Content:


  1. Version 1.5.2
  2. Version 1.6.7
  3. Version 1.7.0
  4. Version 1.8.0
  5. Version 2.0.0
  6. Version 2.1.0
  7. Version 2.2.2
  8. Version 2.2.6
  9. Version 2.4.1
  10. Version 2.5.3
  11. Version 2.6.3
  12. Version 3.0.7
  13. Version 3.1.0
  14. Version 3.2.2
  15. Version 3.3.2
  16. Version 3.4.5
  17. Version 3.5.3
  18. Version 3.6.2
  19. Version 3.7.1
  20. Version 3.8.1
  21. Version 3.9.1
  22. Version 3.9.4
  23. Version 4.0.1
  24. Version 4.1.1
  25. Version 4.2.19
  26. Version 4.3.2
  27. Version 4.4.1
  28. Version 4.5.7
  29. Version 4.6.12
  30. Version 4.7.10
  31. Version 4.8.3
  32. Version 4.9.7
  33. Version 5.0.2





Version

Date

Changes







5.0.2







24th April 2024
  • Feature: New feature “Periodic Charges” introduced at the asset and product (portfolio) level. Primarily designed to accommodate the need for entering monthly or annual recurring fees for software assets, the “Dealer Cost Price” can now be defined as either a) purchase/selling costs [default price], b) monthly fee, c) quarterly fee, d) bi-annual fee, or e) annual fee. Changing the “Dealer Cost and Selling Price Definition” affects how the “dealer cost price” and “selling price” are considered in future contract calculations. Additionally, the product part of the TCO calculation will also change according to the “Dealer Cost and Selling Price Definition” and the value in the “Customer Buy Price” field.
  • Feature: It is now possible to enter single lease rate amounts at the accessories level. The sum is accumulated and displayed at the asset level. Furthermore, the single lease rate for accessories can be defined in the portfolio.
  • Feature: Future contract calculations are now performed at the asset level for any directly assignable amounts. This allows users to export full article lists (assets, accessories, etc.) in the report generator with detailed information about the gross profit and margin for every single article. Note: Any non-directly allocable amounts (e.g., total installation costs, common service charge) still need to be distributed by a distribution key.
  • Feature: Replacement amounts from multiple contracts are now considered. The advanced asset view “TCO Basic Data” has been expanded to include information about the first and second contracts to clarify how replacement calculations are performed.
  • Feature: Users can now import and export contacts to/from a CSV file in the “Show all contacts with details” dialog, allowing multiple contacts with details to be assigned to a specific company. This feature simplifies the transition from previously used CRM systems to MSD’s Prospect Management feature.
  • Feature: Users can now import and export activities (tasks, events, and records) to/from a CSV file in the “Activities/Table” workspace. This feature simplifies the transition from previously used CRM systems to MSD’s Prospect Management feature.
  • Improvement: The number of decimals in the margin % field has been increased from 2 to 4 to reduce rounding errors when re-entering the percentage.
  • Improvement: “Selling Price” logic at the asset (project) and product (portfolio) level reworked to suggest a final price if no margin (0%) is entered. Also, the sum of the accessories' selling prices is now calculated and displayed at the asset or product level.
  • Improvement: Error Dialog improved by hiding technical information from users and showing only relevant information. Additionally, once the error report is sent by a user, it includes additional information for developers such as request type, browser type & version, and last 10 user actions (clicks, dialogs, workspaces, etc.). This can help developers reproduce the issue.
  • Improvement: Colours edit dialog in the prospect management settings reworked to show user-defined and inherited categories.
  • Improvement: Project transformation adjusted to accommodate the new TCO calculation features.
  • Improvement: Filtering of tasks in the Kanban board improved: time range filter operators (>= & <=) instead of (> & <).
  • Improvement: Project transformation now also copies the distribution key of every asset to ensure proper distribution in the new current state.
  • Improvement: Consumables price per page reporting placeholder improved to ensure safety in division by zero (if no page volumes provided).
  • Improvement: Productivity workspace will now additionally display an "(!)" sign next to the notifications to indicate that news is available.
  • Maintenance: Background front-end and back-end frameworks upgraded to the latest version to ensure software security, allow developing new features and increase performance.
  • Bug-fix: Report formatting of new amount placeholders [[SELLING-PRICE]] fixed.
  • Bug-fix: Data from offline usage was not correctly visible in the analytics dashboards.
  • Bug-fix: Behaviour of the “use individual selling prices” in future contract calculations adjusted to show correct gross profit, margin, selling price, and the monthly (TIU) value.
  • Bug-fix: Calculation of replacement improved, as in some cases the wrong contract’s start date was taken. Multiple scenarios adjusted – a) single contract [purchase or lease], b) single contract plus maintenance pool contract, c) two pool contracts – first product, second maintenance, d) one pool contract with both parts – product and maintenance.
  • Bug-fix: Certified makes limitation should only be considered for the Paper In/Output assets and always allow “Virtual” assets.
  • Bug-fix: Scrolling roles table in the administration did not work correctly.
  • Bug-fix: Wrong distribution of maintenance costs if dedicated [mono/colour] charges used.
  • Bug-fix: Incorrect Per Page All-In to TCO Mono/Colour distribution and incorrect overview.
  • Bug-fix: Resolved an issue where the sharing dialog was empty on iPad devices with smaller displays.
  • Bug-fix: Searching for an asset using the top search box navigated to the wrong page, leading to a 404 (page not found) error.
  • Bug-fix: Synchronization with deletion of assets from offline storage led to an error.
  • Bug-fix: Local time is wrong on February 29 error fixed.
  • Bug-fix: Select boxes in the activity form were empty in some cases.
  • Bug-fix: Creating a new contract offline led to an "invalid token" error.
  • Bug-fix: The give feedback feature stopped working due to breaking API changes.
  • Bug-fix: “String or binary data would be truncated” error when copying projects with too large names fixed.
  • Bug-fix: “Transaction (Process ID xx) was deadlocked” error fixed.
  • Bug-fix: Quarters view in the analytics module does not show all quarters.
  • Bug-fix: Copying custom (new model) asset led to an error.







