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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.
Upcoming Release: 4.4.0 (Scheduled for Early March, 2023)
4.2.0, released 10/10/22
What’s New:
UI/UX Improvements
Addition of a new top level navigation item “Movements,” that now includes Transfers, Requests, Request Recipes, and Locations
Exposed all status pills in the inventory list page
Increased the visibility of required fields in various forms
Changed various labels to improve clarity
Changed the “Assignments” section on the User detail page to improve the way directory items are viewed and assigned to users
Added tooltips on items with long description in events, transfers, and inventory to allow users to see the entire text on hover, without clicking into the individual item
Added “# of items in container” display in right column of Container detail
Updated text on various error and status messages
Added an alert icon with hover text in various locations to inform users of any exceptions found for the item being viewed
Updated the address section in Organization Detail page to include separate fields for each address item (City, State, Zip)
Added type-ahead search when adding tags to inventory to make it easer to re-use tags
Added cross-linking from the BOM page to the catalog item page
Changed “Closed” status for all events to “Pending PO”
Changed “Completed” status for all sales events to “Pending Payment”
Moved BOM details to their own separate page
Added new filters and search criteria for various page searches, including:
Filter by Event ID on Event list page
Search by catalog, lot, or container on the Locations page
Filter by Import Name on Inventory List page
Complete mobile style redesign to align with new Console redesign
Settings, Directory, and Configurations
Added “Shipping Address” section to Manufacturer detail pages
Added a feature to allow Admins to set/update a form number for Sales Order Forms
Added a new setting to allow an admin to force a user to add notes when a device is marked “In/Out,” “Missing,” or “Damaged” in an Event
Added the ability to assign 1 or more locations to Facilities in the directory
Added searchable Tags to the physician detail page
Created the functionality to add item Par Levels to a Facility using a catalog number, a facility, and a location.
Inventory Management and Details
Added a feature to update consignment status and location of all assigned inventory when the consignment status or location of a container is changed
Added the ability to add and remove containers to a BOM from the BOM Detail
Added the ability to auto remove items from a container to fix an overage based on an assigned BOM
Created an Inspection workflow for devices and containers that tracks inspection status and history
Created a set checkin workflow to process containers returned from the field tracking checkin status and history.
Created a link between individual inventory items and the import that created them
Added a filter to allow you to search inventory by the import they are associated with
Added “Created On” date column for all inventory items in the Inventory Export report
Added a calendar view in the Container detail to show assigned events, past and future, that the container was used in or has been scheduled for
Product lines with no associated catalog numbers are not available for selection when requesting loosed devices
Reports and Data Exports
Added CSV export for Container Device List
Created a new Container Turn report
Created a new Transfer Report
Created a Facility Par Level Report
Added the ability to download a CSV of current pricing for a given Facility
Added “Commission Total” to the Commission report
Added a column for “Invoice Sent” and a timestamp to the Total Sales Report
Alerts and Notifications
Improved error messaging in various locations to provide additional clarity
Added data labels to all automated PO Reminder emails
Added new Flags/Chips to various items across the platform, including:
On the Container Detail when a Container does not match its assigned BOM
On the Event Detail when a marked item does not have a corresponding facility price
On the Transfer Detail and Transfer List when the transfer sender and recipient are both sales/distributor user types
Inventory Adjustments and Auditing
Added a new Event Type for Stock Adjustments
Added a new section to the BOM detail page that shows how many items are in stock for each item associated to the BOM, how many containers can be created with those items, and how many Complete Containers can be created from the specific BOM, given all devices available
Integrations
Events
Added a setting that allows an Org to bill any manufacturer in their account as the default organization
Added a feature to prevent expired items from being added to specific Event types: Case, Loan, Stocking Order, Subscription, Trial
Added a check box allowing field user to confirm “All devices at Facility, Ready for Use”
Added the ability to reverse the sort order of the Device Usage list in the Device Detail page
Added a feature to allow a user to remove a PO number from a previously closed case (Removal returns case status to “Pending PO”)
Added option to bulk mark all items in an Event as “No Charge”
Added ability for user to select future date in the Event Date filter
Added flag next to any item “Devices Used” of an Event tab without a corresponding Facility Contract Price set.
