Support Portal

• Order Schedule Templates
  • Refreshed Manage Groups page - now renamed Manage Groups & Columns
  • Display line columns with a condition field
  • Custom Quote PDF Generation Options
  • Easier Selection of Draft Watermarks, per Template
• Quote Entry
  • Admins can use Free Form Subscription Term Entry, even if end users are forced to use predefined term values
  • Auto-add associated Quote lines with the Rules Engine
  • There's an easier way for Admins to manage Expected Renewal Quote term values. Contact Support for more info.
• Bundles
  • Quick Add Bundles can be used with the Enhanced Opp Transaction Wizard
• Automation
  • Enhanced Opp Transaction Wizard
    • Single page creation of an Opportunity/Quote
    • Automatically add Bundles or groups of Products to new Quotes
    • Force Co-terming for users
• Flexibility
  • Map multiple Opportunity Transaction Types to the Standard TYSO Transaction Categories and Sales Channels (Phase 1)

In addition to the new features listed, we have also made a change to the way Terms are calculated for Subscriptions. In addition to the "Full Month Add-ons" functionality of the product, we have now changed the Scale or Decimal level info on the Term field for Opportunities, Quotes, Quote Line Items, and Opportunity Line Items. In addition, each of those objects also have a "Term Days" field to show the actual number of days a subscription spans. For more info, please contact Support for an in depth walk-through.

The Spring 2019 release spans versions 6.10-6.31