4.9.7







7th February 2024
  • Design: The top navigation bar has been redesigned for better integration of new functionalities.
  • Feature: A search box is now added in the top navigation bar for sales, enterprise, and consultant profiles. This feature allows users to search for various entities in the MSD application database by name or identifying properties, including company names, projects, addresses, locations, buildings, floors, departments, cost centres, activities, contacts, quotes, assets, and more.
  • Feature: Users can now exclude specific amounts (Copyright Levy, Installation Fee, Other Fees) from the future contract’s total product selling price calculation. These options are configurable in the contract settings tab.
  • Feature: The 'Show all contacts with details' reporting function provides a comprehensive list of contacts across all companies, which can be filtered and exported to Excel. This feature is accessible in the companies workspace, within the toolbar of companies/projects in the integration group.
  • Improvement: Various enhancements have been made to the Prospect Management feature, including:
  • - Enabled document storage in the activity form.
  • - Correct currency formatting in the activity form
  • - Addition of a 'show a column per user' feature in the calendar.
  • - Improved design for 'out of office' and 'busy' calendar entries (indicated by a line on the left).
  • - Customizable colour groups for calendar entries at all levels (licensee, dealer, group, user).
  • - Auto-mapping configuration between colour groups and activity categories at all levels (licensee, dealer, group, user).
  • - Addition of a 'Company’s Type' field in the activity form.
  • - Expanded Prospect Management Settings dialog with new options. Partly configurable at all levels (licensee, dealer, group, user).
  • - Automatic font colour adjustment (black or white) in the calendar based on the selected background colour of an event item.
  • - Enhanced contact form with customizable checkbox fields and remarks
  • - Addition of a 'Job Title' field next to the pre-defined 'Position Classification' in the contact form.
  • - Possibility to create a new contact directly from the activity form.
  • Improvement: The About dialog now displays both MSD user profiles and App user information.
  • Improvement: The offline logger has been extended to include logging for the 'remove project from offline' action.
  • Improvement: The Short ID of the offline storage database is now displayed in the top navigation bar to help users quickly verify they are working in the correct database.
  • Limitation: To minimize data loss risks and encourage frequent cloud synchronisation, a limit has been set on offline projects and portfolios (up to 5 projects for offline work: 3 projects can be downloaded and 2 additional ad-hoc projects in offline mode can be created; a maximum of 3 portfolios in offline storage is set).
  • Integration: Manual mapping of customized VO/Evatic fields to MSD fields is now available in the administration area. Additionally, the 'external system API access' dialog allows the generation of template CSV files with MSD field names as a starting point for use in mapping.
  • Maintenance: A patch has been applied to the 3rd Party UI controls library.
  • Bug-fix: Resolved an issue where the asset creation dialog was empty on iPad devices with smaller displays and iPadOS 17.x.x, preventing multiple consequential errors.
  • Bug-fix: Fixed a problem in future contracts with 'individual selling prices' where changing the lease rate affected the product margin percentage and gross profit.
  • Bug-fix: Corrected an issue in future contracts with 'individual selling prices' where the installation fee couldn't be set to 0.
  • Bug-fix: Addressed an issue where changing asset-specific printing coverage incorrectly affected the default (@5% and @20%) consumable price calculation for mono and colour pages.
  • Bug-fix: Fixed negative replacement values in 'maintenance only' future contracts when assets were older than the contract duration.
  • Bug-fix: Ensured that the selling price per page is always higher or equal to the purchasing price in future maintenance contracts to avoid negative margins.
  • Bug-fix: Resolved a 'double-meter-reading' issue in project (cloud / offline) synchronization.
  • Bug-fix: Corrected decimal separator formatting in the accessory selection dialog.
  • Bug-fix: Fixed a 'value cannot be null' error when copying a virtual asset.
  • Bug-fix: Implemented logic for the 'Cannot Change Dealer Price' option in the administration to function correctly.
  • Bug-fix: Corrected functionality for the 'Is Limited to Certified Makes' option in the administration.
  • Bug-fix: Resolved the 'Invalid object name 'UseQuote'' error.
  • Bug-fix: Updated the icon for the out-of-browser app.
  • Bug-fix: Improved offline access, removing the need to provide a root URL to access the app in the browser.
  • Bug-fix: Fixed an issue where the 'Is selected by default' option for consumables was not updated during the device database publish process.
  • Bug-fix: Replaced the 'Sequence contains no elements' error message with a more informative one and updated the project repair function.
  • Bug-fix: Addressed an 'Object reference not set to an instance of an object' error in page volumes distribution.
  • Bug-fix: Fixed an 'Invalid token' error on Android tablets.
  • Bug-fix: Resolved multiple UI issues in the internal device database maintenance profile.
  • Bug-fix: Fixed multiple issues in the new prospect management module.
  • Bug-fix: Implemented multiple minor bug fixes and improvements in calculations (mainly in future contract calculation logic).







4.8.3







9th November 2023
  • Feature: Alongside the ability to enter the selling price for each asset individually, the calculation of the selling price is now achievable at the asset level by inputting either the margin/markup or the gross profit value. This functionality has been also extended to accessories and consumables. Additionally, consumables now include a new field for "shipping costs," which is applicable in reporting. New reporting placeholders ([[MARGIN-OR-MARKUP-PERCENT]], [[GROSS-PROFIT]], [[SELLING-PRICE]]) have been added for the tables [[TR_TPD]], [[TR_TEQU]], and [[TR_TCON]]. Furthermore, for assets, the following placeholders are available: [[PRICE-SELLING-EQU]], [[SELLING-PRICE-TOTAL]]. For consumables, the placeholder [[SHIPPING-COSTS]] is available. In V4.8, these fields consistently refer to the direct values on the Asset, Accessory, or Consumable entity level. If assets are added to a contract without activating the "use individual selling prices" option for product part calculation, the contract reference placeholders should be used instead: [[FIRSTCONTRACT_MARGIN-PROD-CALC]], [[FIRSTCONTRACT_PRODUCT-MARGIN-OR-MARKUP-PERCENT]], [[FIRSTCONTRACT_CALC-GROSSPROFIT-PRODUCT]], [[FIRSTCONTRACT_PRODUCT-SELLING-PRICE-SUM]].
  • Feature: In the MSD administration at the user level, the following options are now available: "Gets share for new companies" and the revamped "Remind share project". Activating "Gets share for new companies" for User-A will prompt User-B to automatically share new companies for User-A. Also, users with the "Remind share project" activated will receive a reminder to share a new project if the host company is already shared.
  • Feature: It's now possible to enter the margin/markup, gross profit, and selling price for all portfolio articles. As this requires margin/markup calculation, new settings have been added to the portfolio: calculation formula – margin or markup. These settings are derived from the user’s application setting for every new portfolio. Existing portfolios will get the margin-setting by default.
  • Feature: New placeholders have been added to generate a list of items (icons on the floor map) in reporting. Utilize the [[TR_ITEM]] table-placeholder with column-placeholders like [[NAME]], [[ALLOCATION-1]], [[ATTACHMENT-IMG]] to export a list of items along with images.
  • Feature: "Can assign activities to other persons" option has been included in the user administration. Only users with this activated option are authorized to create/assign activities (tasks, events, records) for/to other users.
  • Feature: Filter functionality has been added to the calendar like in the kanban board. Moreover, it's now possible to select multiple users to display their events on a single calendar. By default, only own events are displayed.
  • Improvement: Extended the filter functionality in the kanban board to allow selection of multiple users. By default, only own tasks are displayed. If needed, colleagues can be added to the filter. Only tasks from other users will be visible where the logged in user has access to the related company.
  • Improvement: It is now possible to assign a task or event directly in kanban board / calendar. Previously, it was only possible in the table view.
  • Improvement: The project lock feature should not completely lock the project form. Parts such as status, company type, etc., will remain editable.
  • Improvement: Sales pipeline visualization has been improved. More detailed labels and descriptions have been added to the arrows. Arrow colours have been changed, enhancing the overall clarity of the visualization for the selection of a company or a project.
  • Improvement: If quote approval is required, ensuring that at least one person authorized to approve the quote has access to the host company.
  • Improvement: A new column for asset tables, "Extended Category", has been added. This combines the category information from multiple fields. For example: “MFD A3 Colour Laser”. A new placeholder [[EXTENDED-CATEGORY]] for ungrouped tables has been added to the report generator catalogue.
  • Improvement: The accessories attachment window has been extended to include new columns: "Order Number" and "Order Number Dealer".
  • Improvement: The Document Storage feature now supports CSV and TXT files. Additionally, the limit has been increased from 10 to 20 documents per company.
  • Improvement: Minor enhancements in prospect management, such as changing the order of the work week, week in the calendar, and performance improvements.
  • Improvement: Increased the number of decimal places for the margin field in the contract form.
  • Maintenance: Improvements to the background software architecture and internal refactoring.
  • Maintenance: Background frameworks and libraries have been upgraded to the latest major version.
  • Localization: German translations have been inserted for some Prospect Management descriptions.
  • Bug-fix: Logged-in MSD user placeholders (e.g., <>) didn’t work.
  • Bug-fix: Activities of other users were not visible in the table despite valid permission to a project.
  • Bug-fix: Some users could see activities of colleagues in the calendar where only the current user’s own activities should be visible.
  • Bug-fix: Assigning activity to a different user caused an “object reference not set...” error.
  • Bug-fix: If the statistics service was not available, an error dialog appeared. This has been fixed to show only hidden notification info behind the bell icon.
  • Bug-fix: The external system integration button in the portfolio was missing for the following user profiles (license types): back office, sales manager.
  • Bug-fix: Icons in the crop dialog were not correctly positioned.
  • Bug-fix: Removing a role with a (-) button in the administration didn’t work.
  • Bug-fix: "Cannot read properties of undefined" error when searching for devices in the portfolio fixed.
  • Bug-fix: Corrected formatting of the decimal values in reporting when using custom filters like <>.
  • Bug-fix: When importing “out of range” numbers (e.g., bigger than allowed) through the CSV interface, the correct error message is displayed.
  • Bug-fix: The setting “remind share project” was available in the previous version but not considered. A “remind share project” dialog always appeared. Now, this setting is considered.







