Matrix

Release Date: May 20, 2021

Changes are considered either Enhancements or Fixes. The Enhancement and Fix sections for each module/application are ordered chronologically.

• Enhancements are changes made to improve a functionality.
• Fixes are changes made to correct a bug or error in the system.

Release Note details are recorded in the following format:

Title of Enhancement or Fix
Date Added
Ticket Number relating to update
GitLab ID for internal tracking
Information describing what has been changed, added, or fixed.
Path the user can follow to locate the update in the software.

The following section contains Enhancements and Fixes applied to applications within the Matrix software platform.

Caller Assistance & Data Entry #

This section contains Enhancements and Fixes made to the Data Entry and Caller Assistance pages within Matrix.

Enhancements #

Result Description Column
02/10/20
Ticket Number: 324792
GitLab ID: Matrix!5416
Added additional column, Result Description, to the Closed Tickets table within Caller Assistance. This column will display information regarding tickets’ assigned Result Codes.
Path: Matrix > Caller Assistance > Closed Tickets tab

Assigning Areas to Zones
02/11/20
Ticket Number: 324558
GitLab ID: Matrix!5426 & Core!1992
Additional field, Assigned Area, has been added to the Zone Edit dialog box. Users can utilize this field to attach areas to zones as necessary. This option will appear if the account is set up to use areas and the Signal Requires drop-down is set to A or B.
Path: Matrix > Data Entry > Zones tab

Chart Code Lookup Table
02/25/20
Ticket Number: 325729
GitLab ID: Matrix!5541
The Chart Code Lookup table within Data Entry Admin will now display the Chart Codes’ associated Call Lists and Priority Levels.
Path: Matrix > Data Entry Admin > Chart Code Maintenance tab

Store Number Search
03/04/20
Ticket Number: 321533
GitLab ID: Matrix!5581
Additional field, Store Number, allows users to search for and select a subscriber based on their assigned Store Number.
Path: Matrix > Caller Assistance/Data Entry > Store Number Field

Delete All Schedules By Area
03/05/20
Ticket Number: 326180
GitLab ID: Matrix!5586 & Matrix!5626
Additional toolbar option, Delete All By Area, allows users to delete schedules based on their assigned area.
Path: Matrix > Data Entry > Schedules tab

Generate Next Account
03/13/20
Ticket Number: 316540
GitLab ID: Core!1891 & Matrix!5302
Users can select the Generate Next Account option to generate a new account number if the previously generated number is not satisfactory.
Path: Matrix > Data Entry > Create New Account

Camera Data Entry Updates
04/03/20
Ticket Number: 324765
GitLab ID: Matrix!5695
When adding cameras using Digital Watchdog and Milestone API, users will now be requested to identify the camera information. This is to assist with streamlining the data entry process for these camera types.
Path: Matrix > Data Entry > Add Ons > Video Data Entry > Add > Select Either Digital Watchdog or Milestone API and complete the Data Entry process

Updated Field Names
04/21/20
Ticket Number: 327163
GitLab ID: Matrix!5736
Renamed the Subscriber Number and Page Type fields to Page Destination and Delivery Type respectively. These fields function the same as they previously did, they have just been renamed for clarity.
Path: Matrix > Data Entry > Contacts tab

Clarify Unspecified Descriptions
04/21/20
Ticket Number: 327431
GitLab ID: Matrix!5741
When users select zones for History Type Exclude options, the description (no description given) has been added to zones with blank description fields to properly communicate that no description was written.
Path: Data Entry > Contacts tab > details for a contact > Voice Options > History Type Exclude

Viewing Invalid Subscribers
05/26/20
Ticket Number: 339118
GitLab ID: Core!2427
Users configured as N for Dealers or Subdealers can now view invalid account information if desired.
Path: Matrix > Data Entry

Copy Contacts
06/23/20
Ticket Number: 341969 & 326098
GitLab ID: Matrix!5840, Core!2511, Core!2512 & Core!2487
New option, Copy Contact, within Data Entry allows users to copy contact details to other accounts as necessary.
Path: Matrix > Data Entry > Contacts tab > Copy Contact

Preserve Table Filters
06/26/20
Ticket Number: 326174
GitLab ID: Matrix!5930
When users filter the Schedules tables within Data Entry, their filter options will remain after deleting or editing schedules.
Path: Matrix > Data Entry > Schedules tab

Writing Edit Requests to History
08/05/20
Ticket Number: 343906
GitLab ID: Core!2688
When emailing Edit Requests, the system will write that the request was sent to the account’s history report.
Path: Matrix > Data Entry > Edit Request

Creating Subscriber Accounts
10/09/20
Ticket Number: 348060 & 350578
GitLab ID: Matrix!6338, Matrix!6441, & Core!2906
When users are creating a new account within Data Entry, when they attempt to edit zones for the new subscriber, they will be prompted by the system to create the subscriber first before beginning the zone creation process.
Path: Matrix > Data Entry

Email Address Column
10/21/20
Ticket Number: 323722
GitLab ID: Matrix!6361 & Core!2946
New column, Email Address, can be added to the Contacts table within Data Entry. This column will display the first email added under the contact’s profile.
Path: Matrix > Data Entry > Contacts tab

Load List Additional Options
11/04/20
Ticket Number: 350146
GitLab ID: Matrix!6407
When viewing Include/Exclude lists in Subscriber History, users can now create new and edit existing lists from the Select List dialog box.
Path: Matrix > Data Entry > History tab

New Column Option
11/09/20
Ticket Number: 310722
GitLab ID: Matrix!6422 & Core!3013
When viewing contacts within Data Entry, users will now have access to the Must Call Lists column. This column displays all call lists the contact is labeled as Must Call on.
Path: Matrix > Data Entry > Contacts tab > Contacts tab

Used Last Account Option Fix
01/12/21
Ticket Number: 349428
GitLab ID: Matrix!6580
Corrected issue that caused the Use Last Account flag within Matrix to default to what was used by CORE. If the flag was turned on in CORE, it would default to on in Matrix. This would cause the last used account to display even if the flag was turned off within Matrix.
Path: Matrix > Data Entry

Display Queued Changes for New Accounts
01/13/21
Ticket Number: 351009
GitLab ID: Matrix!6585
When viewing new accounts in Caller Assistance, users will now have access to the Queued Changes tab.
Path: Matrix > Caller Assistance

SMS Opt In For Premises
01/25/21
Ticket Number: 353503
GitLab ID: Matrix!6628
Added the Send SMS Opt In Message option to the Premises tab within Data Entry and Caller Assistance. This option allows users to send the opt in message to customer premise numbers.
Path: Matrix > Data Entry/Caller Assistance > Contacts tab

Queued Change Report
01/29/21
Ticket Number: 354817
GitLab ID: Core!3257
New Queued Change report will show any changes made to Account Hourly Test options.
Path: Matrix > Data Entry > Queued Changes

Deleting Last Contact Notification
02/08/21
Ticket Number: 352839
GitLab ID: Matrix!6873 & Matrix!6677
If a user attempts to delete a contact who is the last specified party on a call list, a notification will display prompting the user to confirm they would like to delete the contact.
Path: Matrix > Data Entry > Contacts tab

Queued Change Approvals
02/22/21
Ticket Number: 355753 & 351319
GitLab ID: Core!3345 & Core!3568
Added queued change approvals to the history view when viewing more details on events.
Path: Matrix > Data Entry > History tab

Open/Close Status Information
03/17/21
Ticket Number: 357612
GitLab ID: Matrix!6776 & Core!3445
When viewing Open/Close Status within Caller Assistance, users will now see the Area and Area Description tied to the status.
Path: Matrix > Caller Assistance

Data Entry Account Locked
05/03/21
Ticket Number: 351385
GitLab ID: Core!3587
Updated the display of which user is locking an account within Data Entry to also display the user’s name as well as their operator code.
Path: Matrix > Data Entry

Fixes #

Linked Accounts Alert
01/29/20
Ticket Number: 310142
GitLab ID: Core!1924
When deactivating accounts, users will be notified via a popup if the deactivated account is linked. Prior to this change, if the Master linked account was not the account being deactivated, the remaining linked accounts would not be deactivated as intended.
Path: Matrix > Data Entry Admin > Reactivate/Inactivate Account tab

Changed Date Formatting Fix
02/03/20
Ticket Number: 324690
GitLab ID: Matrix!5379
Corrected issue where the Changed Date column would display dates in the incorrect date format. This has been corrected so the field will display the date in standard solidus format.
Path: Matrix > Data Entry > Zones tab

Default Options for Adding Schedules
02/05/20
Ticket Number: 324562
GitLab ID: Matrix!5395
When adding schedules in Matrix Data Entry, the Type and Once/Many fields will default to Both Open/Close and Many respectively.
Path: Matrix > Data Entry > Add Schedule

Completion Date Fix
02/18/20
Ticket Number: 325293
GitLab ID: Core!2041
Corrected issue that caused tickets to not display within Caller Assistance. Prior to this fix, the completion date was not populating properly when tickets were closed which caused them to not display correctly.
Path: Matrix > Caller Assistance

Schedule Times Fix
02/20/20
Ticket Number: 325675
GitLab ID: Matrix!5513 & Matrix!5525
Corrected issue where invalid days could be selected when creating a schedule. Users will now be unable to select invalid days and an error will inform them if they do.
Path: Matrix > Data Entry > Schedules tab > Add

Default Schedule Frequency
02/26/20
Ticket Number: 325957
GitLab ID: Matrix!5545 & Core!2116
Updated the default value for the Once/Many field when setting up schedules to automatically populate with the Subscriber’s known frequency.
Path: Matrix > Data Entry > Schedules tab > Add New Schedule > Once/Many field

Default Cursor Positioning
03/12/20
Ticket Number: 326490
GitLab ID: Matrix!5625
Corrected the default cursor position to be left aligned. Prior to this change, users would select the text field and the cursor would populate where they clicked. This would cause issues when trying to update and populate the field.
Path: Matrix > Data Entry > Schedules > Add/Edit Schedules

Deleting Read-Only Field Information
03/26/20
Ticket Number: 327641
GitLab ID: Matrix!5680
Corrected issue where selecting the Delete Address Info option on account contacts would also clear the Contact Name field even though the field was read-only and could not be updated. This option has been corrected to only remove data from the Address fields as necessary.
Path: Matrix > Data Entry > Select Subscriber > Contacts tab > Select Contact > Contact Address > Delete Address Info Option

Contact Phone Number Formats
03/31/20
Ticket Number: 327523
GitLab ID: Matrix!5678 & Core!2252
Corrected issue that caused users without access to the phone number Format dropdown to input phone numbers in an incorrect format. Now, whatever format has been applied to contact numbers is the format users without access to the dropdown will be restricted to when updating numbers.
Path: Matrix > Data Entry > Select Subscriber > Contacts tab > Contacts subtab > Edit Existing Contact

Streamlining Premises Information
04/27/20
Ticket Number: 327463
GitLab ID: Matrix!5755
Removed the Passcode and the Passcode Honors These Also fields from the Premises Details options as Premises numbers do not have passcodes.
Path: Matrix > Caller Assistance/Data Entry > Contacts > Premises

Oldest Request Column Fix
05/07/20
Ticket Number: 339035
GitLab ID: Matrix!5790
Corrected issue that caused the Oldest Request column to display incorrect date information for Queued Changes without oldest request dates.
Path: Matrix > Data Entry/Caller Assistance > Queued Changes

Edit Disable Dialog Box
05/15/20
Ticket Number: 339501
GitLab ID: Matrix!5815
Corrected issue that caused the Disable Runaway field to display the incorrect selection when editing Disables labeled R.
Path: Matrix > Caller Assistance/Data Entry > On/Off Test

Invalid Entry Error
05/15/20
Ticket Number: 339166
GitLab ID: Core!2402 & Matrix!5787
Corrected issue that caused an error to display saying hidden fields have invalid entries. This would prevent users from saving contacts even though they did not have access to the fields the system was recognizing as invalid.
Path: Matrix > Caller Assistance/Data Entry > Contacts > Contact Details

Adding Additional Zones
06/25/20
Ticket Number: 342220
GitLab ID: Matrix!5928
Corrected issue that caused selecting the Save & Add More option in Data Entry to error when users would attempt to create more than two new zones on an account.
Path: Matrix > Data Entry > Zones tab > Add > Save & Add More

Streamlining Selecting Grouped Accounts
06/26/20
Ticket Number: 342236
GitLab ID: Matrix!5929 & Matrix!5985
When loading subscribers in Caller Assistance, if users selected a dealer’s passcode, the system will prompt the user to select the subscriber a second time. This prompt has been removed to streamline the process and reduce redundancy.
Path: Matrix > Caller Assistance

Saving Notes
07/02/20
Ticket Number: 342409
GitLab ID: Matrix!5949
Corrected issue that prevented users from being able to save notes within Data Entry.
Path: Matrix > Data Entry > Notes tab

Service Type Fix
07/08/20
Ticket Number: 342163
GitLab ID: Matrix!5962
Updated the Service Type dropdown under Paging Detail in Data Entry to properly display the available categories. Prior to this change, the Service Type dropdown was missing available options when selected.
Path: Matrix > Data Entry > Contacts tab > Paging Detail tab

Coverage Range Correctly Populating
07/08/20
Ticket Number: 342958
GitLab ID: Matrix!5963 & Core!2557
Corrected issue that caused the coverage range for Temporary Schedules to not populate the Schedules table. Now, when users create Temporary Schedules, the coverage range of the schedule will properly display.
Path: Matrix > Data Entry > Schedules tab > Temporary tab

Creating Service Tickets Fix
07/30/20
Ticket Number: 344341
GitLab ID: Matrix!6048 & Matrix!6044
Corrected issue that did not allow users to create tickets due to an error within the receivables module. Now, when users create tickets via the Caller Assistance page, the ticket creation dialog will display normally.
Path: Matrix > Caller Assistance

