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Release Notes

MARCH 2025

March 19, 2025

Workflows

  • Added visual icons in Workflow Tasks for improved indication of the following:
    • Task Assignment: Person icon appears if assigned to User or Group user is a part of
    • Task Automation: Gear icon appears when Task Function is set to Auto Complete
    • Task Timing: For quick identification, Tasks due ‘today’ will appear yellow; Past-due Tasks will appear red 
    • Automated Overlay: ‘Automation in progress’ overlay on Tasks with Task Functions set to Auto Complete to indicate no User action is needed
  • Added the ability to annotate Workflow diagrams with task information
  • Added visual green bubble to Workflow template with noted insight 
  • Added Task Log when updating calendar dates
  • Added Webhook functionality for using data from Webhook responses from the parent Task in requests and using Webhook response data in Task Function dependencies

Service Areas

  • Updated KML upload compatibility when using Firefox
  • Updated Service Area Upload compatibility with devices using Google Earth
  • Updated Service Area internal map color display to coordinate with public-facing coloring selection

SMS 

  • Added SMS logging and reporting of stats within Network Events, Marketing Events and Tickets

Marketing Campaigns

  • Improved stability of marketing campaign postcard upload

Subscriber

  • Updated quotations in notes

Inventory

  • Added Tenant Settings option to prebuild Calix ONTs at the PO stage of adding inventory

FreeRadius

  • Added integration with FreeRADIUS for managing network access including associated Task Functions
    • Add FreeRADIUS User
    • Add FreeRADIUS User and Complete Task
    • Remove FreeRADIUS User
    • Remove FreeRADIUS User and Complete Task

Reporting

  • Added date parameters to workflow process report searches
  • Modified Subscribers by Hardware Model report to include hardware not tied to a circuit and to include device serial numbers

Compliance 

  • Added Subscriber account CPNI Pin and Security questions 
  • Updated Broadband Label display in Subscriber Portal 

FEBRUARY 2025

February 26, 2025

Workflows

  • Added Task Functions “Add Portal Users” and “Add Portal Users and Complete Task” to create Portal users for all of the subscriber's contacts of a specified Contact Type
  • Added note log to record when attachment files are deleted
  • Removed the ability to delete attachment files after Task is completed
  • Updated interaction and results of radio button Task Fields when named the same 
  • Adjusted Suspension Workflow Process time zone look up for past due balances

Subscriber

  • Adjusted auto-formatting phone number when copy and pasted into Subscriber contact field
  • Added Mass Subscriber Package Change tool to schedule Change Subscriber Package workflows in bulk by specific Service Area or Service Area Type 
  • Adjusted Subscriber Search in Add Tag to look up Subscriber by 4-digit Referral Code

Tarana

  • Added Suspend Subscriber Data Services and Reactivate Subscriber Data Services function support to set the SLA profile to ‘Min SLA’ for automation within suspension workflows for shaping down due to delinquent, past due balance 

Line of Sight

  • Adjusted coloring of AP signal array for improved visibility on Google terrain and satellite map 

Plant Records 

  • Adjusted drop import process to support tying package hardware with the NID product type assigned

Public API

  • Added support for updating a Ticket's status

Portal

  • Added Broadband Fact Labels to display in Portal Shopping Cart
  • Adjusted display of Change button under Services

Invoice Batch

  • Added option on the Batch Transactions page to build a new batch PDF including only invoices that have an open balance

Reporting

  • Added ‘Add Dashboard’ option to Subscribers by Hardware Model report

Hardware 

  • Adjusted address location association of moved hardware 

Network Events 

  • Added Network Event Admin Templates for configuration to create network events and trigger workflow processes in response to defined monitoring parameters

 

February 10, 2025

Workflows

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

Network

  • Added Advanced Search functionality to VLANs management section

 

February 3, 2025

Tarana

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

Workflows

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

Reporting

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

Locations

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

Marketing Campaigns

  • Added support for emojis in Log and Notes

Network Events

  • Added support for emojis in Logs and Notes

Portal

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

Inventory

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

Packages

  • Updated ability to edit production packages

Regulatory

  • Updated FBS report to remove " in output

Monitoring

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

3-GIS 

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

 

JANUARY 2025

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 2024

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 2024

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 2024

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 2024

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 2024

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 2024

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 2024

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 2024

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 2024

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 2024

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 2024 

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 2024

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 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

Reporting

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

Vision 

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

Workflows

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

 Map

  • Updated location data layer to no longer show pole data

Email Templates

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

Inventory

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

Subscriber

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

Portal

  • Updated change username in portal to change in AuthO

Network Events

  • Updated email log report

OCTOBER 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

Contractor Portal

  • Optimized mobile styling 

Marketing Campaigns

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

Workflows

  • Added new Check Subscriber Tag function

JANUARY

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

Network Events

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

Shopping Cart (Internal)

  • Adjusted Categories display
  • Adjusted Mobile styling 

Billing

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

Network

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

Subscriber

  • Added change of Anniversary Date function

Service Offer / Service Package 

  • Adjusted load speed

NOVEMBER 

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 

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 

September 29, 2022

Subscriber

  • Added Facebook Messenger integration

Billing

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

Network

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

Public Shopping Cart

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

Outside Plant

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

Workflow

  • Improved Mobile View performance

Dashboards

  • Improved Mobile View performance

September 8, 2022

Shopping Cart

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

  • Adjusted default Subscriber Type offerings in the Public Shopping Cart

Offers

  • Added public facing title and descriptions to offers

Marketing Campaigns

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

Network Events

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

Workflows

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

Tasks

  • Corrected photo upload not marking field as completed

 

AUGUST 2022

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 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

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 2022

February 23, 2022

Calendar  

  • Adjusted event filter. 

Company Dashboard

  • Adjusted for usability during dashboard setup.

Reports

Subscriber

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

Warehouse

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

Workflows

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

February 8th, 2022

Admin Utilities

  • Updated default workflow layout.

Workflows

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

JANUARY 2022

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 2021

December 16th, 2021

Admin Utilities

Billing

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

Portal

Subscribers

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

Tickets

  • Updated tickets by service area report.

Workflows

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

December 9th, 2021

Billing

  • Added new tax reports

Subscriber

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

Workflow

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

NOVEMBER 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.

  • Added Calix E7-2 audit report.

General

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