- Quote Templates
- Additional CSS Elements
- CSS can be amended to the style sheet instead of replacing the whole styleset. This allows you to make incremental changes, but still take advantage of the base styling.
- Footer Overrides
- All footer columns are now fully dynamic, and any of the three locations can now be hidden.
- TYSO Markup (Generally Available)
- Use custom markup to generate html elements.
- Quote Terms Categories
- Use custom categories and display the Quote Term text anywhere on your template with merge tags.:
- Use Transaction Types as Order Schedule Content Criteria
- In Beta!
- In Beta!
- Additional CSS Elements
- Quote Entry
- Floor Prices for Percentage based products are visible under the "List Price" column.
- If a customer has purchased a product, select from a list of purchased prices to use when adding a product, or default to using List Price. It will also allow the user to select from different configurations/options purchased.
- Default Tabs -User Preferences allow the ability to decide if you want the Products or Bundles tab to be opened upon loading the Quote Entry page.
- Floor Prices for Percentage based products are visible under the "List Price" column.
- Automation
- Bundle Terms & Product Terms- Simplified!
- Bundle terms have been simplified, and are now added the same way you can add product terms.
- Adding terms for Configurations have been simplified as well, and are now in the product terms interface.
- Lead Conversion Logging
- We've enhanced the logging for capturing errors during the Lead Conversion process. You'll find any errors under the TYSO_Logs__c object with the process name of "Opportunity conversion"
- Global Trigger disabling
- Instead of disabling ALL TYSO triggers, you can now programmatically disable them on an object by object basis from your own code.
- Account Status criteria/updates
- You can define your own "lifecycle" statuses to go along with your Customer Statuses. For example, you can use "Active" as a status instead of "Current" for Customers who are in their current subscription period.
- Global "Run All" method to perform a catch up on any historical data.
- Optimized update statements to reduce the number of DML statements used
- Subscription Start Date Cascading
- Choose a field you want to update the Opportunity Start, Quote Start and Line Item Start dates with upon an Opportunity being moved to Closed Won.
- Scheduled Job Metadata
- BETA/Limited use. Capture metadata that is used for scheduled jobs.
- Renewal Refresher Action
- Bundle Terms & Product Terms- Simplified!
- Reporting & Visualizations
- Booking Widget Updates
- The "Book It" button will now appear inside the Booking widget when an Opportunity is ready to book, allowing you to kick off the Booking automation.
- The "Book It" button will now appear inside the Booking widget when an Opportunity is ready to book, allowing you to kick off the Booking automation.
- Booking Widget Updates
The Winter 2023 release spans versions 13.0 - 13x