ChannelOnline 8.5.0 Release Notes

[CommunityJedi22]

This release, version 8.5, focuses on minor Document improvements, updates to Electronic Signatures, Quantity break pricing, StoreSite guest checkout improvements, minor supplier and integration tweaks, plus fine-tuning core application functions and operational improvements.

Documents
Pricing
StoreSites
Items Admin
Integrations
Additional Improvements
General Fixes

For system status information, bookmark this page: https://help.1worldsync.com/channelonline/notify/channelonline-system-status/

Documents

Various minor improvements around document management were added.

• Important change! Only Cancelled orders can be deleted from the documents page. If the document has not been cancelled then the delete checkbox will remain grayed out. This improvement helps with document management when using 3rd party integrations.

• Electronic Signature (E-sign) – Sending documents for Electronic Signature gained several updates in this release. We’ve expanded the E-sign ability to now accept multiple signatures for a single quote or proposal document. Signatures can be both internal and external, it’s based on signer email addresses and will be delivered to the recipients in the order that they are placed in the Send window. Once you have launched the Send E-Sign Link window from the top of the document preview page, click on the Add Signer button to the right of the “To” “Name” field, and another To field row will appear.

• Other E-Sign changes for regular and multiple signatures include:

  • Revised the signing options section to be expanded below the document for better readability. That section no longer covers a portion of what the user is signing (like the totals). Removed the submit “Comment” button from the form to make it more efficient, but comments still get captured with Approve and Decline submissions. All submissions will be captured in the document activity log plus they are stored on the document PDFs.

  • Updated the E-Sign Form Page to include assigned Signer information in a table with these fields: Name, Email, Status of the signer (Out for Signature, In Queue, or Signed), and a signed date/time stamp.

  • Made it possible to display internal custom line item fields for e-sign documents. After clicking Send / Send for Electronic Signature, in the send delivery window with the document preview, select the “Item Custom Fields (int.) *” checkbox and update the preview to allow those fields to show. The Confidential warning will appear internally to users but not to the end contact when viewing the document for signature.

  • New email templates have been added to assist with the new multiple-signature capability. These three templates include a table that displays the signers and the statuses of where the document is in the signing process. A new merge tag, <signer_table> was created for this purpose. This table is similar to what the users see in the Signing Options section shown below. The new templates can be found in System E-mails > System Generated section of Admin.

    • E-sign Signature Required Notification – Sends an email to the next signer when e-sign requires multiple signatures.

    • E-sign Signer Accepted Notification – Sends an email to the SalesRep between signers when e-sign requires multiple signatures.

    • E-sign Signer Accepted Notification To Customer – Sends an email to the signer when e-sign requires multiple signatures.

• • Added a merge field for comments, <esign_comment>, to allow signer comments to be displayed on email templates.
  • For better administration navigation Electronic Signature activation and management was moved from Company Settings to a new location under Document Templates (sub-tab E-Sign).

• Document Attachments – Mark attached documents and links for internal viewing only. Now when you attach documents that the customer does not need to see you can hide them from them on the store site.

• Document Activity Logs – Updated logging for Purchase Orders and Orders. Including new order logging received for multiple electronic signatures process.

  • Quote/Order/Invoice edit tracking.

    • Header / Body: SalesRep, Tax, Live Update, Description

    • Line item edits (when selecting edit pencil icon or Standard Plus): Description (for item#) (at Line#), Mfr/category, Price, Qty, Cost, Selected supplier changes

    • Billing / Shipping selections, edits, and additions.

    • Order Options section: PO Number, Terms, Delivery Method

    • Electronic Signatures: All signers it was sent to, when and which signer signed, and who was next notified.

    • Logging when users click send/print on a document (all document types).
    • Logging the view ship/track info on a doc on both internal and store when users select Show Shipping and Tracking.
    • Include ship notification email information to log in: From, To, CC, BCC, and subject.

  • Purchase Orders tracking now also contains: Qty, Live Update, Contract pricing, and End Customer Information update.

• Customer Shipped Notification Emails – Set shipping notifications on a per-customer basis. By default, when the shipment notification email gets enabled in system E-mails it is available to all customers. But this new setting under the Account edit Shipping Rates page allows you to deactivate it for specific customers. On an account, go to the Shipping Notifications section at the bottom of the shipping rates page, and deselect the checkbox before “Enable shipping notifications.”