4.7.10







5th October 2023
  • Feature: Prospect Management provides a set of functions for managing prospects and customers. A new workspace, "Activities" with sub-workspaces "Calendar" "Kanban" and "Table" enables users to manage and share activities of type "Event", "Task", "Record". The "Companies" workspace now includes a "Contacts" tab for recording contact persons of a prospect/customer/supplier. This feature is available for the following license types: Sales, Enterprise, Backoffice, Sales Manager.
  • Feature: The Notification System (accessible through the bell icon) sends messages (in-app, some via email) to users when certain events occur, including Project/Company/Portfolio sharing, Quote signing/declining/approval/viewing/pending, Calendar entry (event) reminders, Task overdue notifications, Assignment of an activity from another person, Portfolio (price list) updates, Device database and other system updates or maintenance, and News in the productivity channel.
  • Feature: The Quote Approval process ensures that a sent quote first goes to a sales manager for approval before reaching a prospect or customer.
  • Feature: The Project Lock function allows a user to lock a project to prevent further changes. Locking a project is suggested automatically when a quote is created.
  • Feature: In the "Companies" workspace, there is now a Company and Project pipeline overview that provides a visualization of the current project or company progress. This visualization is based on a set of logs generated for the company or project, including events like status changes, quote events, progress updates, and project locking/unlocking, among others. The logs are also visible in a table in the “LOGS” tab of a company or project form.
  • Feature: You can now set the label colour for assets and items on a floor map individually. Edit an asset or item to change the colour of its label.
  • Improvement: The preparation of rendered floorplans for reporting now considers the report filter.
  • Improvement: The serial number field is now available for accessories (secondary equipment) as well.
  • Improvement: Database IDs are now available as placeholders (e.g., [ID], <>) for some entities, allowing for reference to specific database records. Note: When you copy a project, the new project receives new IDs.
  • Change: Some minor changes have been made to the look and feel, and the MSD logo has been updated.
  • Bug-fix: The issue with price and discount transfer from the portfolio to the project (as an asset) has been corrected.
  • Bug-fix: The timestamp on the quote certificate and pipeline has been changed from UTC to local time.
  • Bug-fix: The data privacy settings menu item was missing in the enterprise profile.
  • Bug-fix: Grouping by some fields in a table didn't work correctly; instead of text (e.g., category names in a pop-up filter window), a number appeared.
  • Bug-fix: Mapping "Category" in a CSV import of an IT import file caused an error.
  • Bug-fix: A "Division by zero" error message appeared when the provided article price was equal to 0.
  • Bug-fix: The "Nullable object must have a value" error appeared when creating a sales order in VO.
  • Bug-fix: The correct error message is now displayed when there is no access to a fileserver file instead of an unauthorized message.
  • Bug-fix: In some cases, an unauthorized error appeared when trying to access the IT Scope API.







4.6.12







27th July 2023
  • Feature: Integration to Asolvi FSM systems (Evatic and Vantage Online (VO)) with fundamental functionality is available. This feature allows you to connect to FSM system, check the connection, link or unlink an MSD company to an existing FSM customer, create new customer in FSM system, import multiple customers from FSM to MSD at once and import assets along with meter reads from FSM to MSD. The feature makes also possible to synchronize an MSD portfolio with FSM stock/data-container by choosing the leading system and configuring import/export behaviour. This way the price lists with available articles can be centrally maintained. Furthermore, users can view the customers and sales orders of the connected FSM system by using MSD user interface. Ultimately it enables salespeople to create sales orders in FSM based on MSD quote data. The current limitation of this feature is the following: import and export of contractual / commercial / calculation data from/to FSM is not yet available.
  • Improvement: Synchronization performance of mid-sized projects improved.
  • Improvement: Minor UX/UI changes – names of the buttons, dialogs etc.
  • Bug-fix: An empty error message appeared in some cases.
  • Bug-fix: Could not create structure (location, building, floor) in some cases.
  • Bug-fix: Unauthorized request bug in offline mode fixed.
  • Bug-fix: If sending of a confirmation email fails, the user will get an error message and recommendations regarding "local time issue”.
  • Bug-fix: Create many assets endpoint repaired - it accepts the meter readings along with assets.
  • Bug-fix: IT scope interface didn’t work in new Enterprise MSD profile.
  • Bug-fix: In rare cases downloaded portfolio files (*.msdport) could not be uploaded.
  • Bug-fix: Selling price field is activated for all types of portfolio products.







4.5.7







30th March 2023
  • Feature: Integration to Vantage Online (VO) system package #1 is available. This functionality allow you to connect to a VO system, create a new customer, link to an existing customer, create a sales order, create sales order lines, create missing items based on MSD article specification, automatically link MSD articles with VO items based on the part number or manufacturer order number, group or ungroup articles and show the quantity, export order list, establish connection between a VO customer and MSD company, quote and project.
  • Feature: “Take Photo” button is now available next to “add an image” or “select a file” buttons. This enables Microsoft Windows Surface Tablet users to work with the camera directly through the application instead of taking the picture, saving it and then select from the local folder. (Note: iPad and Android users can continue using “add an image” or “select a file” buttons as the operation system suggest taking either a photo or select an image from the gallery.)
  • Feature: “Documents Storage” button is now available in the customers workspace. It allows to save up to 10 files (PDF, Excel, Word, PowerPoint etc.) for the selected company. Once the files are uploaded, any users with access to this prospect / customer can access these files as well.
  • Redesign: All license profiles (packages) have been redesigned – appropriate workspaces and features have been enabled or disabled. Following main profiles are now available: [Sales, Consultant, Enterprise] or reduced functionality profiles [Deal Starter (alternative to Sales) and Assess Lite (alternative to Consultant)]. The supporting profiles are: [Onsite, Back Office and Sales Manager].
  • Enhancement: Added ability to create a custom email subject and body for the quote email to a prospect. The “Customize Email” function is available in the quote grid’s toolbar.
  • Enhancement: The quote acceptance process allows a prospect also to decline a quote. In the new version the dialog appears where a prospect can provide more information about the reason.
  • Improvement: The page with the quote for the prospect has been redesigned to support more browsers: Edge, Chrome, Safari, Firefox. This way a prospect can sign the quote by clicking the http link on any modern device.
  • Documentation: New descriptions were added to the reporting placeholder catalogue.
  • Update: Swedish localization has been updated – new text of the newest features translated.
  • Bug-fix: “Maintenance Costs for Repairs and Support on Demand” were not considered in the calculation for the single purchased or leasing assets (without a pool contract).
  • Bug-fix: In some cases, sending feedback was not possible, because of an “CORS policy” error.







4.4.1







16th February 2023
  • Security change: New version requires confirmation of the email address for all named user accounts. All users with a non-confirmed email will be automatically guided though the email confirmation process on the next login attempt.
  • Security feature: Multi-Factor-Authentication support added. Users can now configure 2FA in the application. The authentication code can be either received by an authenticator app (configurable using a QR code) or by email. The frequency (every login, every 30 days etc.) and the new browser / device detection can be adjusted as well. Furthermore, the administrator can enforce the usage of 2FA for users and lock down the frequency settings. Those users will have to go thought the 2FA setup process on the next login attempt.
  • Improvement: Changing of the checkbox “use individual selling prices” was too slow. The logic behind that function has been optimized.
  • Bug-fix: The total displayed CPP in a calculated contract was wrong if scan volumes were in use.







4.3.2







18th January 2023
  • Feature: When synchronizing projects between cloud and offline storage, it is now possible to choose whether uploaded images (photos) should be kept offline or not. This speeds up the syncing process and helps reduce the use of local storage, which is important on devices with very limited capacity.
  • Feature: New progress dialogue shows the synchronization progress in % and the detailed steps of the data transfer or merge process. This feedback is especially important in situations with the poor network speed and in case of an error.
  • Feature: Each sync step (e.g. synchronisation of projects between local/offline storage and the cloud) is now logged and can be viewed in the offline mode in the “Local Storage Info” dialogue by clicking on the LOGS button. This is very helpful for support and debugging activities.
  • Improvement: Descriptions for many report placeholders have been added to the placeholder catalogue. This makes it much easier to search for the desired placeholder.
  • Improvement: When switching between projects/companies too quickly, a default company/project was sometimes created. This behaviour has now been corrected.
  • Change: Profiles reviewed and adjusted – e.g. productivity and quotes workspaces added to some profiles where appropriate.
  • Bugfix: Auditor profile showed an error when starting in the customers workspace.
  • Bug-Fix: Several bugs in the calculation of contracts has been fixed.
  • Bugfix: In the analytics module, the map-dashboard did not “translate” the entity ids into the names.







