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2023 Console Release Notes

4.13.0 Notes, Released 12/11/2023

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”

4.12.0 Notes, Released 11/09/2023

Inventory Improvements

  • Add a feature to allow an operations user to assign an inventory audit to other users in the system, including sales, distributors, or other operations users

  • Add a feature to allow users to complete assigned inventory audits

  • Movement Improvements

    • Add a feature to allow you to assign custody to inventory being added through the “Receive Inventory” function on Inventory Requests made FROM the Org TO a supplier

4.11.0 Notes, Released 10/26/2023

  • User Controls and Settings

    • Add a setting to allow Admins to turn OFF email notifications for Inventory Transfers

    • Add a reply-to email on all transfer and request emails as the sending user’s email address

    • Add a setting that allows the Admin to auto-trigger sending the Sales Order to the facility contact when the event is submitted

    • Add a setting that allows an admin to auto-send weekly PO reminders to the facility billing contact email address

    • Add a new section for easy access to version numbers and release notes

    • Allow admin user to turn off Inventory Request email notifications

  • Inventory Improvements

    • Improve the Inventory Import to pull catalog # descriptions into the Product Catalog master data if a description does not exist for the catalog # being imported

    • Add the ability to enter a “Lead Time” in weeks for each catalog item in the item master list, allowing for better alerts and reports for reorder points

  • Event Improvements

    • Add new filters to Mark Used Inventory in Events so a user can more easily find the inventory they need by filtering to specific assigned containers

    • Allow items marked with Facility Stock to be added to a Stock Adjustment by an Admin

  • Directory Improvements

    • Add a feature to mark a Facility as International and then use that designation as a filter

    • Add a feature that adds a new contact record for a Facility IF the user sends the Sales Order Email to an unknown contact (a contact not already in the system)

    • Add the ability to add additional contact details to Manufacturer records

  • UI/UX

    • Improve the layout and navigation of long pages by using collapsed accordion sections

  • Reporting

    • Remove visualizations from the Reports section and integrate them directly into their contextual sections. Sales visualizations are now on the Events page and Inventory visualizations are on the All Inventory page

    • Added new downloadable reports for Directory and User data

4.10.0 Notes, Released 9/07/2023

  • Integrations

    • Added a new integration with the Xero financial software

  • Improved Visualization Reports

    • Updating the core infrastructure of our Visual Reporting infrastructure to improve overall capabilities.

  • Event Improvements

    • Added the ability to mark an event “PAID” from the Event list screen

    • Added the ability to create new inventory while marking items as used in an Event

    • Added the ability to CC a second email when sending the Sales Order email as attachment from inside the system

  • Inventory Improvements

    • Added ability to bulk release items from containers

    • Added search tags field to items in the Catalog

    • Added the ability to remove an expiration date from an item (Item must not have a UDI with an Expiration Date entered)

    • Added the ability to create a request recipe based on a Bill of Materials

    • Added the ability to add an image of a container to the exported device list PDF from that container

    • Added a feature to display which catalog numbers are preventing more complete sets from being built in a BOM

  • Movement Improvements

    • Added the total # of an item that is available to the transfer selection screen

    • Expanded the max amount of an item that can be added to the transfer to the total # available

    • Added the ability to select who inventory is being transferred FROM without first selecting their role

    • Added the ability for any Admin to modify a transfer, not just the creator

    • Added the ability to view the total number of items selected before creating a transfer

  • Settings Improvements

    • Added a manufacturer setting that when turned on automatically sends a copy of the sales order form to the manufacturer when an event is submitted

  • UI/UX Improvements

    • Implemented design improvements to multiple interfaces across the platform

    • Improved search function on Mobile to allow more time to type search terms before executing query

    • Added ability to apply “Exact search matches” or “partial search matches” in your list searches

  • Bug Fixes

    • Fixed a bug that caused catalog numbers with more than one assigned product line to show more than once on the “Requested” tab in the inventory request workflow wizard

    • Addressed an issue that prevented inventory tags created on import from displaying in the auto-complete dropdown

    • Fixed an issue that caused the “Next” button to be active in the “Create Inventory” flow before all required fields were filled

    • Fixed an issue in the Inventory request Purchase Order PDF that caused items assigned to multiple product lines to display more than once

4.9.0 Notes, Released 8/17/2023

  • Improved Visualization Reports

    • Updating the core infrastructure of our Visual Reporting infrastructure to improve overall capabilities.

