Past Updates – 2016
December 2016 Updates
SalesDoc Architect Version: 16.120
SalesDoc Architect Release Date: December 15, 2016
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts – 4 Added
Added the following parts including associated labor, engineering information and document sections:
- Aura R7 license parts
- 2 Magic on Hold parts
Document Sections
- New Music On Hold document section
- Revised the Avaya IP Office Overview document by changing “With more than 300,000 systems installed worldwide, IP Office is the leader in unified communications for small and midsize businesses” to “550,000 systems installed worldwide”.
- Updated the ERS 3500 Series and the ERS 5900 document section to include model numbers.
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 16 Added
Added the following parts including associated labor, engineering information and document sections:
- InnOvation Port 1000 hours Voice Mail/Voice Message System parts
- iCharge CUB Base License part
- 2 MiCC license parts (BE/EE Softphone and Workforce Scheduling Agent)
Document Sections
- Created InnLine document section
- Added iCharge document section
Other
- Added new “Voice Mail Systems” Product Category
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 41 Added
Added the following parts including associated labor, engineering information and document sections:
- BCT SV/3C/, Employee License, Agent Desktop, Phone Based Agent and Web Callback License parts
- MLC Mobile License parts
- DT700 and DT800 Phone parts
- BX product parts
- Several Platform parts
Document Sections
- Created BX series documentation section
- Created BCT documentation section
- Created Multiline Client (MLC) document section
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts –28 Added
- 8 Connect Onsite upgrade parts
- 17 Application parts
Document Sections
- Added 14 NEW document sections for ShoreTels applications
- Added Shoregear document sections to 6 parts
- Revised ShoreTel Mobility Client with more text and images
- Revised ShoreTel AppDialer section by adding an image of the app dialer settings
Other
- Major Update! Added install hours to 77 IP phone set parts, at 0.15 hours (9 minutes) per unit. These hours will be factored into the pricing for your solution if “Auto-Configure Labor” is set to “Yes”.
MANUFACTURER CONTENT CHANGES – TOSHIBA
- Updated! The Toshiba import function has been updated to recognize net-priced items exported from the new Toshiba Webquote tool.
- Toshiba’s Content is up-to-date (last updated 10/13/2016)
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts –1 Added
Document Sections
- Added Vertical Edge 9800 Bluetooth Module document section
MANUFACTURER CONTENT – ZULTYS
- Zulty’s Content is up-to-date (last updated 6/10/16)
November 2016 Updates
SalesDoc Architect Version: 16.110
SalesDoc Architect Release Date: November 15, 2016
ARCHITECT MANAGER (DESKTOP)
- New! Custom items can be added to the SDA menu (in addition to the current ability to add custom items to the Import and Outputs sub-menus) that can initiate custom dialogs and functionality. Please contact us if you are looking to add custom functionality to your setup that is initiated via custom SDA menu options.
- New! We’ve added “hooks” to more easily tie into external databases, including adding highly customized user functionality that’s tied to the external databases. Please contact us if you are looking to integrate with external databases and/or to add custom functionality that’s tied into these databases.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts – 10 Added
Added the following parts including associated labor, engineering information and document sections:
- 2 Contact Center Select R7 AMS parts
- 3 Music/Magic On Hold parts
- 2 Paging UTI1
Other:
- Added install Hours (labor) for over 400 Avaya parts including IPO Licenses, IPO Systems and IPO Servers. This addition will provide more efficient and accurate pricing/cost on your proposals.
MANUFACTURER CONTENT CHANGES – MITEL
Updated! The NJPA import has been updated to accommodate the slightly different format of the file that’s exported from Mitel’s new CPQ tool.
New Parts – 36 Added
Added the following parts including associated labor, engineering information and document sections:
- 7100 series Terminal Adapters (2,4 and 8 Port) parts
- 6900 Bluetooth headset part
- 3 Streamline 8,24 and 48 port kit parts
- MXe Base Controller Bundle Kit part
- 12 MiCC Advanced, Premium and Standard Routing Port parts
- 16 Misc. MiCC upgrade parts
MANUFACTURER CONTENT CHANGES – NEC
Updated! The NEC Anytime Studio import function has been modified to more smartly assign items to Product Categories (how items are grouped on schedules of equipment and services) based on the discount group data that’s now being passed via the config file exported from Anytime Studio.
New Parts – 6 Added
Added the following parts including associated labor, engineering information and document sections:
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 1 Added
Document Sections
- New document section for IP420g phone
MANUFACTURER CONTENT CHANGES – TOSHIBA
- Toshiba’s Content is up-to-date (last updated 10/13/2016)
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
- Vertical’s Content is up-to-date (last updated 8/11/16)
MANUFACTURER CONTENT – ZULTYS
- Zulty’s Content is up-to-date (last updated 6/10/16)
October 2016 Updates
SalesDoc Architect Version: 16.100
SalesDoc Architect Release Date: October 13, 2016
SDA END-USER (DESKTOP)
- New! A new “Include this quote in the opportunity forecast roll-up” checkbox has been added to the quote version pop-up, making it easy for SDA Cloud users to easily change the rollup status of a quote file.