Multiple Passcode Verification Failures
08/31/20
Ticket Number: 345313
GitLab ID: Matrix!6162
Corrected issue that carried over passcode invalid responses between accounts. This would cause the DISPATCH AUTHORITIES Status to appear even though the operator had not reached the max number of invalids on the account.
Path: Matrix > Caller Assistance

New Sales Set Property Type
09/14/20
Ticket Number: 344859
GitLab ID: Matrix!6217, Matrix!6141, & Core!2741
Corrected issue that caused new prospects created using the New Sales tab to be created with the incorrect property type. The property type for new prospects will now populate according to the customer the prospect is being created from.
Path: Matrix > Caller Assistance/Data Entry > New Sales tab

Remove Spaces From Reset Zone
09/28/20
Ticket Number: 347497
GitLab ID: Core!2880
Corrected issue that allowed users to add spaces to the Reset From Zone field within Matrix Data Entry. Inserting spaces caused the system to incorrectly read the zone name.
Path: Matrix > Data Entry > Zones

Deleting Accounts Fix
09/29/20
Ticket Number: 347707
GitLab ID: Matrix!6297
Corrected issue that prevented users from deleting accounts from Data Entry Admin. The issue caused account numbers to not be properly identified by the system which threw an error saying the account did not exist.
Path: Matrix > Data Entry Admin > Delete Subscriber

Personal Info Dates Fix
10/01/20
Ticket Number: 346848
GitLab ID: Matrix!6315
Corrected issue that caused escaped characters to display within the Personal Info column within Data Entry/Caller Assistance. This would occur if a date was input into the contact’s personal information field.
Path: Matrix > Data Entry/Caller Assistance > Contacts tab > Select Reorder

Duration Time Format
10/01/20
Ticket Number: 347943
GitLab ID: Matrix!6314
Updated the Add/Edit Disable Duration field and the Duration column formatting to match for consistency.
Path: Matrix > Data Entry > On/Off Test tab

Changed Date Field Fix
10/06/20
Ticket Number: 348232
GitLab ID: Matrix!6327
Corrected issue that caused the Changed Date field to display incorrect information when updating zone information on subscribers.
Path: Matrix > Data Entry > Zones tab > Update Zones

Passcode Error Fix
10/12/20
Ticket Number: 348415
GitLab ID: Matrix!6339
Corrected issue that caused inputting a valid passcode within Caller Assistance caused accounts to not display even when correct passcodes were used.
Path: Matrix > Caller Assistance

Saving Accounts as a Queued User
10/13/20
Ticket Number: 348423
GitLab ID: Core!2913
Corrected issue that prevented queued users from updating inactive account information.
Path: Matrix > Data Entry/Caller Assistance

Unlocking Accounts Fix
10/16/20
Ticket Number: 339067, 343425, & 327518
GitLab ID: Matrix!6345
Corrected issue that caused accounts to remain locked even after users exited the account’s profile within Data Entry and Caller Assistance.
Path: Matrix > Data Entry/Caller Assistance

Notes Saving to Unknown Accounts
11/09/20
Ticket Number: 349922
GitLab ID: Matrix!3012
Corrected issue that caused notes to save to new accounts even if the account itself wasn’t saved.
Path: Matrix > Data Entry/Caller Assistance

Editing Disables for Alarm Types
11/13/20
Ticket Number: 350585
GitLab ID: Matrix!6451
Corrected issue that did not display the selected alarm type when editing type disables within Data Entry. Now, when editing types, the Alarm Type currently selected on the disable will display and users can select an alternate type from the dropdown if applicable.
Path: Matrix > Data Entry/Caller Assistance > On/Off Test tab

Schedules Navigation Options Fix
12/09/20
Ticket Number: 351291
GitLab ID: Matrix!6499
Corrected issue that caused the navigation arrows on the schedules tables to not function correctly. Users can now navigate through pages of schedules normally.
Path: Matrix > Data Entry > Schedules tab

Delay By Type Options
12/17/20
Ticket Number: 352808
GitLab ID: Matrix!6515 & Core!3421
When adding Delays by Type within Data Entry, users will now have access to the A and B options when selecting the Type Requires parameter.
Path: Matrix > Data Entry > Zones tab > Delay Signal by Type tab

Copying Subscriber Accounts Fix
12/21/20
Ticket Number: 351449
GitLab ID: Matrix!6522, Core!3491, & Core!3118
Corrected issue that caused the copying of accounts to error due to the date formats between Matrix and CORE not properly syncing together.
Path: Matrix > Data Entry Admin > Copy Subscriber tab

Call Lists Fix
12/23/20
Ticket Number: 353167
GitLab ID: Matrix!6536
Corrected issue that caused Call List Valid Days to match what was written in CORE. Prior to this fix, the Valid Days assigned to a Call List created in CORE would not match what displayed within Matrix.
Path: Matrix > Data Entry > Call Lists

Subscriber Notes Locking Fix
12/29/20
Ticket Number: 352476
GitLab ID: Matrix!6546
Corrected issue that prevented operators from inputting notes into the Subscriber field within Data Entry. Operators should only be locked from editing this note field given certain parameters configured on their user.
Path: Matrix > Data Entry > Notes tab > Subscriber Tab

Contacts Tab Permissions
01/05/21
Ticket Number: 353372
GitLab ID: Matrix!6555
Corrected issue that caused overridden tabs to not display information within Caller Assistance. This only occurred if tabs were configured to not auto populate and the contact whose passcode was used did not have access to the selected tab.
Path: Matrix > Caller Assistance

Event Type Populates Contacts
01/20/21
Ticket Number: 354066
GitLab ID: Matrix!6613
When creating zones, selecting an Event Type from the dropdown will automatically populate the Contact List and Alarm information as configured on the Event Type within CORE.
Path: Matrix > Data Entry/Caller Assistance > Zones tab

Override User Rights Fix
01/20/21
Ticket Number: 354353
GitLab ID: Matrix!6612
Corrected issue that allowed users to override contact rights to view information even if the applicable Override CA User Rights flag was turned off on the user.
Path: Matrix > Caller Assistance

Invalid Passcodes for Future Contacts
01/22/21
Ticket Number: 354323
GitLab ID: Core!3233
Corrected issue that allowed contacts created on accounts with a future valid date to access caller assistance with their passcode. This allowed users to input passcodes of future contacts into caller assistance and view account information. Now, if a future contact’s passcode is used in Caller Assistance, users will see an invalid response from the system. Contact’s passcodes should only be valid for use when the contact is also valid.
Path: Matrix > Caller Assistance

Deleting Accounts Fix
02/01/21
Ticket Number: 354582
GitLab ID: Core!3262
Corrected issue that prevented users from deleting accounts. This was due to an error that occurred when attempting to delete account history.
Path: Matrix > Data Entry Admin > Delete Account

Pre-Loaded Tabs Fix
02/04/21
Ticket Number: 355219
GitLab ID: Matrix!6671
Corrected issue that allowed restricted callers to view tab information if the tab was setup to preload. Now, users will be restricted to view tabs as necessary based on the caller’s rights.
Path: Matrix > Caller Assistance

Delay For Time Fix
02/10/21
Ticket Number: 352147
GitLab ID: Matrix!6685
Corrected issue that allowed users to input five digits into the Delay For field when setting up Advanced Zone Delays. This field should only accept four digits.
Path: Matrix > Data Entry > Zone tab

Late To Day Display Fix
02/10/21
Ticket Number: 355452
GitLab ID: Matrix!6684
Corrected issue that cause MON to display within the Late To field even if the user was not setting a Late To day on the schedule.
Path: Matrix > Data Entry > Schedules tab

Site Directions Fix
03/01/21
Ticket Number: 351595
GitLab ID: Core!3392
Corrected issue that caused Matrix Site Directions to display incorrectly. This was due to a communication error within Core when writing lengthy site directions to Matrix.
Path: Matrix > Data Entry > Notes tab > Site Directions tab

Delete All By Area
03/23/21
Ticket Number:354888
GitLab ID: Matrix!6795
Corrected issue that caused the schedule table to refresh incorrectly after using the Delete All by Area option.
Path: Matrix > Data Entry > Schedules tab

Data Entering Delay By Types
04/09/21
Ticket Number: 358810
GitLab ID: Core!3517
Users can now data enter delay by type delays without defining a delay until or a delay for time.
Path: Matrix > Data Entry > Zones tab > Delay Signal By Type Tab

Duplicating Contacts Fix
04/22/21
Ticket Number: 359538
GitLab ID: Matrix!6880
Corrected issue that caused duplicating contacts on accounts to not save the contact. Now, users can input duplicate contacts on accounts as necessary.
Path: Matrix > Data Entry

Logging On Hold Alarms
04/27/21
Ticket Number: 359258
GitLab ID: Matrix!6892
Corrected issue that prevented operators from logging on hold alarms within Caller Assistance if the account had a Must Call contact assigned. Now, when attempting to log an on hold alarm, users will be prompted to confirm they would like to log the alarm even if the must call contact has not been called.
Path: Matrix > Caller Assistance > Alarms on Hold tab

Customer Portals #

This section contains Enhancements and Fixes made to the Residential and Commercial Portal pages within Matrix.

Enhancements #

Commercial Portal Contact PIN Details
02/12/20
Ticket Number: 314516
GitLab ID: Matrix!4728
Users can now update Contact PIN Details from the Contacts table within Commercial Portal. When editing or creating a new contact, the PIN Details section will display.
Path: Matrix > Commercial Portal > Contacts Table > Add/Edit Contacts

Email Address Table
07/16/20
Ticket Number: 343427
GitLab ID: Matrix!6003
When editing contacts within Commercial Portal, users will now have access to an email table within the Details dialog box. This table allows users to quickly add and manage the contact’s email addresses.
Path: Matrix > Commercial Portal

Zones Table
07/30/20
Ticket Number: 340754
GitLab ID: Matrix!6046
Users can now view account zone information within Residential Portal. This option can be added by DICE if desired.
Path: Matrix > Residential Portal

Custom Text
08/13/20
Ticket Number: 344941
GitLab ID: Matrix!6094
If desired, DICE can input a custom message beneath the Residential Portal login fields.
Path: Matrix > Residential Portal

History Search Options
01/05/21
Ticket Number: 325315
GitLab ID: Matrix!6557 & Core!3170
Updated the History search options to allow users to select a date range rather than a single date.
Path: Matrix > Commercial Portal

Residential Portal Payment Methods
01/22/21
Ticket Number: 351477 & 353212
GitLab ID: Matrix!6621 & Core!3232
Users can now save and use payment information within Residential Portal.
Path: Matrix > Residential Portal > Payment Methods

Save Open/Close Status Preferences
02/22/21
Ticket Number: 354919
GitLab ID: Matrix!6686
When viewing the Open/Close table within Commercial Portal, users now have the ability to save any changes they make to the table.
Path: Matrix > Commercial Portal

Customer Count
03/25/21
Ticket Number: 357184
GitLab ID: Matrix!6815 & Core!3443
A new section, Customer Count, is available to users within Commercial Portal. This section displays the total number of active, inactive, and pending accounts assigned to the dealer.
Path: Matrix > Commercial Portal

Fixes #

Commercial Portal Editing Zones
02/14/20
Ticket Number: 325248
GitLab ID: Matrix!5461
Corrected issue where selecting Edit from the Zones table toolbar within Commercial Portal would not display the editing dialog box for the selected zone. Users can now update zones via this option normally.
Path: Matrix > Commercial Portal > Zones Table > Edit

Viewing Account Email Addresses
04/07/20
Ticket Number: 338258
GitLab ID: Core!2275
Corrected issue where, upon logging in to Residential Portal, the incorrect list of email addresses would display.
Path: Matrix > Residential Portal

Properly Display On Test Accounts
07/27/20
Ticket Number: 343966
GitLab ID: Matrix!6033
Corrected issue that caused accounts to display they are on test if a linked account was on test. Now, the account will properly display whether or not it is on test.
Path: Matrix > Residential Portal > System Management

Toolbar Options Not Displaying
08/28/20
Ticket Number: 345826
GitLab ID: Matrix!6154
Corrected issue that caused the Accounts on Test toolbar options to be hidden for some users when they shouldn’t be. These toolbar options are now available to the appropriate users.
Path: Matrix > Commercial Portal > Accounts On Test

Showing History for Inactive Accounts
12/09/20
Ticket Number: 351878
GitLab ID: Core!3070
Corrected issue that caused inactive accounts to not show their history even if they were assigned to an active dealer. This caused problems for testing accounts prior to activating them.
Path: Matrix > Commercial Portal

Hide Zone Lookup
01/19/21
Ticket Number: 353766
GitLab ID: Matrix!6608
When adding disables on accounts, the Zones lookup will be hidden if the account does not have any zones assigned.
Path: Matrix > Commercial Portal > Accounts On Test

Remove Print Option for Dealers
02/09/21
Ticket Number: 352882
GitLab ID: Matrix!6681
Removed the option to print CIS reports for dealers. Previously, dealers had access to the print option which allowed them to print to central station printers.
Path: Matrix > Commercial Portal

Dealer Skin Maintenance #

This section contains Enhancements and Fixes made to the Dealer Skin Maintenance page within Matrix.

Enhancements #

Dealer Skin Maintenance Additional Fields
08/12/20
Ticket Number: 342237
GitLab ID: Matrix!6090 & Core!2703
Users can now update billing SMS message content via Dealer Skin Maintenance.
Path: Matrix > Dealer Skin Maintenance

Icon Search
09/18/20
Ticket Number: 345710
GitLab ID: Matrix!6252
When adding icons to the button options available in Dealer Skin Maintenance, users can now use a search bar to filter the available icons.
Path: Matrix > Dealer Skin Maintenance

Update Skin Preview
09/18/20
Ticket Number: 345558
GitLab ID: Matrix!6248
When adding notes to SMS notifications, the preview will update after users tab out of the text field so they can see what the notification will look like with the added text.
Path: Matrix > Dealer Skin Maintenance

Flag Maintenance #

This section contains Enhancements and Fixes made to the Flag Maintenance page within Matrix.

