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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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Upcoming Releases

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titleUpcoming Release: 4.15.0 (Scheduled to release February 27, 2024)

Release Notes

General

  • UI Improvements to page-level navigation to be more consistent across the platform

  • Removed auto-search from all sections in the app. Search is now triggered by clicking submit after entering text *or* by changing a filter

  • Implemented multi-language support for English, French, German, Spanish, and Vietnamese

  • Added currency support for $NZ (for default Org currency)

Events

  • Added a QR code to the Sales Order to allow anyone with the bill sheet to enter the PO without logging in

    • Person scanning the QR code is taken to a non-authenticated page to add PO Number

Inventory

  • Integrated UDIdentify functionality into the Console to allow you to add inventory into the system by scanning UDI barcodes

    • UDIs must be known to FDA GUDID in order to be successfully imported

    • Current version required one scan per device. Future versions will allow changing the quantity manually

    • NOTE: This is a premium feature. Please contact us for details on enabling this feature for your account.

  • Added a feature that will store imported catalog descriptions if a catalog description does not already existAdded a feature to allow a user to scan a UDI to pre-populate specific fields

Movements

  • Added a feature to Inventory Requests that allows a user to indicate which requested items have not been included in the transfer

  • Added a feature to the Transfer packing slip that shows which requested items have not been sent (backordered)

  • Added a feature to the Transfer packing slip that includes QR codes to allows anyone with the packing slip to scan using their phone and accept or report an issue with the transfer

    • Person scanning the QR code is taken to a non-authenticated page to accept or report issue

  • Added a setting to allow a user to add additional devices to a replenishment request

  • Added a feature to allow an admin to send an email notification to a facility contact when inventory is being shipped direct to the facility

  • Added the Preference Card reference to the Inventory Request detail page

  • Added a feature on Transfer Detail pages to allow an admin/operations user to make the transfer as “Shipped.” Transfers are automatically marked “Shipped” when a tracking # is added.

  • Added the ability to change a shipping address on a transfer BEFORE the transfer is marked as “Shipped”

Directory

  • Added “Credit Hold” flag to facility detail page. When on Credit Hold, cases cannot be assigned to those facilities until the hold is removed

Reporting

  • Added report to the Requests page for “Partially Fulfilled Requests”

General User Settings

  • Added a setting to allow an admin to automatically send bill sheet to Xero or Quickbooks when PO is added OR when case is submitted for billing

Previous Versions

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title4.13.0, Released 12/11/2023

Release Notes

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 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”

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