- New! Salesforce users can now push opportunity data to EXISTING quote files, not just new ones. For example, if you save a quote file “as draft”, you can later connect that quote file with a Salesforce opportunity by clicking the “Open SDA” button within the Opportunity view of Salesforce.
ARCHITECT MANAGER (DESKTOP)
- New! You can now define how you want your dynamic bullets to look on your outputs by defining a “Bullets” style in the doc templates where dynamic bullets might be pushed. By default (i.e., if you don’t define a “Bullets” style within a doc template), bullets will be formatted using the default formatting (font, etc.) of the particular USER.
- New! A “QuoteTemplateName” named range (fed by the Quote Template “Prompt” value) has been added that can be referenced in calculations.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts – 19 Added
Added the following parts including associated labor, engineering information and document sections:
- 8 SBC server parts
- 7 Contact Center Select License parts
- 4 misc. IPO license parts
Other:
- Created a new itemcat “SetIPLicense” and changed 28 IPO ADI and PLDS IP Endpoint license parts from SIPLicense to SetIPLicense
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 5 Added
Added the following parts including associated labor, engineering information and document sections:
- 3 MiVoice IP Telephone parts (6920, 9630, 6940)
- M695 Programmable Key Module (PKM) part
- MiVoice Office 250 PS-1 Bundle(V2) part
Document Sections
- 3 NEW document sections Mitel MiVoice 6920, 6930 and 6940 IP Telephones
- New document section M695 PKM
- Revised document section MiVoice Business Console to include, Support for Microsoft™ Windows 10. The MiVB Console can be installed on any Windows 10 device.
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 11 Added
Added the following parts including associated labor, engineering information and document sections:
- 3 Digital Phones and 1 IP Phone part (DT310, DT330, DT430 and DT830G)
- Misc. other parts
Document Sections
- NEW section for DT430 Digital Telephone
- NEW section for DT830 IP Telephone
- Revised sections for many of the NEC UNIVERGE telephones
Other
- Revised/created associations for all DT300, DT400, DT700 and DT800 series telephones
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 1 Added
Added the following parts including document section and itemcat:
- ShoreTel IP Phone BB424 for IP 485g – Requires Connect ONSITE
Document Sections
- New section for ShoreTel BB424
MANUFACTURER CONTENT CHANGES – TOSHIBA
New Parts – 7 Added
Added the following parts including associated labor, engineering information and document sections:
- IPedge EP Virtual Server W/DELL 7040M VMWARE part I-EP2-VL and several other parts included in the I-EP2-VL part
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
Vertical’s Content is up-to-date (last updated 8/11/16)
MANUFACTURER CONTENT – ZULTYS
Zulty’s Content is up-to-date (last updated 6/10/16)
September 2016 Updates
SalesDoc Architect Version: 16.090
SalesDoc Architect Release Date: September 13, 2016
SDA CLOUD
SDA Cloud is available for all clients as an evolution to SalesDoc Architect. SDA Cloud allows you to view and report on your sales opportunities, integrate with CRM, and manage your quote files. If you’re not set up with it, please contact us ASAP at support@corspro.com for assistance.
SDA END-USER (DESKTOP)
Updated! The application code was updated for the Mitel and Toshiba import functions (see below).
MANUFACTURER CONTENT CHANGES – AVAYA
New! We’ve added content for Avaya IP Office Release 10. Release 10 provides additional accessibility and expands Web-Manager capabilities, improved (Web, Client, Video, and IPDECT) collaboration, security enhancements, additional hardware, and other features including Windows 10 support. For more information on IPO Release 10, go to here.
New Parts – 43 Added
Added the following parts including associated labor, engineering information and document sections:
- 43 IPO Essential Edition, Preferred, Select, etc., License parts
Document Sections
- Revised Avaya IP Office Overview and Avaya IP Office Server Edition document sections to include R10 updates.
MANUFACTURER CONTENT CHANGES – MITEL
Updated! The Mitel CPQ import function has been updated to identify promotion lines when the part number starts with “promo_”.
New Parts – 1 Added
Added the following parts including associated labor, engineering information and document sections:
- Aastra 6725ip IP Phone OCS part A6725-0131-2055
Document Sections
- NEW section for Aastra 6725ip Phone
- Changed the title and contents of Mitel AX Controller document section to include SX-200 and 3300 controllers.
- Setup two parts, (54006216 and 54006217) to trigger the document section Mitel OIG
- Renamed Mitel Customer Service Manager to MiContact Center Office and made product content changes.
MANUFACTURER CONTENT CHANGES – NEC
- NEC’s Content is up-to-date (last updated 8/11/16)
MANUFACTURER CONTENT CHANGES – SHORETEL
- ShoreTel’s Content is up-to-date (last updated 7/14/16)
MANUFACTURER CONTENT CHANGES – TOSHIBA
- New! SDA’s Toshiba import function has been updated so that it can import configurations from Toshiba’s new WebQuote tool.