User Roles
Added a user role “Custodian Only” that allows organizations to have non-licensed users who can hold custody but not log into the system
Added the ability for Distributors to view sales reports for the Sales users in their group
Inventory Transfers and Requests
Added the ability for an Admin to associated existing Transfers with existing Inventory Requests
Added the ability for Admins to reset Due Back dates without transferring inventory
Added the ability to set Due Back dates in the transfer workflow
Added the ability for an admin to modify items inside a pending transfer (remove/add)
Added the ability to fulfill requests with unlimited Partial Fulfillments
Added the requirement that items added to a container through a transfer will inherit the location of the container they are transferred into
Added a calendar view to the Request List page that shows items by the assigned “Need-by” date
Added the ability to add a tag to inventory during the transfer process
Added the ability to assign a new location to all devices during the Transfer workflow
Added the ability for a user to signify “Implants Only” or “Instruments Only” during the Inventory Request process
Added the ability to select the quantity being transferred from the Select Inventory screen in the Inventory Transfer Wizard
Re-arranged the data columns on the Review screen of the Inventory Transfer Wizard
Added ability for user to create a new event during inventory request creation
Added ability for non-logged-in users to create inventory requests using a custom link
Added ability to manually enter ship-to address when making an inventory request
Added a “Field Transfer” flag when transfers are executed between sales and/or distributor users (non-org transfers)
Bug Fixes:
Fixed an issue that prevented NOTES from the Quickbooks template from being retained when data was exported from the Console
Fixed a filter issue when using Facility Stock items in a Case that prevented those items from showing as “Used” until the case was closed
Fixed an issue that prevented some users from selecting an item by its search tag in an event or transfer
Fixed an issue that prevented the system from ignoring capitalization on the user’s email address during the User Invite process
Fixed an issue that caused the site to direct some users to an error page while generating sales reports
4.1.0, released 6/28/22
released 6/28/2022
Added the ability to assign loose inventory to a container from the Inventory Request Fulfillment workflow
Added several flags to device detail pages, including:
Low Stock: when product level hits 20% of set Par for that item (visible to Admins only)
Back Order: When Items have a product level of “0” (visible to Admins only)
Lot Edited: when an admin user edits the lot number of a given device (NOTE: devices with UDIs cannot be changed unless the UDI is also changed to match the new lot number)
Added new flags to event detail pages, including:
Added Min an Max quantity fields to the BOM detail
Added the ability to associate an event of ANY status with a transfer, directly form the transfer workflow
Added auto-association to events, assigning a container to an event automatically as soon as a device form that container is marked in the event
Added Auto update to Event status, changing an event to PAID if both the Invoice paid and commission paid checkboxes are checked
UI/UX updates to Inventory Detail pages, including:
Moved Notes, BOM, and Comments fields to the Information section
Added support for new special characters to the Item detail
Added Requested by and Manufacturer filters to Inventory Request search
Added field for “Need by” date in the inventory request form
Added the ability to specify a Ship-to address in inventory request
UI/UX improvements for Container detail pages, including:
The ability to download a Sales Order PDF without prices
Made the Notes field optional in the Request and Transfer creation screens
Added an alert to inform the user if devices with mismatched locations are being added to a container
Added an expiration column to the device list PDF export from the container detail
Added cascading updates, changing the location of all items in a container when the container location is changed
Added the ability to change the selected container assignment in an open inventory transfer
Bug Fixes:
Fixed a bug that prevented users from transferring items if a “\” was present in the lot or serial number field
Fixed an issue preventing a user from sending a sales order PDF in a “Return” event
fixed an issue that prevented some users from being sent the PO Reminder emails
Fixed an issue that prevented all assigned sales users from being included in the PO reminder emails to a Distributer User
Fixed incorrect display of commission numbers on the User Detail screen
Fixed pagination numbering issue
Fixed an issue that caused the search field focus to be removed in the mark used inventory screen, requiring a user to have to click back into that field after each search execution
Fixed a bug that was adding an extra character in from of the currency symbol for account using “pounds”
Fixed a bug that included inactive containers in the Assigned Containers list on the BOM detail page
fixed a bug that prevented search filters from being cleared on the Events page
4.0.1, released 5/18/2022
What’s New:
Fixed an issue that allowed users to select today’s date when running sales reports, even though data was not yet available for the current day
Fixed an issue that prevented Sales Order emails from being sent in a “Return” event
Fixed an issue that prevented sales users from seeing distributor containers when marking inventory in an event, even though distributor inventory is shared with those users
