Miracle Service Customer Self-Service Portal Release Notes

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Customer Self-Service Portal 10.3.0.0. - April 13, 2022

Added Features

• Added Service History tab on the Equipment Detail screen so the user can easily view its previous service Jobs (both Open and Closed).
• Added option to show additional fields on the Equipment Detail screen including: PM Frequency, Last PM Date, Next PM Date, Purchase Date, Warranty End Date, Contract Type (and associated Contract Terms), Contract Active. (Y/N), Purchase Vendor. Which fields are visible in the Customer Portal are set in WebAdmin > Customer Portal > Equipment Details.
• Added and option Documents button on the Equipment Detail screen so the customer can view the Public Only documents attached to that equipment and associated Model Class.
• Added a Print button on the Equipment Detail screen to print the details of the equipment record.
• Hide Job Status filter when Job History disabled

Customer Self-Service Portal 10.2.4.6. - January 28, 2022

Added Features

• Added a new Compatible Parts option that filters the item list (on Sales Invoices and Sales Orders) by Model Family setup.  A Model Family is a list of Model Class/ Model Numbers which share a filtered Category list of items.

Customer Self-Service Portal 10.2.0.1. - March 17, 2021

Other

• Compatibility with Miracle Service version 10.2.0.0

Customer Self-Service Portal 10.1.2.0. - September 28, 2020

Added Features

• Added capability to Equipment documents screen to retain fields added, removed or changed placement in grid
• Added capability to Checklist list grid to retain fields added, removed or changed placement

Resolved Issues

• Resolved issue when creating and saving a Sales Order #0032055
• Resolved issue of Requester information not populating for a Job
• Resolved issue of some Jobs not showing in Miracle Service when created from Customer Portal under certain circumstances #0032411

Customer Self-Service Portal 10.1.1.0. - March 3, 2020

Other

• Compatibility with Miracle Service version 10.1.1.0

Customer Self-Service Portal 10.1.0.0. - December 12, 2019

Resolved Issues

• Resolved issue where the user can click on "create" multiple times, creating multiple jobs #0029259
• Resolved issue where New Job does not display in Job List until browser refresh
• Resolved issue where equipment information missing from Job detail
• Resolved issue where the Requester was not showing

Customer Self-Service Portal 10.0.4.0 - June 26, 2019

Resolved Issues

• Resolved issue where eForms were not pulling Serial# and Manufacture information
• Resolved issue where Create New Task event not sending
• Resolved issue where Note Modified event field was not pulling correct information from the task
• Resolved issue where eForms shows if Viewable in the Customer Portal is unchecked
• Resolved issue where serialized items were not being set to ‘serialized’ on the line item from the Sales Order

Customer Self-Service Portal 10.0.3.0 - January 3, 2019

Added Features

• Added ability to print a standard Work Order document from template from the Job Detail screen
• Added the ability for the Admin user to set up new homepage Shortcut(s) to redirect to a specific URL in a new window.
• Added the ability for the Admin user to further customize each homepage Shortcut icon

Resolved Issues

• Fixed issue where duplicate files in Documents will not display correctly

Customer Self-Service Portal 10.0.2.0 - August 8, 2018

Added Features

• Added a "Home" button so that users can return to the home screen this way instead of just clicking on the logo.
• Added customizable Homepage Shortcuts with custom captions and icons.  New Shortcut(s) can be used to redirect to a specific URL in a new window.

Resolved Issues

• Fixed issue where a new Requester could not be added.
• Fixed issue where Equipment links were defaulted to going to the Meters tab.
• Fixed Menus and Shortcut links related to viewing Equipment and Customer documents
• Fixed issue with the ShipTo address on Sales Orders.

Customer Self-Service Portal 10.0.1.1 - May 25, 2018

Resolved Issues

• Fixed issue where Manufacturer field was not populating.
• Removed Edit button from the Job Detail screen as that screen is read-only.

Customer Self-Service Portal 10.0.1.0 - May 22, 2018

Resolved Issues

• Modified 'View Documents' homepage shortcut to link to 'Customer Documents'.
• Fixed 'Key not found' error in Documents column header.
• Modified permissions so that an Inactive customer could not log in, even if the customer was still set to Web Active.