- Toshiba’s Content is up-to-date (last updated 7/14/16)
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
- Vertical’s Content is up-to-date (last updated 8/11/16)
MANUFACTURER CONTENT – ZULTYS
- Zulty’s Content is up-to-date (last updated 6/10/16)
August 2016 Updates
SalesDoc Architect Version: 16.080
SalesDoc Architect Release Date: August 11, 2016
SDA CLOUD
SDA Cloud is available for all clients as an evolution to SalesDoc Architect. SDA Cloud allows you to view and report on your sales opportunities, integrate with CRM, and manage your quote files. If you’re not set up with it, please contact us ASAP at support@corspro.com for assistance.
SDA END-USER (DESKTOP)
New! All Word outputs will now be saved to the DOCX format. This follows last month’s update whereby all quote files and auto-saved Excel outputs are now be saved as XLSX files by default, reducing the size of these Excel files by 50% or more.
New! SDA Cloud users now have the ability to save quote files in “draft” mode. When presented with the “associate quote with opportunity” dialog, click the new “Save as Draft” button to save the quote file (and its associated outputs) on your local hard drive (i.e., NOT to the shared file location) and NOT push quote/opportunity data into SDA Cloud. This new feature can be used for situations where your CRM solution is not available, or when you’d like to crank out a quote without setting up a CRM opportunity.
New! SDA now makes sure that there’s a system discount row somewhere in the quote file. If a system discount row does not exist on any of your tabs, it’ll add it to the Write-In tab.
Also, as a REMINDER, last month we expanded file auto-saving to include not only quote files, but also OUTPUT files. In addition, we added new offline/online file management that works in conjunction with quote and output auto-saving to save all quote and output files to the local drive, then push those files to the shared file location when users are back “online” with the shared file location. For more info on these changes, please review the update notes for the July, 2016 release.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts – 1 Added
Added the following parts including associated labor, engineering information and document sections:
- R220 II XL Server IPO SE EXP part
MANUFACTURER CONTENT CHANGES – MITEL
Document Sections
- Rewrote MiContact Center Business document section to reflect release 8.0
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 3 Added
Added the following parts including associated labor, engineering information and document sections:
- Encore 8 Port Rec Board part
- SQL Standard Edition 2013 Core License part
- SCH- PRTA-A Pa kit part
Other
- Added a “NEC Software Assurance” ProductCat and associated 19 SWA parts to this new ProductCat.
MANUFACTURER CONTENT CHANGES – SHORETEL
Document Sections
Revised ShoreTel Enterprise Contact Center (ECC version eight) document section, putting it back to the way it was back in January of this year.
MANUFACTURER CONTENT CHANGES – TOSHIBA
- Toshiba’s Content is up-to-date (last updated 7/14/16)
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 2 Added
Added the following parts:
- VIP-9800-EHS – EHS Module for IP 9000/9800 Phones part
- VIP-9000-BT – Summit Bluetooth Module for IP 9000/9800 Phones part
MANUFACTURER CONTENT – ZULTYS
- Zulty’s Content is up-to-date (last updated 6/10/16)
July 2016 Updates
SalesDoc Architect Version: 16.070
SalesDoc Architect Release Date: July 14, 2016
SDA CLOUD
SDA Cloud is available for all clients as an evolution to SalesDoc Architect. SDA Cloud allows you to view and report on your sales opportunities, integrate with CRM, and manage your quote files. If you’re not set up with it, please contact us ASAP at support@corspro.com for assistance.
SDA END-USER (DESKTOP)
New! All quote files and auto-saved Excel outputs will now be saved as XLSX files by default, reducing the size of these Excel files by 50% or more.
New! We’ve expanded file auto-saving to include not only quote files, but also OUTPUT files. With auto-saving, quote and output files are automatically named and saved to the appropriate folders. Auto-saving even creates new folders when necessary. With auto-saving, you no longer have to type in filenames or search for and create project folders; SDA does it for you, saving you lots of time. Please talk to your administrator about implementing it!
New! We’ve added new offline/online file management that works in conjunction with quote and output auto-saving. Quote and output files are saved to your local drive, then pushed to your company’s shared file location when you are “online” with your company’s network.
ARCHITECT MANAGER (DESKTOP)
New! Output file auto-saving has been added to complement the quote file auto-saving that has been available for quite some time. To set it up, simply define any or all of the following named ranges: OutputFileSaveName (required), OutputLocalSaveFolder, and/or OutputNetworkSaveFolder. For more information, please see the “Auto-Saving Files” help topic within Architect Manager or the AM user guide PDF. You’ll definitely want to reference the help topic, as there are lots of good recommendations as to how best to implement auto-saving.
