Matrix
Release Date: May 13, 2022
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.
This section contains Enhancements and Fixes applied to applications within the Matrix software platform.
Caller Assistance & Data Entry
This section contains Enhancements and Fixes for changes made to the Caller Assistance and Data Entry pages within Matrix.
Enhancements
Site Inventory Tab
07/07/21
Ticket Number: 354933
GitLab ID: Matrix!6993
The new tab, Site Inventory, has been added to Caller Assistance. This tab displays the equipment quantities available on site.
Path: Matrix > Caller Assistance > Site Inventory tab
View Areas
07/12/21
Ticket Number: 360455
GitLab ID: Matrix!6969
The new toolbar option, View Areas, has been added to the Contacts table within Data Entry. This option allows users to manage which areas are assigned to contacts.
Path: Matrix > Data Entry > Contacts
Export CSV and PDF Files
08/30/21
Ticket Number: 250121
GitLab ID: Matrix!7100
The new toolbar options, CSV and PDF, allow users to export the Contacts and Zones tables found within Data Entry.
Path: Matrix > Data Entry
Additional Address Column
11/08/21
Ticket Number: 368091
GitLab ID: Matrix!7254 & Core!4087
The Addtl Address column has been added to the Passcode Lookup table found within Caller Assistance. This column allows users to search for passcodes assigned to contacts by searching through their additional address line information.
Path: Matrix > Caller Assistance
Show Pincode Field
10/27/21
Ticket Number: 357399
GitLab ID: Matrix!7206 & Core!4037
Users can now add the Pincode column to the Contacts table within Data Entry. This column will display the information input into the Pincode field when creating contacts.
Path: Matrix > Data Entry > Contacts tab
Fixes
Notify by Email Type Fix
06/04/21
Ticket Number: 352916
GitLab ID: Core!3663 & Matrix!6960
When selecting the Reload option from the Notify by Email Type table, the table information will now properly load up-to-date information.
Path: Matrix > Data Entry > Other
Adding Premise Numbers
07/08/21
Ticket Number: 362854
GitLab ID: Core!3730
Required fields can no longer be saved as blank when creating contacts within Data Entry.
Path: Matrix > Data Entry
Delete All Emails Fix
08/12/21
Ticket Number: 361825
GitLab ID: Core!3825
Users are now able to delete all contacts assigned to a subscriber in Data Entry by selecting the Delete All option from the toolbar.
Path: Matrix > Data Entry > Contacts Tab > Select Contact > Email Tab
On/Off Test Reload Toolbar Option
08/13/21
Ticket Number: 349340
GitLab ID: Matrix!6962
Fixed the Reload toolbar option to correctly refresh the On/Off Test table within Caller Assistance/Data Entry.
Path: Matrix > Caller Assistance/Data Entry > On/Off Test
Supervised Schedules Fix
09/01/21
Ticket Number: 366208
GitLab ID: Core!3892
When creating S-type schedules using the All/Day/End day codes, the schedules would assign to all days instead of being restricted to the code selected. S-type schedules will now follow the corresponding code as it should.
Path: Matrix > Data Entry > Schedules tab
Display Job Number
09/16/21
Ticket Number: 366797
GitLab ID: Core!3941
Updated the Site Inventory tab within Caller Assistance to properly display the Job Number tied to items assigned to Job invoices.
Path: Matrix > Caller Assistance > Site Inventory tab
Account Exist Check Fix
10/05/21
Ticket Number: 365260
GitLab ID: Matrix!7175
When viewing the Zones tab within Data Entry, users would sometimes encounter an error stating the account didn’t exist. This error was caused by the system checking a field that wasn’t required for account creation. The system will now check a more suitable field.
Path: Matrix > Data Entry > Zones tab
Correct Time Zone for On/Off Test
11/30/21
Ticket Number: 348537
GitLab ID: Core!4160
When creating On/Off Test spans on accounts, the time would sometimes use the incorrect time zone. Now, the proper time zone time will be used when creating On/Off test spans.
Path: Matrix > Data Entry > On/Off Test
Request Service Option Fix
12/14/21
Ticket Number: 370252
GitLab ID: Matrix!7364
Corrected the Service Request option to properly create service tickets within the system.
Path: Matrix > Caller Assistance > Service Request Tab
Temporary Notes Fix
12/17/21
Ticket Number: 369552
GitLab ID: Core!4228
When creating a Temporary Note with a follow-up request, the follow-up would sometimes fail to notify operators accordingly. Now, if a follow-up is requested, the information will be relayed as intended.
Path: Matrix > Data Entry
Duplicate Pin Codes Fix
12/21/21
Ticket Number: 370431
GitLab ID: Core!4235
When creating contacts on accounts, the Pin Code field would sometimes pre-populate with a previously assigned code. This would result in duplicate pin codes displaying.
Path: Matrix > Data Entry
Valid Values for Zone Priorities
12/30/21
Ticket Number: 370777
GitLab ID: Core!4257
Updated the valid values allowed when setting zone priority levels. Users can no longer use multi-digit numbers when setting priority levels. Priorities are to follow the standard ranges (a-z, A-Z, !, ~, etc.).
Path: Matrix > Data Entry > Zones tab
Add Schedule Access Updated
01/10/22
Ticket Number: 370388
GitLab ID: Matrix!7388 & Matrix!7361
Users that do not have the required schedule access can no longer manage schedules within Data Entry. Prior to this change, despite access limitations, users were able to select the available Schedules table toolbar options.
Path: Matrix > Data Entry > Schedules tab
Display Single Custom Identifier
01/24/22
Ticket Number: 371509
GitLab ID: Matrix!7410
Corrected issue that prevented users from using a single custom identifier within Data Entry. When a single custom identifier was used, it would not display within the identifiers tab in Data Entry.
Path: Matrix > Data Entry > Subscriber tab > Identifier tab
Email Tab Display Fix
01/26/22
Ticket Number: 368970
GitLab ID: Matrix!7418
Corrected issue where, if the Email tab within Data Entry was the only available tab, it would not populate with its information.
Path: Matrix > Data Entry > Email tab
Delete Fax Information Fix
02/08/22
Ticket Number: 364800
GitLab ID: Matrix!7420 & Core!4342
Corrected the delete option when removing fax information from accounts within Data Entry. Prior to this fix, the option would not successfully delete the information.
Path: Matrix > Data Entry
Display Selected User Definable Event
03/08/22
Ticket Number: 370742
GitLab ID: Matrix!7383, Core!4269, & Core!4264
When updating Event Descriptions within Data Entry, the displayed User Definable Events dropdown was not populating with the selected event information. Updated the program to properly display selected information.
Path: Matrix > Data Entry > Other tab > Event Description tab
Mirrored Notify Lists Fix
04/06/22
Ticket Number: 373834
GitLab ID: Core!4496
Corrected issue that caused notify list updates on mirrored accounts to incorrectly copy between accounts.
Path: Matrix > Data Entry > Notify Lists tab
Past Due Message Fix
04/29/22
Ticket Number: 374657
GitLab ID: Core!4544
Past due messages were displaying on the incorrect date. The issue has been fixed so the messages will display on the date selected by users.
Path: Matrix > Caller Assistance
Customer Portals
This section contains Enhancements and Fixes for changes made to the Residential and Commercial Portal pages within Matrix.