4.2.19







9th December 2022
  • Change: Refactored TCO and Contract calculation makes the calculation module more scalable for the future improvements and calculation features. This resolves multiple issues in the calculation.
  • Change: Toolbar icons (buttons) in multiple grids have been re-organised to groups and many icons have been replaced by new ones.
  • Feature: Attaching an asset to multiple contracts in order to consider product and maintenance parts from different contracts is now possible. Following example scenarios are possible now: Leasing Only Pool Contract combined with Maintenance Only Pool Contract; Single Leasing or Purchase Contract combined with Maintenance Only Pool Contract; Rental and Maintenance Contract. Following example scenarios are still not allowed: Leasing and Maintenance Contract combined with All-In Contract; Rental Contract combined with Leasing Contract; Two different maintenance contracts.
  • Feature: CSV Import and Export is now available for the companies (addresses). In order to take over customers from a CRM / ERP system, a list with the customers can be uploaded. This works also other way around.
  • Feature: CSV Import and Export is now available for the project’s structure. To create a structure (locations, buildings and floors) much quicker create an Excel file with the full structure, save as CSV and upload to a project. The structure can also be exported to an excel file.
  • Feature: The "Repair Project" function helps to correct errors in an older project that may cause subsequent errors.
  • Feature: PWA service worker can now be re-installed without deleting the offline database.
  • Feature: A new info dialog shows the local storage memory usage and other important data.
  • Improvement: PWA memory and storage usage improvements on tablets to avoid random errors.
  • Improvement: Automatic update procedure has been adjusted to the newer browser and framework versions. Furthermore, to avoid situation with wrong client version, on login screen the client and server (API) version are shown now. In case of a version mismatch, login button is locked, and user is informed about how to load the latest version. This improvement solves multiple subsequent errors.
  • Improvement: In case of unavailability of the statistics (analytics) service, instead of an error message, a hidden notification is shown behind the bell icon.
  • Refactoring: Multiple legacy columns have been removed from the database.
  • Bug-Fix: On creating a new contract, assets from the previous contract were selected. This has been fixed.
  • Bug-Fix: Fixed some layout issues when rotating a tablet to 90 degree.







4.1.1







26th October 2022
  • Feature: Notification is shown when unread messages are available in the productivity area: an exclamation mark is displayed next to the workspace name.
  • Floorplan improvements and features: Same transparency (opacity) level for the labels as for the assets and items increases the readability of text when no transparency is required; Design of optimisation arrowheads improved; Line between asset icons and label is not visible behind the icon / label if no transparency is activated; Fixed multiple refresh issues: changing remarks, changing percentage of volume distribution etc.; Creating of area simplified – it is now easier to put additional point on a line, furthermore the area is now draggable.; Making sure that the back-end rendering (preparing a floorplan image) provides the same visual version as shown in the client application;
  • Enhancement: New visible column/field for Company, Project and Portfolio records added – an internal number is a unique ID that can be used by a CRM, ERP or Fleet Management system which is connected to MSD through the REST API. It also can be printed into a report to save the unique reference to a project.
  • Improvement: Taking over EAN number from ITScope database for the asset records.
  • Improvement: Second warning message that informs user about unsaved offline changes when trying to remove a project from the local storage has been improved.
  • Improvement: Correct behaviour when taking over remarks from the device database to project, from device database to portfolio and from portfolio to a project. Reason: remarks were previously used as a quote text blocks, but now the description fields are available in portfolio and device database for this purpose.
  • Upgrade: All toolbar icons and buttons have been replaced by the newer version.
  • Maintenance: Clean up the database structure from the legacy columns (Silverlight-based architecture)
  • Bugfix: Download of brochures inside a project (reporting workspace) works again.
  • Bugfix: Sum labels in the dashboard charts moved to the right position.







4.0.1







7th October 2022
  • Feature: New module/workspace “Quotes” provides the functionality to track quotes for selected customer, manage approval, log the progress, and use electronic signature process with an email to a prospect and a web page to capture the ordering party’s signature. Next to the uploaded quote as a pdf file, the project backup (calculation only) and the signature certificate can be downloaded for evidence purposes.
  • Floorplan Usability Improvements: Zoom with fingers on a touch screen enabled; Zoom with mouse scroll wheel enabled; Zoom into specific position enabled; Move floorplan improved; Multiselect on a touch screen provided by using a toggle (single/multi-mode) button next below the settings and ruler buttons; Positioning of icons and labels optimised; Moving of icons on a tablet optimised; Opening context menu on a tablet optimised; Creating of areas process optimised for tablets; Creating process of assets optimised; Optimised for iPad, Android and Windows tablets with multi-touch capabilities; Labels and icons can no longer be positioned outside the floor map image.
  • Offline / Online (PWA) Improvements: Synchronisation optimised; Out-of-browser (installed app on a desktop / home screen) capabilities optimised; Offline usability of the floorplan module on a tablet completely revised.
  • Feature: The state of the workspace (position of the splitter, chosen columns in the tables, size of the columns etc.) is now saved during the live time of the selected project. After a logout or selection of different project, all settings and grid views are restored to the defaults. This helps switching between workspaces without losing changes in the view while working on a project.
  • Feature: Next to the initial import of assets from a CSV file, the option “update only” is now available. With this option, it is sufficient to specify at least one matching identifier (serial number, Mac address, IP address, etc.) without having to provide the make and model columns.
  • Enhancement: New field “EAN number” is available in the device and app database for all related entities.
  • Change: “Tablet computer” category renamed to “Mobile / Tablet computer”
  • Change: Datatype of some properties changed according to the needs of the new MSD generation, because the previous Silverlight based generation app is no longer supported.
  • Upgrade: 3rd Party Components and frameworks updated to the latest version.
  • Bug-fix: String too long issue when copy an object with more than 100 characters in the name.
  • Bug-fix: Brochure download required more permission than needed.
  • Bug-fix: Delete of a user profile (msd user) caused an error if this user was linked to a sales manager.
  • Bug-fix: Some CSV import settings were ignored.
  • Bug-fix: Saving some of the floor plan settings did not work.
  • Bug-fix: Selling charges fields activated for non-paper in/output assets.
  • Bug-fix: One-off-costs fields activated for the equipment articles in the asset and portfolio forms.
  • Bug-fix: Entered selling prices were not stored in the *.msdproj file.







3.9.4







3rd August 2022
  • Bug-Fix: Product Part calculation in the future state contract was distributed incorrectly.
  • Bug-Fix: The offline creation of a new project resulted in an error message.
  • Bug-Fix: Selling price formatting in a form showed less decimals as it should.
  • Bug-Fix: Recently created device database models could not be taken over into a project or portfolio.
  • Bug-Fix: Use individual selling prices option in a future contract didn’t work for the product part.
  • Bug-Fix: Wrong calculation of a product part of a non-paper-in/output device in a future contract.
  • Bug-Fix: When working on a tablet device, tapping on an asset in a floorplan didn’t show up the “Edit Asset” option in the context menu.
  • Improvement: In the database maintenance profile, there is a new column that helps to search for duplicates.







3.9.1







1st July 2022
  • Internal Feature: New import interface for 3rd party data providers extends the capabilities of the device database maintenance. This supports CSV and special ZIP data packages.
  • Internal improvement in administration area: Logical setup of the target device database.
  • Internal improvement in administration area: Address export button activated.
  • Internal improvement in administration area: Licensee admins can access the list of application users.
  • Internal improvement in analytics area: Filtering for user lists reworked and some dashboards disabled for non-global analytics.
  • Improvement: An extra button for deselection of assets in larger projects has been included to all asset tables (hidden behind 3 points). This is required to avoid select all and unselect all items, because this action takes some time in larger projects.
  • Bug-fix: Meter readings were not synchronized between offline and online database if the values were entered in a floor plan asset form.
  • Bug-fix: Refresh device database button didn’t work. The action behind that button has been fixed.
  • Bug-fix: Purchasing costs of an assets were in a wrong product part category once an asset was taking over on a maintenance-only contract.
  • Bug-fix: Behaviour of the “use individual selling price” checkbox in a contract form reworked.