New! Our new offline/online file management functionality complements our auto-saving functionality by saving quote and output files to the user’s local drive then pushing the files to the shared network location when the user is “online” with your company’s network or cloud-based WebDAV folder structure. Please note that in order for the offline/online capability to be enabled for a particular quote or output, all three of the named ranges (for the file name, local save folder and network save folder) must be non-blank.
Updated! The administrator help files (including the PDF version) have been updated.
MANUFACTURER CONTENT CHANGES – AVAYA
Updated! The Avaya EC import has been updated to factor in a “program” discount in addition to a “promotion” discount.
New Parts – 2 Added
Added the following parts including associated labor, engineering information and document sections:
- 2 R630 Server parts, (IPO Server Edition and Server IPOCC)
Document Sections
- Revised Avaya Session Border Controller for Enterprise content section to reflect the 7.0.1 release
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 10 Added
Added the following parts including associated labor, engineering information and document sections:
- MiVoice Office 250 CS Migration Bundle part (52003052)
- 4 Mitel Phone Manager parts
- MiVoice Call Recording Expansion Pack part (52003058)
- Mitel 5624 WiFi Phone part
- 2 Analog Survivable Gateway WS kit parts (CX II, CX (i)II
- MXe III Media Gateway WS kit part
Document Sections
- Created document section for Mitel 5624 WiFi Phone
- Revised MiVoice Office 250 document section to reflect release 6.2
- Revised NuPoint UM document section to reflect release 8.2
- Revised Mitel Phone Manager to reflect release 4.3 including the ‘Phone Manager Mobile’ smartphone application (app) for Apple and Android devices
- Revised Mitel MiCollab document section to include MiTeam content
MANUFACTURER CONTENT CHANGES – NEC
- NEC’s content is up-to-date (last updated 6/9/16)
MANUFACTURER CONTENT CHANGES – SHORETEL
Added the following parts including associated labor, engineering information and document sections:
New Parts – 6 Added
- 5 ShoreTel SIP Trunking (PROMO) parts (5/17/16-12/31/16)
- 1 10 Concurrent Audio and Web Conferencing Ports (PROMO) part
MANUFACTURER CONTENT CHANGES – TOSHIBA
New Parts – 4 Added
Added the following parts including document sections:
- 2 IPedge Meeting Meet-Me Audio Conference Application Channel Licenses parts
- 2 Spectralink DECT Server parts (8000 and 2500)
Document Sections
- Created Spectralink DECT 8000 document section
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 6 Added
- Added 6 Vertical Subscription parts and associated them to corresponding document section.
Document Sections
- Created Vertical Wave IVR Applications document section
- Created Vertical Wave Business Continuity Service (BCS) document section
- Added an About Vertical document section
MANUFACTURER CONTENT for ZULTYS
- Zulty’s content is up-to-date (last updated 6/9/16)
June 2016 Updates
SalesDoc Architect Version: 16.060
SalesDoc Architect Release Date: June 9, 2016
CRITICAL: We have migrated our license server to Amazon Web Services. It is imperative that your SDA users install this update as soon as possible. If they do not, they will soon receive a “License Expired” message when they try to use SDA.
SDA CLOUD
SDA Cloud is available for all clients as an evolution to SalesDoc Architect. If you’re not set up with it, please contact us ASAP at support@corspro.com for assistance!!
SDA END-USER (DESKTOP)
Fixed! We fixed the bug in version 16.050 with regard to saving quote files with different version numbers.
ARCHITECT MANAGER (DESKTOP)
New! TableTwoWay and TableTwoWayAsGraphic have been added. Just like you can push a Table and TableAsGraphic, the new options delete not only rows with blank/0 in the first column, but ALSO delete COLUMNS with blank/0 in the first row. If you use TableTwoWay, the table is pushed to Word as an editable Word table, whereas TableTwoWayAsGraphic pushes the table to Word as a graphic.
Updated! The end-user and administrator help files (including the PDF versions) have been updated.
MANUFACTURER CONTENT CHANGES – AVAYA
- Revised Avaya Aura Platform content section to reflect the 7.0.1 release
MANUFACTURER CONTENT CHANGES – MITEL
New Parts –10 Added
Added the following parts including associated labor, engineering information and document sections:
- 6 MiContact Center Workgroup SIP Bundled Starter Packs W and W/O Call Recording and Workgroup SIP Agent parts
- MiCollab System Admin SS part (53003857)
- UCCv4.0 Basic to Entry for Enterprise (Uplift) part (54006553)
Document Sections
- Mitel TA7100 Terminal Adapters for MiVoice Business and MiVoice Office 250
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 5 Added
Added the following parts including associated labor, engineering information and document sections:
- 3 3C License parts (Access License, Trunk Access License and SMP License)
- 2 3C phone parts ITL-8LD GIG (BK) +SAL and ITL-12CG-3 (BK) + STL
MANUFACTURER CONTENT CHANGES – SHORETEL
- ShoreTel’s Content is up-to-date (last updated 4/14/16)
MANUFACTURER CONTENT CHANGES – TOSHIBA
New Parts – 16 Added
- 8 IPedge EC Systems with Windows Server 2012 Operating System parts
- 8 IPedge EM System with Windows Server 2012 Operating System parts
Document Sections
- Virtual Server EC and EM document sections were revised to state there is an option between Server 2012 and Windows 7
- Revised UCedge Client documentation to include version 2.5 enhancements
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 27 Added
Added 27 Vertical Subscription parts and associated them to corresponding document section.