Enhancements
Custom On/Off Test Reason
07/27/21
Ticket Number: 363595
GitLab ID: Matrix!7009 & Core!3755
Clients can now request a custom reason be added to tickets when placing accounts on/off test within Residential Portal. The current default reason that prints to tickets is “Put on hold from residential portal.” Contact DICE for more information regarding adding a custom reason.
Path: Matrix > Residential Portal
Zone Description Edit
08/04/21
Ticket Number: 345824
GitLab ID: Matrix!7031 & Core!3787
Users can now update zone descriptions within Residential portal if the applicable DICE flags are turned on. These flags can be updated by DICE upon request.
Path: Matrix > Residential Portal
Allow White Labeled Navigation Logo
08/06/21
Ticket Number: 361404
GitLab ID: Matrix!7048
DICE now offers support for white labeled logos within Residential Portal for clients.
Path: Matrix > Residential Portal
Alarm Counts Name Column
03/24/22
Ticket Number: 370221
GitLab ID: Matrix!7487 & Core!4457
Within Commercial Portal, when users select Alarm Count details, the Name column will display within the resulting table popup to include the company name of the account.
Path: Matrix > Commercial Portal
Fixes
Request Service Page Margin Fix
10/21/21
Ticket Number: 368256
GitLab ID: Matrix!7225
Corrected page sizing to properly display on smaller screens. Prior to this change, the Submit button did not display properly to allow users to complete the service request form.
Path: Matrix > Residential Portal > Request Service
Credit Card Field Fix
11/16/21
Ticket Number: 368990
GitLab ID: Matrix!7306
Corrected issue that caused android phones using a chrome browser to be unable to populate the credit card field correctly within Residential Portal.
Path: Matrix > Residential Portal > Bill Pay
Subdealer User Login Fix
12/30/21
Ticket Number: 370692
GitLab ID: Core!4256
Corrected issue encountered by subdealer users when logging in to Commercial Portal. This issue prevented users from viewing their assigned accounts.
Path: Matrix > Commercial Portal
Maximum Contact Sign-in Fix
01/07/21
Ticket Number: 371096
GitLab ID: Core!4278
When attempting to log in to Residential Portal, if the contact belonged to a subscriber with greater than 50 contacts, they would occasionally fail to log in. This was due to an issue with the number of contacts assigned to the subscriber. Contacts can now log in to Residential Portal successfully no matter how many contacts exist on the subscriber.
Path: Matrix > Residential Portal
Data Entry Admin
This section contains the Enhancements made to the Data Entry Admin page within Matrix.
Enhancements
Blocked Account Entry
08/13/21
Ticket Number: 351099
GitLab ID: Matrix!6984 & Core!3717
The new tab option, Blocked Account Entry, allows users to assign an account number that cannot be assigned to the selected dealer. Users can also unblock account numbers as necessary.
Path: Matrix > Data Entry Admin > Blocked Account Entry tab
Reassign Accounts
08/24/21
Ticket Number: 351099
GitLab ID: Matrix!7005 & Core!3752
The new tab, Reassign Accounts, allows users to assign subscriber accounts to a different dealer than the one they are currently assigned to.
Path: Matrix > Data Entry Admin > Reassign Accounts tab
Copy Dealer
08/31/21
Ticket Number: 351099
GitLab ID: Matrix!7016 & Core!3765
The new tab, Copy Dealer, allows users to copy dealer profiles to use as templates for new dealers in the system.
Path: Matrix > Data Entry Admin > Copy Dealer tab
Deactivate Dealers
02/08/22
Ticket Number: 351099
GitLab ID: Matrix!7035, Core!3796, & Core!4302
Users can now activate and deactivate dealers the same way they would accounts within Data Entry Admin.
Path: Matrix > Data Entry Admin > Inactivate/Reactivate By Dealer
Dealer Maintenance
This section contains Enhancements and Fixes for changes made to the Dealer Maintenance page within Matrix.
Enhancements
Copy Dealer Chart Definitions
08/13/21
Ticket Number: 351099
GitLab ID: Matrix!7006 & Core!3753
Added the Copy Dealer Chart Definitions option to the Dealer Chart table within Dealer Maintenance. This option allows users to copy Dealer chart codes from one dealer to another.
Path: Matrix > Dealer Maintenance > Dealer Chart tab
Copy Call Lists
08/31/21
Ticket Number: 351099
GitLab ID: Matrix!7008 & Core!3754
Users can now copy call lists from one dealer to another via the Copy Default Call Lists option available within the Call Lists tab in Dealer Maintenance.
Path: Matrix > Dealer Maintenance > Call Lists tab
Removed Inactive Option
11/09/21
Ticket Number: 368097
GitLab ID: Matrix!7253
Removed the Use Autodialers option from Dealer Maintenance. This option is no longer functional.
Path: Matrix > Dealer Maintenance
Delete Dealers
02/08/22
Ticket Number: 344592, 351099, & 366816
GitLab ID: Matrix!6079, Core!3228, Core!4362, & Core!4368
Users can now delete dealer accounts within Dealer Maintenance. When deleting a dealer, users will have the option to delete all assigned accounts or reassign the accounts to an alternate dealer.
Path: Matrix > Dealer Maintenance
Fixes
Display Call Lists
08/06/21
Ticket Number: 363807
GitLab ID: Matrix!7038 & Core!3802
Users will now see all call lists assigned to dealers within Dealer Maintenance. Prior to this change, there was an issue causing some call lists to not display within the table.
Path: Matrix > Dealer Maintenance > Call Lists tab
Flag Maintenance
This section contains Enhancements and Fixes for changes made to the Flag Maintenance page within Matrix.
Enhancements
Allow to Delete All Call Lists
06/06/21
Ticket Number: 361524
GitLab ID: Matrix!6849
The new flag, Allow to delete all call lists, allows users to grant user access to the Delete All option when managing call lists.
Path: Matrix > Flag Maintenance > Web tab
Show Video Controls
09/16/21
Ticket Number: 366806
GitLab ID: Matrix!7134
The new flag, Show Video Controls On Live View, allows users to either show or hide the third party video controls located at the bottom of camera live streams.
Path: Matrix Interactive > Anywhere Live View is accessible
Customize Analytics Overlay
01/26/22
Ticket Number: 369939
GitLab ID: Matrix!7419
Users can now configure the width and color of the analytics overlay that displays within Monitoring when receiving video alarms. The new flags, Analytics Overlay Box Color and Analytics Overlay Box Width, allow users to customize the appearance of the overlay.
Path: Matrix > Flag Maintenance > Matrix Interactive tab
Recent Account Lookup
03/14/22
Ticket Number: 366432
GitLab ID: Matrix!7493
The new flag, Subscriber Select - Show Recent Account Lookup, allows users to select from a list of recently viewed accounts when selecting a subscriber from the Subscriber Select found throughout Matrix.
Path: Matrix > Flag Maintenance > Web tab
Grid Manager
This section contains Enhancements and Fixes made to the Grid Manager page within Matrix.
Enhancements
Grid Manager Zones
01/26/22
Ticket Number: 368863
GitLab ID: Matrix!7417
Added the Zones grid to Grid Manager. This allows users to create system default views for the Zones grid.
Path: Matrix > Grid Manager > Zones
Fixes
Grid Manager Live History Scroll
1/25/22
Ticket Number: 368442
GitLab ID: Matrix!7242
Users can now properly update their Live History Scroll layout within Grid Manager.
