Admin Center Changelog

Version 3.3

Bug

• [AC-283] - Can't create a contact due to verification button .
• [AC-326] - All opportunities are shown for a normal user
• [AC-327] - Sales funnel reversed Lines

Story

• [AC-136] - Implement Sales Funnel module
• [AC-246] - RMS requirement
• [AC-288] - Concept + Mock-up for the Finance Module Phase I

Version 3.2

Bug

• [AC-185] - Sales- Quotes - Send quote
• [AC-223] - Sales -Failed to use the search button
• [AC-253] - The items list from quotes should be the same as the items list from opp (when I select all the categories and price, it should be automatically added - no add button)
• [AC-255] - When I click on Companies, Dashboard is still in the pressed state => see attached
• [AC-256] - Small icons when i edit an opp from a company .
• [AC-258] - Companies Tab doesn't remain selected .
• [AC-259] - Activity search issue 1
• [AC-260] - Activity search issue 2
• [AC-261] - Save Opp doesn't return you in the opportunities tab
• [AC-277] - Ajax Warning for Issues sort
• [AC-280] - Eliminate Breadcrumbs
• [AC-281] - On a company page => view mode, do not show this information if it is not checked - see attached
• [AC-282] - There is no firmware shown .
• [AC-284] - Sort with all Companies .
• [AC-285] - Create company cancel doesn't work .
• [AC-286] - Sales tile doesn't remain selected .
• [AC-290] - Same as company doesn't work
• [AC-292] - When I add a quote from a company it doesn't save the ship to address from the contact / location
• [AC-316] - Address type remains on shipping
• [AC-317] - Reminders contact is not a mandatory field .
• [AC-318] - Deleted items remains in the quote
• [AC-320] - Companies tile doesn't remain selected when in Sources
• [AC-322] - When i activate a company from a prospect the action bars for that companies disappear

Story

• [AC-132] - Close all open quotes that are older that 1/1/17 and mark them as not accepted - so the shipment won't be affected
• [AC-134] - Add location page
• [AC-135] - Add filters for each list (companies / opportunities / quotes / items )
• [AC-153] - When all company's locations become inactive => company is inactive and viceversa
• [AC-158] - Add link to location's contacts in the panel
• [AC-171] - Fleet type - let add something else in a blank space
• [AC-172] - Industry - let add something else
• [AC-176] - Add a quick quote from location page
• [AC-209] - On the "send to" pop-up, add a + button so you can email to more than one person
• [AC-264] - FEATURE ->Using Vedr / Dvr information .
• [AC-289] - Add a link in AC - about (near the version) the link to the AC Wiki change log
• [AC-323] - Sales Funnel - when you click on a type of opp => the default filter should not be active (this is a report) => show all opps from that type, not just the active ones