Enhancements #

History Table Text Color
02/12/20
Ticket Number: 324557
GitLab ID: Matrix!5444, Matrix!5519, & Core!2008
The new flag, Color Coordinate History Grid Text, updates the alarm history table text colors. The text will we colored based on the color code assigned when DCFLAGSMO.HST_GRD_TXT_CLR is configured within CORE.
Path: Matrix > Flag Maintenance > Web tab

Default Comprehensive Search
03/13/20
Ticket Number: 326906
GitLab ID: Matrix!5629 & Matrix!5645
The new flag, Subscriber Search Default Type To “Comprehensive”, sets the Account Number Search to Comprehensive by default when users search for subscribers.
Path: Matrix > Flag Maintenance > Web tab

PSAP Dip
03/27/20
Ticket Number: 327659
GitLab ID: Matrix!5683
The new flag, Allow PSAP Dip, determines if users are allowed to perform a PSAP Dip when adding authorities to subscriber accounts.
Path: Matrix > Flag Maintenance > Web tab

Rapid Schedular Pin Default Colors
06/19/20
Ticket Number: 339342
GitLab ID: Matrix!5912
The new flag, The Pin Color Default Value in Rapid Scheduler Map allows users to set the default pin color within Service Rapid Schedular. This option will automatically set the pin color of displayed pins to the user’s choice.
Path: Matrix > Flag Maintenance > SV tab

Delete All Tests
07/24/20
Ticket Number: 343914
GitLab ID: Matrix!6023
The new flag, On/Off Test - Hide ‘Delete All’, allows users to remove the Delete All option from the toolbar within On/Off Test. Removing this option prevents users from deleting ALL tests from the system.
Path: Matrix > Flag Maintenance > Web tab

Account Message Popup
09/17/20
Ticket Number: 346721
GitLab ID: Matrix!6218
The new flag, Caller Assistance - Account Message Popup, allows users to display account messages as popups within Caller Assistance. These popups will display automatically when users enter accounts within Caller Assistance.
Path: Matrix > Flag Maintenance > Web tab

Messages Popup
10/08/20
Ticket Number: 346728
GitLab ID: Matrix!6336
The new flag, Data Entry - Messages Popup, allows users to display a list of notes that exist on the account as a popup within Data Entry and Caller Assistance. This popup will display automatically when users enter accounts with assigned notes.
Path: Matrix > Flag Maintenance > Web tab

Display Signal Descriptions Flag
11/19/20
Ticket Number: 347026
GitLab ID: Matrix!6461, Matrix!6421, & Core!3044
The new flag, Pending Signals Description instead of Signal Type, will display the signal’s assigned description rather than the type within Matrix Monitoring’s Pending table.
Path: Matrix > Flag Maintenance > Monitoring tab

Restricting Delay Ability
12/01/20
Ticket Number: 350917
GitLab ID: Matrix!6491
The new flag, Data Entry - Restrict delay ability per user, allows users to enable or disable the function of the Can Use Delay flag within User Maintenance. If deselected, all users will have access to add delays regardless of their Can Use Delay setting.
Path: Matrix > Flag Maintenance > Web tab

Custom From Email
02/01/21
Ticket Number: 353722
GitLab ID: Matrix!6658
The new flag, Override 'from' address on emails, allows users to set an alternate from email when emailing reports from Report Manager.
Path: Matrix > Flag Maintenance > Web tab

Disable Additional Signals Received Popup
02/24/21
Ticket Number: 353932
GitLab ID: Matrix!6719 & Core!3367
The new flag, Hide the Additional Signal Message in Monitoring, allows users to disable the popup that displays when new signals are received on an account when handling a video alarm.
Path: Matrix > Flag Maintenance > Monitoring Tab

Notify Lists for Alarm Reports
02/26/21
Ticket Number: 353931 & 358241
GitLab ID: Matrix!6731, Core!3501, & Core!3385
Users can assign a notify list to automatically email individuals alarm reports. Input the desired list into the Notify List to Use for Sending Alarm Reports field in Flag Maintenance to automatically send reports to the desired list.
Path: Matrix > Flag Maintenance > Monitoring Tab

Matrix History #

This section contains Enhancements and Fixes made to the History page within Matrix.

Enhancements #

Alarm Message URL
05/11/21
Ticket Number: 359540
GitLab ID: Matrix!6924
Added URL support for subscriber history details. If users add a URL to history messages, the URL can be selected from history.
Path: Matrix > History

Fixes #

SMS History Message Fix
04/13/20
Ticket Number: 338412
GitLab ID: Core!2297
Corrected issue that caused previous SMS events to be improperly written to an account’s On Hold history. SMS events will now write to history with their applicable information.
Path: Matrix > History

History Search Fix
09/03/20
Ticket Number: 345415
GitLab ID: Core!2791
Corrected issue that caused history reports to display SYS handled signals in history reports even if users have selected Only Operator Handled when searching history.
Path: Matrix > History > Select Only Operator Handled

Printing Alarm Reports
01/28/21
Ticket Number: 354821
GitLab ID: Matrix!6645 & Core!3245
Corrected issue that caused an alternate tab to open when printing alarm reports from history. This tab would display an error that was misleading as to if the report was actually sent.
Path: Matrix > History

Editing Include/Exclude Lists
04/29/21
Ticket Number: 360376
GitLab ID: Matrix!6895
Corrected issue that prevented users from being able to properly delete include/exclude lists within history when editing them.
Path: Matrix > History

Matrix Interactive #

This section contains Enhancements and Fixes made to the Matrix Interactive module within Matrix. The Enhancements and Fixes listed here apply to multiple pages within Matrix affected by the Matrix Interactive module.

Enhancements #

Analytics Overlay Options
01/13/21
Ticket Number: N/A
GitLab ID: Matrix!6589 & Matrix!6579
When toggling analytics tags on Matrix Interactive video clips users will now have access to select which analytics information displays on the clip. The following options are now available:

• Region of Interest: Displays the regions of interest applied to the camera view.
• Motion: Displays where the camera recognized motion on the clip.
• Object Detection: Displays the objects identified on the clip.

Path: Matrix > Monitoring & History

Reset Cameras
01/14/21
Ticket Number: N/A
GitLab ID: Matrix!6599
Added a Reset option to stream live views. Selecting the wrench icon will reset the stream to confirm the camera is working correctly.
Path: Matrix > Camera Setup/Monitoring

Event Viewer Option
01/18/21
Ticket Number: N/A
GitLab ID: Matrix!6605
Added the Enable Event Viewer option within Camera Setup. This option allows users to view a scrolling list of camera events and their progress through AI and the system.
Path: Matrix > Camera Setup

Screenshot Notes
01/19/21
Ticket Number: 353865
GitLab ID: Matrix!6611 & Core!3207
Added a field for adding notes to captured screenshots. When operators capture screenshots of alarm events, they can add notes to the image that will then print to the alarm report.
Path: Matrix > Monitoring & History

Interactive Customer Notification
01/22/21
Ticket Number: 317847 & 347795
GitLab ID: Matrix!6622, Matrix!4980, Core!1476, & Core!3105
When users view accounts configured to use Matrix Interactive, a message will display notifying them the account has cameras data entered.
Path: Matrix > Data Entry

Camera Setup Global Enhancements
02/25/21
Ticket Number: 354547, 354217, 355817, & 356308
GitLab ID: Matrix!6727
Various miscellaneous enhancements to the Camera Setup page.

• Updated adding and editing camera dialog boxes to be more structured.
• Added an RTSP link users can select to view the stream in their desired media player.
• Added the ability to copy streams for faster data entry.
• Users can cancel the preview process when necessary to update information or return to the data entry process.

Path: Matrix > Camera Setup

Event Log Added to Live View
02/24/21
Ticket Number: N/A
GitLab ID: Matrix!6716
When enabling the Event Viewer, the scrolling list of events will also display as an overlay when viewing camera live views.
Path: Matrix > Camera Setup

Event Log Option
03/01/21
Ticket Number: N/A
GitLab ID: Matrix!6737
The new Event Log option allows users to view event history sent by the camera. This information displays the SMTP information sent to Matrix when the camera detected motion. Users can use this information to troubleshoot setup issues.
Path: Matrix > Camera Setup

Customize Email Template
03/02/21
Ticket Number: 355968
GitLab ID: Matrix!6742 & Core!3397
Users can now update the contents of alarm report emails via the Alarm Report Email Template tab within Camera Analytics Setup.
Path: Matrix > Camera Analytics Setup > Alarm Report Email Template Tab

Generate Manual Video Alarms
03/04/91
Ticket Number: N/A
GitLab ID: Matrix!6747
Added a Manual Alarm option to the Camera Setup page. This option allows users to generate a manual video alarm for testing purposes.
Path: Matrix > Camera Setup

Tag Maintenance
03/09/21
Ticket Number: 355712
GitLab ID: Matrix!6758
The new tab, Stream Tags, within Interactive Setup allows users to create descriptive tags they can then assign to camera streams within Camera Setup.
Path: Matrix > Matrix Interactive Setup > Stream Tags Tab

Return Live Video
03/10/21
Ticket Number: N/A
GitLab ID: Matrix!6764
Added live video functionality for alarms received from non-video sensors. When an alarm is received from a zone with cameras, the associated live video will display automatically within Monitoring.
Path: Matrix > Monitoring

Capture Live View Screenshots
03/22/21
Ticket Number: 347795
GitLab ID: Matrix!6793 & Core!3490
When viewing alarms within History or Monitoring, users now have access to the screenshot function within the live view. Selecting this option will capture a screenshot of the live view to attach to the alarm report.
Path: Matrix > History/Monitoring

Alert on Any Motion
03/24/21
Ticket Number: N/A
GitLab ID: Matrix!6804
When selecting analytics functionality to assign to ROIs within Camera Setup, users now have access to the Any Motion option. If this option is selected, the camera will send a signal if any motion is detected within the ROI and the analytics step will be completely skipped.
Path: Matrix > Camera Setup

Motion Overlay for Only Motion Alarms
04/01/21
Ticket Number: N/A
GitLab ID: Matrix!6841
The Motion overlay will display for alarms sent to Monitoring for Any Motion.
Path: Matrix > Monitoring

Statistics Page
04/08/21
Ticket Number: N/A
GitLab ID: Matrix!6849
The new MIV Stats page allows users to view statistical data regarding Matrix Interactive customers.
Path: Matrix > MIV Stats

Event Viewer Display
04/08/21
Ticket Number: 358996
GitLab ID: Matrix!6852
Updated the Event Viewer scrolling display with the following new event types:

• NVR stream not data entered
• Email contained no attachments
• New thumbnail captured
• Motion not sent to AI

Path: Matrix > Camera Setup

Billing Metrics Information
04/14/21
Ticket Number: N/A
GitLab ID: Matrix!6863
The new Billing Metrics page provides users with the metrics used to determine their Interactive bill.
Path: Matrix > Billing Metrics

Preview Generation Error
04/15/21
Ticket Number: 354818
GitLab ID: Matrix!6867
Added an error notification that informs users when the system could not reach the camera stream in order to refresh the stream’s preview.
Path: Matrix > Camera Setup

Thumbnail Display Check
04/19/21
Ticket Number: 358974
GitLab ID: Matrix!6872
Updated the MIV Stats page to display a notification upon hover that informs the user the camera thumbnail is not available. Prior to this change, hovering over camera streams on the stats page would display a broken image icon if the stream was unavailable.
Path: Matrix > MIV Stats

Additional Informational Column
05/06/21
Ticket Number: N/A
GitLab ID: Matrix!6921
Added additional column, Analytic Complexity, to the MIV Billing Metrics page. This new column displays analytics data regarding camera object detection.
Path: Matrix > MIV Billing Metrics

Ignore Triggering Objects
05/13/21
Ticket Number: 359390
GitLab ID: Matrix!6933
The new Ignore Triggering Object functionality allows users to set the system to disregard certain objects that are repetitively triggering camera streams analytics.
Path: Matrix > Monitoring/History > Analytics Overlay Options > Ignore Triggering Object

Fixes #

Viewing Clips in Different Time Zones
01/29/21
Ticket Number: 354926
GitLab ID: Core!3258
Corrected issue that caused signals received in an earlier time zone than the CENTRAL time would display the incorrect timestamp. Now, signals will display the correct time within the time zone they were received.
Path: Matrix > Monitoring

Playback Controls Fix
02/25/21
Ticket Number: 356217
GitLab ID: Matrix!6724
Corrected issue where video playback options were not accessible due to the analytics overlay blocking them.
Path: Matrix > Monitoring > Handle a Video Alarm

Timeline Display Fix
02/25/21
Ticket Number: 356476
GitLab ID: Core!3376
Corrected issue that caused the Timeline within Monitoring to display incorrect event information.
Path: Matrix > Monitoring > Handle a Video Alarm

Remove Edit Options From Stream List
03/03/21
Ticket Number: 354464
GitLab ID: Matrix!6744
When viewing the camera stream list within Monitoring, the edit options have been removed to prevent users from trying to make changes while actively handling an alarm.
Path: Matrix > Monitoring > Handle a Video Alarm > Browse Option

History Timeline Fix
03/05/21
Ticket Number: N/A
GitLab ID: Matrix!6749
Corrected issue that caused the history timeline to display at the incorrect width. This caused issues with selecting multiple clips from the timeline.
Path: Matrix > History

Locked Accounts Fix
03/09/21
Ticket Number: 356979
GitLab ID: Matrix!6761
Corrected issue that caused accounts viewed within Camera Setup to remain locked even after the user exited the account.
Path: Matrix > Camera Setup

History Clip Screenshots Fix
03/10/21
Ticket Number: 354821
GitLab ID: Core!3433
Corrected issue where screenshots taken from history would not include the associated clip link within alarm reports.
Path: Matrix > History

Multiclip Component Fix
03/11/21
Ticket Number: 356602
GitLab ID: Matrix!6769 & Matrix!6768
Corrected issue where history video information would display incorrectly when viewing past alarm information.
Path: Matrix > Data Entry > History Details

Camera Setup Fixes
03/17/21
Ticket Number: 357772
GitLab ID: Matrix!6777
Corrected issue that prevented certain streams from displaying within Camera Setup. This fix also updates the Region of Interest options to prevent buttons from becoming malformed.
Path: Matrix > Camera Setup

Account Number Fields Fix
03/19/21
Ticket Number: 355968
GitLab ID: Matrix!6784
Updated the Account Number and Dealer fields within Interactive Setup to accept correct information only. Prior to this change, users could input information into these fields that was incorrect and the system would accept it.
Path: Matrix > Matrix Interactive Setup > Alarm Report Email Template Setup Tab

Alarm Report Screenshots Fix
04/13/21
Ticket Number: 358245
GitLab ID: Core!3531
Corrected issue that caused screenshots to not display on alarm reports sent after an alarm is logged via the assigned resolution code. Now, when users select the applicable resolution code on an alarm where screenshots were captured, the images will display properly within the report.
Path: Matrix > Monitoring > Log Alarm

Matrix MADE #

This section contains Enhancements and Fixes made to the MADE functionality within Matrix.