Path: Matrix > Grid Manager
History
This section contains Enhancements and Fixes made to the History page within Matrix.
Enhancements
Frontel Videofied Player
03/04/22
Ticket Number: 372284
GitLab ID: Matrix!7475
Added Frontel Videofied player to Alarm History so users can view saved clips associated with the alarm.
Path: Matrix > History
Include/Exclude Updated Text Search
04/05/22
Ticket Number: 372286
GitLab ID: Core!4463
Users can now search for multiple words or strings of words at once when adding Include/Exclude parameter to history searches. Separating the words or strings of words with a semicolon (;) will search for each segment separately when including or excluding information.
Path: Matrix > History
Fixes
Display Queued Changes Approver
06/06/21
Ticket Number: 361713
GitLab ID: Core!3656
Corrected issue that caused the user who approved queued changes to not display within History. Now, the username of the individual who approved changes, will display as intended.
Path: Matrix > History
Hide Details PDF Button
01/26/22
Ticket Number: 369156
GitLab ID: Matrix!7416
Corrected bug that allowed users with the incorrect permissions to access the Details PDF toolbar option throughout Matrix. Now, users will only have access to this option if they have the proper permission to do so.
Path: Matrix > History
Videofied Clip View
05/22/22
Ticket Number: 373636
GitLab ID: Matrix!7544
Corrected issue that caused the displayed Videofied clips to overlap so users could not properly interact with them.
Path: Matrix > History
Audio Challenge Recordings
05/02/22
Ticket Number: 374129
GitLab ID: Core!4556
Corrected issue where Audio Challenges initiated by operators would not properly record their audio to account history.
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
MIV Analytics Queue
06/21/21
Ticket Number: 361357
GitLab ID: Matrix!6948
The new page, MIV Analytics Queue, provides users with the ability to manage alarm congestion within the analytics handler. Run-away cameras or other issues can potentially cause a bottleneck when the handler tries to analyze multiple events within a short period of time, this page allows users to troubleshoot and manage events.
Path: Matrix > MIV Analytics Queue
Billing Metrics Update
06/25/21
Ticket Number: 361262
GitLab ID: Matrix!6938
Updated the Billing Metrics page to display the breakdown of stream analytics. This information provides a more accurate overview of your billing charges.
Path: Matrix > MIV Billing
Video Wall
07/03/21
Ticket Number: 361411
GitLab ID: Matrix!7030
The new page, Video Wall, allows users to display multiple streams at once on a single page. The streams displayed here will update with live information as quickly as possible given your available bandwidth and processing power.
Path: Matrix > Video Wall
Stream Options
08/20/21
Ticket Number: 360415
GitLab ID: Matrix!7029
Added Stream Options to the Camera Setup options. These new options allow users to configure additional integration settings and custom handling options.
Path: Matrix > Camera Setup
Voice Down Support
08/26/21
Ticket Number: N/A
GitLab ID: Matrix!7097
When viewing Matrix Interactive Video Wall, users can select the phone icon to utilize voice down functionality on the camera.
Path: Matrix > Video Wall
Billing Metrics Dealer Lookup
09/24/21
Ticket Number: 361441
GitLab ID: Matrix!7144
Added a dealer lookup option to the MIV Billing Metrics page within Matrix. This allows users to filter the displayed metrics by dealer when applicable.
Path: Matrix > MIV Billing Metrics
Exacqvision Camera Lookup
10/12/21
Ticket Number: 365358
GitLab ID: Matrix!7117
When adding Exaqvsion information, users can now search for available Exaqvision cameras within Camera Setup.
Path: Matrix > Camera Setup
Convert AI Option
10/13/21
Ticket Number: 367329
GitLab ID: Matrix!7168 & Core!3984
The new Convert AI option within Camera Setup allows users to quickly convert their cameras’ AI handler from Calipsa to Matrix.
Path: Matrix > Camera Setup
Share Streams
11/02/21
Ticket Number: 361204
GitLab ID: Matrix!6931, Core!3622, & Core!3700
When viewing a video alarm within Monitoring, users can select the Share Streams option to generate a link providing access to the event video footage at the site. This link can be provided to authority personnel as necessary to allow them to view footage.
Path: Matrix > Monitoring > Video Alarm
Live View Default Options
11/04/21
Ticket Number: N/A
GitLab ID: Matrix!7247
Users can now select pimg as an acceptable option when viewing live view video within Matrix. This option is intended to reduce the amount of bandwidth required by Interactive live views. Live view will display albeit at a lower quality. Intended for users with unreliable/slower internet rates.
Path: Matrix > Camera Setup
Stream Status
12/10/21
Ticket Number: 368760
GitLab ID: Matrix!7293
Stream Status is a new tab available within Camera Analytics Setup. This tab displays all connected devices and their current working condition.
Path: Matrix > Camera Analytics Setup > Stream Status
Exaqvision Live View Default
01/10/22
Ticket Number: 370149
GitLab ID: Matrix!7384
Live view displays will automatically update to use pimg streaming.
Path: Matrix > Camera Setup
Video Wall Single Account Support
01/14/22
Ticket Number: 361404
GitLab ID: Matrix!7360
Added support for users restricted to a single account in Matrix (Residential Portal) to still have access to view Video Wall for the account.
Path: Matrix > Residential Portal
Stream Status Additional Columns
01/26/22
Ticket Number: 371097
GitLab ID: Matrix!7415
Added AI, DDNS, Tags, and other Evolon specific analytics columns to the Stream Status tab within Camera Analytics Setup.
Path: Matrix > Camera Analytics Setup > Stream Status tab
View Camera Management URL
02/01/22
Ticket Number: 371738
GitLab ID: Matrix!7442
Users can now assign the camera’s Management URL to the camera within Camera Setup. Once assigned, users can select the globe icon located on the stream within Video Wall. Once selected, the URL will open in an alternate browser window.
Path: Matrix > Camera Setup & Video Wall
Exacqvision Camera Presets
02/21/22
Ticket Number: 371821
GitLab ID: Matrix!7453
Added a dropdown to camera live views that allows users to select assigned exacqvision camera presets.
Path: Matrix > Camera Setup & Video Wall
Fixes
Accounts Set Up To Use CVR
10/05/21
Ticket Number: 366251
GitLab ID: Matrix!7129
Corrected issue that caused accounts with cameras data entered to not display the Account Is Setup To Use CVR banner within data entry. Now, the banner will display when cameras have been data entered on the account.
Path: Matrix > Camera Setup
Native Video Controls Fix
11/05/21
Ticket Number: 368343
GitLab ID: Matrix!7248
Users can now use the native video controls that display on hover (pause, seek, maximize, etc.). These controls previously did not appear when viewing CVR5 Clips within Monitoring.
Path: Matrix > Monitoring > Handle Video Alarm
Monitoring Live View Fix
12/08/21
Ticket Number: 368376
GitLab ID: Matrix!7267
Corrected issue that caused camera views to not display within the Live View on video alarms.
Path: Matrix > Monitoring > Handle Alarm
Screenshot Fix
12/10/21
Ticket Number: 369075
GitLab ID: Matrix!7348 & Matrix!7297
Corrected issue that caused screenshots taken from events to be labeled as taken from live view within the video alarm report sent from Monitoring.
Path: Matrix > Monitoring > Handle Alarm
Error Message Fix
03/18/22
Ticket Number: 358138
GitLab ID: Matrix!7165
Updated error messages that display when data entering cameras to provide more comprehensive information regarding what caused the error so users can properly address and fix.