Customer Self-Service Portal 10.0.0.0 - May 7, 2018

Added Features

• Added the Model and Class fields to the eForms grid.
• Added the option to show technician labor dates and times with the Job details.

NEW Customer Self-Service Portal 9.0.0.0 - June 19, 2017

1st Release

Click here for more information about this module.

Customer Web Portal Update 8.0.0.3 - July 18, 2016

Resolved Issues

• Resolved an issue where an Access query failed for listing jobs.
• Added autoselect of database type in Customer Portal Administration.

Customer Web Portal Update 7.2.0.3 - May 29, 2015

Added Features

• In Administration the login automatically detects the database type.

Resolved Issues

• Resolved an issue where the Requester and Status was not populating correctly when tasks are created in the Customer Portal.

Customer Web Portal Update 7.1.0.0 - January 16, 2015

Added Features

• None Added

Resolved Issues

• Removed the Request ID from the New Job Summary screen to avoid confusion.
• Resolved an issue where the Profile changes were not being saved.
• Resolved an issue where the Created by was not added to a new task correctly.
• Resolved an issue where new added Requesters were not displaying correctly.
• Resolved an issue where the Task Status was not updated when a new call is created.
• Resolved an issue that caused eForms to not open correctly.

Customer Web Portal Update 4.0.0.2 - May 6, 2014

Added Features

• User Interface changes on “Cannot access your account?” link on the Login Screen

Resolved Issues

• Fixed issue with updating price in a new Sales Orders.

Customer Web Portal Update 4.0.0 - February 10, 2014

Added Features

• New Look - user interface

• Made compatible with SQL database.

Resolved Issues

• None to Resolve.

Customer Web Portal Update 3.2.4 - August 27, 2013

Added Features

• Added functionality in admin for Creating Email forms when user login fails

• Added functionality in admin for letting the user set up to 5 fields for describing Job description when creating new jobs.

• Added setting to show or hide the Report menu in the header section.

• Added setting in admin for displaying a banner in the email form.

• Added new xml nodes: Section for setting up form to be sent by email

• Added setting to provide option on the gridview that displays jobs: option for Default and Custom Views

• Added setting to provide option for 2 different ways for the user to enter the job descriptions:

"default" -> shows a Box for typing

"custom1" -> shows up to 5 fields that can be mandatory or not

These fields are concatenated into one solo field for Job description.

Resolved Issues

• None to Resolve.

Customer Web Portal Update 3.2.3 - June 27, 2013

Added Features

• None Added.

Resolved Issues

• Resolved a date validation issue that caused valid meter readings to be rejected.

Customer Web Portal Update 3.2.2 - June 12, 2013

Added Features

• Added flag to set eForms on or off.

• Added support for IE10 to Administration interface.

Resolved Issues

• None to Resolve.

Customer Web Portal Update 3.2.1 - May 30, 2013

Added Features

• None Added.

Resolved Issues

• Fixed the issue that caused valid meter readings to be rejected as invalid.

Customer Web Portal Update 3.2.0 - May 13, 2013

Added Features

• Added support for new Lifetime Meter functionality.

Resolved Issues

• None to Resolve.

Customer Web Portal Update 3.1.9 - Apr 5, 2013

Added Features

• Modified the charset encoding for IE10.

Resolved Issues

• None to Resolve.

Customer Web Portal Update 3.1.8 - Mar 15, 2013

Added Features

• Enhanced date entry for meter readings.

Resolved Issues

• Resolved Hide New JobRequest in View Open screen.

• Resolved issue occurring with meter reading when entering commas.

Customer Web Portal Update 3.1.7/Admin 1.7.0 - Jan 15 2013

Added Features

• Enhanced the parts search feature to use the search limits setting in the administration set-up. Previously the search was limited to display 20 records. Now it will display the limit defined in the Administration setting.

Resolved Issues

• None to Resolve

Customer Web Portal Update 3.1.3/Admin 1.7.0 - Aug 1 2012

Added Features

• Enhanced the New Job Function to support the updated table designed implemented with version 6.4.0.0 of Miracle Service.

