Release Notes
Product: Xerox PREO XBS
Version: 5.0.0.3316
Date: May 24, 2025
Summary
The 5.0.0.3316 release introduces major enhancements in user roles, proposal security, and navigation performance. Key features include:
CFO Approvers and Client Success Specialists (CSS) user roles.
Dynamic Proposal Access Table to manage user permissions.
Static navigation sidebar for improved performance and consistency.
New Features & Improvements
Feature | Type | Description |
CFO Approvers | Story | Adds CFO user role with view-only access and approval permissions. Thresholds vary by CFO type (Regional, XBS, Print). |
Client Success Specialists (CSS) | Story | Creates new user role with regional Proposal access and ability to complete Client Success Checklists. |
CSS Checklist Config | Story | Enables configuration of CSS checklists separate from Order Milestone checklists. Admins can customize questions and sections. |
CSS Ownership | Story | CSS users can Take, Assign, or Remove ownership of a Proposal. Owned deals appear in the user's queues. |
CSS Queues & Homepages | Story | Adds CSS Home, Management, and Working On queues for tracking assigned and completed checklists. |
Install Manager - Chat Access | Story | Grants Install Management users the ability to send messages in Proposal chat. |
Core Approval Thresholds | Story | Updates approval threshold logic for Core to support separate thresholds for Regional, XBS, and Print CFOs. |
Proposal Access Table Automation | Story | Automates user access based on Branch settings, configuration, sales rep profiles, request types, and commission splits. |
Manual Access Controls | Story | Users with automatic access can manually add others to the Access Table with view or edit rights. Manual users cannot modify the table themselves. |
Access Table Copy on Save As | Story | Duplicates Proposal Access Table when a Proposal is saved as a copy. |
ProposalAccess Validation | Story | Enforces Write-level access before allowing Proposal updates. |
Access Updates via Role Changes | Story | Changes to Branch Profiles or assigned Directors/VPs automatically update in-progress Proposal access. |
Commission Split Access | Story | Users added via commission splits are automatically granted access through the Proposal Access Table. |
Permissions Assignment Updates | Story | Reassigning dropdowns on Proposal Permissions page replaces the old user in the Access Table with the new one. |
Navigation & UI Updates
Feature | Type | Description |
Static Sidebar Navigation | Story | Replaces configurable navigation with a static sidebar coded into the app for improved speed and consistency. |
Order Management Navigation | Story | Applies static navigation to all Order Management queues. |
Navigation Feedback Home Page | Story | New home page for Sales leadership highlighting open Requests and improving load times. |
Bugs & Fixes
Issue | Type | Description |
WBUYXFS reappearing on deals | Bug | Fixes issue causing support request WBUYXFS to reappear on deals. |
Auto-locking not working on Proposals | Bug | Fixes issue preventing Proposals from auto-locking. |
Trimming whitespace from contact data | Bug | Cleans EAutomate contact info by removing invalid dashes, whitespace, and characters. |