Enhancements #

Matrix MADE Sort Improvements
05/20/20
Ticket Number: 306537
GitLab ID: Core!2417
Improved the sorting function in Matrix MADE to return data faster when users sort information via SQL date formats.
Path: Matrix > MADE

New MADE Query Flag
07/16/20
Ticket Number: 343112
GitLab ID: Core!2587
New XMHTTPSI flag, <do_psap_dip> allows users to perform a search for local authority contact information when running the query.
Path: Matrix > MADE > XMHTTPSI

Indicate Key Fields In MADE
01/12/21
Ticket Number: N/A
GitLab ID: Matrix!6578
Updated MADE query tables to note which fields are key fields when viewing the table.
Path: Matrix > MADE > Browse Tables Tab > Select table > Select Fields

Run Large Queries
02/12/21
Ticket Number: 354110
GitLab ID: Matrix!6698 & Core!3208
When users run queries within Matrix MADE, they will now have the ability to run larger queries as reports.
Path: Matrix > MADE

Monitoring #

This section contains Enhancements and Fixes made to the Monitoring page within Matrix.

Enhancements #

Transfer Traffic Feature
02/06/20
Ticket Number: 314389 & 324576
GitLab ID: Matrix!5406 & Core!1975
Users can now access the Transfer Traffic option within Matrix Monitoring. This option was previously only available within CORE Monitoring. Transfer Traffic allows operators to transfer their alarm traffic to an alternate operator when necessary (shift ending, going on break, etc.).
Path: Matrix > Monitoring > Edit Layout > Transfer Traffic

Service Notes
02/07/20
Ticket Number: 324460
GitLab ID: Core!1980
Account service notes will now display under the Notes tab in Matrix Monitoring.
Path: Matrix > Monitoring

Removing Locks On Alarms
03/03/20
Ticket Number: 325684
GitLab ID: Matrix!5567 & Core!2140
New menu option, Test/Runaway, added to the Alarm Actions menu when handling alarms. Users can select this option while handling an alarm to either place the account on test or add notes to History regarding the alarm. Performing either action will remove monitoring locks from the alarm.
Path: Matrix > Monitoring > Alarm Screen > Alarm Actions Menu Options > Test/Runaway

Viewing Duplicate Alarms
03/09/20
Ticket Number: 326472
GitLab ID: Matrix!5598
Updated the Multiples/Duplicates tab to color code based on if all duplicate alarms have been viewed. If the tab is green all alarms have been viewed. If the tab is red remaining duplicate tickets still need to be viewed.
Path: Matrix > Monitoring

Dealer Identifier for Contacts
09/14/20
Ticket Number: 346676
GitLab ID: Matrix!6216 & Matrix!6311
When handling an alarm within Matrix Monitoring, the Contacts Summary tab will display the contact’s applicable account identifier under the Type column. This will display Dealer, Premises, etc. so operators can easily identify contacts.
Path: Matrix > Monitoring > Handle Alarm > Contacts Summary

More Options Available In Matrix
10/19/20
Ticket Number: 348617
GitLab ID: Matrix!6347
Users can now access the More Options option within Matrix Monitoring. This option was previously only available within CORE Monitoring. More Options provides additional management options users can use to interact with the alarm’s history (Hardcopy, Regenerate Alarm, Print Alarm Ticket, etc.).
Path: Matrix > Monitoring > View Alarm > History Tab

Group Identifier for Contacts
10/23/20
Ticket Number: 349443 & 326098
GitLab ID: Matrix!6368 & Core!2947
When handling an alarm within Matrix Monitoring, the Contacts Summary tab will display Group for applicable contacts so operators can easily identify contacts.
Path: Matrix > Monitoring > Handle Alarm > Contacts Summary

Quick Messaging Dealer Contacts
11/19/20
Ticket Number: 350776
GitLab ID:Core!3047
Dealer contacts now display when using the Quick Messaging feature in Monitoring.
Path: Matrix > Monitoring

Print Ticket To Email
02/02/21
Ticket Number: 353268
GitLab ID: Matrix!6662
When emailing alarm tickets in Monitoring, users will now have access to a specific list of emails when selecting the Print Ticket To Email option. The email addresses available to users are configured by DICE.
Path: Matrix > Monitoring

Fixes #

Passcode Verification Notes
03/27/20
Ticket Number: 324553
GitLab ID: Core!2242
Corrected issues that caused notes added to multiple passcode verifications to be applied to history under a single event. Each verification will now save its notes to history as separate event notes.
Path: Matrix > Monitoring

Pending Resets Time Of Alarm
04/27/20
Ticket Number: 338689
GitLab ID: Core!2345, Matrix!5909, & Matrix!5759
Corrected sorting error that occurred with the Time of Alarm column within Monitoring. The dates and times displayed here are now properly configured for sorting.
Path: Matrix > Monitoring > Alarm Traffic > Pending Resets

Stealing Alarms from Operators
05/26/20
Ticket Number: 339037
GitLab ID: Core!2428
When an alarm is stolen from an operator,that operator will be placed back in Alarm Traffic as Not Receiving. Prior to this change, operators would be placed in Receiving mode after being rerouted to Alarm Traffic.
Path: Matrix > Monitoring

Write Override Information to History
06/23/20
Ticket Number: 340548
GitLab ID: Core!2485
Corrected issue where callback override information was not sent to history when operators selected OK when prompted to select an option from the Callback dialog box. If operators select OK instead of Autodial, the account’s history will be updated to show the operator’s initials who declined the callback.
Path: Matrix > Monitoring

Callback Feature Fix
07/01/20
Ticket Number: 340543
GitLab ID: Core!2521 & Core!2550
Corrected issues that caused the Callback popup to display on operator screens when it shouldn’t. Operators were unable to autodial customers when this occurred.
Path: Matrix > Monitoring

Verify Passcode Fix
08/17/20
Ticket Number: 344729
GitLab ID: Matrix!6105
Corrected the issue that caused the passcode verification selector to display an error when users select a dealer contact from the list. Now, users can select dealer contacts to verify their passcode normally.
Path: Matrix > Monitoring > Handle Alarm > Alarm Actions > Verify Passcode

Display Permit Information
09/18/20
Ticket Number: 346683
GitLab ID: Core!2856
Corrected issue that caused permit numbers to display incorrectly within Monitoring.
Path: Matrix > Monitoring > Handle Alarm > Account Information

Writing Verified Passcodes to Alarm History
10/29/20
Ticket Number: 349273
GitLab ID: Matrix!6384 & Core!2958
Corrected issue that caused verifying passcode history headers to print to the account’s history and not the alarm’s history. Now, the history record will print to the alarm’s history report as intended.
Path: Matrix > Monitoring > Alarm Handling > Verify Passcode

Maximum History Lines Fix
11/02/20
Ticket Number: 349786
GitLab ID: Core!2978
Corrected issue that prevented users from viewing the maximum number of rows of history.
Path: Matrix > History

LTR Override Fix
11/16/20
Ticket Number: 350640
GitLab ID: Core!3033
Corrected issue that caused LTR overrides to prevent operators from forcing resets. This was due to the LTR type being overridden to ULLTR and the system not looking for the correct LTR type.
Path: Matrix > Monitoring > Handle an LTR > Attempt a Force Reset

Verifying Passcodes Fix
01/07/21
Ticket Number: 350434
GitLab ID: Matrix!6568
Corrected issue that caused the passcode verification within Monitoring to error when inputting a passcode and selecting the magnifying glass icon.
Path: Matrix > Monitoring > Select an alarm > Select Verify Passcode

Delayed LTTs Incorrectly Handled
02/03/21
Ticket Number: 355162
GitLab ID: Core!3274
Corrected issue that caused delayed LTT signals to deliver to operators even though the delay was set to deliver them to monitoring after a set time frame.
Path: Matrix > Monitoring

Receiving Time Entries Fix
05/11/21
Ticket Number: 319155
GitLab ID: Core!3603
Corrected issue where Matrix Monitoring did not write receiving time information to history when users placed alarms on hold.
Path: Matrix > Monitoring > Place Alarm on Hold

Operator Tracking Fix
05/14/21
Ticket Number: 358840
GitLab ID: Core!3590
Corrected issue that caused accounts to erroneously track to operators.
Path: Matrix > Monitoring

Stacking VOX Alarms
05/17/21
Ticket Number: 358490
GitLab ID: Core!3563
Corrected issue where signals returning from VOX were not stacking when they should.
Path: Matrix > Monitoring

On/Off Test #

This section contains Enhancements and Fixes made to the On/Off Test page within Matrix.

Enhancements #

Deleting Additional Tests
07/22/20
Ticket Number: 310507 & 349953
GitLab ID: Matrix!6015 & Matrix!6416
Users will now have access to delete linked tests when deleting tests from accounts.
Path: Matrix > On/Off Test

Delete All Confirmation
07/22/20
Ticket Number: 343848
GitLab ID: Matrix!6016, Matrix!6053, & Matrix!6031
Updated the Delete All toolbar option to display a confirmation prior to deleting all tests from the system. Users will now be prompted to confirm they would like to delete all tests when selecting this option.
Path: Matrix > On/Off Test > Delete All

Fixes #

Blocking Component Fix
09/03/20
Ticket Number: 346378
GitLab ID: Matrix!6199
Corrected issue that caused the Please Wait blocking feature to prevent users from accessing parts of the page. The blocking will now only cover the parts of the page that should be blocked.
Path: Matrix > On/Off Test

Locking Accounts
10/23/20
Ticket Number: 348918
GitLab ID: Matrix!6369
Corrected issue that caused accounts to be locked when they were placed on test. Placing accounts on test should not lock the accounts from being updated.
Path: Matrix > On/Off Test

Procedure Editor #

This section contains Enhancements and Fixes made to the Procedure Editor page within Matrix.

Enhancements #

Procedure Editor Apply Alarm Layout
09/25/20
Ticket Number: 319058
GitLab ID: Matrix!6289
Updated the Name field to a dropdown when applying the Apply Alarm Layout Action Type to procedures. Prior to this change, users had to input the applicable name into the Name field manually.
Path: Matrix > Procedure Editor

Procedure Editor Show Form
09/25/20
Ticket Number: 323376
GitLab ID: Matrix!6285
Updated the Name field to a dropdown when applying the Show Form Action Type to procedures. Prior to this change, users had to input the form name into the Name field manually.
Path: Matrix > Procedure Editor

Procedure Editor Launch Program
09/25/20
Ticket Number: 323687
GitLab ID: Matrix!6283
Updated the Name field to a dropdown when applying the Launch Program Action Type to procedures. Prior to this change, users had to input the program type into the Name field manually.
Path: Matrix > Procedure Editor

New Monitoring Layouts
02/24/21
Ticket Number: N/A
GitLab ID: Matrix!6715 & Core!3325
The new Action Type, Apply Alarm Layout allows users to create new alarm handling layouts within Monitoring. Once the Action Type is applied to the desired Monitoring criteria, users will view the assigned layout when handling alarms meeting the selected criteria.
Path: Matrix > Procedure Editor

Report Manager #

This section contains Enhancements and Fixes made to the Report Manager page within Matrix.