3.8.1







9th June 2022
  • Internal Feature: New internal device database maintenance module provides a modern user interface and improved performance for the better and more efficient data maintenance and data import. This is essential for EOL of Silverlight application.
  • Improvement: Distribution of the product amount in an all-in future contract has been improved.
  • Improvement: Transfer contracts button removed from the future grid.
  • Improvement: Removed proposal summary dropdown from the current contract form.
  • Improvement: Better error message with more information when trying to import CSV file with invalid mac address.
  • Improvement: The new DESCRIPTION placeholder was only available in a non-grouped table. Now it has been included to the grouped table which is important for the quotes.
  • Improvement: Some placeholders (e.g. DLR-PPP?PRN?STD?BW) were missing in a [[TR_TPD?CONTRACTED]] table.
  • Bug-fix: Some csv file content caused a Target Invocation Exception error message. Validation of the values improved.
  • Bug-fix: In some rare cases product part was set to 0 or was wrong calculated.
  • Bug-fix: Wrong currency symbol appears in report.
  • Bug-fix: “Sales Rep” workspace renamed to “Sales Manager” in a sales manager profile.
  • Bug-fix: “Transfer fee question” dialog after keeping a single asset in a floorplan (visual optimisation) was missing. As a result, the costs for kept assets were not taken over to the future state.







3.7.1







19th May 2022
  • Feature: New contract type “Maintenance Only” included. With this new pool contract type, users can attach assets with an individual single purchasing or single leasing contract terms. This is useful to cover situations where assets have one common maintenance contract, but different hardware contract terms (price, lease rate, duration, start, purchasing date, depreciation etc.)
  • Feature: Future contract calculation based on purchasing price and margin has been extended to the possibility to enter purchasing and selling price at the asset level. For both – product and maintenance individually. This can be activated in the product / maintenance calculation by selecting “use individual selling prices”. Means, instead of entering margin for a future state contract, then calculating overall future costs, and finally distributing them to assets, users can enter selling prices for every asset (product and maintenance) individually.
  • Improvement: Data presentation of the analytics and productivity dashboard improved.
  • Improvement: New placeholders added to the virtual summary (future) contract.
  • Improvement: Virtual contract settings relocated in the project / application settings.
  • Improvement: Amounts formatting for the new virtual contract placeholders improved.
  • Improvement: Distribution of the amounts in a rent-all-in contract has been improved.
  • Bug-fix: Portfolio CSV Import button didn’t work







3.6.2







28th April 2022
  • Feature: New workspace “Summary” has been added to the Proposal section. This workspace summarizes future contracts to 5 “virtual contract” groups. Every physical future contract can be assigned to one of these groups in order to be presented in an offer in a more customer friendly way rather than in a table of contracts. This process makes possible to have more than one contract to be well presented in a quotation on a single page using dedicated single reporting placeholders. Furthermore, this feature enables users to group “print/copy”, “software”, “IT” contracts for better offering to the customers.
  • Upgrade: All 3rd party frameworks and libraries have been updated to the latest LTS (long-term support) version to ensure application security. The significant one is the upgrade from .NET 5 to .NET 6 framework.
  • Adjustments: The analytics module along with the productivity workspace has been fine tuned for better data collection.
  • Refactoring: The code behind all tool bars has been reworked and improved.
  • Improvement: The rolled back change of the amount distribution (future state contract calculation) has been reworked and integrated in the current release.
  • Improvement: Loading box of the floorplan preparation looks better now.
  • Improvement: Red highlighted text on input error has been re-adjusted for the better visibility.
  • Improvement: Show “too many requests” and “local time is wrong” on login accordingly.
  • Bug-fix: Copy of an empty or virtual asset was causing an error.
  • Bug-fix: Cannot read properties of undefined (reading 'future') fixed.







3.5.3







17th March 2022
  • Feature: The new workspace “Productivity” has been added. The news area informs users about the update highlights, tips and tricks and other useful information for using the software more effectively. The dashboard area provides insight into the usage of the application by showing the top used and not used features, typical time spend in a project, typical project size and much more. This workspace requires user’s consent for the internal analytics module.
  • Improvement: The values distribution in the future state contract calculation has been reworked. Now it provides an accurate allocation of the calculated amounts for every single asset and equipment.
  • Improvement: The reporting placeholder filter “HAS-FLOORPLAN” has been improved. Now it provides the designed filter possibility for floors with an image.
  • Improvement: Project price update feature is now able to update assets specification as well.
  • Improvement: Several improvements in the project import, export, synchronisation, and merge functionality. For instance, if two last floors are deleted (one online, one offline), the synchronisation can fail, because at least one floor must remain; larger projects can be imported and merged.
  • Improvement: New Green IT placeholders have been added to show savings and comparison between current and future state.
  • REST API Extension: New endpoint for an integration with a billing system has been added.
  • Bug-fix: The image icon information (is image exists flag) of an asset was not copied when the asset was copied.
  • Bug-fix: Page volume formatting in the asset’s label (floor map) has been corrected. Text “pages per month” removed from labels.
  • Bug-fix: When generating a report for assets where no longer connection to the origin portfolio exists, an error message interrupted this process. Now, if origin is no longer accessible, the report generation will continue.
  • Bug-fix: Show the correct error message on login – if name or password is wrong, “login failed” is shown.







3.4.5







17th February 2022
  • Feature: Project price update feature reworked – it provides now more transparency in the update process of project articles and options, such as selection of new portfolio, consumables and equipment update, overview about results and reassigning non updated assets manually.
  • Feature: Synchronisation column shows the size of the project in the offline database. This helps when working with projects offline, because tablets / computers / browsers have different limits on how much data can be stored locally. If the size goes over the common recommended threshold, an information message appears.
  • Improvement: Search function has been improved – when searching for company or project the results are more user friendly – for instance showing all companies and projects with found text, but also all other associated projects if a company was found.
  • Improvement: Project synchronisation has been reworked – it is more robust and allows to upload larger projects from the offline application storage.
  • Bug-fix: Too large projects could not be uploaded from the offline database.
  • Bug-fix: Projects with optimisation arrows could not be uploaded from the offline database.
  • Bug-fix: Projects with some invalid data could not be uploaded from the offline database.
  • Bug-fix: “Asset to remove was not found” error appeared when optimizing offline.
  • Bug-fix: New created projects were missing permission for owner, if a user previously shared the host company with a group. Combined permission (user = owner + group = read only) are now correctly resolved.
  • Bug-fix: Culture format was not considered correctly during generation of the floor plan reports. For instance - thousand or decimal separators in the labels with page volumes.
  • Bug-fix: Some of the device images were not correctly inserted to the reports / quotations.
  • Bug-fix: Some dialogues flickered when opened.
  • Bug-fix: Empty error message with only “cancelled” as information has been extended to meaningful error report.







3.3.2







19th January 2022
  • Feature: New grid-view is available in portfolio articles tables – “Duplicates”. It helps to search for articles with the same order number und amend (remove, replace, reassign etc.) them.
  • Improvement: Global user list in the admin area provides information about the user’s language and valid “is enabled” status.
  • Improvement: Moving a project to a read only company is no longer possible.
  • Improvement: Technology grid-view for asset list has been updated.
  • Maintenance: 3rd party libraries and UI components have been updated.
  • Bug-fix: CSV asset import with combined column [Make/Model] didn’t worked properly
  • Bug-fix: When importing locations, buildings, floors, departments and cost centres, the limitation to 100 characters was not checked properly. As a result, an error message appeared.
  • Bug-fix: CSV portfolio import was case sensitive for some identifier columns.
  • Bug-fix: CSV portfolio import did not import some of the articles although the identifier was unique.
  • Bug-fix: For some users it was not possible to update their application settings, because higher permissions were required.
  • Bug-fix: Sometimes area names on a floorplan disappeared. (Fixed in edge browser)
  • Bug-fix: Project file that does not contains any paper assets could not be imported.
  • Bug-fix: Merge projects didn’t work in some cases.














