This page contains release notes for ConnectSx applications, including Console, vTrakr, and UDIdentify, beginning with the current releases as of May 18, 2022. For additional information or questions about items contained in releases found here, please submit a ticket here.
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| title | Upcoming Release: 4.6.0 (Scheduled to release between May 6 - May 12, 2023) |
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UI/UX Improvements Event and Case Management Improvements Transfer and Request Improvements Reporting Improvements Notifications Improvements Added an automated job to remove all data exports older than 90 days Added an automated job to remove all non-export alerts after 5 daysImproved the process and experience for “Saving” changes to be more consistent across the platform Added filters to the device search workflow when adding devices to containers Improved the process for selecting inventory in Events and Transfers Added a feature to retain selected number of items to display for list pages, and apply that as the default item display across all pages
Event and Case Management Improvements Improved the layout of the “Create Event” modal to surface date in formation that is currently “below the fold.” Added cell background color on the Devices Used page in the Event detail to visually separate used devices from one another Added auto-creation of Event Name using the convention: {event_date} - {event_physician} - {event_facility}. Name is ONLY auto-created when the name field is left blank when saving the Case. The auto-created name can be edited by the User at any time. Streamlined the Sales Order PDF to take up less space, removed white space, and reduced text size to decrease the overall size of the Sales Order Form. Added an option to Download the Sales Order PDF without the “Ship Replenishments To” section Added the ability for a Sales User to modify the price of a device with an associated contract price if the status is “In/Out” or “Damaged/Waste” Added the ability to copy a previous case to speed up the event creation process Added a visual indicator for inventory in distributor custody when that inventory is being shared with associated reps in that distributor group
Transfer and Request Improvements Removed Transfer emails from being sent to the Org when an admin creates the transfer from a field user backto the Organization Added a “Items Requested” tab in the transfer workflow when fulfilling a request to simplify access to the list of items requested Added the “Ship To” fields to the request workflow when the Org is requesting inventory from their suppliers
Reporting Improvements Notifications Improvements Bug Fixes Fixed a bug that caused procedures to be displayed in duplicate in the procedure dropdown on the Events page for some users Fixed a bug that prevented the name of the Organization to be displayed in the Daily Digest email Fixed a bug that prevented the removal of Request Recipes from an unsaved inventory request
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Previous Versions
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| title | 4.5.0, Released 4/6/2023 |
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What’s New UI/UX Improvements Improvements to the Dashboard widgets, including the ability to add up to 5 users to compare totals sales UI improvements to Create Inventory workflow Updated data and time fields on the Event detail layout
Reporting Improvements On Total Sales reports, added grouping by distributor Added new filters to Inventory Export from Reports > Data Exports page to allow for exporting of Containers only, Expired inventory only, Overdue inventory only Added column to Case Report to show request and transfers associated with events to simplify identifying when cases were cancelled after inventory was sent Added Container Catalog ID to Container Turn report Added “Started by” column on the Inventory Export history to show who initiated the export Updated report UI to allow users to select the current day. Note: For companies with a international business, user-specific time zones can impact what items are included in the current day Added Created By column to the inventory export.
Transfer and Request Improvements Added feature to send an automated email to the Transfer Recipient when inventory is being sent Added the ability to define one or more email addresses as recipients for the Inventory Request Notification email Added device description to the item search list when requesting loose inventory
Event and Case Management Improvements Added feature to save username and date of users Cancelling or Reopening events. Note: Only most recent re-open will be recorded Added ability to search Return events by RA# defined in event Added Column in Event list to show if an invoice has been sent Added new filters to show events by Invoice Sent, Invoice Paid, Commission Paid
Inventory Management Improvements Added “requested by,” “ship to,” “need by,” “event,” and “facility” information to the Pick List PDF Added “Warehouse location” column and data to the Pick List PDF from the Inventory Request detail page to help operations personnel pick, pack, ship Added a feature to the Container detail page when using “Auto Refill All” that will provide a printable pick list with all items added to the container to simplify the pick and restock process Added filter to find inventory based on assigned BOM.
Product Catalog Improvements Added “Warehouse Location” field to Catalog Record detail to allow admins to define a specific warehouse location where those items are shelved Updated Product and Catalog list pages to expose the “Active” and “Inactive” filters at the top level
Directory Improvements Added an icon to Facility list page to identify when facility pricing has been added. Note: This icon will display as soon as at least one price has been added to the facility Added a filter to the Facility list page to allow filtering by “has facility pricing”
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