Version 3.1

Bug

• [AC-122] - Bug Feedback on AC3-Sales Module
• [AC-139] - Can not upload picture in wiki
• [AC-147] - Warranty update throws an error
• [AC-159] - Health - SdCards Alerts - Numbering the devices should continue on the next page selected.
• [AC-162] - Devices - Search device type - Dropdown doubles the Search page
• [AC-174] - When you edit an older quote that doesn't have an assigned contact and you try to save it => Ajax error + Mandatory fields error but there is no red square to show which field is not filled in
• [AC-181] - Sales -Dashboard - Active quotes tile
• [AC-182] - Make a client operational only when a quote from that client is accepted
• [AC-184] - Filter by active (opportunities / quotes) is not working - it doesn't filter at all
• [AC-187] - The list of companies shows leads and prospects ordered alphabetically and at the end of the list the customers
• [AC-190] - Make salesman editable everywhere
• [AC-192] - When you add a new contact, the default form will be US form (now it is International form)
• [AC-193] - Don't show in any drop-down inactivated things (company , contacts etc)
• [AC-195] - The show all Leads tile from the end of the page should filter all the leads .
• [AC-196] - On location page->Products and services => when you don't have any products/services and the button is gray / inactive, you can't click on it because there is nothing in there. Eliminate the possibility of clicking it.
• [AC-198] - Sales - Active Opp/Quotes filters doesn't work properly
• [AC-199] - Locations list - When there is no data in the cell, add '-'
• [AC-202] - Setting location's geopositionning gets no results on some addreesses
• [AC-203] - When I am on a location page =>Software => the list should be numbered correctly (now it is 1, 1, 2) and it is a blank row between the first feature and the second one. Please remove it
• [AC-204] - When I am on a company and I click Quick quote, it won't let me select anything from the location drop-down - it says I need to select company first, but the field is already filled in---> see picture attached
• [AC-205] - When I am on a location and I make I quote from the location page, it doesn't fill in the location drop-down (it should be filled in with the location's name)
• [AC-210] - When you search for a closed quote nr in the 'Active Quotes' list - there should be a message like 'The quote is closed, please click on 'Show all quotes' button to see the list of all quotes'
• [AC-211] - When I click on 'Active Quotes' tile and after that on 'Show all quotes' => the containers is duplicated and I see 2 lists of quotes one after another
• [AC-212] - When you copy paste a quote name in the search field, it copies with a blank space. In the search process, ignore the blank space or trim it
• [AC-213] - When I try to edit an old contact that doesn't have a mandatory field filled in, I should receive the 'Please check mandatory fields' and the labels missing in a red square. But it just saved the contact.
• [AC-214] - Opp Name is not mandatory for the quote .
• [AC-219] - I try to make a quote and I get this error message (see attached) It should let me on the edit page and show me what fields I've missed.
• [AC-220] - I clicked on Quotes => then I tried to click on a quote from the list, but I get this error message
• [AC-221] - I edited a company and missed a mandatory field. This is the error message I got. I should have got the 'fill in the required fields' and with a red box highlighting the required field
• [AC-222] - By default, do not show in any list (contacts, opps, quotes) what is closed / inactive. Let them use the filter if they want to see what's closed
• [AC-224] - Check mandatory fields in new opportunity
• [AC-225] - Mysqli call on item name for Quote
• [AC-228] - When I create a company and add a source category, it should automatically fill the source subcategory (if it has only one) - like in the previous version, if not, it should let you select from the drop-down. Now it doesn't autocomplete the subcategory.
• [AC-232] - When I edited an old company and filled, for ex, state, zipcode, locations nr etc, I saved, but it tells me that 'Nothing was modified' and the info was not saved.
• [AC-233] - When I try to create a quote for a company, I selected the decision maker from the drop-down, but it didn't selected the 'To' drop-down and for the ship to address, it won't let me select the decision maker's address. Please see attached
• [AC-234] - When I create a quote and I don't fill in the Ship to address, it get's me this error, but it won't show me the required fields. See attached
• [AC-235] - When I edit a company and I don't fill in all the mandatory fields, it gets an error, but the mandatory fields are not in a red square.
• [AC-237] - When I edit a company and try to add another address, I click save, but it's saying that nothing was modified and it didn't save my info. Please see attached
• [AC-238] - On the contact info, when it doesn't have an email, it appears these things in the field - see attached
• [AC-239] - Overdue Reminders Search bar doesn't work
• [AC-240] - Overdue Reminders Search bar is not in the proper place .
• [AC-241] - Ajax Call when a company is created
• [AC-242] - Fail to create an Opp when you don't have a company .
• [AC-243] - Show all opp/ quotes in the opp menu should not be present for a company .
• [AC-244] - Mandatory fields for new location pop-up
• [AC-247] - Mandatory fields in a company edit .
• [AC-248] - Quotes , Mandatory fields .
• [AC-249] - Company name => Opportunities => Opportunity name => edit opportunity( the recent activity panel should stay on page - it should edit just the opportunity panel) Like when I edit a company (the contacts and reminders panel stay on page)
• [AC-250] - Company name => Quotes=> Quote name => edit quote( the recent activity panel should stay on page - it should edit just the quotepanel) Like when I edit a company (the contacts and reminders panel stay on page)
• [AC-251] - Company name=>Opportunities=>Opp name=>Quote from that opp (the active tab should be quotes, not opportunities)
• [AC-252] - When I am on a company and I click on those 4 active tabs (Open issues, Active opps/quotes, reminders), the active tabs from the action bar should be accordingly
• [AC-254] - Make a contacts list for company (add a tab between locations and activities)
• [AC-257] - Fail to add item on quote
• [AC-262] - Opp dates are with 1 days minus
• [AC-263] - White screen on print
• [AC-265] - Reminders tab doesn't show the correct information
• [AC-266] - Location field for a contact isn't saved .
• [AC-268] - Open issues tile filter doesn't work properly
• [AC-270] - Validate for all buttons .
• [AC-271] - Overdue reminders should have old reminders not all reminders
• [AC-272] - Quote to Adress should be complete when a decision maker is selected
• [AC-273] - Remove from quote Test1 and Test2
• [AC-274] - Quotattion pdf -> Company Name not in the right possition
• [AC-276] - Company name=>Opportunities=>Opp name=> add Quote from that opp (the active tab should be quotes, not opportunities)
• [AC-278] - Contacts tab - International form dropdown
• [AC-279] - Contacts Us/Canada form should not have the State field

