{"id":3530,"date":"2023-11-07T09:03:13","date_gmt":"2023-11-07T09:03:13","guid":{"rendered":"https:\/\/help.strongtietech.com\/pipelinesales\/?page_id=3530"},"modified":"2024-06-13T13:24:32","modified_gmt":"2024-06-13T13:24:32","slug":"2023-november","status":"publish","type":"page","link":"https:\/\/help.strongtietech.com\/pipelinesales\/2023-november\/","title":{"rendered":"November 2023 Release"},"content":{"rendered":"

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New Features<\/p>\n

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November 29, 2023 | Here are the new updates and features applied:<\/em><\/h6>\n

Revamped Tooltip in Edit Configuration<\/h3>\n

Explore Community, Phase, Series, and Plan specifics effortlessly with the upgraded Configuration Overview tooltip. By hovering over the home icon, users can now access vital information directly, eliminating the need to switch back to the Summary tab saving valuable time during contract processing.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space][vc_single_image image=”3582″ img_size=”500×300″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”1\/2″][vc_column_text]<\/p>\n

Prohibit Future Dates for ‘Actual Start\/End Date’ on Schedules<\/h3>\n

We’ve implemented a crucial update in our Scheduling pages. To ensure accuracy, users are now unable to input future dates as the Actual Start\/End Date for tasks within a Schedule. However, the ability to select past and present dates as Actual Start\/End Date is still retained.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space][vc_single_image image=”3583″ img_size=”500×300″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”1\/2″][vc_column_text]<\/p>\n

Improved Logging when Syncing Plans<\/h3>\n

We’ve enhanced our Logging functionality when Syncing Plans to Pipeline Purchasing. Now, when performing actions like Adding, Updating, or Deleting Plans, we include both the Plan Code and Plan Name in the logs.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space][vc_single_image image=”3581″ img_size=”500×300″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”1\/2″][vc_column_text]<\/p>\n

Enhanced Log Identification with Configuration Numbers<\/h3>\n

We’ve included the Configuration Number in our Sent Configurations to Purchasing Log page, simplifying Log Identification for smoother tracking and reference.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space][vc_single_image image=”3580″ img_size=”500×300″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text]<\/p>\n

Enhancements<\/p>\n

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  • We’ve enhanced our alert messaging system during Batch Plan Updates for Lots, specifically addressing scenarios where a conflict arises due to a Mandatory Plan selection. This improvement ensures clearer notifications when the selected Mandatory Plan conflicts with the existing mandatory plan set for one of the chosen lots. SIU-10422<\/em><\/li>\n
  • This release also includes a fix for error encountered when sending configurations to WMS Purchasing. SIU-10414<\/em><\/li>\n
  • This release also includes a fix for syncing issues encountered by Clients integrated with Pipeline Purchasing. SIU-10388<\/em><\/li>\n
  • This release also addresses issues encountered in our Scheduling pages.\n
      \n
    • Error when creating Schedules coming from a template. SIU-10449<\/em><\/li>\n
    • Error when creating a New Template. SIU-10459<\/em><\/li>\n
    • Issue on restoring old Holidays. SIU-10360<\/em><\/li>\n
    • Issue on hydrating of Nonwork days table. SIU-10261<\/em><\/li>\n<\/ul>\n<\/li>\n
    • We’ve also addressed bugs on the Pipeline Sales and Scheduling pages, making our platform more reliable than ever. SIU-10423, SIU-10411, SIU-10411, SIU-10317, SIU-10396, SIU-9153<\/em><\/li>\n<\/ul>\n

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      November 15, 2023 | Here are the new updates and features applied:<\/em><\/h6>\n

      Document Template Tag for Selection Images<\/h3>\n

      Our document template tag list now features two new tags designed exclusively for Selection Images.<\/p>\n

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      • FieldImage<\/li>\n
      • ValueImage<\/li>\n<\/ul>\n

        With these addition, we can effortlessly include the selection images uploaded in our application, ensuring their integration into printed documents.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space][vc_single_image image=”3564″ img_size=”500×300″ onclick=”link_image”][vc_single_image image=”3569″ img_size=”500×300″ onclick=”link_image”][vc_single_image image=”3568″ img_size=”500×300″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”1\/2″][vc_column_text]<\/p>\n

