Update 22.5.0 - Core System: Contract Insight

How will this affect users?
Users will be able to translate text into their desired language.

NEW FEATURE: VISDOM Assist Chatbot: Create Records
Reference #: 2506240.1222.4086

We have added the ability to initiate record creation using the VISDOM Assist Chatbot. To start, users can click the VISDOM Assist button on their screens and enter a phrase such as "Create Record" or "Create Contract" and VISDOM Assist will ask if you would like to start a new record or create from a file. Selecting New Record will allow the user to utilize the standard Add Screen for creating a new record within Contract Insight. Selecting the from file option allows them to utilize VISDOM+ or VISDOM Basic (depending on the license of their system) to create a new record.

Responses to the default VISDOM Basic Prompts have also been improved as part of this update.

How will this affect users?
Users have another quick option for adding records without having to navigate through the menus.

CORE SYSTEM
ENHANCEMENTS

ENHANCEMENT:  Document Template Deletion Message
Reference #: 250624.1157.1355

The following text has been add to the Document Template deletion message to ensure the user understands the scope of the deletion: "Deleting this template will not remove it from previous records or delete attached files"

How will this affect users?
Adds clarity for users when deleting templates.

ENHANCEMENT:  Add comments to PDFs in Online Editor
Reference #: 250624.345.12713

The Online Document Editor has been updated to allow comments to be added to PDF files. The Ability to add Comments to PDFs can be found when selecting the Edit Document option and select the Cobblestone Ribbon > View Comments > then you will see the option to add a comment to the PDF file.

How will this affect users?
Users will be able to leverage comments on PDF files.

ENHANCEMENT:  Bulk Deleting existing setup data
Reference #: 250624.1245.8382

System Administrators have the ability to permanently bulk delete Master Reference Data list. The Task Status list will retain it's out of the box statuses (Open, Rejected, & Task Complete) regardless of Bulk Deletion.

CORE SYSTEM
RESOLUTIONS

RESOLUTION:  Auto-complete Tasks without notification sending notifications
Reference #: 250624.1092.9914

Clients had noticed they were receiving notifications from tasks that had been configured to Auto-Complete without notification. A fix was applied and tasks that should not send notifications are not sending notifications.

RESOLUTION:  VISDOM Configuration - When selecting the SoundEx > Levenshtein algorithm, it switches to Jaro Winkler
Reference #: 250624.1278.14136

When editing VISDOM configuration, some users had noticed that the SoundEx > Levenshtein algorithm was saving as Jaro Winkler. A fix was applied and the SoundEx > Levenshtein algorithm should save correctly.


RESOLUTION: Updating File/Attachment information was not setting Date Updated on Record
Reference #: 250624.337.12856

Users noted that when a file was updated on records other than Contract, the Date Updated on the parent record did not changed. This has been extended to the other record areas of the system.


RESOLUTION:  Users unable to download a file from Survey results
Reference #: 250624.365.12810

When reviewing the results on the Core system for a Survey that was completed on the Gateway using an Upload File question off of a Company record the download button was causing an error. This has been resolved so you can download files off of a completed Survey.

RESOLUTION:  History not included when email chain forwarded to Contract Insight
Reference #: 250624.1259.10522

An issue was found where forward emails sent to records only contained the text from the most recent section of the thread as opposed to all of the past text. This has been resolved and now all forward email contain all expected text.

RESOLUTION:  Unable to edit email address when re-sending an email from a record
Reference #: 250624.349.10411

A concern was found with the users inability to edit the To, CC, and BCC fields when re-sending an email from a record. This has been resolved and users now have the expected capabilities.


RESOLUTION:  Bulk Add Changes Not Updating Without Logout
Reference #: 250624.317.10113

When changing the Add Options for a subtable it was forcing the user to log out and log back in to see the changes. Now when a user modifies the Add Options of a subtable, it will allow them to see the changes without logging out and back in.

RESOLUTION:  Notification Templates Unassigned from Workflow Task
Reference #: 250624.1267.10119

Users had noticed that Notification Templates were being unassigned from Workflow tasks without user input. A fix was applied and Notification Templates should work as expected with Workflow Tasks.

