subscriber
- Added Five9 integration for call center management (account screen pops, call log and call recording in ALL tab)
- Adjusted Active Services card to lazy load in background while pulling in monitored data
- Added ability for billing header to send multi-location service invoices as combined statement
Calix
- Adjusted SMx audit report for additional subscriber and location data
- Added ONT verification function to check status in SMx
Monitoring
- Added automatic ticket creation for ONT light level triggers outside of -8 db / -28 db range
- Added autoclose of ticket once ONT light level resolves
Hardware
- Expanded Hardware history location tracking
June 2, 2023
Public Shopping Cart
- Updated web traffic logs in public shopping cart
Payment Portal
- Updated mobile styling for credit card payments
Network Event
- Corrected email tracking logs
Subscriber
- Adjusted Running Balance report with returned Payments
MAY
May 12, 2023
Monitor Map
- Added multiple layer selection display
- Added Service Area shapes
- Added create Networks Events
- Added create Marketing Campaign
Marketing Campaigns
- Added advanced email and notes editing tools
Reporting
- Added Aging report options
- Added Deferred Revenue (Accrual)
- Added Void options in Invoice reporting
- Adjusted Report History to view all previous reports ran
Subscriber
- Corrected Invoice/Payment void display
- Adjusted subscriber onboard to prevent partial screen load
- Added advanced email and notes editing tools in Tickets
Subscriber
- Corrected Report pull to Dashboard
Calix
- Added workflow function to add ethernet CPE device to Calix Support Cloud
Network Events
- Adjusted visibility to email reporting
- Added advanced email and notes editing tools
Workflows
- Added advanced notes editing tools
APRIL
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
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
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
- Optimized mobile styling
- Optimized Public Shopping Cart Logs report
- Added CSV download option
Workflows
- Added new Check Subscriber Tag function
JANUARY
January 25, 2023
Calendar
- Adjusted Calendar view to include visual indicators for events tied to completed dependency task
Mobile
- Improved mobile view for Tickets, Tasks, Events
Workflows
- Added View Email Details for batch notification tasks to view content and open rates
Subscriber
- Added WiFi Management card for Calix Support Cloud
Service Area Admin
- Adjusted Service Area shape KML upload to include shape name
Hardware
- Adjusted hardware swap tool and provisioning functions to support XGS and 2.5G Ethernet port types
January 5, 2023
PostGrid Integration
- Added US Mailed invoice
Workflows
- Adjusted iPhone view for Tasks
- Added Modify Task Assignment permission
Inventory
- Adjusted Inventory PDF format
- Adjusted Manufacturer default view
- Adjusted Hardware move function
Map Display
- Adjusted wireless tower display
Shopping Cart (Internal)
- Adjusted permissions for changing prices
- Adjusted pricing view
- Adjusted package change to bring Service Area into equation
Billing
- Added option for Check Deposit date
Hardware
- Added NOMS add, delete, and re provision from Hardware page
- Adjusted Mikrotik PPPOE Username/Password integration
DECEMBER
December 13, 2022
- Added email tracking
- Adjusted navigation styling to optimize large association quantities
Shopping Cart (Internal)
- Adjusted Categories display
- Adjusted Mobile styling
Billing
- Added ability to Retry Failed Payments in Batch Process Transactions
- Adjusted CSV check import tool for better date format
- Added ability to rename generic batch notification email descriptions
- Updated invoiced items added from Ticket to include quantity of fees
- Added PostGrid integration for US-Mail invoices and other mailed items
Network
- Adjusted Calix SMx audit report display
- Adjusted Calix SMx 10 Gig Ethernet Provisioning
- Added Alianza integration for VoIP phone service
- Added Mikrotik integeration for PPPoE support
Subscriber
- Added change of Anniversary Date function
Service Offer / Service Package
- Adjusted load speed
NOVEMBER
November 22, 2022
- Added Notification (Email/Browser) when update occurs not originating from assigned users
- Added Notification (Email/Browser) when update occurs not originating from assigned users
- Added Notification (Email/Browser) when update occurs not originating from assigned users
- Added Notification Management for Tickets, Network Events, and Marketing Campaigns
- Email with adjustable duration
- Browser with adjustable duration
- Default load to current time of day of user
- 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