MANUFACTURER CONTENT – ZULTYS
New Parts – 4 Added
Added 4 Zultys MX-SE-BP8-33G IP Phone bundle parts, including itemcats and document sections:
- Z4FXO
- ZT1/E1
- Z8FXO
- SIP Only
May 2016 Updates
SalesDoc Architect Version: 16.050
SalesDoc Architect Release Date: May 12, 2016
CRITICAL: We are migrating our license server to Amazon Web Services at the end of this month. It is imperative that your SDA users install this update before June 1. If they do not, they will receive a “License Expired” message when they try to use SDA after June 1.
SDA CLOUD
SDA Cloud is available for all clients as an evolution to SalesDoc Architect. If you’re not set up with it, please contact us ASAP at support@corspro.com for assistance!!
New! The Opportunities view has been updated with a new quick-select drop-down that enables users to filter sales opportunities by close date (this month, next month, this quarter, etc.) and sales stage type. Please note that the view will default to show “open” opportunities closing this month.
Updated! The Opportunities view in SDA Cloud has also been updated to allow users to edit opportunity-level custom text fields, and optionally to NOT allow users to update opportunity fields that should only be updated in CRM solutions like Salesforce, Tigerpaw and Microsoft CRM.
SDA END-USER (DESKTOP)
New! The new quote template capability allows your administrator to create a pop-up menu that appears when a new SDA quote file is opened, allowing you (as a user) to choose the type of quote you’d like to create, at which point SDA will open up a new quote file that contains only the tabs pertinent to the particular quote type. For example, you might be able to select different quote types for add-ons (MAC), carrier services, data infrastructure, etc.
ARCHITECT MANAGER (DESKTOP)
New! You can set up new quote templates (mentioned above for end-users) so that a pop-up menu appears when a new SDA quote file is opened, allowing users to choose the type of quote they’d like to create, at which point SDA will open up a new quote file that contains only the tabs pertinent to the particular quote type. You can add up to 99 quote templates. For further information, please go to the Quote Templates dialog within Architect Manager by clicking File, Setup, Quote Templates, then click Help or press the F1 key. Please note that quote templates REPLACE the old “Default tabs” functionality that has been in place prior to this SDA release.
Updated! The Network Setup screen has been updated to allow more setup flexibility. For example, you can either save the shared updates folder as a UNC path (that starts with “//”) – which will save you from having to map a drive on every user’s machine – or you can save the shared updates folder as a mapped drive if, for example, you want to associate the mapped drive with different UNC locations for different users (for example, if users are on different networks). You can also REMOVE a network setup by clearing out the “User Update Path” and clicking “Save and update network setup”, which will delete the network setup information on the CorsPro license server.
Updated! The end-user and administrator help files (including the PDF versions) have been updated.
MANUFACTURER CONTENT CHANGES – AVAYA
- Avaya’s Content is up-to-date (last updated 3/10/16)
MANUFACTURER CONTENT CHANGES – MITEL
Updated! Mitel’s NJPA import function has been updated to also search for “discount” in the part number field (in addition to “promotion”) to calculate the NJPA discount/rebate.
New Parts – 9 Added
Added the following parts including associated labor, engineering information and document sections:
- MiVoice Call Recording Single T1 / PRI Board Bundle PCIe 24 part
- MiVoice Call Recording Single T1 / PRI Board Bundle PCIe 48 part
- 6 Mitel Phone Manager parts
- MiCollab Upgrade License – HD Codec part (54005475)
MANUFACTURER CONTENT CHANGES – NEC
Updated! NEC’s Anytime import function has been updated to look for csv AND xls files and to delete rows with a blank description and $0 price/cost.
- NEC’s Content is up-to-date (last updated 4/14/16)
MANUFACTURER CONTENT CHANGES – SHORETEL
- ShoreTel’s Content is up-to-date (last updated 4/14/16)
MANUFACTURER CONTENT CHANGES – TOSHIBA
Document Sections
- IPedge Overview was revised to add Call Accounting and Meeting content
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 1 Added
Document Sections:
- New Document Section – Vertical DECT 11000
MANUFACTURER CONTENT for ZULTYS
New Parts – 1 Added
- Zultys ZIP 33G IP Phone part (90-0933G)
Document Sections:
- New Document Section – Zultys ZIP 33G IP Phone
April 2016 Updates
SalesDoc Architect Version: 16.040
SalesDoc Architect Release Date: April 14, 2016
SALESMANAGER (CLOUD/DESKTOP)
SalesManager is available for all clients as an evolution to SalesDoc Architect. If you’re not set up with it, please contact us ASAP at support@corspro.com for assistance!!