Path: Matrix > Camera Setup
Monitoring
This section contain the Enhancements made to the Monitoring page within Matrix.
Enhancements
SMS Alarm Handling
08/10/21
Ticket Number: 364690
GitLab ID: Core!3818
When client users acknowledge SMS messages, clients can now determine if the resulting alarm is logged or placed on hold.
Path: Matrix > Monitoring
Video Wall
08/25/21
Ticket Number: N/A
GitLab ID: Matrix!7072
Users can now add the Video Wall to their Monitoring layout.
Path: Matrix > Monitoring
Reset Received
08/30/21
Ticket Number: 359542
GitLab ID: Matrix!7101
The new column, Reset Rcvd, has been added to the Pending table within Monitoring. This column notifies operators when a reset signal has been received on the alarm.
Path: Matrix > Monitoring
Alarm Escalate
01/25/22
Ticket Number: 350425 & 369840
GitLab ID: Matrix!7371, Core!4236, & Core!4309
While in Monitoring, operators can select the Escalate option to send the alarm back to pending within the next priority group. This allows operators to quickly reassign higher priority alarms to operators within a higher priority group.
Path: Matrix > Monitoring
Updated PSAP Dip Functionality
02/08/22
Ticket Number: 369542
GitLab ID: Core!4200
Updated how the PSAP Dip function works within Monitoring. Now, operators can utilize this feature if it’s discovered the authority contact information is outdated during an alarm.
Path: Matrix > Monitoring
Outbound Quantum Operator
This section contains Enhancements and Fixes for changes made to the Outbound Quantum Operator page within Matrix.
Enhancements
OBV Script Preview
10/05/21
Ticket Number: 351883
Gitlab ID: Matrix!7154 & Core!3980
Updated the functionality of the Preview button when creating OBV scripts within Matrix. Now, users can select the Preview option prior to saving scripts.
Path: Matrix > Outbound Quantum Operator > Scripts tab
Service Reminder Tab Update
10/05/21
Ticket Number: 352481
GitLab ID: Matrix!7148
Merged the Service Reminder Customer Setup and Service Reminder Branch Setup tabs into one tab labeled Service Reminder Setup.
Path: Matrix > Outbound Quantum Operator > Service Reminder Setup tab
Place QO Signals In Pending
02/23/22
Ticket Number: 372290
GitLab ID: Matrix!7472
Updated the Log or Hold dropdown within Outbound Quantum Operator. This dropdown is now labeled Action When Finished and contains an additional option: Pending. When selected, the QO will place the signal into pending for operator handling once it’s finished calling the list and no resolution was found.
Path: Matrix > Outbound Quantum Operator > Types tab
Fixes
Edit OBV Types Fix
10/05/21
Ticket Number: 367410
GitLab ID: Matrix!7177
Corrected issue where the Log or Hold and Voice Handle Signal fields within Outbound Quantum Operator were not properly saving when users updated the field selection.
Path: Matrix > Outbound Quantum Operator > Types tab
Report Manager
This section contains Enhancements and Fixes for changes made to the Report Manager page within Matrix.
Enhancements
Print as Comma Separated
05/08/21
Ticket Number: 361241
GitLab ID: Matrix!6952 & Core!3653
When running the Inactive Account report or the Disable Accounts report, users will now have access to the Print as Comma Separated option. This option, when selected, will print the resulting report in comma separated format.
Path: Matrix > Report Manager
View As Grid Option
06/28/21
Ticket Number: N/A
GitLab ID: Matrix!6972
New toolbar option, View as Grid, within the My Reports tab allows users to display the selected report within a table to search and print the report as necessary. This option is only applicable to reports that were ran to print as CSV files.
Path: Matrix > Report Manager > My Reports tab > View as Grid option
Summary Disable Report
07/28/21
Ticket Number: 362414
GitLab ID: Matrix!6976 & Core!3711
The Summary Disable Report has been added to Matrix Report Manager V2. This report displays a list of disables assigned to specific accounts.
Path: Matrix > Report Manager
Dealer Information Sheets Report
08/13/21
Ticket Number: 351099
GitLab ID: Matrix!7018 & Core!3767
The Dealer Information Sheets report has been added to Matrix Report Manager V2. This report displays dealer information across dealer account ranges as input by users when running the report.
Path: Matrix > Report Manager
Dealer Account Range Report
08/13/21
Ticket Number: 351099
GitLab ID: Matrix!7023 & Core!3775
The Dealer Account Range report has been added to Matrix Report Manager V2. This report displays all dealer accounts within the selected range.
Path: Matrix > Report Manager
Globals Report
08/13/21
Ticket Number: 351099
GitLab ID: Matrix!6980 & Core!3716
The Globals Report has been added to Matrix Report Manager V2. This report displays information regarding a particular group or range of groups within the system.
Path: Matrix > Report Manager
Line Assignment & Status Report
08/24/21
Ticket Number: 351099
GitLab ID: Matrix!7026 & Core!3778
The Line Assignment & Status Report has been added to Matrix Report Manager. This report displays all possible account character combinations and their status (dealer assigned and if the account currently exists).
Path: Matrix > Report Manager
Dealer Contact Report
08/31/21
Ticket Number: 351099
GitLab ID: Matrix!7019 & Core!3770
The Dealer Contact report has been added to Matrix Report Manager V2. This report displays all contacts assigned to the selected dealer range.
Path: Matrix > Report Manager
Comma Delimited Reports
09/08/21
Ticket Number: 361240
GitLab ID: Matrix!7111 & Core!3885
The Inactive Account, Unidentified Subscriber, and Disable Reports are now available as comma delimited reports as necessary.
Path: Matrix > Report Manager
Dealer Name & Address Report
09/10/21
Ticket Number: 351099
GitLab ID: Matrix!7024 & Core!3776
The Dealer Name & Address Report has been added to Matrix Report Manager V2. This report displays the selected range of dealers including their addresses and names.
Path: Matrix > Report Manager
Service Level Report
10/05/21
Ticket Number: 344967
GitLab ID: Matrix!7164 & Core!3996
The Service Level report has been added to Matrix Report Manager V2. This report displays information regarding operators and their monitoring details.
Path: Matrix > Report Manager
Login/Logout History Report
10/05/21
Ticket Number: 344967
GitLab ID: Matrix!7169 & Core!4002
The Login/Logout History report has been added to Matrix Report Manager V2. This report displays a record of when users logged in to and out of the system.
Path: Matrix > Report Manager
Not Receiving Report
10/05/21
Ticket Number: 344967
GitLab ID: Matrix!7161 & Core!3988
The Not Receiving report has been added to Matrix Report Manager V2. This report displays the list of operators and how long they were in Not Receiving during the selected time frame.
Path: Matrix > Report Manager
Excessive Signals Report
10/15/21
Ticket Number: 344967
GitLab ID: Matrix!7195 & Core!4031
The Excessive Signals report has been added to Matrix Report Manager V2. This report displays the selected range of accounts and the number of signals determined as excessive
Path: Matrix > Report Manager
Operator Account Analysis Report
10/15/21
Ticket Number: 344967
GitLab ID: Matrix!7170 & Core!4009
The Operator Account Analysis report has been added to Matrix Report Manager V2. This report displays the range of accounts and the signals handled by operators.