3.2.2














9th December 2021
  • New language: User Interface is now available in Swedish as well.
  • Improvement: Portfolio CSV Import interface has been improved. Next to the official order number it now considers make and model to take the right article from the device database. This is necessary, because many articles are using the same order number, although they are from different manufacturers.
  • Improvement: Error messages with empty data contains now more information about the error.
  • Improvement: Error messages during report generation containing now more valuable information for user to know what is wrong in the template, rather than showing 500 internal server error.
  • Features and improvements in the admin profile: Next to the possibility of managing report templates and grid views, also csv import profiles can be managed in the administration area.
  • Bug fix: After cancel “confirmation dialog” when moving a project to a different company, the second dialog appears anyway. This has been fixed.
  • Bug fix: Api Key Dialog in the administration area was too small to show all details.
  • Bug fix: Technology grid view was not grouped by category.
  • Bug fix: Data is null error appears when trying to delete corrupted devices from a portfolio. Devices have been fixed and the initial reason for this bug has been fixed as well.
  • Bug fix: When entering a date in project form, the software saved the date minus one day into the database. This was caused by different time regions and has been fixed now.
  • Bug fix: Set intermediate value is not a function error appeared when trying to change floor map settings.
  • Bug fix: Is not a member of type MSD.AssetDto error appeared when working with IT assets.
  • Bug fix: Uploading CSV file with too large values (e.g., name > 100 characters) causes 500 server error.
  • Bug fix: Modifying assets with invalid date led to SqlDateTime overflow exception. Minimum date set to 1.1.1900.
  • Bug fix: Cannot read properties of undefined - reading getData in a crop dialog has been fixed.
  • Bug fix: Sales Manager Profile - nullable object must have a value error has been fixed.
  • Bug fix: When trying to import an empty CSV file, system will react accordingly.
  • Bug fix: Software requested more share permission that needed to allow user working on a project. Instead of just checking read & write permission, the application required read & write & owner to allow user changing the content of a project. As a result, an access denied message occurred.














3.1.0














12th November 2021
  • New feature: “Give feedback” dialog is now available in the main menu (behind [?] button) of the software. Every user can now provide valuable feedback, suggestions, bug reports, or ideas on how to make the product better directly through the application. Along with the integrated error reporting function, this feature enables a structured feedback loop between users and development team.
  • New feature: Previously, accessories could be attached to products by only selecting a product and then accessories for it. In the new version, it is also possible the other way round. The “Attach accessory / consumable to product(s)” function in the portfolio’s secondary articles (accessories and consumables) table enables to (de)attach secondary articles (from)to multiple primary articles at once. This is useful when changing the connection of an accessory to several products – e.g., replacing deprecated accessories with the new ones.
  • Features and improvements in the admin profile: Function to move all projects and portfolios from one user account to another; New columns are available in the user lists; Additional confirmation dialogs were added.
  • Bug fix: Accessories assigned to a service product were not visible in the asset form after taking over a product along with the items to a project.
  • Bug fix: “… you have to give me a floor” error occurred when selecting multiple assets from different floors to assign to a different site.
  • Bug fix: Second attempt on opening “CSV import to portfolio” dialog failed. Refresh was necessary.
  • Bug fix: Read only projects were only locked on the server side, but not in the client’s user interface.
  • Bug fix: Cost centre placeholder in the [[TR_CPD]] table did not work properly.
  • Bug fix: Date of replacement was removed in a copy of a project. Now it is copied as well.
  • Bug fix: Some grid-views with grouped columns were no longer grouped. Grouping re-activated.














3.0.7














15th October 2021
  • Major upgrade: All 3rd party frameworks and libraries have been updated to the newest major version to ensure application security and provide better overall performance. Majority of existing features have been reworked to make them more robust and better prepared for future enhancements.
  • New feature: Almost every data table (assets, contracts, consumables, products) in the application has now an export to excel function build in. The “export all data” button is available in the extended menu (3 dots on the right).
  • Improvement: Many pop-up dialogs are now movable and resizable
  • Improvement: Portfolio list is now automatically sorted by modification date to show the most recently changed portfolios first.
  • Improvement: Consumable Assignment dialog includes now also make and yield columns.
  • Improvement: Asset transfer dialog has been translated in all available languages.
  • Placeholders: New placeholders have been added to the report generator – product selling price for the grouped table (important for quotation); equipment offer details placeholder to write list of accessories without their purchasing price; The CTPD table now includes the meter readings and estimated volumes as well.
  • Bug fix: Copy assets function didn’t work properly if number of copies was higher than 1.
  • Bug fix: Adjusting volumes with a negative percentage led to an error. Negative values are no longer allowed in the user interface as this feature is not yet supported.
  • Bug fix: Single leasing amount wasn’t transferred from current to future asset during 1 to 1 optimisation process.
  • Bug fix: Unit of measurement was missing in some dashboard diagrams.
  • Bug fix: If an origin product or portfolio is deleted, an “not found” error appears when trying to work with accessory assignment. Now the list will be empty until an asset is reassigned with a new valid product.














2.6.3














8th July 2021
  • New feature: ITscope integration allows to insert any IT and Software articles from the ITscope database and apply them as products inside a portfolio or as assets in the current or future state. Note: MSD users need to bring their own ITscope license, as it is not included to this integration. To activate that feature, put a valid API key in the settings area (“ITscope access” menu item under the account name on the top right of user interface).
  • New feature: With the single leasing contract option for any asset, it is possible to put a lease rate, contract start date and duration at the asset level without a need to create a contract and attach asset to it. To use that feature, activate the checkbox “Single Leasing Contract?” in the asset form (Product Part / Prices). This saves a lot of time if you deal with multiple leasing / rental contracts which are individual for every asset. Furthermore, these values can be imported with a CSV file or also be pre-defined in a portfolio. Similar as MSD calculates single purchase contracts (assets which are not attached to any pool contract) it calculates now also the single lease contracts by using the lease rate instead of customer buy price and depreciation period.
  • Improvement: The usability of the CSV import interface has been massively improved by providing additional preview columns in the columns mapping area, and also by applying the values from a csv file through the new algorithm of values conversion. This reduces the probability of import failure.
  • Improvement: Taking over also ID values, such as dealer part number has been enabled. Entire handling of CSV files in portfolio has been improved.
  • Improvement: Transferring of the current asset data to the future state has been completely reworked to transfer only those fields to future assets that are making sense in every case: 1 to 1, 1 to n, n to 1 optimisation, keeping of assets, keeping contracts, reassigning assets etc.
  • Improvement: Contract workspace re-redesigned: Less columns in the contracts table to avoid cumbersome horizontal scrolling of master and detail tables. Showing the number of assets in a contract. Showing only relevant fields in the forms. New relevant columns included to the contracted assets table.
  • Improvement: The list views in all workspaces have been re-designed. Better size of the columns, better positioning and more senseful default visibility of the columns. Filtering for some columns (like room number) has been activated.
  • Improvement: Select and unselect of assets across multiple pages or by using filtering has been improved. Now once new filter is selected, the last selection of assets will be removed automatically.
  • Enhancement: Placeholder catalogue has been extended to additional description of the placeholders and a copy button has been inserted for easier extraction of the placeholder names.
  • API Improvements: New end points available for creating / updating multiple meter reads; API documentation re-organised – only the necessary end points are visible now.
  • Admin UI: New workspaces, tables and views along with better administration
  • Bug fix: When applying consumables costs as default dealer CPP in the future state, the distribution of the maintenance costs to the assets was in some cases incorrect.
  • Bug fix: The distribution of the all-in costs in a mixed contract (paper, IT, software- assets) was incorrect if all-in contract was chosen.
  • Bug fix: “Multiple assets selected” message sometimes appears although only one was selected
  • Bug fix: Entering of a date causes issues in the date conversion for some cultures / regions
  • Bug fix: Some minor issues with the iPadOS 14.5 have been solved



