- Adjusted the hardware swap tool for a more user friendly experience
- Added Calix SMx audit report
- Adjusted Calix CMS audit report - OLT driven
OCTOBER
October 27, 2022
- 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
- Adjusted Public Shopping cart description
- Adjusted Offer Type, restricted delete option when there are offers tied
- Adjusted location add to better handle randomly returned addresses
- Added Task Function to automatically close a task when opened
- Adjusted Location editing
October 13, 2022
- Added Facebook/Meta post from specific campaign
- Added Facebook/Meta posts from specific event
- Added ‘Date Created Selection’ to Subscriber/Lead reports in Operations
- Adjusted Subscriber Service Flat File report
- Adjusted Ethernet CPE Provisioner
- Added prebuilt Calix SMx ONTs for default profile turnup options
- Adjusted Calix SMx monitoring
- Adjusted Service Area tieback functionality
SEPTEMBER
September 29, 2022
- Added Facebook Messenger integration
- Added an ARPU Report
- Added a Paymentus integration
- Adjusted anniversary date billing
- Added DZS GPON integration
- Added NOMS integration
- Added Ubiquiti UFiber integration
- Added self-discover monitoring
- Added DHCP tracking
- Added lead reporting
- Adjusted click tracking
- Added Google Tag Manager
- Improved Cable Management load performance
- Improved Equipment Management load performance
- Improved Mobile View performance
- Improved Mobile View performance
September 8, 2022
- Added subscriber ability to schedule their install when signing up
- Added optional logo to top navigation bar
- Added expanded descriptions to Pin Drop landing page
- Added fully transparent Service Areas
- Added the ability to take money for non-billable packages
- Added capturing contact names for business leads
-
Adjusted default Subscriber Type offerings in the Public Shopping Cart
- Added public facing title and descriptions to offers
- Added scheduling emails using template emails
- Added scheduling emails using batch template emails
- Added scheduling emails using template emails
- Added scheduling emails using batch template emails
- Adjusted Dynamic Workflows to show original module that generated workflows (Tickets, Network Events, and Marketing Campaigns)
- Corrected photo upload not marking field as completed
AUGUST 2022
August 25, 2022
- Added Scheduled Emails sent by date and time for Batch Emails utilizing Service Area Workflows
- Added Scheduled Emails sent by date and time for Batch Emails utilizing Service Area Workflows
- Updated Package flipper function
- Added Task Function for building ethernet circuits between generic devices
- Added Click Tracking reporting for all emails generated in Vision
Regulatory Reporting
- Added BDC GeoJSON format
- Added BDC location format
- 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 2022
July 18, 2022
Marketing Campaigns
- Added several User interface improvements and interface changes
- Added Map View from Marketing Campaign to tie Subscribers to individual events (ex: ability to add subscribers using the map tool)
- Added Subscriber variables to Template Emails (ex: customized emails with subscriber’s name)
- Added Email ‘click and open’ Rate Tracking
- Added Email Footer to Admin interface (ex: customize footer/ability to add the same footer for Marketing Campaigns)
- Added emoji compatibility in subject line
- Adjusted email wysiwyg interface to be compliant with Gmail
Service Offer Admin
- Added ordering to displayed offers in Shopping Cart
- Added Service offer exceptions filtering (ex: offer wireless service except when fiber is available)
Public Shopping Cart
- Added overlay triggers based on service areas
- Added expanded descriptions of group pages
- Added the ability to assign shopping cart display order
Subscribers
- Added View All Attachments from Subscriber account created from Tickets, Tasks, and Workflows
- Added View All Tasks updates from Subscriber history
Hardware
- Added Asset Tag tracking field by default
JUNE 2022
June 23, 2022
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 2022
May 17, 2022
Workflow
- Adjusted task function coloring of templates and process to match
- Added task function description to view on mouseover on workflows
- Added auto-start package workflow from the public-facing shopping cart and/or internal shopping cart
- Adjusted Task Notification email to include direct link to workflow
- Adjusted Fiber Drop workorder to allow for notes and corrected rounded fiber footage
Subscriber
- Adjusted Summary cards to be tenant specific in user display settings selection
- Adjusted price edit to allow for value to be set at $0