Story

• [AC-127] - Face recognition management
• [AC-146] - Sort SD Cards list based on RMA requests
• [AC-148] - Eliminate the mandatory fields of email and phone from the contact form
• [AC-149] - Add mechanism to load all quotes on shipping
• [AC-150] - Add “ship to“ info on quotation
• [AC-163] - Add 'All Locations' tab => Locations list with search bar
• [AC-164] - Add filter by salesman on opportunities and quotes lists
• [AC-165] - When it's on the quotes / opportunities list per company, eliminate filter by country
• [AC-166] - Order quotes / opps by date DESC also on Active Quotes / Active Opportunities tabs
• [AC-167] - On Send to pop-up: Subject = Opportunity name and the content is blank
• [AC-168] - Ship to address - drop-down with the receiver contact and fill in with it's address
• [AC-169] - Dashboard - show last companies you edited
• [AC-170] - Assign a company to a particular salesman (only Curt has this permission)
• [AC-173] - Eliminate Military Fleet from Fleet type
• [AC-177] - Add location field in a quote add form
• [AC-179] - Integrate Salesmen list into the Sales module
• [AC-180] - Add a new location from the quote (drop-down with the existing locations + add new location button)
• [AC-183] - Populate adm. divisions with proper info for Europe
• [AC-191] - If a prospect doesn't have a quote / opp make it lead
• [AC-194] - When you create a quote and you have selected / select a decision maker => The 'to' and 'ship to' info should be automatically filled with the decision maker's info (but let them select from drop-down)
• [AC-200] - Locations list - link to location name
• [AC-201] - Locations list - add status of the location and instead of location id => nr.crt
• [AC-206] - On the quote add form, in the ship to form, when you select something from the drop-down, please add a preview of that address (bellow the drop-down), like in the 'to' form and make it non-editable.
• [AC-207] - In the new company form, please make 'Source subcategory' not mandatory because some of these categories don't have a sub-category
• [AC-208] - When I am on a quote and I click on Send button => select Other => remove the duplicate Send to field - there is no need to add the name of the receiver, just the email
• [AC-215] - Location status - black =>closed , grey=>out of service

Version 3.0

Bug

• [AC-269] - Add new Contact save button doens't work

Story

• [AC-99] - Sales module - improving and organizing the existing code for Phase I
• [AC-113] - Company page - add lt statistics
• [AC-114] - contact page - add, edit, view
• [AC-115] - Opportunity page - add, edit, view
• [AC-116] - Quote page - edit, view, add
• [AC-117] - Items - edit, add, subcategory
• [AC-118] - Notes list
• [AC-119] - Reminders list
• [AC-126] - Release beta for salesmen

Version 2.10.0

Procedure

• [AC-61] - Create a recurring event for SafetyScores Procedure

Story

• [AC-47] - Improving internal review audit
• [AC-48] - adding ability to add a technical note in Customer panel, near Base Station (currently only sales user can add this type of notes from Sales module)
• [AC-49] - Add reseller information to the quotation form
• [AC-68] - Parsing and filtering device log
• [AC-69] - Fixing device adding comment
• [AC-70] - Adding warehouse and gps model to device form

Version 2.9.2

Story

• [AC-36] - Extend ticketing system to accept RMA items
• [AC-37] - AC calendar integration

Sub-task

• [AC-38] - Adapt ticketing system for RMA
• [AC-39] - Integrate AC Calendar

Version 2.7.8

Story

• [AC-12] - Devices Issues Report
• [AC-13] - Implement new Devices Configuration key type

Version 2.7.7

Story

• [AC-7] - MsReviewReport
• [AC-14] - Active Customers List

Sub-task

• [AC-9] - Company Review Report
• [AC-10] - Events Review Type by Period
• [AC-11] - Reviewers Personel Report

Version 2.7.5

Story

• [AC-2] - Company LiveTelematics Pool
• [AC-4] - Release other software
• [AC-6] - Events List Loading Time