Enhancements #

Incorrect Phone Number Report
06/24/20
Ticket Number: 341455
GitLab ID: Core!2492
Added the Incorrect Phone Number report to Report Manager within Matrix. Prior to this change, the report was only available within CORE.
Path: Matrix > Report Manager

Alarms On Hold Report
06/26/20
Ticket Number: 342215
GitLab ID: Core!2497
Added the Alarms On Hold report to Report Manager within Matrix. Prior to this, the report was only available within CORE.
Path: Matrix > Report Manager

Dealer Subscriber Count Report
06/30/20
Ticket Number: 342302
GitLab ID: Core!2504
Added the Dealer Subscriber Count report to Report Manager within Matrix. Prior to this, the report was only available within CORE.
Path: Matrix > Report Manager

No Activity Report Enhancement
07/28/20
Ticket Number: 339339
GitLab ID: Core!2638
Added a Subdealer field to the No Activity report to allow users to search for activity by subdealer.
Path: Matrix > Report Manager > No Activity Report

Result/Cause Report
09/01/20
Ticket Number: 344713
GitLab ID: Matrix!6171 & Core!2776
The new report,** Result/Cause**, allows users to print a report on the result and cause codes applied to closed tickets.
Path: Matrix > Report Manager

Email Body
09/17/2020
Ticket Number: 346675
GitLab ID: Matrix!6240, Matrix!6478, & Core!2827
When sending reports to individuals, users can include additional information within the body of the email by populating the Body field.
Path: Matrix > Report Manager > Add E-Mails to Reports

Service Ticket Incomplete Report
09/29/20
Ticket Number: 314346
GitLab ID: Matrix!6298, MatrixMobileService!600, & Core!2882
The new report, Service Tickets Incomplete, allows users to print a report on service tickets labeled as Incomplete or Not Completed in the system.
Path: Matrix > Report Manager

Supervised Schedule Report
10/01/20
Ticket Number: 347594
GitLab ID: Matrix!6313 & Core!2889
The new report, Supervised Schedules, allows users to print a report on the supervised schedules assigned to subscribers.
Path: Matrix > Report Manager

Refine Open/Close Reports by Sublist
12/15/20
Ticket Number: 352702
GitLab ID: Matrix!3097
Added the Print By Selected Sublist option to the Open/Close Report within Report Manager. Users can use this function to refine the report to show sublist information.
Path: Matrix > Report Manager

Report Manager Column Customization
12/16/20
Ticket Number: 351702
GitLab ID: Matrix!6514 & Matrix!6507
When searching for account numbers within Matrix Report Manager, users will now have access to the Columns and Rename toolbar options. These options allow users to customize what table information displays within the Lookup Account Number table.
Path: Matrix > Report Manager

Audit Report by Operator
12/23/20
Ticket Number: 351169
GitLab ID: Core!3134 & Core!3198
Users can now refine Audit History reports by a single operator if necessary via the Report on Which Operator field within Report Manager.
Path: Matrix > Report Manager

Subscriber Custom Identifier Report
01/07/21
Ticket Number: 353373
GitLab ID: Matrix!6566
Added the Print Active, Inactive, or Both option to the Subscriber Custom Identifier Report in Report Manager. This option allows users to refine their search results to active or inactive customers.
Path: Matrix > Report Manager > Subscriber Custom Identifier

Emailing Reports to Dealers
01/12/21
Ticket Number: 352901
GitLab ID: Matrix!6582
Added a Dealer lookup when emailing reports to allow users to send reports to dealer contacts.
Path: Matrix > Report Manager > My Reports tab > Email Report

Report Defaults
01/12/21
Ticket Number: 324813
GitLab ID: Matrix!6577 & Core!3191
Users can now access the Report Defaults page within Matrix. This page allows users to configure report parameters to autofill when generating reports in Report Manager. These parameters are assigned to individual user profiles as necessary.
Path: Matrix > Report Defaults

Add/Delete Summary Report
02/05/21
Ticket Number: 352417
GitLab ID: Core!3285
Added the Add/Delete Summary report to Report Manager.
Path: Matrix > Report Manager

All Reports Tab
02/16/21
Ticket Number: 340168
GitLab ID: Matrix!6703
A new tab within Report Manager, All Reports, provides access to all reports the user has access to within the system.
Path: Matrix > Report Manager > All Reports tab

Camera Activity Report
03/02/21
Ticket Number: 356515
GitLab ID: Core!3398
The Camera Activity Report allows users to view how many signals cameras sent within a selected time frame.
Path: Matrix > Report Manager

Camera Status Report
03/05/21
Ticket Number: 356833
GitLab ID: Core!3407
The Camera Status Report allows users to view all cameras within a selected time frame and their current status of either connected or disconnected.
Path: Matrix > Report Manager

Managing Sublists Enhancements
03/09/21
Ticket Number: 354903
GitLab ID: Matrix!6757 & Matrix!6802
Users can now manage sublists within Report Manager. Selecting the plus icon next to the Sublist Name field within reports will display the Sublist Maintenance options.
Path: Matrix > Report Manager

Downloading Large Reports
04/16/21
Ticket Number: 313401
GitLab ID: Matrix!6870 & Core!3546
Added functionality that supports users downloading large reports (4MB in size or greater). Users can now generate and download larger report files within Report Manager.
Path: Matrix > Report Manager

Fixes #

Operator Events Handled Fix
02/25/20
Ticket Number: 325245
GitLab ID: Core!2100
When users run the Operator Events Handled report within Matrix Report Manager, the report will now display the correct date range. Prior to this fix, the report would not return the entered date range.
Path: Matrix > Report Manager

Running Dealer Reports
03/31/20
Ticket Number: 324902
GitLab ID: Core!2253
Corrected issue that prevented users from running reports on their dealer accounts.
Path: Matrix > Report Manager

Initialize Template Date Fields
02/18/21
Ticket Number: 355816
GitLab ID: Matrix!6709 & Core!3336
Corrected issue where the date fields would not display when creating templates within Report Manager.
Path: Matrix > Report Manager > My Reports > Make Template

Account Listing Report Fix
02/18/21
Ticket Number: 355752
GitLab ID: Core!3333
Corrected issue that caused the Account Listing report to incorrectly display active accounts.
Path: Matrix > Report Manager

Dealer Reports Fix
02/24/21
Ticket Number: 356239
GitLab ID: Core!3366
Corrected issue that caused some reports to error out when dealers were running them. This was due to an incorrect field check that was occurring in the background.
Path: Matrix > Report Manager

Batch Reports Fix
04/29/21
Ticket Number: 356005
GitLab ID: Matrix!6896
Corrected issue where users could create batch reports without selecting a template. This would create an empty batch report with no information to return.
Path: Matrix > Report Manager > Scheduler tab

Subdealer Report Fix
05/17/21
Ticket Number: 339354
GitLab ID: Core!3281
When users ran reports by subdealer, the system would return an empty report. This issue has been corrected so reports can be run by subdealer normally.
Path: Matrix > Report Manager

Sales #

This section contains Enhancements and Fixes made to the Sales pages within Matrix.

Enhancements #

Equipment Labor
02/05/20
Ticket Number: 318730
GitLab ID: Core!1963, Core!2110, Core!2185, Core!2300, Core!2310, Core!2330, & Core!2294
Equipment Labor has been added to labor rates within Sales. Equipment Labor can be specified by Job Type as needed.
Path: Matrix > Sales > Prospect Information > Proposal Summary

Custom Prospect Automatic Assignment
02/13/20
Ticket Number: 324888
GitLab ID: Core!2014
Users can now organize prospects into an alternate branch group. Prospects can be sorted if their assigned Source Code, Referral Code, and Branch match the designated criteria. This requires special setup by DICE.
Path: Matrix > Sales > Prospect Information

Show Labor Hours
02/19/20
Ticket Number: 325626
GitLab ID: Matrix!5497 & Core!2048
Labor hours will now display when users view Package Details on a proposal.
Path: Matrix > Sales > Prospect Information > View Prospect > View Proposal

Package Type Sets Contract Type
02/19/20
Ticket Number: 322223
GitLab ID: Matrix!5496 & Core!2047
When creating a proposal from the builder, whichever Package Type is selected will determine the available Contract Lengths users can select.
Path: Matrix > Sales > Prospect Information > Proposals

Installation Checklist Tab
03/13/20
Ticket Number: 326149
GitLab ID: Matrix!5642 & Core!2198
The new tab, Installation Checklist, within Matrix Sales allows users to determine what information is necessary on the prospect prior to their install.
Path: Matrix > Sales > Prospect Information > Installation Checklist tab

Viewing Markup Percentages
04/09/20
Ticket Number: 324913
GitLab ID: Matrix!5715
When viewing markups on a proposal that is currently being signed or has already been signed, users will be unable to make changes to the applied markups.
Path: Matrix > Sales > Prospect Information

Removed Unused Field
04/13/20
Ticket Number: 317680
GitLab ID: Matrix!5722
Removed the RMR Calculation dropdown from Job Type Maintenance. This field was no longer utilized within Sales.
Path: Matrix > Sales > Sales Setup > Sales Code Maintenance > Job Type Maintenance

Adding Additional Parts
04/20/20
Ticket Number: 338457
GitLab ID: Matrix!5731
When adding parts to a proposal, a new button, Save and Add More, has been added to allow users to add additional parts quickly.
Path: Matrix > Sales > Prospect Information > Proposals

Do Not Show Passthroughs
07/08/20
Ticket Number: 341843
GitLab ID: Matrix!5961, Core!2605, & Core!2551
When editing form templates, users will now have access to the Do Not Show Passthrough option. This option will prevent forms from populating with passthrough information if applicable.
Path: Matrix > Sales > Sales Setup > Matrix Form Editor

Invoca Integration
07/14/20
Ticket Number: 338925
GitLab ID: Matrix!5993 & Core!2573
Matrix Sales now offers an integration with Invoca. This allows users to coordinate their leads between Matrix and Invoca.
Path: Matrix > Sales

Additional Toolbar Options
08/13/20
Ticket Number: 341585
GitLab ID: Matrix!6093
The Completed Tasks table within Prospect Information now has two toolbar options: View and Reload. These options allow users to view additional information on completed tasks and refresh the table to display up-to-date information respectively.
Path: Matrix > Sales > Prospect Information > Completed Tasks tab

Referral Code Additional Fields
08/26/20
Ticket Number: 341163
GitLab ID: Matrix!6143
Updated the available Referral Code fields to only display the additional Reference and Name fields when applicable to the selected referral code.
Path: Matrix > Sales > Prospect Information > Information Tab > Referral Code Dropdown

Communication Type
08/27/20
Ticket Number: 345688
GitLab ID: Matrix!6150, Core!2743, Core!2785, Core!2850, & Matrix!6233
The Communication Type dropdown within the Installation Checklist tab allows users to assign the communication method used by the equipment installed on prospects.
Path: Matrix > Sales > Prospect Information > Installation Checklist tab

Add Negative Equipment
09/01/20
Ticket Number: 340533
GitLab ID: Matrix!6165, Core!2881, & Core!2766
Users can now add negative numbers of equipment to proposals should they choose to do so. In order to add a negative quantity, a positive quantity of the item but exist on the proposal.
Path: Matrix > Sales > Prospect Information > Proposals

Markup Labels Added
10/07/20
Ticket Number: 347927
GitLab ID: Matrix!6329, Matrix!6333, & Core!2879
Labels for Pre Markup Selling Price, Proposal Markup, Job Type Markup, and Service Markup have been added to the Proposal Summary. Users can now reference this information quickly when viewing proposals.
Path: Matrix > Sales > Prospect Information > Proposals

Additional Travel Hours Calculation
10/08/20
Ticket Number: 347450
GitLab ID: Matrix!6332
Travel time calculations have been updated to calculate per each block of work. This change corrects issues caused by calculations incorrectly adding travel time to proposals.
Path: Matrix > Sales > Prospect Information > Proposals

Resend Signed Documents Option
10/16/20
Ticket Number: N/A
GitLab ID: Matrix!6344
The Resend Signed Documents option available when viewing signed proposals can be hidden from user views if desired. Contact DICE support to have this flag turned on.
Path: Matrix > Sales > Prospect Information > Signed Proposal

Include Sales Rep on Email
10/30/20
Ticket Number: 345442
GitLab ID: Core!2967
When sales reps request manager approval, the rep will be carbon copied on the email sent to their applicable manager.
Path: Matrix > Prospect Information > Proposals

Proposal Markup Summary
10/27/20
Ticket Number: 347927
GitLab ID: Matrix!6376, Matrix!6375, & Core!2951
When viewing the Proposal Summary information, an additional column, Markup will display the applicable markup percentages applied to the proposal. This will only display if the Markup flag is turned on.
Path: Matrix > Sales > Prospect Information > Proposals

Managers Receiving Approval Emails
11/03/20
Ticket Number: 345528
GitLab ID: Core!2980
The approval email for markup changes will now be sent to all managers who belong to the prospect’s branch and type.
Path: Matrix > Sales > Prospect Information

CSV Option
11/03/20
Ticket Number: 349413
GitLab ID: Matrix!6396
Added a CSV option to the Prospect Dashboard toolbar. Selecting this option will download a comma separated value formatted document of the dashboard table to the user’s computer.
Path: Matrix > Sales > Prospect Dashboard

Job Type Markup
11/06/20
Ticket Number: 347927
GitLab ID: Matrix!6420
A new flag, HIDE_JOBTYPE_MARKUP, will hide the markup percentage added to equipment on proposals. The markup is still applied to the proposal total, it is just not displayed within the Proposal Summary. This flag is available within DCFLAGS in CORE.
Path: Matrix > Sales > Prospect Information > Proposals

Docusign Error Messages
12/15/20
Ticket Number: 350622
GitLab ID: Matrix!6508 & Core!3064
Added error messages to notify users if Docusign is missing information or if the invocation limit was reached. These error messages provide users with more detailed information for why their Docusign session may have timed out or was rejected.
Path: Matrix > Sales > Prospect Information > Proposal tab > Select proposal > Begin signing process

Prospects Without Tasks Filter
12/17/20
Ticket Number: 352892
GitLab ID: Core!3113
When displaying prospects without tasks within the table, the table will no longer display prospects that have not been touched in over two years (780 days).
Path: Matrix > Sales > Prospects Without Tasks

Proposal Set Price
01/13/21
Ticket Number: 351248
GitLab ID: Matrix!6593, Matrix!6474, Core!3051, Core!3205, & Core!3225
Users can now set proposal prices via the Proposal Price option located within proposals in Matrix Sales. This option allows users to view the base price of proposals and set a new one as necessary.
Path: Matrix > Sales > Prospect Information > Proposals

Adding Non-Stock Items
01/26/21
Ticket Number: 354382
GitLab ID: Matrix!6631 & Matrix!6697
Added a notification to confirm users want to add non stock parts to proposals and templates. Prior to this change, users could add non stock parts without being notified first.
Path: Matrix > Sales

Adding Multiple Parts
01/27/21
Ticket Number: 350161
GitLab ID: Matrix!6643 & Core!3243
When adding equipment to proposals, users will now have access to the Multi Add option. This option allows users to select multiple parts to add the proposal at once.
Path: Matrix > Sales > Prospect Information

