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Adapters

Enhanced Kafka Adapter to support new functionalities

• Added additional security tab to enter Kafka authentication credentials
• Added configuration for connection, producer and consumer property definitions
• Added support for new message value formats: Protobuf and Protobuf binary
• Fixed Avro big integer serialization error
• Added Process empty messages option
• Enhanced message log to record offset and partition values of Kafka messages

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Common

Enhanced Notes and Interactions to show editing history

Enhanced notes and interactions by adding the ability to keep a history of post changes for auditing purposes.

This option is enabled in configurator.

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Added the ability to set a subtype on an interaction

When adding interaction types, different types can have different lists of possible sub-types.

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Added the ability to create calendar events when creating an interaction

While creating an interaction, users now have the option to add a new calendar event showing when the interaction occurred. This event will be tied to the interaction and reference the interaction’s context and customer.

Additionally, users can now add customer contacts and my company employees to indicate who is included in the event. The event will then appear in the participant’s calendar.

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Added new properties to organizational customers, partners and suppliers

The new properties that can be added as attributes to organizations are:

• number of locations
• ownership type
• operational status
• organization size

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Contracts

Added the ability to specify additional customer contacts in a Customer Contract

Contracts for organizational customers can now have multiple additional contacts attached to them, in addition to the primary customer contact.

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CRM

Added support for prospect customer in the CRM application

In CRM, users can now create profiles for potential customers.

Previously, users were forced to create customer accounts for prospects. Now, users can have a separate list of prospect profiles that are not customers yet, and create opportunities and quotes for them.

This helps separate potential customers from current customers.

After winning the opportunity or quote, the user has the option to convert the prospect to a customer.

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Inventory

Added new Resource Inventory application

Added new application enabling users to keep stock of their intangible resources, and manage those resources.

For example: users can keep an inventory of their MSISDN numbers or static IP addresses, then assign them to new services.

These resources can be reserved, assigned, suspended, discontinued and reactivated. Resource inventory supports importing, exporting, managing different resource types and tracking resource history.

Opening a resource will show details such as when it was assigned and by whom.

After configuring resource inventory, Product lifecycle management can be configured to support resource inventory for services.

In PLM, the new “subscription resources” related item specifies that services in this category require resource inventory assignments.

In the catalog, service categories can be configured to assign a type of resource to the services under it.

After configuring Resource inventory and PLM, Resource inventory will be assigned to customers through sales or service orders.

Adding a resource to an order will automatically allocate and assign the resource.

Additionally, orders can be configured to set the status when the resource will be assigned to the customer.

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Issues

Added “available to” option in issue type in Configurator

Users can now limit who can create and view different types of issues by user roles.

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Orders

Reorganized Order Management UI

Reorganized Order Management by making Quotes a section, rather than a subsection of Orders

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Enhanced Order management to show which orders require attention in search results

In the Orders application, an order or quote with missing items in its cart will show a “requires attention” flag in search results.

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Added support for master orders

Users can now create master orders, which allows for managing multiple sub orders as a group.

Master orders can be created manually, or, as shown below, converted from a master quote.

Users can now filter search results by sub-orders.

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Added support for bulk changes on sub quotes/orders within master quotes/master orders

Inside a master quote or order, users can perform the following changes in bulk on all selected sub quotes/sub orders:

• Changing the commitment period
• Changing the status
• Cancelling it

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Added the ability to set an optional lead quote within a master quote

When selecting a sub quote as the lead quote, the master quote totals will be calculated only from that lead quote and will not include any other sub quotes.

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Added the ability to apply item changes across multiple sub quotes/sub orders

In a master quote/master order, users now have the ability to modify one item across multiple sub quotes/orders, or optionally add the item if it is missing.

For example, if a master quote contains multiple sub quotes with the same item, the user can now change the item’s price in one sub quote, and apply that same change across every other sub quote.

Also, added the ability to delete a specific item from all sub quotes/sub orders in bulk.