Path: Matrix > Report Manager
Activity by the Hour Report
10/15/21
Ticket Number: 344967
GitLab ID: Matrix!7172 & Core!4012
The Activity by the Hour report has been added to Matrix Report Manager V2. This report displays operator activity summaries by date.
Path: Matrix > Report Manager
Work Contribution Report
10/15/21
Ticket Number: 344967
GitLab ID: Matrix!7174 & Core!4014
The Work Contribution report has been added to Matrix Report Manager V2. This report displays the percentage value of work operators have completed.
Path: Matrix > Report Manager
Annual Activity Summary Report
10/26/21
Ticket Number: 344967
GitLab ID: Matrix!7184 & Core!4020
The Annual Activity Summary report has been added to Matrix Report Manager V2. This report displays the activity summary for the selected year.
Path: Matrix > Report Manager
Excessive Response Time Report
11/05/21
Ticket Number: 344967
GitLab ID: Matrix!7212 & Core!4040
The Excessive Response Time report has been added to Matrix Report Manager V2. This report displays operators whose alarm response time exceeds the time frame specified in the report form.
Path: Matrix > Report Manager
Conceal Flags
11/05/21
Ticket Number: 365353
GitLab ID: Matrix!7239
If desired, DICE can conceal the My Templates and Scheduler tabs within Report Manager for dealer or subdealer users. This flag is only accessible by DICE personnel. Contact DICE Support for more details.
Path: Matrix > Report Manager
Excessive Time on Hold Report
11/05/21
Ticket Number: 344967
GitLab ID: Matrix!7205 & Core!4036
The Excessive Time on Hold report has been added to Matrix Report Manager V2. This report displays operators who left callers on hold for a longer period than the time frame specified in the report form.
Path: Matrix > Report Manager
Count of Signals by Resolution Report
11/11/21
Ticket Number: 368115
GitLab ID: Matrix!7230 & Core!4063
The Count of Signals by Resolution Code report has been added to Matrix Report Manager V2. This report organizes received signals by their assigned resolution code.
Path: Matrix > Report Manager
Print Notes Audit Report as CSV
11/22/21
Ticket Number: 354901
GitLab ID: Matrix!7311 & Core!4163
When running the Notes Audit report within Matrix Report Manager, users now have access to run the report in CSV format via the new available checkbox.
Path: Matrix > Report Manager > Notes Audit Report
Last Signal Report Update
11/29/21
Ticket Number: 367334
GitLab ID: Matrix!7260 & Core!4093
Added the Exclude System Generated Signals option to the Last Signal Report. This option allows users to run the report without any system generated last signals included within the report.
Path: Matrix > Report Manager
Print Active Accounts Only
12/06/21
Ticket Number: 367879
GitLab ID: Matrix!7207 & Core!4038
When running the Subscriber List by Panel Type report, users can now select the Print Active Accounts Only option to exclude inactive accounts from the report listing.
Path: Matrix > Report Manager
Activity Summary Report
12/08/21
Ticket Number: 344967 & Core!4102
The Activity Summary report has been added to Matrix Report Manager V2. This report allows users to view operator activity separated by shift, weekday, and date.
Path: Matrix > Report Manager
Count of Signals by Hour/Shift Report
12/10/21
Ticket Number: 344967
GitLab ID: Matrix!7228 & Core!4059
The Count of Signals by Hour/Shift report has been added to Matrix Report Manager V2. This report allows users to view the number of signals received within hour time frames or by shift.
Path: Matrix > Report Manager
Two-Way Statistics Report
12/13/21
Ticket Number: 344967
GitLab ID: Matrix!7249 & Core!4080
The Two-Way Statistics report has been added to Matrix Report Manager V2. This report allows users to view information regarding the number of two-way signals they receive.
Path: Matrix > Report Manager
Add SMS as a Valid Operator
01/14/22
Ticket Number: 371088
GitLab ID: Core!4277
When running reports like All Activity that allow users to select an Include/Exclude parameter, users can now select SMS - System Generated SMS as a valid operator to filter SMS handled events.
Path: Matrix > Report Manager
Alarm Type Activity Report
01/25/22
Ticket Number: 344967
GitLab ID: Matrix!7188 & Core!4021
The Alarm Type Activity report has been added to Matrix Report Manager V2. This report allows users to view the types of alarms received by account or dealer.
Path: Matrix > Report Manager
Display Inactive Accounts
02/08/22
Ticket Number: 371099
GitLab ID: Matrix!7423
When searching for an account while running a report, inactive accounts will display in red text within the lookup. This will allow users to quickly differentiate between active and inactive accounts.
Path: Matrix > Report Manager
Operator Monitoring Time Report
02/09/22
Ticket Number: 370745
GitLab ID: Matrix!7408 & Core!4330
Updated the Operator Monitoring Time Report to include the Summary Only option. This option allows users to run the report to include the summary of the report only.
Path: Matrix > Report Manager
Discontinued Account Report
02/14/22
Ticket Number: 371913
GitLab ID: Matrix!7444 & Core!4369
The Discontinued Account report has been added to Matrix Report Manager V2. This report allows users to view accounts that have been discontinued within the system.
Path: Matrix > Report Manager
Last Signal Report Active Accounts Only
03/01/22
Ticket Number: 372483
GitLab ID: Matrix!7469
When running the Last Alarm Signal Report, users now have access to the Print Active Accounts Only option. If selected, only active accounts in the system will print on the report.
Path: Matrix > Report Manager
Service Ticket Listing Report
04/01/22
Ticket Number: 372652
GitLab ID: Matrix!7512 & Core!4488
The Service Ticket Listing report has been added to Matrix Report Manager V2. This report allows users to view service tickets assigned to accounts throughout the system.
Path: Matrix > Report Manager
Fixes
Inactive Accounts Report Fix
06/04/21
Ticket Number: 261716
GitLab ID: Core!3657
Corrected issue that caused the Inactive Accounts Report to error and not return the report data.
Path: Matrix > Report Manager > Inactive Accounts Report
Globals Report Fix
07/28/21
Ticket Number: 363800
GitLab ID: Core!3764
Removed the Group Events option from the Globals Report since the field did not correspond to any information available within the software.
Path: Matrix > Report Manager
Future Dates
08/07/21
Ticket Number: 364553
GitLab ID: Matrix!7032
Users cannot run reports for future dates since there is no data to return.
Path: Matrix > Report Manager
CIS Report Auto Flagged Reports Fix
08/17/21
Ticket Number: 364660
GitLab ID: Matrix!7047 & Core!3817
Added Auto Flag options to the CIS Report within Matrix Report Manager. These options allow users to configure Auto Flag options for the report. Prior to this change, the CIS Report would occasionally cause a banner to display due to flagged accounts.
Path: Matrix > Report Manager
Subdealer Reports Fix
08/24/21
Ticket Number: 365261
GitLab ID: Core!3865
Corrected issue that caused subdealer reports to return no data.
Path: Matrix > Report Manager
Count of Signals by Type fix
08/31/21
Ticket Number: 363608, 364836, 365347, & 365348
GitLab ID: Matrix!7075
Corrected issue that caused the report input screen to display incorrectly and not allow users to input report form information.
Path: Matrix > Report Manager > Count of Signals by Type Report
Audit History Report
09/10/21
Ticket Number: 366479
GitLab ID: Matrix!7119
Removed the Audit History requiring users to select a dealer number prior to running the report. This is not required if running the report within CORE.