Require Job Type
01/29/21
Ticket Number: 354058
GitLab ID: Matrix!6654
When adding items to a proposal, users will now be required to assign a Job Type to the prospect prior to adding items.
Path: Matrix > Sales > Prospect Information

Update Proposal Information Notification
02/02/21
Ticket Number: 354058
GitLab ID: Matrix!6659
Added a notification to request users save any unsaved changes to the Proposal Information prior to adding equipment.
Path: Matrix > Sales > Prospect Information > Proposals tab

Installation Checklist Add Permit
02/01/21
Ticket Number: 353895
GitLab ID: Matrix!6656 & Core!3265
Additional checkbox option, Add Permit, added to the Installation Checklist list. This option can be selected to denote the prospect requires a permit.
Path: Matrix > Sales > Prospect Information > Installation Checklist tab

Paging Options Removed
03/22/21
Ticket Number: N/A
GitLab ID: Matrix!6788
Removed the paging options from the Pending Prospects table. This is to make sure the table displays the correct information.
Path: Matrix > Sales > New Prospect Entry > Find Matches

Autopopulate Zip Code
03/22/21
Ticket Number: N/A
GitLab ID: Matrix!6786
Updated the alternate address codes field to automatically populate with the same zip code as the primary address if applicable.
Path: Matrix > Sales > Prospect Information > Alternate Address

Create Subscriber Prompt
03/23/21
Ticket Number: N/A
GitLab ID: Matrix!6798
After a proposal is signed by all parties, Matrix will prompt the user if they would like to create a subscriber from the prospect. This prompt is controlled by the PROMPT_CREATE_SUBSCR flag within CORE.
Path: Matrix > Sales > Prospect Information > Complete signing process

Allow Negative Labor Hours
03/25/21
Ticket Number: 358039
GitLab ID: Matrix!6814, Matrix!6909, & Matrix!6891
Users can now add negative labor hours to proposals if desired.
Path: Matrix > Prospect Entry > Proposals

Refresh Ticket Table
03/25/21
Ticket Number: N/A
GitLab ID: Matrix!6819
When creating a ticket from installation management, the dialog ticket table will refresh to display the new ticket.
Path: Matrix > Sales > Installation Management

Prevent Certain Changes to Proposals
03/26/21
Ticket Number: N/A
GitLab ID: Matrix!6829
If a package has been added to a proposal, users will now be unable to update the lease type or contact type of the assigned package. Users must select a new package if these fields need to be updated.
Path: Matrix > Sales > Prospect Information

Fixes #

Job Estimate Fix
02/05/20
Ticket Number: 318730
GitLab ID: Core!1963, Core!2110, Core!2185, Core!2300, Core!2310, Core!2330, & Core!2093
Corrected issue some users encountered where the Job Estimate page would not properly populate with items listed on the job.
Path: Matrix > Sales > Job Estimate

Calculation Fix
02/05/20
Ticket Number: 318730
GitLab ID: Core!1963, Core!1968, Matrix!5290, Core!2110, Core!2185, Core!2300, Core!2310, Core!2330, & Core!2093
Corrected calculation irregularities for certain sales items. Travel is now properly defined as labor and markup additions are calculated as they should be.
Path: Matrix > Sales > Prospect Information > Proposal

Properly Calculate Labor Hours
04/10/20
Ticket Number: 318730
GitLab ID: Core!5391, Core!1971, Core!2300, Core!2310, Core!2330, & Core!2294
Corrected issue that caused the system to not calculate equipment labor as labor hours. When equipment labor is added, the correct labor hours will display.
Path: Matrix > Sales > Prospect Information

Representative Access Fix
04/29/20
Ticket Number: 339030
GitLab ID: Core!2354
Corrected issue that caused sales representatives to be unable to access their prospects even if the correct permissions were assigned to their profile. Reps can now access their prospects without issue as necessary.
Path: Matrix > Sales > Prospect Information

Sales Price Template Fix
06/15/20
Ticket Number: 341598
GitLab ID: Core!2457
Corrected issue caused users to first delete all information from the template description field prior to updating the field.
Path: Matrix > Sales > Sales Setup > Sales Price Template Setup > Sales Template Maintenance

Copying Proposal Notes To Tickets
06/23/20
Ticket Number: 318515
GitLab ID: Core!2482
Corrected issue that caused notes from sales proposals to incorrectly copy to service tickets when the proposal was turned into a job. The sales proposal note field was corrected to allow for additional characters to confirm the note will copy properly.
Path: Matrix > Sales > Prospect Information > Proposal Entry > Proposal Notes

Alternate Address Street Direction
07/13/20
Ticket Number: 341369
GitLab ID: Matrix!5977
Corrected issue that caused prospect alternate address street directions to not save or populate the alternate address table within Prospect Information.
Path: Matrix > Sales > Prospect Information > Alternate Address

Entering Address Information Fix
07/13/20
Ticket Number: 340956
GitLab ID: Matrix!5976
Corrected issue that would cause users to see an error when entering address information for new prospects even if the information entered was corrected and without errors.
Path: Matrix > Sales > New Prospect Information

Labor Bill Code Fix
07/15/20
Ticket Number: 343343
GitLab ID: Core!2576
Corrected issue that caused the incorrect labor code to be used when converting a proposal to a job. Prior to this change, users would sometimes see the labor hours for items populating with the incorrect charge.
Path: Matrix > Sales

Selecting Documents Fix
08/28/20
Ticket Number: 323436
GitLab ID: Matrix!6156
Corrected issue that caused selected documents to become deselected when using the document search options.
Path: Matrix > Sales > Prospect Information > Proposals tab > Begin Proposal Signing Process > Select Documents to Sign

Form Editor Description Lines
11/12/20
Ticket Number: 349577
GitLab ID: Core!3024
Corrected issue that caused longer description lines for parts to not display correctly when loaded from a placeholder. Now, description lines will display all information as written on the part.
Path: Matrix > Sales > Sales Setup > Matrix Form Editor

Signing Proposals with Inactive Parts
11/17/20
Ticket Number: 350813
GitLab ID: Matrix!6456 & Core!3034
Corrected issue that allowed users to complete the signing process for proposals including inactive parts. Now, when users attempt to sign a proposal including inactive parts, the system will inform them and lock the signing process.
Path: Matrix > Sales > Prospect Information > Proposals

Add Button Fix
11/23/20
Ticket Number: 350876
GitLab ID: Matrix!6470
Corrected issue that allowed users to select the Add option multiple times when adding equipment. This caused the selected item to add multiple blank item lines to the proposal. Now, the Add option will be blocked from being selected more than once when adding equipment to proposals.
Path: Matrix > Sales > Prospect Information

Form Editor Text Box Fix
12/11/20
Ticket Number: 345453
GitLab ID: Core!3078 & Core!3022
Corrected the Form Editor text display to properly recognize line breaks. The text will now display as intended rather than as one long string.
Path: Matrix > Sales > Prospect Information > Proposal tab > Open Proposal > Custom Form Buttons

Setting Passthrough Bill Codes
12/15/20
Ticket Number: 352726
GitLab ID: Core!3095
Corrected issue that caused passthrough line bill codes to not carry over when creating a job. Now, the system will auto-populate the bill codes for passthrough lines.
Path: Matrix > Sales > Prospect Information > Installation Management > Contract Entry > New Job

Editing Proposal Package Items
01/28/21
Ticket Number: 354563
GitLab ID: Matrix!6630
Corrected issue that allowed users to edit package items when updating equipment on proposals.
Path: Matrix > Sales > Prospect Information > Proposals

Proposal Notes Fix
02/09/21
Ticket Number: 351968
GitLab ID: Matrix!6680
Corrected issue that caused proposal notes to display incorrectly when characters moved to the next line.
Path: Matrix > Sales > Prospect Information

Proposal Approval Fix
02/10/21
Ticket Number: 355484
GitLab ID: Core!3310
Corrected error some users encountered where price markups requiring approval would not be properly sent to managers for approval.
Path: Matrix > Sales > Prospect Information

Proposal Price Approval
02/22/21
Ticket Number: 356023
GitLab ID: Core!3344
Corrected issue that allowed Sales Representatives to send proposals to be signed without getting price approval from managers first.
Path: Matrix > Sales > Prospect Information

Preventing Multiple Clicks
03/01/21
Ticket Number: 356296
GitLab ID: Matrix!6736 & Matrix!6756
Corrected issue that allowed users to select the Reassign Prospect option multiple times. This created multiple history and email notifications regarding the reassignment.
Path: Sales > Reassign Rep On Prospect

Displaying Correct Sold Proposal Information
03/15/21
Ticket Number: 355652
GitLab ID: Core!3440
Corrected issue that caused information pulled from MSM to save incorrectly within Matrix Sales. Now, data is saving correctly when moving from one to the other.
Path: Matrix > Sales > Prospect Information

Editing Template Items
03/19/21
Ticket Number: 357425
GitLab ID: Matrix!6783
Corrected the fields populating incorrectly when editing Price Template items. Now, when users update template items, the fields will populate with the correct information.
Path: Matrix > Sales > Sales Template Setup

Editing Template Codes Fix
03/22/21
Ticket Number: N/A
GitLab ID: Matrix!6794
Corrected issue that allowed users to edit price template codes when updating proposals. This field is now read only when applicable.
Path: Matrix > Sales Template Maintenance > Template Maintenance

Updating Claim Button After Reassign
03/26/21
Ticket Number: 355967
GitLab ID: Matrix!6831
Updated the Claim button within Prospect Information to disappear after the prospect has been reassigned via the Reassign button. Claim no longer has a function if the prospect has been successfully reassigned.
Path: Matrix > Sales > Prospect Information

Approval Hours Fix
03/30/21
Ticket Number: 355400
GitLab ID: Core!3493
Corrected issue that caused the system to confirm labor hours when the proposal is being marked for approval needed. This check should only occur when the proposal is actively being checked.
Path: Matrix > Sales > Prospect Information

Display Longer Description
04/09/21
Ticket Number: 358226
GitLab ID: Matrix!6854 & Core!3520
When in Matrix, the multi-add for adding equipment to a Matrix Sales Proposal wasn’t showing the longer/MSM description for the part. Updated the description field to include the longer description for the part.
Path: Matrix > Sales > Prospect Information

Overriding Proposal Description Fix
04/13/21
Ticket Number: 358749
GitLab ID: Core!3532
Corrected issue that caused proposal package descriptions updated by users to be overridden with the default description after saving. Now, if users update package descriptions, the system will properly save the new description.
Path: Matrix > Sales > Prospect Information

DocuSign Signature Capture Fix
04/19/21
Ticket Number: N/A
GitLab ID: Core!3549
Corrected issue that caused the DocuSign Signature Capture functionality to not register that the envelope was created. Now, the system will properly recognize when an envelope is created upon signature capture.
Path: Matrix > Sales > Prospect Information

Allow Reps to Change Branches
04/22/21
Ticket Number: 359676
GitLab ID: Core!3556 & Core!3607
Corrected issue that prevented sales representatives with access to applicable branches to change branches when desired. Prior to this fix, only reps with ALL ACCESS were allowed to change branches. If a rep has access to a branch, they should be allowed to change to that branch when necessary.
Path: Matrix > Sales > Prospect Information

Service #

This section contains Enhancements and Fixes made to the available Matrix Service pages within Matrix.

Enhancements #

AR Number Field
01/30/20
Ticket Number: 321822
GitLab ID: Matrix!5366, Matrix!5446, & Core!1932
If Accounts Receivable is turned off, users can input any number into the AR Number field within ticket processing.
Path: Matrix > Service > Hands On Manager > Select Ticket > Information tab

Labor Hours Column
02/17/20
Ticket Number: 323834
GitLab ID: Matrix!5470
Added the column Labor Hours to Hands On Manager and Rapid Scheduler. This column will display how many hours of labor the applicable ticket is scheduled to take to complete.
Path: Matrix > Service > Hands On Manager & Rapid Scheduler

Multi-Sort Functionality
02/18/20
Ticket Number: 321526
GitLab ID: Matrix!5493
When users sort their ticket table by multiple column options, the order columns are selected is the order they will sort in.
Path: Matrix > Service > Hands On Manager

Bypass Passcode
02/19/20
Ticket Number: 323873
GitLab ID: Matrix!5499
If the Override Passcode flag is set to Y, users will not be prompted to confirm passcodes when creating tickets on applicable accounts.
Path: Matrix > Service > Hands On Manager

Podium Integration Settings
02/19/20
Ticket Number: N/A
GitLab ID: Matrix!5504
The Podium Settings tab has been relocated from Data Entry to Service Maintenance.
Path: Matrix > Service > Service Maintenance

Streamline Ticket Completion Process
02/26/20
Ticket Number: 324546
GitLab ID: Matrix!5546
Updated ticket processing to include all necessary fields within the Complete Ticket dialog box. Prior to this change, users would be required to navigate through multiple popup windows before being able to close the ticket.
Path: Matrix > Service > Hands on Manager > Complete ticket

Redundant Option Removed
03/13/20
Ticket Number: 326950
GitLab ID: Matrix!5631
Removed the Image Type drop-down from the Attach Image dialog box as it was no longer in use.
Path: Matrix > Service > Hands on Manager > Images tab > Attach Image

Display Contact Numbers
04/08/20
Ticket Number: 338306
GitLab ID: Matrix!5710 & Core!2282
When viewing scheduled tickets in the Rapid Calendar, the Requested By contact and their phone number will display.
Path: Matrix > Service > Rapid Calendar

Store Search
04/20/20
Ticket Number: 338655
GitLab ID: Matrix!5733
When creating tickets, users can now search for accounts via store number when applicable.
Path: Matrix > Service > Ticket Processing

Additional Invoice Options
04/20/20
Ticket Number: 317335
GitLab ID: Matrix!5732 & Core!2374
When closing a reopened ticket that has already been invoiced, users will be asked if they would like to create a new invoice or update the existing invoice(s).
Path: Matrix > Service > Hands-On Manager

Attached Files Notes
04/29/20
Ticket Number: 322273
GitLab ID: Matrix!5763, Matrix!5214, & Matrix!5830
When users attach images or documents to service tickets, an automatically generated note will write to the ticket stating an the applicable files were attached.
Path: Matrix > Service > Hands On Manager

AR Number Field
04/30/20
Ticket Number: 339023
GitLab ID: Matrix!5767
When creating tickets in Hands On Manager, the AR Number field is now optional.
Path: Matrix > Service > Hands On Manager

Default Ticket Descriptions
04/30/20
Ticket Number: 339022
GitLab ID: Core!2364
Tickets created without a description will default to populate the Description field with the Dispatch Code description when applicable.
Path: Matrix > Service > Hands on Manager > New Ticket

Ticket Completion Updates
05/05/20
Ticket Number: 317335
GitLab ID: Matrix!5784
Two changes were made to the ticket completion process.