Email Templates
- Added subcategory to Support Email templates to split into Ticket, Network Event, and Marketing Campaigns
Network Events
- Adjusted Network Events to only bring in email templates categorized as NULL or Network Event
- Adjusted Network Events email template window to use full screen
- Adjusted Events (You) display to include clickable event
Market Campaigns
- Adjusted Market Campaigns to only bring in email templates categorized as NULL or Market Campaign
- Adjusted Market Campaigns email template window to use full screen
- Adjusted subscribers tied to campaign to list view instead of buttons
- Adjusted Marketing Campaign to use full screen
- Added map view of subscribers attached to campaign
- Added map selection tool for adding subscribers to campaign
- Adjusted workflow view to tab view for dynamic and service area workflows
Tickets
- Adjusted tickets to only bring in email templates categorized as NULL or Ticket
- Adjusted ticket email template window to use full screen
Warehouse
- Adjusted default location to allow editing
APRIL 2022
April 21, 2022
Integration
- Plume
- Authorize.net
Subscriber
- Adjusted PDF Statement
- Adjusted Payment Reciept to include check number
- Added Plume Summary Card and basic management functions
Search
- Adjusted IP address search
Hardware
- Added Plume options
Workflow
- Added Metric Report - Multiple Task
- Added Plume turn up task function
April 16, 2022
Workflow
- Added Task Metric report
Subscriber
- Adjusted to MDU account interface
Dashboard
- Adjusted Stacked Bar charts to allow for NULL values
- Adjusted Bar charts to allow for NULL values
Base Map
- Adjusted selecting Service Area shapes that allows selection based on Type
April 8, 2022
Network Events
- Adjusted emailing to all email accounts listed under a subscriber
- Added to allow Category of Event to be set to trigger subscriber overlay
Marketing Campaigns
- Adjusted emailing to all email accounts listed under a subscriber
- Added to allow Category of Event to be set to trigger subscriber overlay
Dashboard Cards
- Adjusted displays of descriptions in vertial and stacked charts
Calix
- Added SMX Monitoring templates
Subscriber
- Added MDU/Property Interface
MARCH 2022
March 29, 2022
Calendar
- Tied an event move to task function improvement.
Company-Wide Dashboards
- Added admin interface.
- Improved interface usability.
Network
- Added Calix split environment functionality between SMX/EXA.
- Added Calix Support Cloud.
- Added directionality to fiber splice diagrams.
Subscriber
- Added service page refactor for speed improvements.
- Created subscriber object and service flat file report.
- Added batch run functionality for failed CC/ACH payments.
- Added current subscriber balance to statement pdf reports.
Workflows
- Added bridged ethernet provisioning task functions.
March 9, 2022
Billing
- Corrected invoice detail dashboard card.
- Added ability to edit service item description at the time of sale.
Network
- Added the ability to view all subscribers traversing a device by type or model.
Projects
- Added basic reports.
- Created interface adjustments.
Subscriber
- Added tags to reporting.
- Adjusted subscriber history reporting.
- Adjusted super search display of multiple results.
- Corrected Google Street View to be set by default.
- Corrected subscriber package status report.
- Added Calix Support Cloud integration functionality.
Workflows
- Added locations to workflow reporting when relevant.
- Added locations to task reporting when relevant.
- Added description and version number to workflows.
- Added Calix SMX task functions.
- Added tag subscriber function.
FEBRUARY 2022
February 23, 2022
Calendar
- Adjusted event filter.
- Adjusted for usability during dashboard setup.
Reports
- Created basic contract report.
Subscriber
- Added interface for FCC voice settings.
- Corrected default Google Street View on new additions.
- Added direct deposit payment type.
- Adjusted subscriber search to improve speed of returned results.
Warehouse
- Created option to generate an inventory PDF by overall warehouse or individual location.
Workflows
- Added task function to call secondary tasks when original task is past due date.
- Added name and version number to header of workflow processes view.
February 8th, 2022
Admin Utilities
- Updated default workflow layout.
Workflows
- Added task functions, including:
- Percentage-based fees based on past due invoice amounts.
- Generic batch notifications, including: invoice past due, invoice past due final notice, statement ready with autopay, statement ready without autopay, maintenance notice, service outage notice.