• Proposal Submit. The capability to bypass electronic signature on a proposal by way of a “Submit Proposal” button was added to the workflow. The change allows for internal acceptance of a proposal on behalf of a customer, just like you can do on a Quote with covert to order. When a user with access selects Submit Proposal it will follow the standard convert-to-order process for addresses and payment/delivery options. Changes were also made to proposals that allow for manual status updates for: Out to Customer, On hold, Declined, and Cancelled.

• Management of “Stage” options (Company Settings). For improved workflow and dashboard tracking, customize the Stage dropdowns for Leads, Prospects, Quotes, and Proposals. Reorder existing system defaults, create and add new ones to those in the system, or deactivate the defaults and only use your own. If you use other CRM applications you can make them match for better continuity. To modify stages, go to Company Settings > Documents > Misc.  Once there, scroll down and select the pencil icon to the left of “Edit Stage Categories for Leads and Prospects (Accounts), and Quote and Proposals (Documents).” to launch the edit modal. Inside the model (see image) you can create, enable/disable and re-order your stage dropdown options.

• • Remember to go to Company Settings > Documents > Quotes to set your stage default option for quotes and proposals. This can be done at the “Set the Stage dropdown to default to this selection” setting.

• Service Line Item details. Services received some additional adjustments at the line level for improved details. 1) Set the expiration reminder dates on Evergreen and One Time service to default N/A. 2)Made both Recurring and Subscriptions to display the service interval (like Month(s) or Year(s)) next to the service quantity in the product table.

• Recurring Services subtotals breakdown in the totals section. Adjusted the subtotals section to accurately align to all the service Billing Periods for display on documents. This includes the existing Service Subtotal, which is the total of all service lines in the product table above it. For imported clarity, the Recurring Subtotal was removed because it was no longer needed with the more accurate breakdown. Now the specific breakdown by billing period services may look like this scenario:

Service Subtotal: $846.00
One-Time Subtotal: $132.00
Monthly Recurring Subtotal: $90.00
Quarterly Recurring Subtotal: $348.00
Annually Recurring Subtotal: $100.00

• Two new document email merge fields have been added to System E-mails > System Generated for recurring related data. The two document merge field options; Recurring Breakdown and Terms can be added to email templates. To use these fields, edit an email template and add the merge field from Document Fields > Recurring Breakdown. When documents contain recurring service items (monthly, quarterly, annually, etc.) the email with display the recurring subtotal values in the email send window where the email template is displayed (not the print preview).

Pricing

Pricing Admin updates – Price profiles and Tiers received a backend clean-up and gained a few new capabilities during the process. Overall the pages reflect ChannelOnline’s newer UI elements for easier navigation. These changes will be seen mostly while using create and edit pages and with the new ability to perform an inline edit (left side pencil icon) and edit quantity breaks (right side pencil icon). When editing pricing rules you can also see the new ability to select an assigned supplier or create quantity break rules (see details below).

• Selected Supplier Selection – Assign a rule to a specific Supplier with, or without an inventory feature. This feature allows administrators to choose the suppliers they want as the selected supplier associated with a specific rule. For example, you could have all Cisco items to be assigned to Ingram Micro as the “Assign[ed] Supplier with Inventory”, the “Assign[ed] Supplier without Inventory”, or both. Using this setting will override the main price profile setting for selecting suppliers for cost in the Profile setup details.

• Quantity Discounts – From the Price Rule edit page there is an edit icon that will launch a light box that includes the ability to set up a quantity discount, or series of discounts. When the rule is added it will trigger a “See Qty Discount!” link on the product pages for the items that correspond to the rule. Clicking on the link will trigger a pop-up display with the quantity breaks and per-unit prices for that item. Key features:

  • Can also assign items to the qty rule by manufacturer, category, or item# (not available for Attribute/Tag rules).

  • Added quantity and price method lines into the price rule lightbox in the new Quantity Discount section.

  • Access quantity break setup by clicking on the edit (pencil) icon in the Qty Pricing column on the rules edit page.

  • The number of quantity breaks per rule that can be created is unlimited.

  • When discounts are present, a link on the product page in the pricing section for quantity discount information appears titled “$ Quantity Discount!”. Selecting the link opens a pop up that details the quantities with and without the discount amounts.

Add the Quantity Discount example (below) from the Price Rule and add the lightbox (above).