2.5.3



















28th April 2021
  • New feature: Now it is possible to attach multiple images to an asset or item. Up to 10 photos per asset can be attached on either online or offline version of the MSD. This feature can be also used for a quick on-site data collection by “scanning” the status pages and other relevant documents. Later (e.g. in the back office), this data can be entered to the corresponding fields by using side by side photos and the asset form windows.
  • New feature: Placeholder catalogue for the reporting templates is now integrated into application. Use [?]<<” Placeholder Catalogue” to access this feature. It allows to quickly search for a placeholder, group by table types, always see the up-to-date version of the catalogue. The detailed descriptions for every placeholder are not finished yet, they will be included separately to the table along with the updated user guide.
  • Changes: New colour scheme / palette, new styles, improved user experience in some areas
  • New placeholders: Green IT and Savings. All placeholders are visible in the new catalogue.
  • Improvement: The software checks now for a new version by the first access to the internet page. This feature updates the local PWA application automatically.
  • Improvement: Error dialog includes now more information about the issue
  • Improvement: When copying, merging, or synchronising the projects, the asset order in the table was changed. Now all assets are sorted by the consecutive numbers
  • Improvement: Now it is possible to filter by “Assigned to Contract” column in the “Attach Assets to Contract” dialog
  • Improvement: After clicking on “Remove project from local storage” button a confirmation dialog appears. This avoids incidental deletion of the locally stored projects.
  • Improvement: Uploading photos on a tablet (iPad) was taking too much time.
  • Bug fix: Floorplan client module was trying to access department from a different project
  • Bug fix: In some areas an error appeared “Undefined is not an object”
  • Bug fix: Searching for a model in portfolio led in some cases to an error
  • Bug fix: Parsing an entered MAC address led in some cases to an error
  • Bug fix: “Cannot read property ‘trim’ of undefined” has been fixed
  • Bug fix: Allocation fields had wrong descriptions
  • Bug fix: Swiping between TABs on iPad led sometimes to an error
  • Bug fix: A “mutation operation error” appears in some cases when synchronising projects
  • Bug fix: Wrong parameters were provided in some cases when trying to delete optimisation arrows
  • New system feature: Administration have been extended to the several new capabilities such as API Key and enhanced user views














2.4.1














12th March 2021
  • Bug-Fix: When importing meter readings, all records are getting the current date instead of provided snapshot date in the csv file. This leads to the wrong monthly volume calculation.
  • Bug-Fix: Meter Readings import with decimal/thousand separator import did not worked properly
  • Bug-Fix: Data inside columns with empty spaces at the end could not be imported
  • Bug-Fix: Some existing CSV import profiles did not work properly
  • Bug-Fix: Project transformation set all new current state devices as already optimized. This makes new optimisation impossible.
  • Bug-Fix: An appropriate error message is shown if an account is disabled. In the previous version the loading after a login did not stopped to spin.
  • Change: Make/Model combined columns deactivated for IT assets, because no database with IT makes is available yet
  • Change: In the grid view “Floor Overview” the first column was too wide. The size has been changed.
  • Change: “Use” column of the consumables table has been moved to the first place, because it is no longer a fixed column.
  • Improvement: The button “optimize” has been activated in the “current assets” workspace. This enables a user to do the optimization while collecting assets without switching to different workspace.
  • Improvement: Automated mapping of columns with known names (additional ‘wizard’ button in the csv import dialog)
  • Improvement: The windows splitter has now a second button which opens the hidden window to 50%. This is useful for example in the asset workspace if you want to see both – asset lists and the asset photo windows.
  • Improvement: Filters “Project/Floor”, “All/Plotted/NotPlotted” in the Floorplan workspace reacted too slow. The same for selection of the contracted assets in the contract workspace. The performance in these areas has been improved.
  • Improvement: When working on the iPad, the “Apply selected one” button was sometimes inactive, even if a device was selected. The application reacts now to another event to improve the usability on the iPad.















2.3.6















4th March 2021
  • Feature: Next to the possibility to edit conversion rate from EUR to different currencies, also USD conversion rate can be configured in the project settings. This is important to convert device database prices from USD directly to CAD without calculating to EUR first. Furthermore, the historical exchange rates of the last 6 years have been updated. These exchange rates are used as a proposal if no specific exchange rate has been entered.
  • Improvement: CSV Asset Import interface as well as entire import process and the user interface have been reworked to provide better usability, robustness, and performance
  • Improvement: Positioning of devices on the floor map using either drag & drop or arrow-buttons has been improved for different devices – desktop computers, laptops, and tables.
  • Improvement: The image crop dialog manages the size of the file automatically. Other features like flip, crop, b/w conversion etc. stays as they are.
  • Improvement: The about dialog has been extended to additional information like – device database publish date, local device database version etc.
  • Improvement: If internet connection is interrupted, an appropriate error message is shown.
  • Change: It is not allowed to provide “Owner” permissions when sharing companies, projects, portfolios to a group of users. Only single users can get this administrative permission. This helps to guide users to the correct workflow of sharing companies, projects, and portfolios.
  • Change: When a column size is adjusted in a table, the columns nearby keep their size.
  • Change: Increased number of decimals for those fields like CPP, per paper sheet etc.
  • Bug-fix: Uploading floor plans from iPad’s capture IT caused errors if no scale for the floorplan was selected
  • Bug-fix: REST-API documentation was unavailable. Activated again.
  • Bug-fix: Sometimes an error occurred when trying to delete optimisation links.
  • Bug-fix: Error “Request-URI too long” appeared when to many search parts have been added to the search box.
  • Bug-fix: Advanced View was not available in the future state asset table.
  • Bug-fix: Columns for future IT assets have been corrected (some were missing, some were wrong)
  • Bug-fix: Updating local (offline) device database did not worked in some cases
  • Bug-fix: “Unknown validation group” error fixed
  • Bug-fix: Own product images in portfolio did not worked in a project when generating a report
  • Bug-fix: Improvements of the PWA sync module helps to avoid some issues










2.2.2










2nd February 2021
  • New feature: Next to the CO2 emission per toner cartridge, also CO2 emission per manufacturing process and the technician journeys
  • Change: Xpress profile has been added to the new client
  • Improvement: Translation of existing languages has been improved
  • Improvement: The usability of the portfolio import module has been improved
  • Improvement: Missing categories inside equipment assignment dialog have been added
  • Improvement: SalesManager module has been extended to additional columns to provide more clarity about the meaning of the figures
  • Bug fix: Legal company name in the address form was limited to 30 characters. This has been changed to 100 characters.
  • Bug fix: CSV-Import runs to an error if no profile was created
  • Bug fix: Default (grey) value was invisible in the service costs per page of the asset form
  • Bug fix: Alternative consumables were not taken correctly
  • Bug fix: Wrong energy calculation after keeping devices
  • Bug fix: Bad request error has not contained additional information
  • Bug fix: Use for TCO calculation flag has not been transferred to portfolio correctly




























2.1



























11th

December 2020
  • New feature: User defined fields can now be independently customized for all categories – paper in/output, IT, software, services, items (stuff icons). The names of these fields are visible in all forms except the project settings (as labels) form where they are defined.
  • New feature: Portfolio CSV Import interface provides advanced capabilities of import and update data from an ERP system or any Excel file into a portfolio.
  • New feature: Portfolio Price Update allows to refresh the product prices and some other properties from for the articles taken from the device database
  • New feature: Possibility to export (download) a project to a file to save it on the local storage. This file can be then imported (uploaded) to the software. This allows to exchange projects also via email, sharepoint, cloud storage etc.
  • New feature: Possibility to keep a contract (transfer a contract from the current situation to the future state including attached assets)
  • New feature: Reassign of portfolio products in case a wrong one was selected / imported.
  • New feature: When a new project is created, a user is asked to create additional shares based on the information at the company level. Furthermore, the company owners will always receive permission for any new project inside their company
  • New feature: Possibility to create multiple items (stuff-icons) at once
  • New feature: Excel export button integrated to the items (stuff-icons) table
  • Improvement: Offline application (PWA) uses now different names of the local database according to selected instance
  • Improvement: New placeholders have been added
  • Improvement: CSV import interface has been added to the future state assets as well
  • Improvement: Possibility to group software, IT and services inside the table
  • Change: IsOfflineAllowed is activated by default
  • Change: Some icons of the tool bar have been improved
  • Change: Translation of the price update and portfolio update forms included
  • Change: Thickness of the label line has been increased from 1 to 2
  • Upgrade of 3rd party components: Angular 11 and UI Components have been updated
  • Bug fix: Avoid locking companies for their owners, when deal with company’s and project’s permissions
  • Bug fix: TEC value format corrected – decimals included
  • Bug fix: Double columns in asset tables removed
  • Bug fix: Edit possibility of the distribution key in current and future state
  • Bug fix: “Address/Estimation” error when trying to perform the transformation of a project
  • Bug fix: DateBox – allow custom value (manual input of a date)
  • Bug fix: Product image upload fixed
  • Bug fix: Visibility of AppUsers for Licensee Admins
  • Bug fix: Utilization rate has been removed from the capture IT profile
  • Bug fix: Various bug fixes in the floor planning area
  • Bug fix: Maintenance part of the TCO was not calculated for the IT assets
  • Bug fix: ExceptionMessage is null error
  • Bug fix: Serial number is transferred to future assets only in keep mode
  • Bug fix: IsSelectedByDefault flag was not transferred from the device database to portfolio
  • Bug fix: Distribution of the volumes like 100% to one device and 0% to another was not possible, but only 98% and 2%. (if more than two devices were involved) This has been improved.
  • Bug fix: Radius colour with decimal digits failed
  • Bug fix: Various other bug fixes based on the sent user error reports

