RESOLUTION:  Field Mapper Fields Not Assigning
Reference #: 250624.1157.10231

Some users had noticed that dropdown fields arrow assignment in the field mapper was not assigning the field for mapping. A fix was applied and fields should map as expected.

RESOLUTION:  Workflow Auto-Completing Tasks Not Auto-Completing
Reference #: 250624.349.10551

Some clients had noticed Auto Completing Workflow Tasks were failing to complete after receiving notification or after the workflow task scheduler had been run. The issue has been fixed and Auto-Complete tasks should complete as expected.

RESOLUTION:  When Assigning Fields by Type, the Copy Fields functionality is mislabeled
Reference #: 250624.349.10692

The tool-tip when copying assigned fields by type for both the Core System and Vendor/Client Gateway was mislabeled. The tool-tip now indicates "Copy to Another Record Type" as expected.

RESOLUTION:  Notification Templates Not Selectable on Workflow Tasks
Reference #: 250624.1267.10732

Some clients had found Notification templates were not selectable for Tasks in Workflows. This issue has been resolved, the Notification Templates assigned to the specific table now show and are selectable from the dropdowns on workflow tasks.

RESOLUTION:  VISDOM Clause Replacement Error Message
Reference #: 250624.1222.10820

Incorrect text was present in an error when Clause Replacement was attempted on OCR'd PDFs with VISDOM Basic. This new text has been added: Document type .pdf is not supported for clause replacement.

RESOLUTION:  Contract Cost Price Table Not Applying Existing Conditions
Reference #: 250624.1157.11311

An issue was found where the Set Conditions function for the Cost Price subtable was no longer filtering the visibility of the table on chosen contract record types. This has been resolved.

RESOLUTION:  Audit Log Failures when using RecID
Reference #: 250624.317.11348

When adding/removing users from a department and viewing the Audit Log report there were times where filtering on Record ID could fail. This has been resolved.

RESOLUTION:  Survey Emails Sent to Inactive Contacts
Reference #: 250624.1273.12065

When starting a Survey, if a contact or user was marked as inactive they were still receiving the emails. This has been adjusted so any inactive user no longer receives emails for Surveys.

RESOLUTION:  Password field on Employee record cannot be edited
Reference #: 250624.349.11729

Users were unable to type into the Password field during both Add and Edit of an Employee record. This has been resolved so the the password field can be edited while creating a new Employee or updating an existing Employee record.

RESOLUTION:  Unable to access a Dashboard when the Calendar is added more than once
Reference #: 250624.1250.12191

Both Standard and System Dashboards could not be accessed when the Calendar was added as a dock multiple times. This has been updated so that the Calendar option is removed once it is added to a dashboard.

RESOLUTION:  Deleted files available to attach when sending an email
Reference #: 250624.1259.12470

Users noticed that previously deleted files from the Files/Attachments table were available to attach when sending a on-off email from a record. This has been updated so only active files are shown for attaching to an email.

RESOLUTION:  Tooltips missing from icons on a record's Files/Attachments area
Reference #: 250624.1250.8622

Tooltips for the Preview and Document Toolbox icons were missing on the Files/Attachments area for all records. The tooltips have been added.

RESOLUTION:  Auto-complete dropdowns and calendar placeholders not working when creating new record from existing record
Reference #: 250624.1208.8868/9047

When using the "Create New Record" button on an exisitng record, users reported auto-complete dropdown fields were not populating and the saved records were not showing the Effective Date and Expiration Date on their calendars. The issue was resolved and records created from an exisitng record are populating atuo-complete dropdowns and showing on calendars as expected.

RESOLUTION:  Adding new entry to user-defined subtables 
Reference #: 250624.345.8903

Users were receiving an error message when attempting to add a new entry to a user-defined subtable. This has been fixed so new entries can be added.

RESOLUTION:  Days to Complete field not showing on Task Grids
Reference #: 250624.337.8931

The Days to Complete field was not displaying in the task grid. This has been resolved so the field will now display. 

RESOLUTION:  Vendor Email Responses not returning in system
Reference #: 250624.1259.9011/9290/11219

Emails sent in to records by vendors were not being received and added to the email chain on the record. Emails are now displaying as expected.