MANUFACTURER CONTENT CHANGES – AVAYA
Updated! The Avaya EC import has been modified to also mark as “AvayaSupport” any items that have a service term, in addition to an MPG ending in “S”. Also, the import now sets the quantity equal to the quantity times the service term from the import file.
- Avaya’s proposal and engineering content is up-to-date (last updated 3/10/16)
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 3 Added
Added the following parts including associated labor, engineering information and document sections:
- MiVoice Office 250 HX Core Assembly (50006791)
- Spectralink 8440 black hs (51101428)
- Dual Charger w/o PS 6020, 8020, 8030 (901.4580)
Document Sections
New Document Sections:
Other:
- New! Added the UCCLicense ItemCat. We recommend adding the UCCLicense count to your “Stations” count formula – usually found on the MiscProd tab – using SUMIF(Item,”UCCLicense”,ItemTotal).
- Associated the UCCLicense itemcat to 29 UCC (3.0 and 4.0) License parts
MANUFACTURER CONTENT CHANGES – NEC
New Parts – 2 Added
- 2 MLC user license parts
- Converted 114 NEC old naming convention to the NEW Alpha numbering
Document Sections
New Document Sections:
- NEC Multiline Client (MLC) for Bring Your Own Device
- NEC InVPN Server Blade
MANUFACTURER CONTENT CHANGES – SHORETEL
Updated! The ScanSource ShoreTel import function has been modified to deal with the new format of the ScanSource tool (namely, that the “Quote Tool” tab has been renamed to “Proposal Tool”).
- Revised the Connect SBE 100 parts to show correct document sections and itemcat associations
MANUFACTURER CONTENT CHANGES – TOSHIBA
New Parts – 17 Added
Added the following parts including engineering information and document sections:
- 4 CTX100 to CIX100 upgrades parts with EP, ACD Licensed and Ready
- 2 IPedge EP App server bundles with CIX40 parts
- 8 IPedge EP App Server, GIPU, MIPU ACD Licensed, Ready parts
Document Sections
New Document Sections:
- Spectralink IP DECT Server 6500
- Spectralink 7722 Handset
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 12 Added
MANUFACTURER CONTENT for ZULTYS
- Zultys’ Content is up-to-date (last updated 12/09/15)
March 2016 Updates
SalesDoc Architect Version: 16.030
SalesDoc Architect Release Date: March 10, 2016
SALESMANAGER (CLOUD/DESKTOP)
SalesManager is available for all clients as an evolution to SalesDoc Architect. If you’re not set up with it, please contact us ASAP at support@corspro.com for assistance!!
END-USER (DESKTOP) UPDATES
- Fixed! The “partial SDA toolbar” issue was fixed.
- Updated! The Tigerpaw price book search was updated to exclude all inactive parts.
- The user setup has been updated to discretely record first name, last name, middle initial and suffix, and to format what will be inserted into new SDA quote files.
- Various minor bugs were fixed.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts – 18 Added
Added the following parts including associated labor, engineering information and document sections:
- 8 Ethernet Routing Switch parts for 4900 series
- 6 R630 Server Appliance Virtualization Platform parts
- 4 DL360G9 Appliance Virtualization Platform parts
Document Sections
New Document Sections:
Other
- Added R630Server as an itemcat
MANUFACTURER CONTENT CHANGES – MITEL
New Parts – 4 Added
Added the following parts including associated labor, engineering information and document sections:
- UCCv4.0 Basic to Standard for Enterprise (52002959)
- UCCv4.0 Basic to Premium for Enterprise (52002960)
- MiCClient License Desk Phone/Soft Phone and SIP soft phone (54005831)
- MiCollab Mobile Entry UCC x50 (54006732)
Document Sections
New Document Sections:
Revised Document Sections:
- Updated the “Gartner Magic Quadrants” graphics in the About Mitel doc section.
- MiVoice Border Gateway – changed MBG references to MiVBG, and also updated to show 9.2 release revisions
- MiCollab to include 7.1 release changes
- MiCollab Client Options to include WebRTC and Mac Clients
- MiVoice Office 250 added Multi-Node Video Support and Video Integration with MiCollab (native clients)
MANUFACTURER CONTENT CHANGES – NEC
- NEC’s Content is up-to-date (last updated 2/11/2016)
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 6 Added
Added the following parts including associated labor, engineering information and document sections:
- 2 Contact Center Agent Dashboard Application parts
- 2 Contact Center Interactive Viewer parts
- 1 Contact Center Email Alert System part
- 1 SBE Server Replacement kit part
Document Sections
New Document Sections:
- ShoreTel CC Interactive Viewer
- ShoreTel CC Email Alert System
- ShoreTel CC Agent Dashboard
Revised Document Sections:
MANUFACTURER CONTENT CHANGES – TOSHIBA
New Parts – 21 Added
Added the following parts including engineering information and document sections:
- 4 OakSI Call Recording product parts
- 4 IPedge Meeting License parts; Recording, Video Conference, Web Collaboration Channel and Web PlusVideo Channel license.