2.0
















10th

November 2020
  • New major feature: The application is now a Progressive Web App (PWA) which makes possible to work offline as well. This offline feature is a replacement for the well-known capture IT app for iPad and provides a necessary feature set to collect data onsite without having internet connection. Projects can then be synchronized with the cloud database. The PWA can easily be installed on your desktop / home screen by clicking on the plus button in the chrome browser’s address line on the right. Since this application is a web-based application, it works on any modern device with MacOS, Windows, iOS and Android. It is recommended to use Google Chrome for having access to all features of the PWA technology.
  • New feature: Project transformation function is now available in the project table. It makes a copy of a selected project where the target project’s current situation is a converted source project’s future state.
  • New feature: A crop dialog is now available. This dialog appears every time you upload an image (e.g. floor plan or picture of a device) and provides you the basic crop functionality plus much more – rotating, flipping, converting to black & white picture, reducing quality or size of an image or adding a white border to an image. Reducing the size of the file helps for faster synchronisation of a project between online and offline version, furthermore reports can be generated much faster if images are smaller.
  • Improvement: The error report dialog has been improved from the usability perspective. An error message can now be forwarded to perform IT either anonymised or with the personal data to enable support team to contact person for additional questions.
  • Extension: Now it is possible also for IT assets to import the structure with Location, Building and Floor.
  • Extension: CSV Import of IT assets has been extended to the update functionality. Also IT assets can now be updated by using matching identifier like serial number.
  • Extension: A auditor profile is now available. It is a user profile that has a reduced functionality with a single purpose – onsite data collection.
  • Upgrade of 3rd party components: Angular updated to version 10 and new 3rd party components have been installed.
  • Bug fix: Share dialog was empty on the left site, so that it was not possible to create new shares.
  • Bug fix: Replacement amount field was in the wrong area of the contract form.
  • Bug fix: Error message appears sometimes when zooming the floor plan.
  • Bug fix: Reducing the size of a project form did not changed the positions of fields. This is required for mobile devices.
  • Bug fix: It was not possible to group by location, building and floor in the IT asset tables.















1.8















20th October 2020
  • New feature: Price update is available in the customers workspace. This feature allows you to update asset prices and some other device specification fields using the tab “update prices” of the project form. Use this feature whenever you want to include the newest pricing out of the device database or your portfolio into selected project.
  • New feature: Possibility to change colours of the radius circles in a floor plan. This can be done on the project, floor, asset, and item (stuff icon) level.
  • Floor plan improvement: Scale points have a fixed size now. The variable size was in some resolution cases too small or too large.
  • Bug fix: Floorplan rendering for the reporting was different from the view in the application – asset circles, optimisation arrows. This has been fixed.
  • Extension: New categories for IT-, Software-, Service- assets and equipment parts have been added. New icons for the floorplan have been assigned as well.
  • Improvement: All table views (incl. default ones) have been reworked for all workspaces
  • Extension: Dashboard has been extended to the IT-, Software-, Service- views. Furthermore, detailed view of the labour costs has been included to the pie chart.
  • Upgrade: 3rd party UI controls have been updated to the latest version and adjusted to the application’s UI.
  • Improvement: Columns and view of the tables in the contract’s workspace has been adjusted to provide a better usability of that workspace.        Extension: It was not possible to overwrite the suggested replacement amount in the current contract form. Now, a suggested figure is shown in gray and can be overwritten with the customer’s value.
  • Admin: Created application users are activated by default. Security of that process has been improved.
  • Admin: Issue with only two characters in the culture (eg. “en” instead of “en-GB”) has been solved.
  • CSV Import view: Once a CSV file is imported, a “import checking” view is selected by default. The key for the grouping has been adjusted.
  • CSV Import process: It was not possible to update distribution key for the contracts. Now it can be imported again.
  • New placeholders to export X and Y coordinates have been included.







1.7









30th 

September 2020
  • Administration UI reworked
  • Possibility to put a limitation date for a NewClient users. Also, possible to disable new users.
  • Advanced mode activated for IT assets
  • Bug fix: Floorplan areas – context menu was buggy
  • Bug fix: Wrong default language was selected based on the user culture
  • Report generator placeholders: IT assets placeholders included
  • Issue with IPAddressUI field fixed (server error when removing IP address from an asset)
  • Dashboard extended to IT, Software and Service assets
  • MSD Sales profile included
  • Bug fix: Sum line appears twice when refreshing contracts list view with embedded table  
  • Error report extended to necessary information about the user and instance
  • New placeholders to export X and Y coordinates have been included.














1.6.7














21st 

August 2020
  • New Feature: Import IT assets. Next to the CSV import of paper in/out assets, now also the IT, software and service assets can be imported.
  • New Feature: Enhanced floor plan settings. For every floor - every icon and label can be now separately zoomed and saved for the reporting. Furthermore, the colours for arrows can be changed now.
  • New Feature: Custom equipment. Next to the option to take over parts from a device database and portfolio, it is possible to create a new empty record and fill in all data directly in a project. This is especially useful when working with IT assets, because there is no IT device database available now.
  • New Feature: Multi-select in floor map. In the previous version, it was only possible to multi-select/edit assets in the assets-workspace. Now, also in the floor map multiple assets can be selected and edited with the pop-up menu “Edit asset(s)”.
  • Improvement: Better compatibility of floor map module for using on tablet devices with touch screen.
  • Improvement: Language can be now independently selected. (Culture is used for formatting currencies and numbers and other local view settings)
  • Improvement: Additional columns added to equipment dialog, optimisation links table and some other grids.
  • Improvement: Opportunity number field is now available in the project form.
  • Improvement: Consumable workspace tables including now additional relevant information like asset’s serial number.
  • Improvement: Dashboard figures and visualization have been improved. E.g. visible sums for some diagrams.
  • Upgrade: 3rd party development components have been updated and adjusted
  • Bugfix: An error occurred in the consumables workspace when selecting “by asset”.
  • Bugfix: Grouped placeholders for floor map reporting did not work.
  • Bugfix: Creating software assets did not work properly.
  • Bugfix: Copy portfolio removes the category (sets to others) for some articles.
  • Bugfix: Copy of assets did not work properly.
  • Bugfix: Could not save IP address for assets.
  • Bugfix: Configuring equipment over the floor map dialog did not work properly.
  • Bugfix: Some field names in the asset’s energy form have been corrected.
  • Bugfix: Empty asset could not be created in the floor map area.











1.5.2











1st 

July 2020
  • New Feature: SalesManager Module now available (including Statistics Workspace for consultants)
  • New Feature: Password reset in the login screen
  • New Feature: Support for touch devices (android, surface, apple tablets and other mobile devices
  • Improvement: dialogs don’t cause errors
  • Feature Extension: Notification by e-mail when sharing project, error messages etc.
  • New Feature: Error Logging and integrated communication with Support
  • Bugfix: wrong currency and list of consumables in reporting fixed
  • Bugfix: KPI dashboard fixed
  • Bugfix: change of measurement units did not affect the radius of assets/items. Different measurement units are now being considered
  • Bugfix: (unused consumables kept) in project merge feature fixed
  • Bugfix: “null” measurements units in the Settings is fixed
  • Bugfix: Creating new contract is fixed
  • Bugfix: wrong update of the meter readings when importing a CSV file with multiple reads, when some of them are empty
  • Bugfix: First Portfolio can be shared now
  • Bugfix: “one to many” function when optimizing is fixed
  • Bugfix: not responding “unauthorized” dialog has been redirected to the login page
  • Bugfix: wrong field names have been corrected (e.g. Discount Amount instead of Discount Percent)
  • Bugfix: wrong number of decimal places in some fields has been corrected
  • Bugfix: Error when searching for consumables or equipment has been fixed
  • Bugfix: Search for options inside a device model form wasn’t possible – fixed
  • Bugfix: Different culture in reporting in comparison to user interface. As a result, wrong formatting of some amounts, fixed.
  • Improvement: custom logos can be implemented for a server instance
  • Improvement: the current password policy is displayed now when updating the password