Page Comparison

Release Notes

What’s New

• Events

  • Added a new “Board” view on the Event list page to allow users to display all events grouped in columns by event status

  • Added a field in the Comments section that allows a user to add other users to be notified when comments are added to an event.

    • Comments are visible to all added users, even if they don’t have access to the event details.

  • Added flag that will show when a price has been changed by any user in the system (currently only displays when a rep changes a price)

  • Added the ability to change the rep assigned to a case

    • The rep assignment can be changed only before inventory has been added to the case

  • Added the ability to assign a Preference Card to a Case

  • Added the ability to generate a quote automatically from the assigned preference card

    • If the preference card is added when the case is created, the quote is generated automatically. If it is added after case creation, the quote can be generated by clicking a button in the Quote section of the Case

• Movements

  • Added a new “Board” view on the Transfers and Requests list pages to allow users to display all events grouped in columns by status

  • Added a feature that allows users to auto-select inventory when fulfilling a request

  • Updates to the Transfer logic that prevents a sales or distributor user from accepting a transfer they initiated

  • Request Recipes are being upgraded to Preference Cards

    • The Request Recipe link will be available until February 1, 2024. After that date, Preference Cards will only be accessible from the Directory menu

  • Added a feature that will automatically assign product lines to users IF an admin sends inventory a User that is not current assigned to that product

  • Added a feature that will automatically add all Rep assignments to a distributor when the Rep is added to that Distributor group

  • Added the ability to assign custody when creating inventory in the “Receive Inventory” workflow on a Request made from an Org to a supplier

• Inventory

  • Layout improvements to the exportable device list for containers

• Messaging

  • Create a new Messages interface that is sticky at the bottom right of each page to display user-specific comments from Cases

• Directory

  • Added an optional “Alternate Catalog ID” for facility prices list to help manage differences between master data and system price contracts

  • Added a field to the Facility Detail page to let Admins set and track facility contract renewal/expiration dates

  • Added Preference Card section, moved the Request Recipes to this section, and added a new “Additional Preferences” field

  • Added a new “Cards” view on the Physicians list page to display all physicians in discrete cards

  • Added “External Integration ID” fields to Physicians and Facilities detail pages to support integration with external systems (i.e. ERPs, etc.)

• Reporting

  • Replaced the legacy Data Export reports with new Visualized tables

    • Historical reports generated PRIOR to this launch will be available until February 2024. Please download any previous reports by January 30, 2024.

• User Controls and Settings

  • Added a setting to the Facility Detail page to allow the Invoice to be automatically sent once the PO has been entered

  • Added a timestamp on the User Detail page to show the last login for that user

  • Added a setting on the Facility Detail page to show the new alternate catalog ID (in addition to the canonical catalog ID). This is off by default

  • Added an optional field to the Distributor detail page for “Company Name”