Store example “($) Quantity Discount” (store look depends on the theme selected):

Click the Quantity Discount link for the lightbox that displays the Qty and per unit prices for that item.

StoreSites

Store Improvements for a more engaging e-commerce experience.

• Guest Checkout workflow modifications. Last release we introduced the guest checkout feature, and after some great feedback have made some additional improvements. You can now choose to use either the original signing document style or the newer checkout steps style. This newer style flows more like the regular checkout process. After a user has added items to the cart on a public store they can opt to checkout as a guest (when enabled). Selecting the Checkout button presents the user with these options on the login page: login, register, or checkout as a guest.

  • Each of these options is enabled in Store Admin, from the selected storesite, go to Settings, and click edit in the General section. Both settings are present, select one. Either “Enable Guest Checkout” (new), or, “Use E-Sign for Guest Checkout” (original).

  • Guest Checkout user activity is tracked on the document activity tab like all users.

  • Guests or users not logged in to the store will see a new link called “Order Tracking” when they visit the storesite. The “Order Lookup” link will show in the main top navigation after the Checkout link on the Classic layout and before the Checkout link on the Contemporary layout. Users with a valid email and order confirmation number will be able to search for and view their order documents.

  • Guest Checkout reports. With this update, guest users were included in a special account report filter called “guest checkout” for account type under the contacts sub-tab (Contacts). To see captured guest user information, go to Reports > Account > Contacts and select the Guest Checkout radio button in the Account Active selection.

  • Document links generated for guest users will have a unique key in the URL which represents a “public view” access to a document. For example, guest checkout order confirmation. Registered users will still be required to log in to the storesite to view orders or if they receive an invoice due email.

• Search Filters. After searching for an item users can select more than one filter at a time. Using the multi-select capability allows users to grab more than one filter set at a time to look at a wider (or narrower) range of items.  For example, under notebooks, you can select three (or more) manufacturers to filter your Narrow Results selection. Key details:

  

  • Select many filters at once. These can be manufacture, category, or attributes based onthe categories selected. After selecting the filters, use the Submit button in the Narrow Results column. If too many filters are selected, uncheck one and submit again.

  • About breadcrumbs. A user's selections will always be available at the top of the page. This way they can backtrack by removing filters that might have reduced the results more than desired

  • Where this feature is available. Multi-select capability is automatically available in the platform for sales reps and buyers. On the store, it is only available when filters are set in either the right or left columns. It will not work in the center column above the search results.

• • When search filters are displayed in the body of the page, it is easier to identify with some improved formatting. The first line of the filters is displayed by default, the user can select to view more filter options. Once a filter is selected for a dropdown, it will be captured and continue to display until the breadcrumb is removed from the search filter string.

• More details grid view layouts. When a user hovers over an item in Spotlights or featured products, if the view is set to grid, it is shown a tip window with more product information. It expands to show more details like manufacturer number and the second line of description (helps for better selection accuracy).

• Post a support message on the login page instead of just the home page with the ability to display in a lightning box just like the “before you get started banner”. Store support messages are managed by going to Storesite Admin > Store Support.

  • First, create a new message or edit an existing one.

  • In edit do the following three steps: 1) assign to a storesite, 2) select the Component option, 3) then check the checkbox in the Lightbox section. By checking the component checkbox it allows you to place it on any of the store’s page layouts.

  • On the store, the lightbox window will open when a user lands on the correct page. If multiple messages are placed on the page, the messages will stack in one window.

• Agree button wording was changed to be more specific on the last step of checkout to now read “Agree and Submit”.

• Product Page gallery and document icon updates and placement for better visibility. Classic layout displays: Product Tour button and Image Gallery button, each with icon and text. Documents show an icon and link at the top of the Additional Details section in the left column. Contemporary layout displays: Product Tour button and the documents icon and text at the top of the Additional Details section in the left column (galley is the image carousel on contemporary).

• The product page Live Inventory button can be activated in in-store settings on product pages for end-contact use.  Inventory update remains as an aggregated number (no supplier breakdowns).

Catalog & Items

The main upgrade to Items Admin focuses on item-level consumer-focused features for a fine e-commerce experience.

• Item User Reviews – All users, internal and storesite, can write product reviews which will be displayed in ChannelOnline. Although always visible internally, you can select whether or not to show them in your stores. To add product reviews to your store, go to a storesite Settings Page > Products section and select the checkbox “Enable user Product Reviews”. This will replace the outgoing CNET reviews when enabled. Essential things to know about reviews.