        Alert for Managing Plans and Options of Lots<\/h3>\n

        We’ve improved the wording in our confirmation pop-up to provide more information, now including both the Plan Code and Plan Name. This improvement is seamlessly integrated into our Activity Logs.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space][vc_single_image image=”3557″ img_size=”500×300″ onclick=”link_image”][vc_single_image image=”3558″ img_size=”500×300″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”1\/2″][vc_column_text]<\/p>\n

        Pipeline 2023.0 API<\/h3>\n

        We’ve introduced a new API version for our Pipeline instance, integrating Pipeline Purchasing to retrieve the most current service references and schemas. This enhancement ensures you have access to the latest updates and improvements in our system.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space][vc_single_image image=”3576″ img_size=”500×300″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text]<\/p>\n

        Enhancements<\/p>\n

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          \n
        • For clients integrated with Pipeline Purchasing, this release includes fixes for the following issues:\n
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          • Clicking the PO link from the automated email redirects to an empty Purchase Order report. SIU-10244<\/em><\/li>\n
          • Error when syncing to Pipeline. SIU-10387<\/em><\/li>\n
          • Corrected the Lot Code label in the PO report. SIU-10395<\/em><\/li>\n<\/ul>\n<\/li>\n
          • In this release, we’ve resolved an issue where the Waffle Menu failed to reflect the updated Client name after it was renamed. SIU-10277<\/em><\/li>\n
          • In this release, we have addressed and resolved issues related to Copying Divisions. SIU-10316, <\/em>SIU-10386, SIU-10324<\/em><\/li>\n
          • In this release, we’ve implemented fixes for issues that occurred when Unassigning Options from a Division. SIU-10337<\/em><\/li>\n
          • In response to a client request, we have excluded the dollar sign from values within the SF field column on the Option Summary Report. SIU-10353<\/em><\/li>\n
          • We’ve also addressed bugs on the Pipeline Sales and Scheduling pages, making our platform more reliable than ever. SIU-9176, SIU-10346, SIU-10237, SIU-10359<\/em><\/li>\n<\/ul>\n

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            November 7, 2023 | Here are the new updates and features applied:<\/em><\/h6>\n

            Managing Plans for Multiple Lots<\/h3>\n

            In our latest updates, we’ve introduced a feature for Managing Options per Plan across Multiple Lots, and we’ve now extended this capability to enable the Management of Plans across Multiple Lots. Users can choose either all Lots within that Phase or select Multiple Lots by utilizing the checkboxes next to the Job Number column. Once Lots are chosen, the \u201cManage Plan\u201d button becomes accessible. Clicking this button opens the \u201cManage Plan\u201d modal, allowing users to efficiently Manage Plan Statuses.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space][vc_single_image image=”3553″ img_size=”500×300″ onclick=”link_image”][vc_single_image image=”3549″ img_size=”500×300″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”1\/2″][vc_column_text]<\/p>\n

            Confirmation Pop-Up for Managing Plans and Options<\/h3>\n

            As part of these enhancements, we’ve implemented a user-friendly confirmation pop-up modal, which ensures that users are promptly informed about any alterations in Plan and Option assignments for their selected Lots.[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space][vc_single_image image=”3550″ img_size=”500×300″ onclick=”link_image”][vc_single_image image=”3551″ img_size=”500×300″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text]<\/p>\n

            Enhancements<\/p>\n

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              \n
            • We’ve improved the Site Announcement pop-up to prioritize the latest news, ensuring you are always in the loop and improving your overall experience. SIU-10285<\/em><\/li>\n
            • This release also includes a fix for the error encountered when creating new clients in our system. SIU-10324<\/em><\/li>\n
            • This release also addresses an issue where the notification alert did not appear during processing calculated options when Copying a Division. SIU-10324<\/em><\/li>\n
            • We’ve also addressed bugs on the Pipeline Sales and Scheduling pages, making our platform more reliable than ever. SIU-10262, SIU-10167, SIU-7792<\/em><\/li>\n<\/ul>\n

              [\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"[vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text] New Features [\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”1\/2″][vc_column_text] November 29, 2023 | Here are the new updates and features applied: Revamped Tooltip in Edit Configuration Explore Community, Phase, Series, and Plan specifics effortlessly with the upgraded Configuration Overview tooltip. By hovering over the home icon, users can now access vital information directly, eliminating the […]","protected":false},"author":777,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-page-full-width.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3530","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/pages\/3530","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/users\/777"}],"replies":[{"embeddable":true,"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/comments?post=3530"}],"version-history":[{"count":0,"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/pages\/3530\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/media?parent=3530"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}