- 6 IPedge EP Virtual Licenses with Dell 9020m server, ACD Licensed and Ready.
- 7 IPedge EC Virtual Licenses with Dell R220 server, ACD Licensed, Ready and RAID 1.
Document Sections
New Document Sections:
- Dell 9020m server
- OakSI Call Recording
Revised Document Sections:
- Revised IPedge Meeting document section to include content for Meeting Only Application Server
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 4 Added
- Live Image – 5 year Subscription (VW5-LIVEIMG1-L)
- Wave IP Auto Applications Suite (VW5-AUTO-DS-L)
- Wave 5 Pack User License (VW5-5USER-L)
- Wave 10 Pack User License (VW5-10USER-L
Document Sections
- Created Wave IP Auto Applications Suite Document Section, which includes the DealerSocket
MANUFACTURER CONTENT – ZULTYS
- Zultys’ Content is up-to-date (last updated 12/09/15)
February 2016 Updates
SalesDoc Architect Version: 16.020
SalesDoc Architect Release Date: February 11, 2016
SALESMANAGER (CLOUD/DESKTOP)
SalesManager is available for all clients as an evolution to SalesDoc Architect. If you’re not set up with it, please contact us ASAP at support@corspro.com for assistance!
END-USER (DESKTOP) UPDATES
- SDA now regenerates the toolbar every time it is opened, which should resolve issues that some users were having with missing toolbar menu options.
- Logic was incorporated into the file/folder auto-save function to prevent users from typing in data that leads to invalid filenames.
- Various minor bugs were fixed.
MANUFACTURER CONTENT CHANGES – AVAYA
- Avaya’s Content is up-to-date (last updated 1/14/2016)
MANUFACTURER CONTENT CHANGES – MITEL
New! We’ve added a new function to import Mitel CPQ config files. Please generate an Excel margin reportfrom CPQ and import that file using the new import function.
New Parts – 53 Added
Added the following parts including associated labor, engineering information and document sections:
- 10 Workgroup/Workforce Agent, Upgrade parts
- 10 Contact Center Pack parts
- 7 MiVoice Business Reporter parts
- 5 Mitel 112 DECT/RFP 12 Repeaters parts
- 13 Mitel SIP DECT System and User License parts
Document Sections
New Document Sections:
- Mitel 112 DECT
- Mitel RFP 12 Repeater
- Mitel RFP 12 Single
MANUFACTURER CONTENT CHANGES – NEC
- NEW! – We’ve added an import function for NEC’s Anytime Studio quoting tool.
- Replaced the old NEC part numbers with the new SAP (Salesforce Anytime Portal) part numbers.
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 27 Added
NEW – CONNECT ONSITE Product Line and NEW – Voice Switches!
Added the following parts including associated labor, engineering information and document sections:
- 8 Connect Small Business Edition 100 parts (analog/digital trunking with/without server)
- 4 Ingate License parts
- 2 Voice Switch 144 Analog FXS Port Bundle parts
- 7 Voice Switch parts for Connect Onsite
- 4 Connect ONSITE license parts
- 1 Connect ONSITE Software part
Document Sections
- NEW Connect Onsite Overview
- 9 NEW Voice Switch Overviews
- Revised ECC to include Connect Contact Center content
Other
- Added a new itemcat – ST_Connect_ONSITE
MANUFACTURER CONTENT CHANGES – TOSHIBA
- Toshiba’s Content is up-to-date (last updated 1/14/2016)
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 9 Added
- 7 Summit Maintenance License parts
- Basic KSU package part (VS-5000B-830B)
- DECT Phone Package part (VS-9007-Pkg)
MANUFACTURER CONTENT – ZULTYS
- Zultys’ Content is up-to-date (last updated 12/10/15)
January 2016 Updates
SalesDoc Architect Version: 16.010
SalesDoc Architect Release Date: January 14, 2016
SALESMANAGER (CLOUD/DESKTOP) UPDATES
SalesManager is available for all clients as an evolution to SalesDoc Architect. If you’re not set up with it, please contact us ASAP at support@corspro.com for assistance!!
Additions/updates for USERS…
- The function buttons have been moved to the top of the Opportunity Management grid.
- The time it takes to load/reload data in the Opportunity Management grid has been reduced by 60%, and the time it takes to refresh the data (via the Refresh button) is now almost instantaneous.
- New! Archived opportunities – which are all opportunities with opportunity statuses that have been designated as “archived” by your administrator – have been pulled out of the default CorsPro view, and can be pulled out of custom views that you create, thus reducing load/reload time and also removing the clutter of seeing old opportunities. For more information, see the “Three new views” item below.
- New! Existing views can be “saved as” new views. In addition, you can save an updated view by clicking “Save current view as…” and entering the same view name.