Fixed an issue that prevented Admin users from sending PO reminders to Users who have not previously logged into the system
4.0.0, released 5/11/2022
Release Notes
What’s New:
Complete redesign of UI/UX, Layout, and Color Scheme
Complete redesign of Reports section and ability to create ad-hoc sales reports
Added the ability to map locations on import
Added the ability to set/update locations on inventory transfers
Updated price field to allow “$0” as valid value for a billable item
Updated Sales reports to include “Stocking Order” event type
New notifications to inform admins of the following:
When a sales user adds a comment in vTrakr
When inventory is expiring
When an item drops below set Par level
Added a timestamp to show the most recent Sales Order and Invoice email
Added the ability to remove additional contacts from a Facility
Added ability to add “alternate email” address to a user detail
Added “inventory type” to inventory detail items
Improved the Dashboard top selling items widget to include total $ value
Added the ability to associate a container/tray with an event
Added multiple admin settings, including:
The ability to restrict sales and distributor users from adding inventory
The ability to restrict sales and distributor users from deactivating inventory outside of an event/case
The ability to restrict sales and distributor users from re-opening events
The ability to restrict sales and distributor users from making inventory requests that are NOT associated with an event
Added a flag to show when a facility contract is complete
Added a flag to show when a user has been trained and is ready to sell
Added flag to show when an admin has changed a lot number
Added description columns to Sales by Catalog and Sales by Product reports
Added “Additional Contacts” feature to the User detail page
Added new payment terms options
Added data matrix barcode option to the barcode image generator
Consolidated Sales By Product report to show all products in a single cell for items associated to more than one product line
Bug Fixes and Other Items:
Fixed a bug that prevented inventory IDs from displaying in inventory export csv
Fixed a bug that allowed users to add the same device more than once to an Inventory Request Recipe
Fixed a bug that prevented some sales users from seeing request recipes that were assigned to them by an admin
Fixed a bug that caused the paginated lists of imports to refresh automatically
Fixed a bug in the inventory search filters that prevented some devices from being returned when searching specific containers
Fixed an issue that caused some commission rates to be incorrectly calculated in some reports
Fixed an issue that disallowed inventory with slashes in the name
Fixed an issue caused some users connecting Quickbooks accounts to get a timeout error
Fixed an issue that prevented some users from seeing all available inventory when adding to a container
Fixed an issue that caused the packing slip PDF to break at the wrong place, pushing all devices to the second page
Fixed a bug that prevented images from being uploaded when using file extensions with all caps
4.6.0, Dec 29, 2021
What’s New:
Added a feature to allow users to add notes and tags to deactivated inventory items
When requesting inventory from inside Event, added Inventory Request ID to Event detail page
Added Facility Stock filter in Mark Used Inventory workflow
Added support ot display product line images to inventory detail
Added various new UI and UX elements
Added support to print sales order form for all multiple manufacturers in a single case
Added support to enlarge patient sticker form Event detail
Added support to print an updated PO when inventory request is partially fulfilled
Added support for assigning multiple surgeons to a case
Added support for international postal codes
Bug Fixes and Other Items:
Fixed a bug that prevented facility pricing from displaying correctly
Fixed a bug that prevented some PDF documents from displaying in the app
Fixed a bug that prevented some inventory items from showing
Fixed a bug that prevented some users from executing a transfer to another user
Fixed a bug that prevented user from creating a new procedure from the event workflow
Fixed a bug that allows some sales users to deactivate facilities created by admin users
Fixed a bug that prevented some users from resetting their passwords
Other minor bug fixes
4.5.2, Sep 21, 2021
What’s New:
Bug Fixes and Other Items:
4.5.1, Sep 7, 2021
What’s New:
Bug Fixes and Other Items:
4.5.0, Aug 26, 2021
What’s New:
Created new Inventory Transfer workflow to allow users to create transfers with multiple items
Changed Email Sales Order Form to pull from the billing contact email and cc the sales rep email in the background
Added a feature to allow Sales Reps to use inventory in their Distributor's custody (must be turned on by the distributor)
Added new Search/Filter feature for Inventory Requests
Added new filter to view active and inactive manufacturers in the directory
Updated expiration tags to show number of days until expired
Bug Fixes and Other Items:
Fixed a bug that prevented the Notes in the Physician record from being stored and displayed correctly
Fixed a bug that caused some users to get an error when marking inventory used
Other minor fixes and display improvements
4.4.0, Aug 16, 2021
What’s New:
Added No Charge feature
Minor bug fixes
4.3.0, Jul 27, 2021
What’s New:
Added support for ConnectSx Distributor Role
Added support for creating custom locations and assigning to inventory record
Added new sections to More tab to align with ConnectSx Console
Added new fields and features to Inventory tab, Transfers tab, and Requests tab to align with ConnectSx Console
Modified the Events workflow, providing access to features found in ConnectSx Console
Bug Fixes and Other Items: