Admin Center Changelog

Version 3.5

Bug

• [AC-402] - FR license is not transferred when camera is replaced
• [AC-405] - In sales module, after the quote is saved and click on agreements list, the generated code of the agreement doesn't appear -> I can not click on it to edit. (a workaround will be to add a link on the agreement's name that goes to agreement's page)
• [AC-410] - General DVR status in not changed while the device sends not recording state

Story

• [AC-399] - Create a Cleaning Database report based on deprecated / old / unused procedures and tables
• [AC-403] - Creating new stock spreadsheet for Stock Romania
• [AC-409] - Set the DVR last connection overdue to 8 days
• [AC-413] - Extend DVR channels status, active/no video must be set only for monitored and not snoozed channels / add new status for snoozed
• [AC-415] - Delete unused tables and deprecated stored procedures from the MYSQL Database
• [AC-417] - Reorganize framework classes
• [AC-418] - Refactoring licenses section
• [AC-422] - Refactoring Quote section
• [AC-423] - Create stored procedure to push specific settings to X2 devices on intermodal locations
• [AC-425] - Research JavaScript and Node.js
• [AC-426] - Import logs from MySQL
• [AC-427] - Create RegEx for different types of logs searches
• [AC-435] - Modify stored procedures to accept in_alert flag new implementation for locations
• [AC-438] - Refactoring Agreements section
• [AC-439] - Modify location, contacts, company forms in order to use same database table for addresses
• [AC-440] - Add sort panel on D4/D8 devices lists
• [AC-446] - Create documentation for Sales Module Refactoring (Agreement's Section)

Version 3.4

Bug

• [AC-154] - ACEvents -Events tab - Dropdown failing to remain on the selected range .
• [AC-155] - ACEvents -Events tab - The first page load should load all events .
• [AC-156] - ACEvents -Events tab - After selecting the second page it should show the specific events from the time range selected .
• [AC-267] - Ship to from quote predifined country
• [AC-301] - Locations without generated events list are still served to review agents
• [AC-328] - Opp/Quote data is saved with a day behind what you saved
• [AC-331] - This is how AC looks after the login session expires - see attached
• [AC-332] - Sales Personnel list needs to have the same layout as all lists from sales - see attached (it's missing header + search button)
• [AC-333] - When you click on a salesman, re-direct to sales personnel list from Sales, not to personnel from Settings
• [AC-334] - If you create a location from a quote and the company is a prospect, make it operational client automatically after the location was created
• [AC-335] - Array error on Contact details view for those contacts assigned per location - see attached
• [AC-337] - When printing a quote, there is no currency on the price items - see attached
• [AC-338] - When edit a company, there is 'Judet' field, but on view mode, there is 'State' field
• [AC-339] - When I create a company from a contact form, it doesn't fill in the State / Judet field in the company and the industry is 'Automotive' by default
• [AC-340] - When I create a contact + a company from the contact form and click save => Company's page -> contacts tab selected -> contact's page
• [AC-341] - When I create a prospect from a contact's form, on the fleet type field it should be '-', not '0' (When I edit the company, it looks like this: see attached)
• [AC-342] - In quote view, move 'Location' field below the 'Decision maker' field.
• [AC-343] - When I create an opp, it automatically sets to overdue - even though the date is today and it's not over yet
• [AC-346] - When I click on opps list, it gets me this - see attached
• [AC-347] - When I inactivate a contact / company / opp / quote - the icon should be black instantly (now it';s still green, I need to hit refresh to be updated)
• [AC-356] - When I click on a company that doesn't have industry, it appears like this - see attached
• [AC-357] - GSM modules appear to be inactive, but all of them are active (Idrive ->Romania) - see attached
• [AC-358] - Sales Funnel -> When I click on Opps <50% the list should be with Opps <50%, not with all
• [AC-363] - Refresh on advanced settings interface is not working
• [AC-366] - When the unsigned agreement is created, the quote attached is set as closed, even though it is not closed yet - see attached
• [AC-367] - In the unsigned generated agreement, the salesman number is not pre-filled and the date should be pre-filled with the date of the quote - see attached
• [AC-378] - The pdf module exports just the first page of the agreement
• [AC-379] - The customer_country is not added in the agreement
• [AC-380] - There is no font formatting in the word editor (type + size)
• [AC-381] - In the services_table should be the name of the service, not the description
• [AC-382] - In support, in the devices settings (multiple / singular), the list of settings should be ordered alphabetically
• [AC-384] - The contact_email is not added in the agreement
• [AC-385] - The default contact information is for Calin. It should be for the salesman's quote
• [AC-389] - The edit terms of the agreement should be a pop-up, not a different page
• [AC-390] - When I don't have the number of the sales contact, the field is filled in with the email, but the label didn't changed, it's still 'number' and appears email - see attached
• [AC-392] - Click on Send quote => 'View' (agreement) button => fill in the pop-up info => it should direct to agreement's page. Now it directs to agreements list
• [AC-395] - When there are 2 tables in agreement(semi/annual payment), there is no space between them in print view
• [AC-396] - There are no headers in the tables for print view