1. Result and Cause codes are now selected with the Description showing.
2. If the ticket has been invoiced previously, a grid of the previous invoices displays.

Path: Matrix > Service > Ticket Processing

Additional Tech Info
05/07/20
Ticket Number: 339312
GitLab ID: Matrix!5791
Users can now use the svc_misc_1 DC Flag within CORE to automatically populate additional tech information when assigning tickets.
Path: Matrix > Service > Ticket Processing

Display Notes
05/15/20
Ticket Number: 339516
GitLab ID: Core!2403
When a Preventive Maintenance entry is turned into an actual service ticket, the note entered for the ticket will now be marked as a display note so it shows on printed tickets sent to customers.
Path: Matrix > Service > Preventative Maintenance

Default Print Options
05/19/20
Ticket Number: 339615
GitLab ID: Matrix!5828
Corrected issue that caused the default print option for service user setup in CORE to not properly copy to Matrix. Now, the default printer option will save across both platforms.
Path: Matrix > Service > Hands On Manager > Print Ticket

Change Tech Option
05/22/20
Ticket Number: 338372
GitLab ID: Matrix!5850
Users can now select alternate technicians to assign to tickets via the Change Tech button available in Ticket Processing.
Path: Matrix > Service > Hands on Manager > Ticket Processing

Closed Ticket Table
05/22/20
Ticket Number: 340198
GitLab ID: Matrix!5847
When viewing closed tickets within Ticket Processing, the table will now default to display 20 rows of information. Users can also control the default sort via the new DC Flag, Sort Completion Date, within CORE. If selected, the table will automatically sort by the date the ticket was labeled as complete (earliest to latest).
Path: Matrix > Service > Hands on Manager

Change Account on Tickets
06/24/20
Ticket Number: 339230
GitLab ID: Matrix!5918 & Matrix!5952
Users can now update accounts assigned to tickets when within ticket processing via the new Change Account option.
Path: Matrix > Service > Hands On Manager > Open Ticket > Change Account

Print Service Tickets
06/30/20
Ticket Number: 342389
GitLab ID: Matrix!5940
A Print option has been added to the ticket processing page to allow users to send the ticket information to a printer.
Path: Matrix > Service > Hands On Manager or Rapid Scheduler > Ticket Processing

On Test Check When Completing Tickets
07/14/20
Ticket Number: 343328
GitLab ID: Matrix!5991 & Core!2571
When users attempt to close a ticket, the system will now check if the account is on test. If accounts are on test when trying to close tickets, users are informed of the test and they are prevented from closing the ticket.
Path: Matrix > Service > Service Ticket Manager > Complete Ticket

Additional Podium Options
07/20/20
Ticket Number: 340163
GitLab ID: Core!2611 & Core!2619
Additional options for managing Podium information have been added to Matrix. The Podium App Dispatch Codes and Podium Matrix Dispatch Codes options allow users to manage application and Matrix codes as necessary.
Path: Matrix > Service > Service Maintenance

Additional Podium Options
07/20/20
Ticket Number: 340163
GitLab ID: Matrix!6005
Additional Podium Integration options have been added to Service Maintenance within Matrix. These new options and a brief description of each are listed below.

• Podium App Dispatch Codes: The Podium Integration will not send reviews to customers associated with the dispatch codes added here.
• Podium Matrix Dispatch Codes: The Podium Integration will send reviews to customers associated with the dispatch codes added here.
• Podium Result Codes: The Podium Integration will not send reviews to customers associated with the result codes added here.
• Podium Status Codes: The Podium Integration will not send reviews to customers associated with the status codes added here.

Path: Matrix > Service > Service Maintenance

Ticket Editing Notification
07/22/20
Ticket Number: 339349
GitLab ID: Matrix!6013, Matrix!6063, & Core!2670
A new notification will display to inform users if another user is also viewing and editing a ticket.
Path: Matrix > Service > Hands On Manager

Center Tech Routes
08/11/20
Ticket Number: 339341
GitLab ID: Matrix!6086
When loading technician routes within Rapid Scheduler, the first stop of the route will automatically center on the map.
Path: Matrix > Service > Rapid Scheduler > Map

Ticket Creation Restriction Popup
09/30/20
Ticket Number: 347402
GitLab ID: Matrix!6312
When users attempt to create a ticket within a branch they are not assigned to, a popup will display informing them they cannot create tickets within the branch.
Path: Matrix > Service > Hands On Manager > Create New Ticket

Scheduling Hard/Soft Appointments
10/08/20
Ticket Number: 348213
GitLab ID: Matrix!6337
When users create appointments, they will be prompted to select if the appointment is Hard or Soft. Users also have the ability to add notes to the appointment.
Path: Matrix > Service > Rapid Scheduler > Select Tech > Select Ticket > Tech Schedule Availability Table > Schedule Ticket

Ticket Description Field
10/20/20
Ticket Number: 348998
GitLab ID: Matrix!6354
Added the Ticket Description field to the New Ticket Creation options. Users can now create tickets with unique or default descriptions.
Path: Matrix > Service > Hands On Manager > Ticket Processing

Access to Print Options
11/05/20
Ticket Number: 348189
GitLab ID: Matrix!6419 & Core!3003
Added the Print Options dropdown to the Email Ticket dialog box. This dropdown allows users to select a format for printing the ticket.
Path: Matrix > Service > Ticket Processing > Email Ticket

Populating Email Lists
11/10/20
Ticket Number: 350433
GitLab ID: Matrix!6426
When emailing tickets to individuals, if an employee ID is selected, that employee’s listed emails will populate at the top of the email table.
Path: Matrix > Service > Ticket Processing > Email

Ticket Dispatch Notes
01/13/21
Ticket Number: 353400
GitLab ID: Matrix!6607
Updated the title for ticket notes to Ticket Dispatch Notes for clarity.
Path: Matrix > Service > Ticket Processing

Require Users to Read Notes
02/17/21
Ticket Number: 355870
GitLab ID: Matrix!6706
Updated subscriber notes to require users to read all note tabs prior to selecting OK to continue to ticket processing when creating new tickets.
Path: Matrix > Service > Ticket Processing > Create a Ticket

Default Service/Rate Codes
02/25/21
Ticket Number: 354913
GitLab ID: Core!3375
Added new functionality that allows users to assign a default service and rate code to new tickets.
Path: Matrix > Service > Ticket Processing

Parts Display Update
03/22/21
Ticket Number: 357797
GitLab ID: Core!3452
Updated the flag that dictates the quantities of parts displayed within Tech Service. Now, the flag can be set to show either all part quantities or only quantities that are greater than zero.
Path: Matrix > Service > Tech Service > Add Parts

Podium Ticket Processing
03/24/21
Ticket Number: N/A
GitLab ID: Core!3460
Updated the information displayed within the Podium Information tab. Now, the information tab will display if tickets have not yet been sent to Podium to provide users with more specific information regarding the ticket.
Path: Matrix > Service > Ticket Processing > Podium tab

Default Part Quantity
03/30/21
Ticket Number: 358323
GitLab ID: Matrix!6839
Updated the default value for parts to 1.00.
Path: Matrix > Service > Ticket Processing

Updated Table Filtering Case Sensitivity
04/13/21
Ticket Number: 358171 & 359662
GitLab ID: Matrix!6859 & Matrix!6899
Updated the table filtering fields within Tech Service to not be case sensitive when searching. This includes when searching within the Ticket list and when searching within the History and Inventory tabs.
Path: Matrix > Service > Tech Service

Allow Appointment Date
04/29/21
Ticket Number: 358752
GitLab ID: Matrix!6897 & Core!3575
When completing a ticket, the appointment date and time can now be populated and saved when values are entered on the ticket completion screen. This feature is only when service billing is not an activated module.
Path: Matrix > Service > Ticket Processing

Fixes #

Test-Disable Fix
02/02/20
Ticket: 322342
GitLab ID: Matrix!5373
Corrected issue where the Test-Disable tab within Hands On Manager would not allow users to place accounts/zones/alarms on test.
Path: Matrix > Service > Hands On Manager > Site > Test-Disable

Ticket Processing Map Fix
02/05/20
Ticket Number: 321826
GitLab ID: Matrix!5394
Corrected issue where the Map tab within Ticket Processing would not display mapping information.
Path: Matrix > Service > Hands On Manager > Select Ticket > Map tab

Preventative Maintenance Search Fix
02/05/20
Ticket Number: c
GitLab ID: Matrix!5402
Corrected issue where the date search function was not properly searching for selected dates.
Path: Matrix > Service > Preventative Maintenance

Display Operator Code
02/10/20
Ticket Number: 323634
GitLab ID: Matrix!5407 & Matrix!5471
Corrected issue where the Operator tab within Hands On Manager was not populating with the operator code assigned to the ticket.
Path: Matrix > Service > Hands On Manager

Filter by Start Date
02/13/20
Ticket Number: 317832
GitLab ID: Matrix!5459
Corrected issue where sorting by the Start Date in Hands on Manager would sometimes sort incorrectly. Now, when users sort by Start Date, the tickets will sort accordingly from earliest to latest or vice versa as determined by the sort order.
Path: Matrix > Service > Hands On Manager

Dispatch Notes Displaying Incorrect Tech
02/14/20
Ticket Number: 323754
GitLab ID: Core!2020
Corrected issue where, when a ticket’s assigned technician was updated, the dispatch notes would not update with the correct technician’s name.
Path: Matrix > Service > Hands On Manager

Entry Time Column Fix
02/18/20
Ticket Number: 324451
GitLab ID: Core!2045
Corrected issue where the Entry Time Column in Preventative Maintenance would display None. This column will now display the date the Preventative Maintenance ticket was created.
Path: Matrix > Service > Preventative Maintenance

Service Tech Status
02/18/20
Ticket Number: 324487
GitLab ID: Core!2037
Corrected issue where the correct Tech Status was not displaying for Tech Status Profiles.
Path: Matrix > Service > Service Tech Status

Service Recurring Exceptions
02/18/20
Ticket Number: 322259
GitLab ID: Core!2042
Corrected issue where updating a recurring exception would not update all connected exceptions accordingly.
Path: Matrix > Service > Hands On Manager > Tech Schedule

Map Template Fix
02/20/20
Ticket Number: 325474
GitLab ID: Matrix!5510
Corrected issue where the Service Ticket map would not properly display. Users can now view ticket map information normally.
Path: Matrix > Service > Hands On Manager > Open Ticket > Map

HOM Refresh Table Fix
03/02/20
Ticket Number: 324542
GitLab ID: Matrix!5559
Corrected issue that caused the Hands On Manager ticket table to not automatically refresh when the Auto-Refresh option was selected. If selected, the table will auto-refresh periodically.
Path: Matrix > Service > Hands On Manager

Return Inactive AR Numbers
03/03/20
Ticket Number: 326178
GitLab ID: Core!2137
If all checked AR numbers are inactive, the system will return all AR numbers. Prior to this change, the system would return a message, “No AR Numbers Found”, which would prevent users from closing tickets.
Path: Matrix > Service > Hands On Manager

Windows Touchscreen Devices
03/04/20
Ticket Number: 325965
GitLab ID: Matrix!5577
Corrected issue that occurred when attempting to sign using a windows touchscreen device. The Tech Service signing function will now work as intended on applicable devices.
Path: Matrix > Service > Tech Service > Signing Prompts

Multiple Tech Routes Fix
03/09/20
Ticket Number: 326342
GitLab ID: Matrix!5599
Corrected issue that caused the Rapid Scheduler Map to default to the last tech when displaying routes. This would cause issues when trying to display the route of a ticket assigned to multiple techs.
Path: Matrix > Service > Rapid Scheduler > Populate Map > Tech Route

SharePoint Integration Fix
03/13/20
Ticket Number: 316561
GitLab ID: Matrix!5635 & Core!2196
Corrected issue where the SharePoint option within Tech Service would not properly route users to SharePoint within an alternate tab. Users can now access their SharePoint account normally.
Path: Matrix > Service > Tech Service

Include/Exclude Toolbar Option
03/16/20
Ticket Number: 326939
GitLab ID: Matrix!5651
Fixed the Include/Exclude option available within Hands on Manager to allow users to update include/exclude lists they would like to assign to the Service History table details.
Path: Matrix > Service > Hands on Manager > Select Service Ticket > Service History tab > Include/Exclude Toolbar Option

Displaying Attached Ticket Images
03/16/20
Ticket Number: 326982
GitLab ID: Matrix!5654
Corrected issue where searching for tickets by account would not properly display attached images.
Path: Matrix > Service > Hands on Manager > Search > Search Accounts

Honor Line Breaks
05/06/20
Ticket Number: 339307
GitLab ID: Core!2375
Corrected issue that caused multiple lines of data to roll into one line even though the data was entered as separate lines when adding notes to tickets.
Path: Matrix > Service > Hands on Manager