  • Reviews are global across ALL of ChannelOnline, they are not resellers specific. Using a global approach provides your users with better coverage across more products.

  • Reviews can be activated by the store. For resellers with multiple stores, they can choose which stores to show it.

  • Review can only be made by logged-in users with a valid ID and password. Public store users not logged in will be able to read reviews but not create them.

  • When making a review, users can select from a five-star rating, 1 to 5 stars with 5 being the highest.

  • Reviews are simple to write and contain only a subject line (required) and details (optional).

  • A user’s first name and last initial are displayed on the review. On the backend, the system tracks the users and the reviews they write.

• • Oversight. All reviews can be flagged for inappropriate content by any internal application user of ChannelOnline (Admins, Sales Reps, Buyers, etc.). There is a “Flag for review” link at the bottom of each review that initiates the review process. Users will need to provide a reason why they are flagging this content. Selectable reasons provided are: Spam, Profanity, Inappropriate, Unhelpful, or Other.

    • A flagged review goes to the ChannelOnline support team for internal review where a decision is made to delete or keep the review.

    • Blocking of specific abusive users. In extreme cases, users can and will be blocked from creating any further reviews in the system.

• Items Suggestions (tab) for product page display both internally and externally on the store. Item administrators can now include their list of suggested related items and services on a per-item basis. To add suggestions, simply edit the item, go to the Optional Attributes page, and enter a part number to search for in the Suggested Items search field. After selecting an item(s) to add, don’t forget to hit save. Suggested items, like related products, will appear in their sub-tab on the product page and can be added to the quote or order.

  • For each suggested Item you can add a suggestion “type” introduction selection as a prompt to your buyer, for example: “Works with”, or “Also consider”. These suggestion-type prompt options are managed in Company Settings > Settings and the Product Page section. To show suggestions on your storesite, be sure to enable the checkbox in store Settings > Products (edit), “Enable Product Suggestions tab on product pages (Suggestions added to items in Items Admin).“

• Quantity-based discounts (see Pricing section above)

• Import catalog item rules. Instead of having to manually add item rules to a catalog one at a time, you can now upload them all at once. With this enhancement, it allows for a list of items to be added to a catalog in one time (not to exceed the maximum rule limit. When in your catalog edit page click on the Import Item Rules button to launch the import lightbox.

  • Within the“Import Items” lightbox upload an item file with these three fields: Product ID, Manufacturer Name, Mfr #. Either use the ID (preferred), or both the manufacturer name and part number, one of these combinations is required. For the best match, use the ChannelOnline system ID whenever possible.

• Included the ability to add items to a bundle or configuration when viewing a product page by selecting the “add to bundles/config” option under the products results page actions box. When on the product, click the link, enter the bundle or configuration part # that you want to add the item to and it will be added to the end of the included products list. With this addition to the product page, you can be certain you are selecting the correct item to add. Plus, you do not need to know the part number of the item to be added in advance.

• Enhanced Service/Labor items to have the ability to assign item Ledger Codes and Integration Item Type in an item’s options attributes page. Like regular products, this information will show internally below the item description and be viewable on print when using the “Item Custom Fields (int.) *” print setting. Item ledger codes can have up to 100 characters.

• Inventory Module: ChannelOnline can track reseller or custom supplier-owned inventory by item with a single item total quantity.

  • Custom supplier inventory feeds with inventory like all custom supplier feeds, are available for Price Profile inclusion. Uses the Add to All feature on creation which is the default for custom suppliers. This is available for reseller-specific and all custom suppliers.

  • Track inventory can be enabled for any custom supplier by selecting a checkbox at the bottom of the suppliers set up page, called “Enable Automatic Inventory Updates”.

    • Item inventory can be added manually through item edit, or via the supplier import.

    • This inventory will show internally with other suppliers on the product page.

    • COL will subtract from the Reseller inventory when the SO gets Submitted (not PO), because in theory that item has been purchased and is no longer available. If an order is canceled item stock Qty needs to return to the available inventory.

    • For automated supplier updates please contact sales to add the Custom Supplier feed service for FTP for automated download and import.