Story

• [AC-175] - Show devices per company (not just by location)
• [AC-217] - Refine Review engine in order Auditor to be able to have more control over what vehicles / Drivers / seasonality etc directs to Review members.
• [AC-293] - Filter reviews by company also by location / department
• [AC-325] - Attaching contracts in Sales module - concept
• [AC-336] - Make link on location name = > location page
• [AC-344] - Salesman's page - layout
• [AC-349] - Salesman's page -> hide all the tabs, except 'Basic'
• [AC-350] - Make View and Edit for Salesman's page
• [AC-351] - When I'm on a location and add a contact/quote, the locations's bar shouldn't disappear
• [AC-352] - Make icons for GSM's list (in location's page) -> green = active / black = inactive
• [AC-353] - Show in GSM services's list just the active services + count them
• [AC-354] - Hide the editable part from Maintenance info per location - see attached
• [AC-355] - In GSM services, eliminate the link from the device serial (this is just for support)
• [AC-359] - Implement contracts / agreements in Sales module
• [AC-360] - Eliminate the link from DVR's serial numbers (this is just for support)
• [AC-362] - Face Recognition summary on first support page
• [AC-368] - Modify Agreement's layout (view + print)
• [AC-369] - Modify Salesman's signature layout
• [AC-370] - Add in the quotes list another column 'Agreement attached', value 'yes/no'
• [AC-371] - On a quote, when there are services for both annual / semi annual options, the tables with the services from the agreement should be separated
• [AC-372] - Implement Europe Agreement template (Terms and conditions + possibility to chose between adding just services or adding both services and devices in the agreement)
• [AC-373] - Add the possibility to establish the period of the agreement / contract in the same pop-up with the start date of the contract
• [AC-374] - Add an 'Additional documents' section in the pop-up of the attachment of the signed contract
• [AC-375] - Add the possibility to delete an agreement template (add a delete button near the edit button)
• [AC-376] - Add a link to the email of the salesman (in the Salesman view page)
• [AC-377] - In the Agreements list, order them by Start Date DESC
• [AC-383] - For the print / export layout, after the 'Whereas' section the first page ends. After that, comes all the other pages
• [AC-386] - Those 2 types of 'Edit' buttons from the agreement's view should be separated differently (it's confusing right now)
• [AC-387] - The link for the agreement should be on Generated Number, not on the name of the contract
• [AC-388] - In the edit terms pop-up, in the 'agreement period' label should state the type of the period in () - months (see attached)
• [AC-393] - Eliminate 'Mark as delivered' button from the quote's page
• [AC-394] - Show all quotes in shipment module
• [AC-397] - Show the 'View' button from the send to pop-up only when the user checks the 'Attach contract' field
• [AC-398] - Add quarterly payment option in the quote edit items table

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