- New! Three new views were added to the Views menu…
- Standard (Non-Archived) view, which is CorsPro’s default view for the Opportunity Management grid that EXCLUDES all archived opportunities. This is in contrast to a user-set “Default” view, and allows the user to return to CorsPro’s default view so that other views can be created from there.
- Standard (Archived) view, which shows all opportunities with opportunity statuses that have been designated as “archived” by your administrator.
- Standard (All), which is CorsPro’s default view that shows ALL opportunities, INCLUDING archived opportunities.
- NOTE: Archived opportunities cannot be removed from custom views that you’ve created prior to the rollout of these new views (please contact support@corspro.com if you’d like us change that “behind the curtain” for certain views). To create NEW custom views that exclude archived opportunities, make sure to use Standard (Non-Archived) as the starting view.
- New! Numeric client-defined fields are now sub-totaled at the bottom of the Opportunity Management grid.
Additions/updates for ADMINS…
- In the Opportunity Status admin view…
- New! You can now designate the default opportunity status to apply as the status for new opportunities.
- New! You can now designate any opportunity status as an “Archived Status”, meaning that all opportunities with that opportunity status will NOT be shown by default in the Opportunity Management grid. This archive designation is ideal to use for “closed” opportunity statuses, and helps to reduce data “clutter” and speed up data refresh/reload time.
- New client-defined fields are now automatically added to all user views.
- Deleted client-defined fields are now automatically deleted from all user views.
- New! The Salesforce integration – including automatically pushing updated opportunity data back into Salesforce – is now available.
- New! The front-end of the Tigerpaw integration – which allows users to link SDA quote files with Tigerpaw opportunities – is now available, and we’re close to completing the “back end” of the integration that automatically pushes updated opportunity data back into Tigerpaw. We recommend turning on the front-end of the integration ASAP so that quotes can start to be associated with Tigerpaw opportunities so that those associations are in place when the back-end of the integration is available.
- New! For CRM solutions other than Salesforce and Tigerpaw, a new option is available that enables users to input the opportunity ID from ANY CRM solution so that you can view and report on SDA quote/opportunity data via SalesManager and cross reference it with the data from the CRM system.
END-USER (DESKTOP) UPDATES
- New! Added “Regenerate toolbar” option to the Setup menu.
- Various minor bugs were fixed.
ARCHITECT MANAGER UPDATES
- Fixed bug with quote file debug mode function (accessed under Architect, Setup) whereby the hidden section was not being revealed on a tab that had been filtered.
MANUFACTURER CONTENT CHANGES – AVAYA
New Parts –4 Added
Added the following parts including associated labor, engineering information and document sections:
- 3 Server parts; Aura System Manager Server, DL360PG8 Server Session Manager and Presence Services Server
- 1200 Series Expansion Module – 18 Key part (NTYS23AB70E)
MANUFACTURER CONTENT CHANGES – MITEL
New Parts –7 Added
Added the following parts including associated labor, engineering information and document sections:
- 6873i SIP Phone part (50006790)
- 4 MiCC Campaign Manager parts (Training, Base System and Licenses)
- MiVoice Call Recording w/SRC License part (52002937)
- COMING SOON: New import function for the Mitel CPQ tool
Document Sections
- Created 6873i SIP Phone document section
MANUFACTURER CONTENT CHANGES – NEC
- COMING SOON: Replacing the old NEC part numbers with the new SAP (Salesforce Anytime Portal) part numbers.
- COMING SOON: New import function for NEC’s OneERP quoting tool
MANUFACTURER CONTENT CHANGES – SHORETEL
New Parts – 3 Added
Added the following parts including associated labor, engineering information and document sections:
- 3 VPN Concentrator Model 7301 w/10, 25 and 50 connection licenses
- Revised 3 VPN Concentrator Add-on licenses (Qty 5, 10 and 25) part descriptions to state “For Models 4550, 5300LF2 and 7301”.
Document Sections
- Revised VPN Concentrator document section to state VPN Concentrator model 7301 replaces model 5300LF2
MANUFACTURER CONTENT CHANGES – TOSHIBA
New Parts – 13 Added
Added the following parts including itemcats and document sections:
- 8 IPedge EM ACD-Licensed/ACD Ready (RAID1/RAID5) Virtual App Server on D-R430 parts
- Meeting Audio Conference Channel License for IPedge part (I-MT-A-IPE)
- 2 IP-DECT Server 400 and DECT Server 2500 parts
- 2 DECT Base Station 4 and 8 channels, 1G9 parts
Document Sections
- NEW Spectralink IP-DECT Server 400 document section
- NEW Spectralink DECT Server 2500 document section
- NEW Spectralink DECT Base Station document section
MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS
New Parts – 3 Added
- Summit 800 MPB Installation Cable part (VS-5599-01
- Summit 800 LCOB Installation Cable part (VS-5599-02)
- Summit 800 VOIP 8 Channel Expansion License – VOIB128 Board part (VS-VOIBCL8)
MANUFACTURER CONTENT – ZULTYS
- Zultys’ Content is up-to-date (last updated 12/09/15)