JANUARY 2022
January 27, 2022
Admin Utilities
- Created company-wide dashboard, including dashboard types Tech, Financial and Monitoring.
Operations
- Added ability to associate workflows, service areas, subscribers, tickets and warehouses to a project.
Subscribers
- Added feature to implement signature date as contract date.
January 6th, 2022
Admin Utilities
- Added options for default summary card settings to collapse street view or maximize screen.
Billing
- Added taxable revenue column to invoiced taxes and surcharges report.
- Resolved IPPAY summary report date collection bug.
Payments
- Created ability to manually apply and unapply payments to specific invoices.
Subscribers
- Added address columns to subscriber reports that display and filter report results by location.
Workflows
- Improved layout and display of workflow admin.
DECEMBER 2021
December 16th, 2021
Admin Utilities
- Created a new feature to set default summary card layout for users.
Billing
- Updated invoice reports allowing for an added package selection.
- Added recurring flag column to payment receipts report.
Portal
- Added new feature to allow for in-portal password change.
Subscribers
- Added new subscriber by location report that splits individual rows by locations.
Tickets
- Updated tickets by service area report.
Workflows
- Added report monitoring workflows by service area.
- Added report monitoring tasks by service area.
December 9th, 2021
Billing
- Added new tax reports
Subscriber
- Added feature that will trigger subscriber tag overlay based on specific workflows and tasks
- Added ability to choose a street-view default location when one account has multiple service locations
- Updated subscriber reports to display correct county, state, zip, and census information
Workflow
- Corrected copy function to include custom layout
- Added new feature to trigger subscriber overlay by task
- Added service areas to workflow and task reports
NOVEMBER 2021
November 16th, 2021
Attachment
- Created preview option for attachments.
Network
- Added VLAN tracking functionality.
- Added new features for drop imports, as well as error checking capabilities.
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 2021
October 25th, 2021
Billing
- Updated subscriber search function with CSV import to require the subscriber ID to search.
Circuits
- Added report filters.
- Adjusted report sorting function.
- Added report columns.
Outside Plant
- Added report documenting drop import failures.
Purchase Orders
- Added function allowing for large purchase order processing.
Search
- Refined super search.
Tickets
- Added report filters.
- Adjusted report sorting.
- Added report columns.
Workflows
- Added report filters.
- Adjusted report sorting.
- Added report column.
October 14th, 2021
Billing
- Added the ability to download the batch billing process PDF.
- Resolved bug fix that prevented payment methods from displaying in portal.
Location
- Fixed location endpoint timeout.
Network
- Added filters and columns to the circuit display.
Subscribers
- Added the ability to upload large quantities of subscribers with a CSV tool.
Tickets
- Added filters and columns to the ticket display.
SEPTEMBER 2021
September 23rd
Hardware
- Added filters and columns to the hardware display.
Location
- Added the ability to upload large quantities of locations with a CSV tool.
Purchase Orders
- Added an option for batch creation of large quantities of inventory.
- Corrected display issues when receiving inventory.
Subscriber
- Added filters and columns to subscriber page.
Workflow
- Added scheduled completion date field to tasks for increased behavior transparency.
September 16th
Hardware
- Added default / hardware column filters.
- Improved hardware search speed.
Service Areas
- Updated to allow name changes of service areas in production.
- Updated to allow type changes of service areas in production.
Subscribers
- Added default /subscriber column filters.
- Adjusted for monitored items not being actively monitored after initial setup.
Tenants
- Added options to acquire census information from different decades (2010, 2020).
Tickets
- Updated email to ticket creation.
- Updated subscriber portal generated tickets.
September 8th
Billing
- Added bank-processed check CSV upload.
- Expanded invoice, payments and credit memo reporting.
Hardware
- Expanded hardware information and filters.
Purchase Orders
- Added equipment CSV upload feature to purchase orders to allow specific equipment information (MAC, serial number, other) to be mass imported.
Subscribers
- Improved active services card.
- Expanded subscriber information and filters.
- Added reporting tying subscribers to service areas.
- Expanded contract support.
JULY 2021
July 29th
Service Offers
- Added mass add and delete functionality.