Path: Matrix > Report Manager
Dispatch Report Account Number Select
09/13/21
Ticket Number: 366254
GitLab ID: Core!3916
Corrected issue that caused users to be unable to select an account range on the Dispatch Report. This only occurred for users logged in as Dealers.
Path: Matrix > Report Manager
CIS Reports Ran by Subdealer
11/10/21
Ticket Number: 368816
GitLab ID: Core!4083
When running the CIS report as a subdealer user, the system would sometimes return entire group information. This has been corrected to restrict subdealer users to their appropriate account.
Path: Matrix > Report Manager
All Activity Sort Fix
11/29/21
Ticket Number: 369302
GitLab ID: Core!4167
Corrected issue that caused the All Activity Report to print in the incorrect account order. Now, the report will be ordered correctly.
Path: Matrix > Report Manager
Scheduling All Activity Reports
11/29/21
Ticket Number: 369516
GitLab ID: Core!4172
Corrected date formatting for All Activity reports. Prior to this change, the scheduled date would be applied to the report in the incorrect format.
Path: Matrix > Report Manager
Report Email Fix
12/06/21
Ticket Number: 369956
GitLab ID: Core!4198
Updated how report emails are received when the resulting report contains no pages. Emailed users will no longer receive an empty report attached to the email.
Path: Matrix > Report Manager
Entering Dealer Account Numbers Fix
12/28/21
Ticket Number: 370704
GitLab ID: GitLab ID: Core!4249 & Core!4245
Corrected issue that caused reports to display incorrectly when running by Dealer Account. This issue was caused by the system not left justifying input account numbers.
Path: Matrix > Report Manager
Signals Received on Test Report Fix
04/14/22
Ticket Number: 374280
GitLab ID: Core!4517
Corrected issue that caused the Signals Received on Test report to run for an incorrect date and time range.
Path: Matrix > Report Manager
Dealer Users Email Fix
04/21/22
Ticket Number: 373921
GitLab ID: Matrix!7523
Corrected issue that prevented users assigned to a single dealer from having access to their dealer emails when sending reports.
Path: Matrix > Report Manager
Default Value for Earliest Time
05/13/22
Ticket Number: 374918
GitLab ID: Core!4569
Updated the Earliest Time field within the Last Alarm Signal report to require input. If this field is left blank, the system will use the default value.
Path: Matrix > Report Manager > Last Alarm Signal report
Sales
This section contains Enhancements and Fixes for changes made to the Sales module within Matrix.
Enhancements
Copy Proposal
07/20/21
Ticket Number: 358750
GitLab ID: Matrix!6947 & Core!3648
The Copy Proposal option available when managing proposals within Prospect Information now allows users to copy proposals to other prospects.
Path: Matrix > Sales > Prospect Information
Hide Account Link
08/23/21
Ticket Number: 363500
GitLab ID: Matrix!7077 & Core!3864
If applicable, users can ask DICE to set a flag in their software to hide the account link information within the prospect information page.
Path: Matrix > Sales > Prospect Information
Link Customer Option
08/27/21
Ticket Number: 358321
GitLab ID: Matrix!6845
The new option, Link Customer, allows users to assign a Dynamics customer number to prospects.
Path: Matrix > Sales > Ready to Install > Open Proposal
Disposition Column
08/31/21
Ticket Number: 363831
GitLab ID: Matrix!7092
When viewing prospects, users can now add the Disposition column. This column displays the prospect’s current sales status.
Path: Matrix > Sales > Prospect Information
International Address Support
09/22/21
Ticket Number: 361280
GitLab ID: Matrix!6979, Matrix!7149, Core!3981, & Core!3732
Added additional address lines and telephone number masking to support adding international customers to sales.
Path: Matrix > Sales > Prospect Information
Edit Nonstock Item Cost
10/12/21
Ticket Number: 366515
GitLab ID: Matrix!7157 & Core!3989
Added functionality to allow users to update the item cost field when adding nonstock items to a proposal.
Path: Matrix > Sales > Prospect Information
Prospect Country Field
11/01/21
Ticket Number: 368172
GitLab ID: Matrix!7227, Matrix!7216, Core!4046, & Core!4057
When creating and managing prospects within Sales, users will now have access to a country dropdown when assigning a country to the prospect’s address. The state dropdown will automatically populate with states assigned to the selected country when applicable.
Path: Matrix > Sales > Prospect Information
Generate Proposal Documents
11/05/21
Ticket Number: 358534
GitLab ID: Matrix!6881 & Core!3662
The new option, Generate Documents, allows users to download the documents attached to selected proposals.
Path: Matrix > Sales > Prospect Information
Additional Customer Information
01/13/22
Ticket Number: 370931
GitLab ID: Matrix!7396 & Core!4306
Added Customer Type and Additional Address information to the Prospect Dashboard.
Path: Matrix > Sales > Prospect Dashboard
Negative Proposal Pricing
02/17/22
Ticket Number: 372195
GitLab ID: Matrix!7465
If desired, users can request the ability to input negative prices when creating proposals. This flag is accessible by DICE personnel only and can be turned on upon request.
Path: Matrix > Sales > Prospect Information
Editing Service Pricing
03/18/22
Ticket Number: 372866
GitLab ID: Matrix!7497
If desired, the Edit option available when managing Prospect Proposal Services can be hidden. This will prevent users from editing Services added to the proposal. DICE personnel can remove the option upon request.
Path: Matrix > Sales > Prospect Information
Contact Type Markup
04/22/22
Ticket Number: 372666
GitLab ID: Matrix!7521 & Core!4519
When creating/updating Call Codes, users now have access to apply default settings to the Call Code to automatically apply to proposals when selected.
Path: Matrix > Sales > Call Code Maintenance
Fixes
Jobs Adjusted Hours Fix
06/10/21
Ticket Number: 356324
GitLab ID: Core!3677
Corrected issue where the adjusted hours on jobs created from proposals were showing up in the job costing summary.
Path: Matrix > Sales > Contract Entry
Proposal Hours Fix
06/21/21
Ticket Number: 362324
GitLab ID: Matrix!6971 & Core!3695
Corrected issue that caused the passthrough and free travel hours to calculate and display incorrectly.
Path: Matrix > Sales > Prospect Information
Nonstock Bill Cost Fix
07/14/21
Ticket Number: 363296
GitLab ID: Matrix!7004
Corrected issue that caused nonstock item pricing to incorrectly populate the bill cost field. This issue occurred if the item cost field was hidden when saving nonstock items.
Path: Matrix > Sales > Prospect Information
Sale Amount Error
07/15/21
Ticket Number: 363734
GitLab ID: Core!3757
Corrected issue that caused proposal sale amounts to register as over two-hundred million dollars. This was caused by a bug triggered by saving the default dollar rates.
Path: Matrix > Sales > Prospect Information
Notifications Fix
08/04/21
Ticket Number: 364304
GitLab ID: Core!3779
Corrected issue that caused notifications to send to all managers rather than the first manager.
Path: Matrix > Sales
Canceled Stats Fix
08/04/21
Ticket Number: 363742
GitLab ID: Core!3760
If a proposal that was fully signed by a manager was canceled and then reassigned, the canceled stats would also reassign. Corrected this to ensure the stats are not reassigned to the new rep.
Path: Matrix > Sales > Prospect Information
Inventory Items Fix
08/04/21
Ticket Number: N/A
GitLab ID: Core!3801
Corrected issue that caused equipment available within inventory to not display when attempting to add parts to proposals. Available parts will now display normally.