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Enhanced resource services pop-up to paginate results

Within a category, the grid of resource services will now show only 24 items at a time, to keep large lists of services manageable.

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Added support for promo duration override on an order item

Users can now override the promo duration set on a product in the order.

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Added the ability to create orders and quotes from subscriptions

Users can now create an order or quote from a subscription.

Additionally, users can now trigger subscription actions while creating quotes and orders from subscriptions.

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Added the ability to select supporting services from existing subscriptions for an order item

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Added the ability to select an existing customer asset for an order item

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Added the ability to import quotes

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Enhanced “View all” function in order UI

Previously, the View all option would only appear when the order was in its final state, the option will now appear at all times.

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Added support for Resource Inventory in Orders

Added support for assigning and allocating resource inventory in Orders. See the Resource Inventory note for more information.

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Added the ability to add a sub reason for an order cancellation 

When adding a reason, every reason can have a different list of possible sub-reasons.

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Added the ability to list competitors for a quote

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Added support for orders and quotes to have additional customer contacts 

Orders and quotes for organizational customers can now have multiple additional contacts attached to them, in addition to the primary customer contact.

Fixed issue in which changelists were not grouped properly

In advanced change history, order changes will now be grouped by timestamp rather than only minutes and hours. This means that changes made programmatically that may be only seconds or milliseconds apart will still be grouped separately.

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Partners

Added the ability to specify additional customer contacts in a Partner Contract

Partner contracts can now have multiple additional contacts attached to them, in addition to the primary customer contact.

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Fixed issue with the Partners application to deactivate the reseller partner realm when archiving a reseller partner

When archiving a reseller partner, the partner’s realm will now be deactivated. If the partner is reactivated, a new realm ID must be created.

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Pipeline

Added the ability to add sub a reason for a lost opportunity

When adding a reason, every reason can have a different list of possible sub-reasons.

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Added the ability to list a reason and sub-reason when an opportunity is won 

When adding a reason, every reason can have a different list of possible sub-reasons.

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Added the ability to list competitors for opportunities

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Added support for opportunities to have additional customer contacts 

Opportunities for organizational customers can now have multiple additional contacts attached to them, in addition to the primary customer contact.

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Platform

Added new “Return path” option in SMTP host properties

Users can now set the “Return path” to determine where bounced emails and auto-reply emails should be directed.

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Added support for gzip compression

This feature allows for reducing data sent to the client, allowing the browser to receive the data from the server faster.

.gzip will apply to the following data types:

• json
• javascript
• css
• svg
• html
• xml

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Modified the location functionality to use index searching to improve performance

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Product Lifecycle Management

Added support for Resource inventory in PLM

Added “subscription resources” as a related item in PLM service categories. Consult the resource inventory ticket for more information.

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Added the ability to specify addons for bundles and bundle items in PLM

When creating bundles, addons can now be added to the bundle or bundle items.

Addons configured in PLM cannot be removed or modified from hard bundles.

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Added support for specifying patterns for text attributes

Users can now add a regular expression pattern restriction on text attributes. This can be used to validate values of specific attributes.

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Enhanced the PLM application to show the path of inherited rules

Users can now view the path where an inherited rule is from, clicking this path will open the rule.

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Added the ability to add “help” tooltips on PLM attributes

Users can now provide “help” tooltips which will show inline on PLM attributes both in the product specifications section on the catalog product page, and for editable attributes visible in the order cart product configuration popup.

For configurable attributes, help can be configured to appear either inline or as a tooltip.

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Solar

Modified Solar to disallow editing unknown file types

In Solar, only the following file types can be edited:

• json
• javascript
• wsdl
• txt
• ftl templates
• bpmn – business process diagrams
• xsd

Trying to open a file of a type that Solar does not support will result in the editor showing a blank screen explaining the file type is not supported.

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Subscriptions

Added “Include all subscription items” option to subscription action order rules

The new “Include all subscription items” option will include all products, devices and subscription charges in the created order.

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Enhanced price update and bulk charge update by showing the number of subscriptions affected

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