RESOLUTION:  Certain documents with images could not be sent for signature
Reference #: 250624.1157.9279

Some image file types were not supported and could not be sent through the systems signing process. The process was updated to enable support for these images so they can now be sent for signature.

RESOLUTION:  Bulk Update process not updating the Filtered data preview
Reference #: 250624.1245.9328

When using the Bulk Update process, the FIltered data preview was not updating once the update was processed. This has been resolved so the data and Filtered data preview are updated after processing the Bulk Update.

RESOLUTION:  View Employee Permissions button not showing data
Reference #: 250624.349.9370

Clicking the View Employee Permissions button on a Contract Record was generating an issue report for some users. Users with permission should now be able to view employee permissions from a Contract record as expected.

RESOLUTION:  Multiple pages on the hierarchies grid only loading first page
Reference #: 250624.1208.9401

Users were unable to view the hierarchies grid list on Contracts past the first page of results. This has been fixed so navigating the grid shows all hierarchies.

RESOLUTION:  Price/Cost line item import not tracked in audit logs
Reference #: 250624.1250.9620

Performing an import of Price/Cost Line Items on a record was not logging in the history or audit logs. This has been updated so the logs indicate a record(s) has been imported.

RESOLUTION:  External parties receiving inaccessible link for email attachments when configured for "Time to life link"
Reference #: 250624.1259.9800/9810

When sending a one-off email with an attachment, external parties were receiving the system user's link to download the attachment if the Email Attachment Type configuration setting was set to "Time to life link". This has been resolved so users receive the correct link to access the attachment. 

RESOLUTION:  Standard license users no longer able to enter Notes on Vendor records
Reference #: 250624.337.9866

Users with a Standard level license were no longer able to enter Notes on Vendor/Company records. Two new out of the box permissions were added to allow Standard license users to Add or Delete Notes from Vendor/Company Records:

• • Setup: Vendors/Customers - Add Notes
  • Setup: Vendors/Customers - Delete Notes

RESOLUTION:  Document Compare unavailable
Reference #: 250624.337.9990

When attempting to use the Document Compare functionality, some users were receiving a message stating Document Compare was unavailable. This has been resolved.

RESOLUTION:  Bulk Delete button missing from Price/Cost Line Items table 
Reference #: 250624.1092.10010

Users noted that the Bulk Delete button on the Price/Cost Line Items table was missing. This has been fixed so the button is avaliable.

RESOLUTION:  Search Results Headers Not Scrolling
Reference #: 250624.349.10012

Users found that the column headers were remaining static despite the results being movable when a user attempted to scroll horizontally on the Find/Search pages; this has been resolved. Now the entire search grid move as expected with no discrepancy between headers and results.

RESOLUTION:  Field Mappings Mapping Incorrectly on Email Templates
Reference #: 250624.1259.10018

Clients had found some fields they would expect to be available were not available for selection on email templates, and some placeholders were not filling correctly. A fix was applied and the expected fields should be available and map correctly. Additionally, the option to highlight and un-highlight fields was added in the email template editor.

RESOLUTION:  Quick Search Forced Order By
Reference #: 250624.1203.10006

Some clients had found the ordering for quick search by Primary Key to be inconvenient or unwanted. A new Config Setting was added to the Quick Search Group in the General System Configuration Group: Sort Quick Search Results by Primary Key.

When this setting is true, Quick Search Results will be ordered by the ID field. If it is false, the results will not be ordered by the ID field.

RESOLUTION:  Unable to Log in via SSO with Outlook Add-In
Reference #: 250624.1237.10384

When using SSO within the Outlook Add-In users were getting a pop-up message and it was not allowing them to utilize SSO. This has been resolved and when using SSO with Outlook Classic, Modern, and Web it should all function the same.

RESOLUTION:  Error on Adding New Company
Reference #: 250624.1203.12606

Some clients were receiving an error message every time a new Company record was created, although the record would be added and appear in the Company List. A fix was applied and the Company Record creation process should proceed as expected.

RESOLUTION:  Word Add-In Timeouts
Reference #: 250624.1231.6518

Users were having timeouts when trying to Upload a document from Core to Online Word and make edits. Users were having timeouts from clicking the Record Details button. Users were also not able to upload files from the Add-In to the Core system. These concerns have been resolved and users should be able to use these pieces again.