Path: Matrix > Sales > Prospect Information
Assigning Reps to New Prospects
09/15/21
Ticket Number: 366642
GitLab ID: Core!3924
When creating prospects from New Prospect Entry or Caller Assistance the system should not automatically assign the agent as the rep for the new prospect.
Path: Matrix > Sales
Sales Leads by Status Type Fix
09/20/21
Ticket Number: 366797
GitLab ID: Core!3950
Corrected the Sales Leads by Status Type report to properly honor the sales representative range selected when running the report.
Path: Matrix > Sales > Sales Management > Sales Management Reports
Email History Log Fix
09/21/21
Ticket Number: N/A
GitLab ID: Core!3948
Corrected issue that caused the Email for print option when signing proposals to not write to email history.
Path: Matrix > Sales > Prospect Information > Proposals > Sign > Email for print
Voided Envelopes Fix
09/24/21
Ticket Number: 367163
GitLab ID: Core!3969
Updated the Sales manager notifications regarding proposals ready to be signed. Now, if a proposal is voided before a manager has signed it, the proposal will be removed from the manager’s queue.
Path: Matrix > Sales > Ready to Sign
Sales Templates Reorder Fix
10/11/21
Ticket Number: 367160
GitLab ID: Core!4023
Corrected issue that caused the reorder option to malfunction after items were deleted from templates.
Path: Matrix > Sales > Sales Template Setup
Nonstock Item Cost Fix
11/29/21
Ticket Number: 366515
GitLab ID: Matrix!7301
Updated how the nonstock item cost and pricing is applied to jobs once the proposal is signed. Prior to this change, the nonstock pricing was not applying correctly to job invoices.
Path: Matrix > Sales > Prospect Information
Passthrough Labor Hours Fix
12/02/21
Ticket Number: 369493
GitLab ID: Matrix!7332
Corrected issue that caused the labor hours assigned to proposals to reset to 1 when additional passthrough items were added to the proposal.
Path: Matrix > Sales > Prospect Information
Proposal Signing Documents Fix
12/02/21
Ticket Number: 369267
GitLab ID: Core!4182
Users can now attach proposals to emails for signing without issue. Prior to this fix, some attached proposals would not attach to the email.
Path: Matrix > Sales > Prospect Information
Date Display Fix
12/09/21
Ticket Number: 370010
GitLab ID: Matrix!7340
Corrected issue that caused incorrect dates to display within the Assign Prospect table.
Path: Matrix > Sales > Assign Unassigned Prospect
Negative Passthroughs Fix
01/14/22
Ticket Number: 370315
GitLab ID: Matrix!7374
Corrected issue that caused the passthrough quantity to change to -1 when users updated the passthrough type. Now, if the type is updated, the quantity will remain its previously assigned amount.
Path: Matrix > Sales > Prospect Information > Proposals
Sales Branch Statistics Data Fix
01/14/22
Ticket Number: 370950
GitLab ID: Core!4318
Corrected issue that caused the Sales Branch Statistics table to display repetitive information.
Path: Matrix > Sales > Sales Statistics > Details tab
Sales Statistics Branch List Fix
01/18/22
Ticket Number: 371107
GitLab ID: Core!4331 & Core!4281
Corrected issue where the sales representative stats did not display all branches the rep had sold in. Now, the correct stats for the rep will display.
Path: Matrix > Sales > Sales Statistics
Sort Client Signed Column Correctly
01/25/22
Ticket Number: N/A
GitLab ID: Matrix!7407
Corrected the Client Signed column to properly sort when users update the sort order of the information.
Path: Matrix > Sales > Sales Manager Options > Manager to Sign
Remove Duplicate Customer Type Field
01/26/22
Ticket Number: N/A
GitLab ID: Matrix!7425
Corrected issue that caused the Customer Type field to display twice when viewing the Prospect Information page.
Path: Matrix > Sales > Prospect Information
Job Type Rates for Copied Proposals
02/22/22
Ticket Number: 371471
GitLab ID: Matrix!4422 & Core!4346
Corrected issue that caused copied proposals to pull the same job type markup rates as the proposal it was copied from. Now, when proposals are copied, they will use the new rates from the job type.
Path: Matrix > Sales > Prospect Information
Display Correct Passthrough Values
03/04/22
Ticket Number: 372523
GitLab ID: Matrix!7476
Corrected issue that caused default values to display when editing passthrough items. Now, when users edit passthroughs, the correct values will display.
Path: Matrix > Sales > Prospect Information
Signature Capture Fix
03/18/22
Ticket Number: 372006
GitLab ID: Matrix!7470
Improved the signature capture when signing proposals to better capture and save signatures no matter the size.
Path: Matrix > Sales > Prospect Information > Proposal Signing Process
Update State Field
04/01/22
Ticket Number: N/A
GitLab ID: Matrix!7513
Corrected the State field to populate with the correct state ID if the zip code is updated.
Path: Matrix > Sales > Prospect Information
Copy Proposal Notes
04/07/22
Ticket Number: 373924
GitLab ID: Core!4502
Corrected issue that caused proposal notes to fail to copy when copying proposals.
Path: Matrix > Sales > Prospect Information
Equipment Sort Order
05/06/22
Ticket Number: 374617
GitLab ID: Core!4562
Corrected the sort order of the Equipment table to properly sort as selected.
Path: Matrix > Sales > Sales Signing
Service
This section contains Enhancements and Fixes for changes made to the Service module within Matrix.
Enhancements
Attach Account Images
10/14/21
Ticket Number: 356287
GitLab ID: Matrix!7189
When viewing service tickets, users can now attach account images from the Account Images tab within Ticket Processing.
Path: Matrix > Service > Ticket Processing > Account Images tab
Rapid Calendar Number of Displayed Agents
02/17/22
Ticket Number: 372184
GitLab ID: Matrix!7460
If desired, users can request to update the number of agents displayed within the Rapid Calendar. This value is accessible by DICE personnel only and can be changed upon request.
Path: Matrix > Service > Rapid Calendar
Fixes
Preventative Maintenance Checklist Fix
05/27/21
Ticket Number: 361779
GitLab ID: Core!3658
Corrected issue that caused users to be unable to create preventative maintenance checklists as necessary within Service Maintenance.
Path: Matrix > Service Maintenance > PM Checklist
Read-Only Service Code
06/31/21
Ticket Number: 361726
GitLab ID: Matrix!6958
Corrected issue that caused agents to be unable to create tickets if they were required to populate the Service Code field but the field was set to be read-only by the system. Now, if this field is set to read-only, the system will recognize it and allow agents to create tickets normally.
Path: Matrix > Service > Service Ticket Processing > New Ticket Creation
Start Travel Time Fix
12/02/21
Ticket Number: 355825
GitLab ID: Core!4188
When custom log codes are in use, it was possible that the start travel time entry would not be updated properly. Corrected issue so when technicians switch tickets, the travel time will be correctly logged.
Path: Matrix > Tech Service
Print Items in Sort Order
12/08/21
Ticket Number: 354652
GitLab ID: Core!4201
When adding ticket notes to a job created from a proposal, items will now sort within the ticket correctly.
Path: Matrix > Service Ticket
Add Resolution Note Templates
01/12/22
Ticket Number: 371132
GitLab ID: Matrix!7390
When adding resolution notes to tickets within Ticket Processing, users could not add templates to the note field due to the missing Add option. This option has been added so users can add templates and preexisting note text as necessary.
