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:

Document Sections

 

MANUFACTURER CONTENT CHANGES – MITEL

New Parts – 16 Added

Added the following parts including associated labor, engineering information and document sections:

Document Sections

Other

 

MANUFACTURER CONTENT CHANGES – NEC

New Parts – 41 Added

Added the following parts including associated labor, engineering information and document sections:

Document Sections

 

MANUFACTURER CONTENT CHANGES – SHORETEL

New Parts –28 Added

Document Sections

Other

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

New Parts –1 Added

Document Sections

 

MANUFACTURER CONTENT – ZULTYS

 


November 2016 Updates

SalesDoc Architect Version:  16.110
SalesDoc Architect Release Date:  November 15, 2016

 

ARCHITECT MANAGER (DESKTOP)

 

MANUFACTURER CONTENT CHANGES – AVAYA

New Parts – 10 Added

Added the following parts including associated labor, engineering information and document sections:

Other:

 

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:

 

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

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

 

MANUFACTURER CONTENT – ZULTYS

 


October 2016 Updates

SalesDoc Architect Version:  16.100
SalesDoc Architect Release Date:  October 13, 2016

 

SDA END-USER (DESKTOP)

 

ARCHITECT MANAGER (DESKTOP)

 

MANUFACTURER CONTENT CHANGES – AVAYA

New Parts – 19 Added

Added the following parts including associated labor, engineering information and document sections:

Other:

 

MANUFACTURER CONTENT CHANGES – MITEL

New Parts – 5 Added

Added the following parts including associated labor, engineering information and document sections:

Document Sections

 

MANUFACTURER CONTENT CHANGES – NEC

New Parts – 11 Added

Added the following parts including associated labor, engineering information and document sections:

Document Sections

Other

 

MANUFACTURER CONTENT CHANGES – SHORETEL

New Parts – 1 Added

Added the following parts including document section and itemcat:

Document Sections

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

New Parts – 7 Added

Added the following parts including associated labor, engineering information and document sections:

 

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:

 

Document Sections

 

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:

 

Document Sections

 

MANUFACTURER CONTENT CHANGES – NEC

 

MANUFACTURER CONTENT CHANGES – SHORETEL

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

 

MANUFACTURER CONTENT – ZULTYS

 


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:

 

MANUFACTURER CONTENT CHANGES – MITEL

Document Sections

 

MANUFACTURER CONTENT CHANGES – NEC

New Parts – 3 Added

Added the following parts including associated labor, engineering information and document sections:

 

Other

 

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

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

New Parts – 2 Added

Added the following parts:

 

MANUFACTURER CONTENT – ZULTYS

 


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:

 

Document Sections

 

MANUFACTURER CONTENT CHANGES – MITEL

 

New Parts – 10 Added

Added the following parts including associated labor, engineering information and document sections:

 

Document Sections

 

MANUFACTURER CONTENT CHANGES – NEC

 

MANUFACTURER CONTENT CHANGES – SHORETEL

Added the following parts including associated labor, engineering information and document sections:

 

New Parts – 6 Added

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

New Parts – 4 Added

Added the following parts including document sections:

 

Document Sections

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

New Parts – 6 Added

 

Document Sections

 

MANUFACTURER CONTENT for ZULTYS

 


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

 

MANUFACTURER CONTENT CHANGES – MITEL

New Parts –10 Added

Added the following parts including associated labor, engineering information and document sections:

 

Document Sections

 

MANUFACTURER CONTENT CHANGES – NEC

New Parts – 5 Added

Added the following parts including associated labor, engineering information and document sections:

 

MANUFACTURER CONTENT CHANGES – SHORETEL

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

New Parts – 16 Added

 

Document Sections

 

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:

 


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

 

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:

 

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.

 

MANUFACTURER CONTENT CHANGES – SHORETEL

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

Document Sections

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

New Parts – 1 Added

 

Document Sections:

 

MANUFACTURER CONTENT for ZULTYS

New Parts – 1 Added

 

Document Sections:

 


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.

 

MANUFACTURER CONTENT CHANGES – MITEL

New Parts – 3 Added

Added the following parts including associated labor, engineering information and document sections:

 

Document Sections

New Document Sections:

 

Other:

 

MANUFACTURER CONTENT CHANGES – NEC

New Parts – 2 Added

 

Document Sections

New Document Sections:

 

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”).

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

New Parts – 17 Added

Added the following parts including engineering information and document sections:

 

Document Sections

New Document Sections:

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

New Parts – 12 Added

 

MANUFACTURER CONTENT for ZULTYS

 


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

 

MANUFACTURER CONTENT CHANGES – AVAYA

New Parts – 18 Added

Added the following parts including associated labor, engineering information and document sections:

 

Document Sections

New Document Sections:

 

Other

 

MANUFACTURER CONTENT CHANGES – MITEL

New Parts – 4 Added

Added the following parts including associated labor, engineering information and document sections:

 

Document Sections

New Document Sections:

 

Revised Document Sections:

 

MANUFACTURER CONTENT CHANGES – NEC

 

MANUFACTURER CONTENT CHANGES – SHORETEL

New Parts – 6 Added

Added the following parts including associated labor, engineering information and document sections:

 

Document Sections

New Document Sections:

 

Revised Document Sections:

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

New Parts – 21 Added

Added the following parts including engineering information and document sections:

 

Document Sections

New Document Sections:

 

Revised Document Sections:

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

New Parts – 4 Added

 

Document Sections

 

MANUFACTURER CONTENT – ZULTYS

 


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

 

 MANUFACTURER CONTENT CHANGES – AVAYA

 

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:

 

Document Sections

New Document Sections:

 

MANUFACTURER CONTENT CHANGES – NEC

 

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:

 

Document Sections

 

Other

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

New Parts – 9 Added

 

MANUFACTURER CONTENT – ZULTYS

 


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…

 

Additions/updates for ADMINS…

 

END-USER (DESKTOP) UPDATES

 

ARCHITECT MANAGER UPDATES

 

MANUFACTURER CONTENT CHANGES – AVAYA

New Parts –4 Added

Added the following parts including associated labor, engineering information and document sections:

 

MANUFACTURER CONTENT CHANGES – MITEL

New Parts –7 Added

Added the following parts including associated labor, engineering information and document sections:

 

Document Sections

 

MANUFACTURER CONTENT CHANGES – NEC

 

MANUFACTURER CONTENT CHANGES – SHORETEL

New Parts – 3 Added

Added the following parts including associated labor, engineering information and document sections:

 

Document Sections

 

MANUFACTURER CONTENT CHANGES – TOSHIBA

New Parts – 13 Added

Added the following parts including itemcats and document sections:

 

Document Sections

 

MANUFACTURER CONTENT CHANGES – VERTICAL COMMUNICATIONS

New Parts – 3 Added

 

MANUFACTURER CONTENT – ZULTYS