Ticket Completion Error Fix
05/18/20
Ticket Number: 339612
GitLab ID: Matrix!5823
Corrected issue where the system would display a completion error when closing a ticket; however, the ticket would be properly closed despite this error.
Path: Matrix > Service > Hands on Manager

Dropdown Animation Fix
06/05/20
Ticket Number: 339309
GitLab ID: Matrix!5871, Matrix!5913, & Matrix!5887
Corrected issue that caused the Note section for ticket notes to shift on the screen if users select a preexisting note option from the available dropdowns.
Path: Matrix > Service > Hands on Manager > Service Ticket > Ticket Notes

Toolbar Option Location Fix
07/13/20
Ticket Number: 343184 & 348234
GitLab ID: Matrix!5978 & Matrix!6328
Corrected issue that caused the toolbar options to right align on the Hands On Manager Ticket table if more than 15 columns were added. Now, the toolbar options will always left align no matter how many columns are selected.
Path: Matrix > Service > Hands On Manager

Ticket Notes Overwrite Fix
08/20/20
Ticket Number: 345308
GitLab ID: Core!2724
Corrected issue that caused ticket notes on soft scheduled tickets to be overwritten if the ticket was unscheduled and then re-scheduled in the system.
Path: Matrix > Service > Schedule Ticket > Un-schedule Ticket

Display Item Descriptions For Non-Stock
09/18/20
Ticket Number: 347039 & 317222
GitLab ID: Core!2857
Corrected issue that caused the description applied to non-stock items to not display on the invoice.
Path: Matrix > Service > Invoice Processing

Display Central Emails
10/19/20
Ticket Number: 348719
GitLab ID: Matrix!6346
Corrected issue that caused central station emails to not populate when searching for emails to notify about tickets.
Path: Matrix > Service > Ticket Processing > Email Ticket

Closing Popups Fix
11/04/20
Ticket Number: N/A
GitLab ID: Matrix!6402
Corrected issue that caused editing popups to close and users to lose changes when editing invoices on tickets.
Path: Matrix > Service > Ticket Processing > Complete Ticket > Edit Invoice

Resize Ticket Notes
11/12/20
Ticket Number: 350554
GitLab ID: Matrix!6442 & Core!3026
Corrected issue that displayed multiline notes with the incorrect line breaks. When users add multiple lined notes to tickets, the system will now write the notes to the ticket using the proper line breaks.
Path: Matrix > Service > Ticket Processing

Filtering Tickets Within Hands On Manager
11/13/20
Ticket Number: 350059
GitLab ID: Matrix!6452
When applying a column filter to the HOM table, when users select the x icon to clear the filter, the table will revert to display the selected profile view. Prior to this change, if a column filter was removed, the table would revert to the default profile instead of the one that was selected.
Path: Matrix > Service > Hands On Manager

Editing Tickets Error
11/23/20
Ticket Number: 350562
GitLab ID: Matrix!6472
Corrected issue that caused a notification to display stating a user was currently editing a ticket even though that user exited the ticket.
Path: Matrix > Service > Ticket Processing

Default Warehouse Fix
11/25/20
Ticket Number: 351179
GitLab ID: Core!3057
If vehicles are assigned to the ALL branch, the default warehouse for technicians would not work. Updated the functionality to properly recognize the branch ALL as an appropriate branch when displaying warehouses assigned to technicians.
Path: Matrix > Service > Ticket Processing

Ticket Note Formatting Fix
12/21/20
Ticket Number: 350869 & 349860
GitLab ID: Matrix!6525 & Core!3074
Corrected ticket note formatting to properly display part locations, links, and longer notes. Matrix ticket note formatting now matches what displays in CORE.
Path: Matrix > Service > Ticket Processing > Notes

Ticket Appointment Date Fix
12/23/20
Ticket Number: N/A
GitLab ID: Core!3135
Corrected issue that caused service to generate an error if a ticket is closed without an appointment date assigned.
Path: Matrix > Service > Ticket Processing > Close Ticket

Editing Ticket Notes Fix
01/04/21
Ticket Number: 353349
GitLab ID: Matrix!6553
Corrected issue that caused notes beginning with an asterisk character (*) to be unalterable when editing ticket notes.
Path: Matrix > Service > Ticket Processing

Hiding Service Notes Options
01/27/21
Ticket Number: 354585
GitLab ID: Matrix!6641
Corrected issue that caused certain ticket note options to display when they should be hidden. Various ticket note interaction options (Display and Service Ticket Identifiers) should be hidden unless specific permissions are defined.
Path: Matrix > Service > Ticket Processing

Display Correct Inventory Quantities
01/28/21
Ticket Number: 354259
GitLab ID: Matrix!6646 & Matrix!6667
Corrected issue that caused inventory quantities in tech service to display the incorrect values.
Path: Matrix > Service > Tech Service > Inventory tab

Escape Key Closing Dialog Box Fix
02/09/21
Ticket Number: 355291
GitLab ID: Matrix!6679
Corrected issue that allowed used to strike the escape key on their keyboard to force exit from the What time did you start travel? dialog box.
Path: Matrix > Service > Tech Service

Viewing Correct Ticket Notes
02/11/21
Ticket Number: 355095
GitLab ID: Matrix!6687
Corrected issue where previously selected ticket notes would display within Hands On Manager even if no ticket was currently selected.
Path: Matrix > Service > Hands On Manager

Display the Display Note Only When Applicable
02/17/21
Ticket Number: 355316
GitLab ID: Matrix!6704
Updated tickets notes to display or hide the Display Note option when applicable.
Path: Matrix > Service > Ticket Processing

GeoCode Option Fix
03/25/21
Ticket Number: 358133
GitLab ID: Matrix!6824
Updated the GeoCode option within Service Maintenance to properly assign branch Geocodes when selected.
Path: Matrix > Service > Service Maintenance > Branches tab

Find Rate Code From Dispatch Code Fix
03/25/21
Ticket Number: 357632
GitLab ID: Core!3479
Corrected Rate Codes to properly display when they are set by Branch.
Path: Matrix > Service

Corrected Show All Parts Flag
04/14/21
Ticket Number: 357797
GitLab ID: Matrix!3537
Corrected the Show All Parts flag to properly display all parts with an inventory total of greater than zero.
Path: Matrix > Service > Tech Service

Appointment Date Fix
04/14/21
Ticket Number: N/A
GitLab ID: Core!3539
Corrected issue that prevented a technician’s appointment date update to properly save on service tickets.
Path: Matrix > Service > Ticket Processing

OpenOffice Downloads Fix
04/19/21
Ticket Number: 359508
GitLab ID: Matrix!6875
Corrected issue that prevented users from attaching OpenOffice documents to tickets (following file extension types: .odt, .ods, .odg).
Path: Matrix > Service > Ticket Processing > Ticket Attachment tab

Prevent Escape on Popups
04/29/21
Ticket Number: 355870
GitLab ID: Matrix!6898
Corrected issue that allowed users to strike the escape key to exit the notes dialog box before reading all notes.
Path: Matrix > Service > Ticket Processing

Hidden Negative Symbol Fix
05/12/21
Ticket Number: 357797
GitLab ID: Matrix!6925 & Core!3620
Corrected the issue that caused the negative symbol to not display on applicable parts within the inventory table. This would cause negative numbers to appear as positive numbers since they were missing the necessary symbol.
Path: Matrix > Tech Service > Select Ticket > Inventory Table

SMS CRM #

This section contains Enhancements and Fixes made to the SMS CRM functionality within Matrix.

Enhancements #

SMS CRM Information Updates
02/21/20
Ticket Number: 325258
GitLab ID: Matrix!5527
Alarm Notification header received by SMS customers will now display any actions taken by other customers. The date, time, person who requested the action, and the action type will now display as other customers request service, dispatch, create tickets, etc.
Path: Matrix > SMS CRM

SMS CRM Header Color Update
02/28/20
Ticket Number: 326042
GitLab ID: Matrix!5556
Updated the SMS CRM header to color green if history events exist on the alarm. This color-coding will assist users in quickly identifying alarms with history events.
Path: Matrix > SMS CRM

Patent Information
04/03/20
Ticket Number: N/A
GitLab ID: Matrix!5707
Patent information has been added to the bottom of messages received via SMS CRM.
Path: Matrix > SMS CRM

User Assistance #

This section contains Enhancements and Fixes made to the User Assistance page within Matrix.

Enhancements #

User Access Restricted
03/05/20
Ticket Number: 324917
GitLab ID: Matrix!5590
If a user does not have permission to edit other user profiles, they will not have access to this page or its options.
Path: Matrix > User Assistance

Fixes #

Reset Passwords in Matrix User Assistance
02/13/20
Ticket Number: 324803
GitLab ID: Matrix!5456
Updated the password requirements to properly highlight red when the user does not meet the specific requirement when resetting passwords.
Path: Matrix > User Assistance

Sequential Password Fix
02/26/20
Ticket Number: 324803
GitLab ID: Matrix!2113
Corrected sequential letter recognition when creating passwords. Prior to this fix, capital letters were not properly recognized when in a sequence. For Example: The following password was being accepted AbCd56 even though abcd is a sequence of characters regardless of the capitalization.
Path: Matrix > User Assistance

Redundant PDF Option
03/10/20
Ticket Number: 321600
GitLab ID: Matrix!5622
Removed duplicate PDF option from the Panel Information dialog box. Prior to this change, there were two PDF buttons with identical functions.
Path: Matrix > Rapid Scheduler > Map Ticket > Select Ticket > Select Panel Information

Overlay Map Options
03/10/20
Ticket Number: 321601
GitLab ID: Martrix!5613
Corrected issue that caused the Rapid Schedular map options to display over popups and dialog boxes. Map options will now display behind components that display over the map.
Path: Matrix > Rapid Scheduler > Map Ticket

User Maintenance #

This section contains Enhancements and Fixes made to the User Maintenance page within Matrix.

Enhancements #

Editing User Packages
02/18/20
Ticket Number: 325547
GitLab ID: Matrix!5494 & Core!2046
Users can now edit assigned package profiles as necessary within Matrix User Maintenance
Path: Matrix > User Maintenance > Select User > Packages > Edit Packages as needed

Auto Refresh
02/21/20
Ticket Number: 324542
GitLab ID: Matrix!5515, Matrix!5511, & Core!2055
Users can now select the Auto Refresh option on specific users to ensure their Hands On Manager ticket queue automatically refreshes periodically. This option will automatically default to selected.
Path: Matrix > User Maintenance

Suspended Dealer Notification
02/27/20
Ticket Number: 325974
GitLab ID: Matrix!5580, Matrix!5550, Matrix!5593, & Core!2121
If an operator attempts to update a user assigned to a suspended dealer, they must first acknowledge an alert informing them that the user’s assigned dealer is suspended.
Path: Matrix > User Maintenance

Updated the Show Personal Info Option
07/21/20
Ticket Number: 343706
GitLab ID: Matrix!6006
The option Show Personal Info is now available to users when editing profiles within User Maintenance. This option allows users to toggle whether or not the Personal Information field on Contact Details will display.
Path: Matrix > User Maintenance > Profile Maintenance

One Time Password Change
05/05/21
Ticket Number: 319594
GitLab ID: Matrix!6918 & Core!3595
When managing user profiles within Matrix User Maintenance, users will have access to the One Time Password Change button option. If selected, the user will be forced to update their password upon their next log in.
Path: Matrix > Matrix User Maintenance

Fixes #

Saving New Users
02/06/20
Ticket Number: 324694
GitLab ID: Core!1974
Corrected issue where creating a user without a password would sometimes fail to save the user. Users can be created without passwords as normal.
Path: Matrix > User Maintenance

Saving In-Use Operator Codes
02/12/20
Ticket Number: 325239
GitLab ID: Core!2009
Corrected issue where Matrix User Maintenance would save in-use operator codes to new users. Each user is required to have a unique operator code and these codes are not meant to be shared. Users are restricted from being able to use the same code for more than one user.
Path: Matrix > User Maintenance

Last Dealer
04/14/20
Ticket Number: 338322
GitLab ID: Core!2303
Corrected issue that caused the incorrect dealer to display in the Last Dealer column for users.
Path: Matrix > User Maintenance

Adding New Users
07/06/20
Ticket Number: 342533
GitLab ID: Matrix!5951 & Core!2542
Corrected issue where users would receive an error stating the operator code they are assigning to a new user profile didn’t exist prior to creating a brand new operator code. Now, unless the operator code is a duplicate, users will see a confirmation notice saying a new code was created when creating brand new users.
Path: Matrix > Matrix User Maintenance

Can Use Delay Fix
10/22/20
Ticket Number: 347916
GitLab ID: Matrix!6365
Updated the Can Use Delay permission help text to clarify its use. This permission, when selected, allows users to create delays as necessary when placing accounts on test.
Path: Matrix > User Maintenance > Additional User Flags

Options Display Fix
11/10/20
Ticket Number: 350413
GitLab ID: Matrix!6425
Corrected issue that caused toolbar options to display when users’ cursors were hovering along the edge of the toolbar. The toolbar has been updated to only display the available options within button selectors.
Path: Matrix > User Maintenance

Copied User Passwords
12/29/20
Ticket Number: 352942
GitLab ID: Core!3150
Corrected issue that caused copied users’ passwords to be invalid. This bug made the existing user’s password work on the new copied user.
Path: Matrix > User Maintenance > Copy User

Updated Profile Name Formatting
02/26/21
Ticket Number: 355703
GitLab ID: Matrix!6729
Corrected issue that caused profiles to display incorrectly within User Maintenance when editing them.
Path: Matrix > User Maintenance

Queued Change Emails
04/26/21
Ticket Number: 351593
GitLab ID: Matrix!6890 & Core!3564
Corrected how users obtain access to the Queued Change Emails option within Matrix User Maintenance. Prior to this change, access to this option on a user was restricted based on their Queue System setting; now, this option is available for all logins as necessary.
Path: Matrix > Matrix User Maintenance