UI/UX Improvements

• Replaced the “Grey” theme with a high-contrast “Dark Blue” theme

• Added a visual User Tree to show how users are related to one another and their associated distributors and managers

• Made improvements to the “Quick Lookup” widget on the Dashboard

• Updated the Recent User Activity view in the User detail page

• General improvements to saving and cancelling across portions of the app

Reporting Improvements

• Updated the Transfer Report to include one line per matching catalog/lot included in a transfer, to make it easier to audit movements at the individual lot level

• Added a tab for Inventory Exports from the Reports > Data Exports section to make it easier to run simple (unfiltered) exports while managing other reporting tasks

• Updates Cases report to include ALL case statuses, including Open and Cancelled

Transfer and Request Improvements

• Added the ability for user to make a request from a Request Recipe even if the event doesn’t match the physician and procedure assigned to the original recipe

• Streamlined and updated the Inventory Request workflow to be more consistent with other ConnectSx workflows

• Added support to the inventory request process to account for Product Modifiers, allowing users to select from multiple available versions of a product line without the need to create multiple individual products in ConnectSx

Event and Case Management Improvements

• Added bulk updating of matching inventory items in the Devices Used list on the Event Detail page

Inventory Management Improvements

• Added the capability to assign a pre-existing catalog ID to a container IF there are NO Inventory Items currently associated with that catalog ID

• Added a max limit of 500 items to containers to improve overall performance when loading, creating, and transferring containers.

• Re-implemented the Containers Possible to the BOM page to show users how many kits can be created for a given BOM, given inventory in stock

Product Catalog Improvements

• Added the ability to assign “Product Modifiers” to product lines, supporting the notion of product families and product line variations (PEEK, MIS, Non-Sterile, etc.)

• Added the ability to add and remove product lines from individual catalog items. All catalogs will require at least one associated product line

Directory Improvements

• Improved the UI for saving States to Facility Records

• Added a new field to capture the Country when a state/province is selected

UI/UX Improvements

• Improved the calendar view for Events, Transfers, and Requests

  • Added calendar view to Transfers list page

  • Added color coding to match the status of the event, transfer, or request

  • Added Month view

  • Added display on month view for days with multiple events, transfers, or requests

• Added display of all selected filters onto top level pages, and allow for removal of filters by deleting them one at a time

• Created newly branded system emails for all activity that generates email automatically, including transfers, PO reminders, inventory requests, and daily digests

• Added WYSIWYG and emoji support in the comments and note sections for all pages

• Added UI improvements to the reports page for downloading report file

• Added new animation to the download icon on reports page to signify a report is ready for download

• Added a feature that requires a user to type at least 2 characters before executing search query

• Updated the way new items are added to the directory in the context of creating events, transfers, and requests

• Updated the UI for the Event details to improve the ability to easily scan and navigate

• Improved the UI for assigning Manufacturers, Facilities, Physicians, and Procedures on the User detail page

• Updated the layout of the tops of detail pages so they are easier to scan and understand

• Updated the markers on the locations map to better accommodate locations with more than 50 items and to link to a filtered list of inventory at that location

• Added validation to all import functions to ignore blank rows at the end of imported .csv files

Dashboard Improvements

• Segmented the dashboard view by Sales, Movements, Events

• Added ability to save the user’s default dashboard tab

Events Improvements

• Added billable total to the top level event details so users don’t need to click into the Devices Used page

• Updated the UI for selecting and marking devices used in an Event

• Added Inventory Transfer ID to the Sales Order PDF for any transfers associated with an event

• Added new flag options for Cancelled events: “Credit Memo” and “Credit Re-bill”

• Added filters to only display procedures assigned to the physician associated with an event

• Added Event ID to Sales Order PDF

• Added a filter to limit available Reps if Facility is selected first

• Added a selector to “add all items” from a filtered search to the event when marking devices

• Added ability to automatically initiate replenishment request when submitting an event for billing

• Added ability to remove all items from an Event at once

• For Cancelled events, the original invoice number will be retained on the event detail page

• Added the ability for a Sales user to edit the price of a device with the status “damaged” even if a contract price exists

• Added the ability to add product lines to an event after the event has been created

• Added the ability to upload PDF files to the Event details

• Added 1,500 count limitation to maximum items that can be marked in an event to prevent timeout errors

Inventory Improvements

• Moved the filter for “Containers” or “Devices” out of the search/filter modal and onto the main inventory list screen

• Added the ability to record the date of manufacture for devices to support true LIFO/FIFO kit builds

• Added transfer date in the Transfer History section of the Inventory detail page

• Added the ability to add expired inventory to a container from the container detail page to simplify bulk movement of expired items

• Changed sort order on Container detail to show newly added devices at the top of the list

• Added the ability to add a device to an existing Event from the device detail page

• Added the ability to add all items from a search query in the Mark Used Devices screen to a stock adjustment or stocking order event type.

• Added the ability to choose whether to add containers to the exported packing slip

• Added week and month calendar view to show all events with Containers assigned, past and future

• Added pagination to BOM pages to improve display of large bills of material

• Added the ability to create a BOM from an existing container

• Added the ability to delete a BOM

• Added the ability to delete the last import within 48 hours if no action has been taking on any inventory associated with that import

• Added a warning when import more than 5,000 devices or adding more than 999 of a single catalog/lot

Reporting

• Added new columns to Total Sales Report: Event Status, Created By Role, and Region.

• Added tabbed view to report page to better segment the report type

• Implemented reporting visualizations using Google Looker Studio reports

Transfer and Request Improvements

• Added the ability to “Complete” an inventory request without creating a new transfer. This is helpful if you have partially fulfilled a request but do not intend to send more inventory to the requester.

• Added Associated Event column to the transfer list table

• Added feature for requests created by admins that sets ‘requested by’ to the representative on the associated event

• Added ability to assign/associate existing transfers with a request

• Added “Saturday Delivery” option to inventory request flow

• Added non-required field for “RA #” to capture return authorization numbers when necessary

• Added shipping integration to display detailed tracking information on the transfer detail pages

• Added ability to filter Transfers and Requests by Event Name

Location improvements

• Added 2 new columns to the locations list table: “Loose items” and “Containers”

• Updated the Location Marker display for locations with more than 50 inventory items

Directory Improvements

• Added a new Directory entity for Regions to support regional sales reporting and the new Regional Manager role

• Added the ability to include “modifiers” such as “lateral,” “right,” etc. to any procedure added to the system

• Added the ability to search for a physician by NPI number

User Improvements

• Added new Regional Manager role to allow a manager view for associated Distributors and Sales Reps

Notifications Improvements

• Added the ability to @mention users when commenting in the system. This will send the “mentioned” user an email and an in-app notification

• Separated the notifications view into three tabs for improved browsing: Notifications, mentions, Exports

Miscellaneous

• Added Terms of User acknowledgment to user sign up page

• Added cookie acknowledgement banner to first login screen