- Added 'Add Service Area' display to accomodate larger quantities.
Subscriber Services
- Corrected deactivation of email address for invoice delivery.
July 22nd
Billing
- Added metered usage module.
- Updated IP bucket task functions.
- Updated IP bucket interfaces.
- Updated IP bucket billing functions
- Adjusted IPPay dashboard card for dynamic date selection.
- Corrected sub row issue of detail reports.
Circuits
- Updated signal trace logging and error messaging.
Hardware
- Adjusted systems creating and adding slots and ports.
Inventory
- Corrected item sorting issues.
- Corrected item quantity issues.
- Updated interface usability.
Map
- Adjusted address formatting for multiple address selections.
- Corrected service area default display issue.
Subscriber
- Added summary card for usage buckets.
July 8th
Billing
- Updated reports for invoice details, credit details and payment details.
Dashboard
- Removed depreciated dashboards from selection options.
- Updated user view.
Network
- Implemented NetFlow module for monitoring data usage.
- Corrected IP pools to account for active and delete flags.
Service Offers
- Added flag for visible public shopping cart.
- Updated address comparison to exclude addresses not intended for Subscriber service.
Subscribers
- Updated email and mail requirement options.
Wireless Tool
- Added bearing and distance fields to task notes.
- Updated tower selection option to better display bearing and distance to AP.
JUNE 2021
June 24th
Billing
- Resolved bug associated with the aging report.
Calendar
- Resolved bug associated with copy week function.
- Resolved bug associated with copy month function.
Marketing
- Added SMS opt-in and opt-out function.
- Added email opt-out function.
Network
- Added additional CMS side fields to the Calix Audit Report.
Service Areas
- Added public shopping cart option for service area status.
Tickets
- Added Dynamic Workflow type description to header of Workflow Process.
- Added task assignment change to Dynamic Workflows before launching a Workflow Process.
JUNE 9th
Billing
- Added quick search reports for Invoice, Payment and Credit features.
- Added City, State, Zip and Service area.
- Resolved date selection bug.
- Added credit details report with a CSV download option with naming scheme change.
- Added invoice details report with a CSV download option with naming scheme change.
- Added payment details report with a CSV download option with naming scheme change.
Marketing
- Added email opt-out option.
Subscriber
- Adjusted FAB button to only appear on the primary pages of the subscriber module.
JUNE 3rd
Billing
- Added chart of accounts link to Invoice details report.
- Added City, State, Zip, and Service Area to Invoice reports.
- Corrected date-range bug.
Marketing
- Implemented email opt-out option.
Subscribers
- Resolved statement PDF generation bug creations.
- Updated email to ticket parse.
- Adjusted email ticket admin interface.
- Added autofill for portal username with email address when username not present.
Vendor
- Added international addresses option.
MAY 2021
MAY 27th
Billing
- Applied transaction report adjustment.
- Resolved bug associated with balance remaining endpoint.
- Improved tax descriptions during base entry.
Contractor Portal
- Added endpoints for subscriber locations.
- Added endpoints for vendor configurations.
Phone
- Resolved bug associated with number port.
Public Shopping Cart
- Resolved bug associated with portal username creation.
- Resolved bug associated with multiple small fixes.
Tickets
- Resolved bug associated with ticket sorting in dashboard cards.
- Expanded descriptions for closed ticket email notifications.
- Expanded descriptions for past-due ticket email notifications.
Workflows
- Expanded descriptions for task assignment email notifications.
MAY 19th
Billing
- Updated public shopping cart package pricing.
Network
- Resolved Track My Truck bug fix.
- Added network events mapping functionality.
- Expanded network events functionality for tickets and subscribers.
Tickets
- Updated ticket email notifications to contain more information about the ticket being assigned to the user.
Workflows
- Updated task email notifications to contain more information about the task being assigned to the user.
MAY 12th
Billing
-
Added extended detailed reporting on invoices, credits and payments.
-
Added billing zip code option to credit card processing.
-
Adjusted payment portal interface.
-
Fixed bug related to removing email address from subscriber package.
Hardware
-
Updated interface to Slot/Port add, remove and swap.
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Added Calix E7-2 audit report.
General
-
Improved speed and bug fixes for customer facing shopping cart.