  • Event Improvements

    • Deprecating the ability to print a consolidated invoice for manufacturers

    • Saving the last known setting for filtering devices to items in a user’s custody when marking inventory

      • This is designed to help distributor sales rep that have visibility into their distributor inventory stock

    • Updated email text when sending sales order PDF using the integrated email function

    • Additional improvements to Sales Order PDF to further streamline data and layout

  • UI/UX Improvements

    • Implemented design improvements to multiple interfaces across the platform

    • Improved search function on Mobile to allow more time to type search terms before executing query

4.8.0 Notes, Released 7/17/2023

  • Integration Improvements

    • Adding the ability to map Event Date to a custom Quickbooks field, as well as showing the names of your Quickbooks custom fields in the UI

      • NOTE: there are significant limitations to the way Quickbooks allows data mappings. You can learn more about those limitations here.

  • UI/UX Improvements

    • Adding new labels to indicate if an Operations user is an “ADMIN” (can change user settings for other operations users) or “OPERATIONS” (can perform current admin functions but CANNOT change any other user’s permissions)

    • Adding the ability to select which columns a user displays on various list pages

    • Improving the visual indication of invalid or missing fields

  • Event Improvements

    • Adding the ability to create and share a “quote” prior to inventory being marked in an event

    • Adding the ability to use the Event Quote as a device use filter to more quickly find inventory to mark as used in the Case

    • Adding the ability to “auto-add” items to an event by scanning barcodes. Scanned items will add exactly 1 of each matching item scanned

    • Adding a checkbox to events in the Pending Payment state “Processed” and an associated filter to view events by “Processed” and “Unprocessed”

    • Making improvements to the Sales Order and Invoice PDFs to make information more consolidated to reduce number of pages in the PDF

  • Inventory Improvements

    • Removing the “Auto Refill” button from line items in a container/BOM. “Auto Refill All” will still be available

    • Adding a new filter to show catalog items that are “in stock”

  • Inventory Transfers and Requests Improvements

    • Adding transfer acceptance details to the packing slip PDF

    • Adding the ability to for a user to export a packing slip that shows all items or only containers

    • Adding the ability to auto-add items to a transfer by scanning barcodes and automatically adding 1 of any matching item

    • Adding the ability to name transfers (transfer will still be automatically named based on items included but can be overridden with any custom name)

    • Adding the ability to “Complete” an inventory request that has only been partially fulfilled or received

    • Adding the ability to add/remove items from a request that was created using a request recipe

    • Adding a visual indicator when a request is for replenishment

    • Adding the ability to add a Reps name and address when making an inventory request from a supplier that will be drop-shipped to a rep and NOT sent to the Org

    • Allowing transfers that encounter errors to be cancelled and inventory released

    • Adding a chip to show numbers of days until expiration for all devices that are being selected for transfer

  • Users Improvements

    • Adding the ability to upload documents to the user detail page (distributor contracts, etc.)

    • Adding the ability to assign locations to Distributors and Sales Reps to limit location visibility for those users

    • Adding a setting that let’s admin allow sales reps and distributors to change the price of any item, even if there is a facility price associated

    • Adding a setting for admins to require patient stickers and/or device labels be added to a case before it can be submitted for billing

  • Directory Improvements

    • Adding the ability to assign reusable Global Price sheets to facilities

    • Adding the ability to deactivate BOMs

    • Adding the ability to deactivate locations

    • Adding the ability to deactivate Request Recipes

  • Bug Fixes

    • Fixed a bug that created the potential for inventory conflicts when multiple admin users are executing transfers simultaneously

    • Fixed a bug that was caused some users to get an error on login, prior to successful login

4.7.0 Notes, Released 6/13/2023

  • User Improvements

    • Adding several available settings to allow Admin user to restrict feature access by individual user and user role.

4.6.0 Notes, Released 5/25/2023

  • UI/UX Improvements

    • Improved 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 back to 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

    • Added a selector for Distributor Group to the Case and Sales reports

  • 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 days

  • 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

4.5.1 Notes, Released 4/14/2023

  • Integration Improvements

    • Added a premium Quickbooks integration that supports mapping data fields to custom Quickbooks invoice templates

  • Inventory Transfers and Requests Improvements

    • Added the ability to select a ship-to address during the transfer creation workflow

  • Users Improvements

    • Added a security restriction to limit Sales Reps to only be assigned to a single Distributor

  • Directory Improvements

    • Added a security restriction limiting the size of Facility Price List uploads to 1500 lines

  • Bug Fixes

    • Fixed a bug that was providing incorrect case totals for cases with multiple transfers associated

    • Fixed a bug that was causing the “save” button to behave inconsistently on event pages

4.5.0 Notes, Released 4/6/2023

  • 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”

4.4.0 Notes, Released 3/2/2023

  • 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