Integrations

• Google Pay – Google Pay has been added to payment options to make the store checkout more convenient for some buyers. Google Pay is not a payment processor. It is a digital wallet and must still complete payment processing on a supported processor. For COL, only Cybersource and WorldPay are supported. To use make sure that the following is in place.

  • Verify that Cybersource is the payment processor in Payment Options in ChannelOnline and that the REST API credentials are set.

  • Verify Google Pay is also enabled in Payment Options.

  Salesforce – In this release, the Salesforce integration received several helpful improvements, most around item export and synchronization.

  • Better multi-market support. For users managing multiple geographic markets (mainly the US and Canada), the export of line items on documents now includes the currency information (USD or CAD) so that it will hit the correct price book in Salesforce. Additionally, a setting has been added to allow for better item identification when the same part # is used in both markets. Administrators can add an item suffix for integrating multiple markets into the same instance of Salesforce. For example, the ability to add a -US for the United States, or a -CA for items from Canada.

  • Devised a method to export the “custom items” to SF without a document. The new product synchronization job type called “Items” was added in the Salesforce integration Data Transfer section. This new job will use the existing synchronization job methodology; similar to what is used for Accounts. Users may select date type and range options from; created, modified, number of days, or a specified date range.

  • Mapping Ledger codes to Product Family. This mapping allows Salesforce's “product family” to be included as part of the synchronized item information. Once enabled, administrators can go into Items Admin and set up the proper product family name at a per-category level. For example, items could be identified as “MRR” or “Services” or whatever values have been established in Salesforce. All ledger codes in COL will need to match the picklist values exactly to successfully import to Salesforce. Mapping requires Salesforce field label: Product Family, field name: Family, data type: Picklist.

  • Loved an opt-in setting for sending three-level categorization with items into Salesforce. Within the Salesforce integration setup in COL, a setting was added to the ChannelOnline Fields Mapping page under the documents section which will allow Administers to switch to the 3-tier option. Once 3-tier is selected, the system will deactivate the older Category and Sub-category mapping options.  Example 3-tier category value; “Applications – Antivirus & Security Software – Antivirus”.

  • Providing a choice to use Quote (Doc) Description for the opportunity name, if no description is present, the system will default to the current Doc number value. For example, the current default uses the quote number from COL, like CA-2023. This is difficult for users within Salesforce to use to identify the opportunity. In COL integration settings, the Opportunity mapping section, the ability to map “Description” from the quote header for use as the Salesforce opportunity name was implemented. Requires Salesforce API field name, Opportunity: field label: Opportunity Name, field name: Name, data type: Text (120).

  • Import control settings for Accounts and Contacts. Implemented the existing functionality for Opportunities to accounts and contacts. This functionality is used to assist in filtering out which Salesforce integration accounts/contacts should be imported into ChannelOnline. For example, you can ignore “inactive” Salesforce accounts. For settings, if the ‘Use this field to apply the below control fields (optional):’ is populated, then the system will look to see the selected Salesforce name and value it pertains to in the field below that selection. That value will be used to select what gets imported.

• ConnectWise

  • Made account page functionality that will alter the “Export to ConnectWise” link to “Update with ConnectWise” if the account has already been synced with ConnectWise.

  • Mapping ChannelOnline Quote “Description” to the ConnectWise “Opportunity Name” for document synchronization. Now it maps to the opportunity field for forecast tracking purposes.

  • Corrected an issue that was pulling addresses from ConnectWise from inactive accounts.

Suppliers

Mostly backend improvements have been made to optimize supplier file uploads, mergers, and credential testing.

• Migrated credential testing from the downloads page for supported suppliers to each supplier view page. Click on the new link in the Integration Settings widget called “Run Test”.

• Import processing improvements for Ingram Micro and TD Synnex Canada

• Include OnTrac as a PO shipping option for Ingram Micro in California.

XML/ Import/ Export Updates

XML Updates were added in 8.5, the current schema can be reached at: https://xml.channelonline.com/schema/8.5/schema.zip  Contact support if you need assistance with these additions.

• Sending tax amount with the rate % that was used for calculation.

• Added a Colorado (CO) delivery fee section to tax details.

• Customer Export; 2 new request options. First is the ability not to include contacts and the second is not to send addresses in the response. This will reduce the amount of data when your customers have many contacts and addresses, and thus the chance of a timeout or system error. <ignoreContacts>true</ignoreContacts> & <ignoreAddressHistory>true</ignoreAddressHistory>
• A new element in the Customer Export response; numberOfContacts=”##”. For example you may see: <customer type=”customer” customerId=”16″ customerNumber=”123.345.679-01″ locationCode=”LOC1234″ numberOfContacts=”35″ addressId=”35401″ code=””>

Additional Improvements

• Account export for company Bill to and Ship to addresses on the billing and shipping address page. Use the Export button on the left side of the footer bar to export the list as .xlsx, .xls., .csv (comma-separated), or .txt (tab-delimited). The export will contain all address fields including a column for default settings.

• Add to action link for bundles and configs. Place an add button on the product page in the Items Action table.  When the “Add to Bundle/Config” link is selected, a lightbox opens for users to search for the bundle (config) to add the item. Search using the exact bundle part#, select the correct bundle/config part, and hit save.

• Multi-select attribute filters to Narrow Results in Admin (see Store Improvements above).

• Image Alt-tags for custom images can be included with your imports or added to existing images in the image drawer. Just enter the desired text in the Alt Tag field and save the image settings. Alt-tags help with machine-readable software and accessibility.

• Ability to disable shipping notifications on a per-customer basis. When account-level shipping rates are enabled, a new notifications section at the bottom of the shipping rates page allows users to disable notifications from being sent. See the “Enable shipping notifications.” checkbox at the bottom of the page. The initial activation setting is based on the “Order Item Shipped Notification” in system emails as Active or Inactive.

• Recording of all the logins by end contacts. A new link at the bottom of the Account activity widget, Login Activity, shows login history for all contacts. The current contact will be selected upon opening, but you can choose another contact by typing the name within the standard contact autocomplete dropdown. For accounts with fewer than 11 contacts, they will appear as a dropdown. For accounts with 11 or more, it will be the autocomplete field.  Logged activity is downloadable as a tab-delimited file by clicking the Export button in the footer of the page.

• Force the use of email addresses for all account billing and shipping addresses for ALL accounts. This global setting, located in Company Settings > Settings > Billing Shipping section, will make Email mandatory for ALL Billing and Shipping addresses captured in the system whether entered by personnel or the end contact.

• Run an Account level export for all of the account's billing and shipping addresses. An export button was added to the bottom top of the Billing / Shipping page that includes columns for default bill to and ship to in the export. All standard address fields are available including company name, company number, and location code. This export does not include contact addresses.

• Add Evergreen to the Recurring Invoice renewal term options. This setting overrides the initial term date that is populated on create because it is “never-ending” and therefore does not have an end date. When the time comes to terminate, users can stop recurring billing series by selecting the “Cancel Subscription” button within the Finalize / Lock button on the document view page.  

• Colorado Shipping Fee. For shipments destined to Colorado and the tax profile for Colorado is enabled, the new Colorado Retail Delivery Fee of $0.27 will automatically be applied when the address gets assigned to the quote.

• Import Accounts now contain a column to set a Company as Active (default blank value) or Inactive with a “no” or “n” value.

• Increased visibility on accounts and documents to always show a total number of Notes/Tasks when opening the organizer notes and tasks page. This changes the default setting from modified last 90 days to ALL notes and tasks associated with the account or document. No more changing the beginning date and searching to go back in the history.

• Fixed format for customer numbers. When necessary, ChannelOnline can set a fixed account number format for global use. For example, if you want all your account numbers to be in this format, ##-#####-##, this can be done on your behalf through a support request. 

• International date and time format options. You can now select between: standard US Format (mm/dd/yyyy 12am/pm), European standard DMY Format with AM/PM clock (dd/mm/yyyy 12am/pm), or International DMY 24-hour Format (dd/mm/yyyy 24h).
• Global custom fields received a new field data type; Currency. The currency selection is now part of the Field Data Type selection after choosing Text as the field type for creation. This will include any supported international currency symbol assigned to your company settings when printing or sending for electronic signature.
• Improve Account activity log tracking for recording: account # changes, when a user changes their password, company address, plus billing and shipping address changes. 
• Main Services tab now redirects to the Product tab’s Services sub-tab.

General Fixes

• Support Section. Display cases from the new support case ticketing system when going to Support in the left control panel (Hot fixed in 8.4).

• When a price profile is being made and the name is already in use, a more detailed error message now displays.

• System log-out warning. When five minutes are remaining of the two hours of user idle time (115minutes) a warning will display to alert users that they are about to be automatically logged out due to inactivity. If the user clicks Ok within the remaining five minutes they will be able to continue working, if not, they will be logged out. This warning is the same for both internal and store users.

• Performing more field validation on addresses. Provided more validation on required address fields so that entering a single space character is not sufficient. For a required input field, empty spaces are not valid and will trigger an error.

• Fixed Account export to not include deleted contacts.

• On the final page of the checkout process, where users read the pricing disclaimer, the button was updated from “Agree” to “Agree and Submit” for better clarity.

• Send document HTML attachment selection. On Quotes, if you email the document using the HTML option and the attachment option unchecked, it will properly record the event in the document activity.  

• Dell manual PO import change to the status update process to update manual POs properly. Manual PO Payloads missing the ‘Purchase Order Lines’ element were not updating correctly. We can also with this fix allow for multiple confirmation numbers which are imported as a comma-separated string.

• Resolved a display issue that only partially hid a deactivated document type, like invoices, on a store site’s Activity tab.

• The Schedule tab was missing from auto-generated orders/quotes but visible on the original document. Updated to be included on all recurring documents.

• A list of invalid supported suppliers was appearing on newly generated account shortcuts with blank supplier company information. These invalid suppliers have been removed.

• Corrected an import opportunity condition from Salesforce which could create a duplicate quote. Opportunities with either or both a name and description too long could generate two quotes in ChannelOnline. This has been resolved.

• Switching a Contact in the contact dropdown in the Contact widget on the Account view page did not update the contact fields of the contact selected. The selected contact’s details are again being retrieved accurately.

• Account Import issue resulting in duplicate accounts when the Action column is imported with the Create value in it. The created tag no longer creates a separate contact and account but keeps them together.

• Converted the Hot Quote Edit window into a lightbox and increased the number of quotes that can be viewed in the left menu to 50 (the old limit was 5).

• Removed Update Margin/Markup selection from the Add/Import/update drop-down at the top of the product table. It was removed because the functionality exists in the totals section of the document.

• International language support. Upgraded the handling of special language characters for broader usability of Spanish, French, and Portuguese characters for internal interface and account import. enhanced the use of these characters within the HTML editors for the template builder and the send display window’s PDF rendering for sending an electronic signature.

• Corrected a time zone issue related to renewal email reminders by making renewal dates reflect the reseller’s company-setting time zone.

• Bundle error in reports. Running total sales and invoice reports and when orders have bundles in them, the bundles are included 2x in the reports. It’s making reporting inaccurate and difficult to get real numbers.

• Delivery Methods on the Payment Page are consistently sorted from lowest to highest cost on admin and storesite and are no longer a random order.

• Updated icons used for Facebook and Instagram on store sites.

• Repaired a broken link for RMAs on the classic dashboard. The link correctly redirects to the RMA report page.

• Remove the word “None” from the document description field so that the description no longer displays None on print or electronic signature.
• Made it where the default Payment Method and Delivery Method are set by default when creating a new Proposal.
• Systematically eliminated the ability for someone to accidentally double click the “Send Email” button which would inadvertently generate duplicate emails.
• When attempting to delete a bundle from a document, users would receive an “Error deleting items” message. The bundle line could be removed independently but the header would remain. This bundle header error has been resolved.
• Lead and Prospect account priority setting was switched from alphabetical to severity: Urgent, High, Medium, and Low. The medium remains the system default for editing and display in the tracking module.
• For the country of Belgium, we added the “BBR” abbreviation, the state/province option for the Brussels Capital Region.

• The copy catalog error which resulted in no items being visible in the newly made catalogs was copied from the full catalog was remediated.
• The discount column in sales reports will no longer result in issues with the reporting display.
• Corrected some Tablets & Handhelds category item mapping to make sure these items are properly categorized.
• Deleting a parent account now launches a new popup warning to the user before allowing the delete action to be completed.

Fun Tip

Do you know the difference between Insert and Add in the Line Actions dropdown? When building a quote you can include formatting lines to the product table by using the Line Actions function. Those “Insert” and Add” options under the Line Actions dropdown have different placement results. Selecting any “Insert” option from the line actions, the inserted line will be placed above the selected item row. Selecting any “Add” option from the line actions, the inserted line will be placed below the selected item row. If an item row is not selected the inserted or added line will default to the bottom of the product table.