Resolved Issues

• None to Resolve

Customer Web Portal Update 1.16.0/Admin 1.7.0 - Sep 2011

Added Features

• None Added.

Resolved Issues

• Updated the function for getting the latest meter reading date in the main meter reading screen

Customer Web Portal Update 1.14.0/Admin 1.7.0 - Feb 2011

Added Features

• Added the ability to customize the email text and subject for sending new job confirmations to the administrator.

• Added the ability to customize the subject for sending new job confirmations to customers.

• Highlighted required fields when adding meter readings.

Resolved Issues

• None to Resolve

Customer Web Portal Update 1.12.0/Admin 1.6.0 - Nov 2010

Added Features

• Added support for SSL

• Users are now able to customize the email text that is sent to customers when a new job is created. The following identifiers can be used in order to display actual data.

• Used server.MapPath("..\adminconfig.xml") to load the XML file

REQID : Request ID

CUSTID : Customer ID

CUSTNAME: Customer Name

SCHEDDATE: Scheduled Date

SCHEDTIME: Scheduled Time

TASKDESC: Task Description

REQUESTER: Requester Name

REQUESTERPHONE: Requester Phone Number

Resolved Issues

• None to Resolve

Customer Web Portal Update 1.11.0/Admin 1.5.0 - Jan 2010

Added Features

• Updated the New Job feature to support the selection of Main equipment to be consistent with Miraclce Service.

Resolved Issues

• None to Resolve

Customer Web Portal Update 1.10.0/Admin 1.5.0 - Oct 2009

Added Features

• Enhanced the Service History Sort screen.

• Add filtering to remove inactive equipment for the equipment list.

• Upgraded XML Parser to support verion 6.0

Resolved Issues

• None to Resolve

Customer Web Portal Update 1.9.0/Admin 1.5.0 - Feb 2009

Added Features

• Customers are now able to specify a Purchase Order number when creating a new Service Task.

• The customer's Purchase Order number has been added to the View Jobs grid. The column can be sorted.

Resolved Issues

• None to Resolve

Customer Web Portal Update 1.8.0/Admin 1.5.0 - December 2008

Added Features

• Created a reporting module that includes a report that details the number of jobs created by task type. The report incorporates the BillTo Master View that will display all of the jobs for all ShipTo locations when a BillTo customer logs in.

• Added the ability for a customer to send a request to cancel a job by email.

• The customer's profile page now displays the company's email address. Customer's are able to update this field.

• Customer's can now add or update their PO Number when adding meter readings for service equipment under service contract.

• Added the ability to flag inventory items as non-viewable in the Customer Portal. This will allow users to control what parts can be ordered by their customers.

Resolved Issues

• Modified the Service History grid by setting the background color of closed jobs to red in order to highlight the different job statuses.

• Resolved the issue where ShipTo requesters did not display on the job details page when logged in as a BillTo with the BillTo Master View turned on.

Customer Web Portal Update 1.7.0/Admin 1.5.0 - November 2008

Added Features

• Customers now have the ability to view Service History based on past service calls on all of the applicable service equipment. BillTo logins are able to view the Service History of all ShipTo locations when using the Master view. Records are color-coded based on job status; closed job records are highlighted in gray.

• Added 'CustomerID' as a parameter when searching for equipment to add meter readings.

• Added the ability to sort data on all of the Customer Portal grids.

Resolved Issues

• Resolved the issue where quotes caused an unexpected break in the job description when saving the record.

• Resolved the issue where duplicate email notifications where sent when a new job was created. This only occurred if the BillTo and ShipTo email accounts were the same and the user selected to send notifications to both.

Customer Web Portal Update 1.6.0/Admin 1.5.0 - September 2008

Added Features

• Added a BillTo master view that allows BillTo customers to have access to all of their ShipTo customer records. This includes viewing open jobs, creating new jobs and adding meter readings.

• Users are now prompted for an administrator's password when logging into the Customer Administration setup.

• Added a new setting to enable BillTo master view feature.

• Added a new setting to specify the number of records to return for search results.

Resolved Issues

• None to resolve