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

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

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

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

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

Layout improvements to the exportable device list for containers

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

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.)

Replaced the legacy Data Export reports with new Visualized tables

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”

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

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

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

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

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

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

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

Added a new integration with the Xero financial software

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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”

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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.

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

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”

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

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

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

Added bulk updating of matching inventory items in the Devices Used list on the Event Detail page

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

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

Improved the UI for saving States to Facility Records

Added a new field to capture the Country when a state/province is selected