Path: Matrix > Service > Ticket Processing
Properly Display Ticket Hour Details
01/13/22
Ticket Number: 371279
GitLab ID: Matrix!7395 & Core!4305
Corrected the program to properly show the entered hour details on closed tickets within Ticket Processing. Hour details can be viewed on closed tickets via the Hours option.
Path: Matrix > Service > Ticket Processing > Closed Ticket > Hours option
Site Inventory Fix
01/31/22
Ticket Number: 371822
GitLab ID: Core!4354
Corrected issue that caused site inventory to incorrectly moved to new account numbers when changing the account number on tickets.
Path: Matrix > Service > Ticket Processing
Show Credit Balance Appropriately
02/22/22
Ticket Number: 372586
GitLab ID: Core!4432
Corrected issue that caused credit amounts on accounts to not properly display the negative symbol so users knew the amount displayed was a credit.
Path: Matrix > Service > Service Ticket Processing > Accounting tab
Past Due Notice Fix
04/06/22
Ticket Number: 373262
GitLab ID: Core!4497
Corrected issue that caused the past due message to fail to display when viewing service tickets.
Path: Matrix > Service > Ticket Processing
Open Documents in New Tab
04/15/22
Ticket Number: N/A
GitLab ID: Matrix!7520
The system now properly honors document open settings as dictated by the users’ browser settings. Prior to this fix, documents would occasionally display within the same browser tab rather than opening within a new one.
Path: Matrix > Service > Hands on Manager
SMS Opt In
This section contains Enhancements and Fixes for change made to the SMS Opt In functionality within Matrix.
Enhancements
Message Character Counters
07/28/21
Ticket Number: 362454
GitLab ID: Matrix!6994 & Core!3727
When users update their SMS Opt In messages, each message field will now display a character count of how many characters the message can contain. This count will tick down as characters are added to the message field. Once the limit is reached, users will be unable to input any additional characters.
Path: Matrix > SMS Opt In Setup
View Queues
09/22/21
Ticket Number: 365762
GitLab ID: Matrix!7125, Core!3914, & Core!3953
Users can now view message queues and their current status in the system when sending opt in messages to ranges of accounts, dealers, or AR numbers.
Path: Matrix > Send SMS Opt In Messages
Shortened SMS URL
02/08/22
Ticket Number: 371843
GitLab ID: Core!4392
Updated the size of the token included within SMS messages so users have more space for additional information.
Path: Matrix > SMS
Increase Maximum Message Size
03/09/22
Ticket Number: 370965
GitLab ID: Matrix!7466 & Core!4424
If desired, DICE can configure client sites to split messages exceeding 160 characters into two separate messages. This will allow users to send longer messages to customers if the additional message is acceptable.
Path: Matrix > SMS Opt In
Fixes
Opt In Message Fix
05/21/21
Ticket Number: 357964
GitLab ID: Core!3647
Corrected issue that prevented contacts from opting in using the attached URL in the opt in SMS message.
Path: Matrix > SMS Opt In
Message Codes Fix
06/25/21
Ticket Number: 360434
GitLab ID: Core!3713
Corrected the Company Name Message Code (%an%) to properly display the applicable company name within an SMS Opt In message.
Path: Matrix > SMS Opt In Setup
Inactive Accounts Fix
08/02/21
Ticket Number:364569
GitLab ID: Core!3784
Corrected issue that caused the program to error out when a large number of inactive accounts were included in the SMS Opt In range. This caused a banner to display in Matrix. Now, the program will exit when numerous inactive accounts is reached within the range.
Path: Matrix > SMS Opt In
Replace Special Character
09/13/21
Ticket Number: 366003 & 372863
GitLab ID: Core!3915 & Core!4454
Corrected issue that caused SMS Opt In messages to remove any message text occurring after the @ symbol. Now, if users use the @ symbol within SMS Opt In messages, it will be replaced with the word at.
Path: Matrix > Send SMS Opt In Messages
Detail Message Fix
10/27/21
Ticket Number: 368197
GitLab ID: Core!4065
Corrected issue that caused the incorrect detail message to deliver to users upon selecting the opt in link.
Path: Matrix > SMS Opt In Message
Duplicate Message Fix
04/26/22
Ticket Number: 373812
GitLab ID: Matrix!4526 & Matrix!4525
Corrected issue that resulted in users receiving duplicate messages. The duplicate message would often contain incorrect characters or information tags.
Path: Matrix > SMS Messages
Initial Opt In Text Fix
05/13/22
Ticket Number: 372846
GitLab ID: Matrix!7547 & Core!4567
Corrected issue that resulted in users getting multiple opt in messages even though they were already opted in.
Path: Matrix > SMS Opt In Message
Storm Mode
This section contains Enhancements and Fixes for changes made to the Storm Mode page within Matrix.
Enhancements
Storm Mode Details Table
06/28/21
Ticket Number: 349768
GitLab ID: Core!3707 & Matrix!6959
Added the Storm Mode Details table to the Storm Setup dialog box. This location allows users to manage storm details more efficiently when updating storm mode settings.
Path: Matrix > Storm Mode Entry > Edit
Storm Mode Template Maintenance
09/10/21
Ticket Number: 349704
GitLab ID: Matrix!7105 & Core!3882
The new Storm Mode Page, Storm Mode Templates, allows users to create and manage templates they can assign to Storm Mode entries as necessary.
Path: Matrix > Storm Mode Templates
Additional Fields
12/06/21
Ticket Number: 354900
GitLab ID: Matrix!7222 & Core!4053
When storming signals manually, users now have access to the new fields Area Assigned, Store Number, and Rec. signals time frame. These fields allow users to storm signals via new information as necessary.
Path: Matrix > Manual Storm Mode
Fixes
Storm Mode New Priority Field
08/13/21
Ticket Number: 349641
GitLab ID: Matrix!6951
The New Storm Priority field is only supposed to display if the Re-prioritize option is selected from the Storm Action dropdown. Prior to this change, the New Storm Priority field was visible for all available Storm Actions.
Path: Matrix > Storm Mode Entry
User Maintenance
This section contains Enhancements and Fixes for changes made to the User Maintenance page within Matrix.
Enhancements
General Enhancements
08/13/21
Ticket Number: 357361
GitLab ID: Matrix!7052 & Core!3822
Multiple general enhancements made to the Matrix User Maintenance page. These changes are listed below.
- Added a look-up to the Application Key field.
- Limit Access options have been updated to be clearer.
- Report Output Type has been updated to a dropdown.
- Added a Reset Attempts option for user invalid attempts.
- When users input a password, the system will automatically check the password to confirm it meets the requirements.
- Relocated the Auto Refresh option to Service Maintenance User Setup.
Path: Matrix > User Maintenance
Duplicate User Error Message
09/22/21
Ticket Number: 365538
GitLab ID: Core!3960
Updated the error message that displays when attempting to create a duplicate user. Now, if a user is attempting to create a duplicate user, the system will notify them stating a duplicate cannot be added to the system.
Path: Matrix > User Maintenance
Fixes
Change Price Flag Default
06/28/21
Ticket Number: 362964
GitLab ID: Matrix!6986
Corrected issue that gave users permission to update item prices even though the Change Price flag was set to N for the users.
Path: Matrix > Matrix User Maintenance