Matrix
This section contains changes made to modules and applications available within Matrix.
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.
Caller Assistance & Data Entry
The following section contains Enhancements and Fixes for changes made to Caller Assistance and Data Entry.
Enhancements
Added options to the Store Number Lookup table
06/09/22
Ticket Number: 373016
GitLab ID: Matrix!7569
The table layout management toolbar options (Columns, Rename, Save, Select) have been added to the Store Lookup table
Path: Matrix > Data Entry
Zone Field Setup
06/15/22
Ticket Number: 355805
GitLab ID: Matrix!7404 & Core!4312
When creating or editing zones within Data Entry, users will now have access to the Field Setup option. Selecting the wrench icon next to the Alarm Signal field will allow users to configure the position and visibility of the available fields.
Path: Matrix > Data Entry > Zones tab
Queued Changes Refresh
07/15/22
Ticket Number: 374432
GitLab ID: Matrix!7591
Updated the refresh rate for queued changes. The Queued Changes table will now update with new changes as they are requested.
Path: Matrix > Data Entry > Queued Changes tab
Automatic Flag Select
08/26/22
Ticket Number: 374331
GitLab ID: Core!4726 & Core!5337
When adding delay to zones, the Use Entry/Exit Delay flag on the zone will automatically select once the zone is saved. This prevents users from having to select the flag.
Path: Matrix > Data Entry > Zones tab
Queued Change Report Notification
10/05/22
Ticket Number: 377899
GitLab ID: Matrix!7645
When approving queued changes, the system will now notify users if the changes that were approved don’t have a report attached to them (like when copying data or deleting an account).
Path: Matrix > Data Entry > Queued Changes tab
Show Event Type Description
10/05/22
Ticket Number: 378669
GitLab ID: Matrix!7661 & Core!4775
When viewing Event Descriptions within Data Entry, the event’s assigned description will now display within the table.
Path: Matrix > Data Entry > Other tab > Event Description tab
SMS Opt In Column
05/24/23
Ticket Number: 377858
GitLab ID: Matrix!7810 & Core!5080
Updated the Contacts table within Data Entry to display the opt in status of contacts. This new column will display if the contact has or hasn’t been opted in to receive sms messages.
Path: Matrix > Data Entry > Contacts tab
Adding Notes to Temporary Schedules
08/16/23
Ticket Number: 376020
GitLab ID: Matrix!7619 & Core!4691
When adding or updating temporary schedules, users now have the option to add notes. These notes will appear within account history.
Path: Matrix > Data Entry > Schedules tab > Temporary tab
Pinpoint
10/23/23
Ticket Number: 386605
GitLab ID: Matrix!386605 & Core!5272
The new Pinpoint tab within Data Entry allows users to data enter PERS/GPS devices to the account.
Path: Matrix > Data Entry > Add Ons tab > Pinpoint
Delete Multiple Zones
01/30/24
Ticket Number: 348488
GitLab ID: Matrix!7409
The new toolbar option, Delete Zones, allows users to select specific zones to delete from the account.
Path: Matrix > Data Entry > Zones tab
Fixes
Updating the number of displayed zones
06/09/22
Ticket Number: 375035
GitLab ID: Matrix!7568
When users updated the number of zones displayed within the Zones table, this option would occasionally revert to its default setting upon refreshing. Now, this setting will remain after the table is refreshed.
Path: Matrix > Data Entry > Zones tab
Viewing Partitions
09/08/22
Ticket Number: 374332
GitLab ID: Core!4737
Corrected issue where dealers were unable to see partitions within Matrix.
Path: Matrix > Data Entry
Email by Zone Type
09/16/22
Ticket Number: 377491
GitLab ID: Core!4750
Updated email notify lists to include system generated signals (like LTT). Prior to this update, email notify lists would only send to recipients for process signals (like BURG). Path: Matrix > Data Entry > Notify Lists tab
Adding Contacts Permissions Fix
11/07/22
Ticket Number: 379873
GitLab ID: Core!4839
Corrected Subdealer user permissions when copying contacts. A check has been added to verify which group contacts should display.
Path: Matrix > Data Entry > Contacts tab
Validate Address Flag
01/19/23
Ticket Number: 381782
GitLab ID: Matrix!7757
Corrected the issue that caused the system to attempt to validate subscriber addresses even if the user had the Validate Address flag set to N within CORE.
Path: Matrix > Data Entry
Delete Paging Info
01/30/23
Ticket Number: 375316
GitLab ID: Core!4927
When users deleted contact paging info and then attempted to save the contact, the system would display an error and not allow the save to complete. This has been corrected so users can delete paging info from contacts.
Path: Matrix > Data Entry > Contacts tab
Request Service
02/17/23
Ticket Number: 382839
GitLab ID: Matrix!7781
Corrected issue that prevented users from using the Service Requested tab within Caller Assistance to create a new service ticket.
Path: Matrix > Caller Assistance > Service Requested tab
New Zones Delay Bug
02/24/23
Ticket Number: 384436
GitLab ID: Matrix!7815 & Matrix!7960
When adding/editing new zones, the system would occasionally error saying the user didn’t populate Delay Processing parameters. This has been corrected as these parameters are not applicable until after the zone has been saved.
Path: Matrix > Data Entry > Zones tab
Adding Premises Information
11/13/23
Ticket Number: 388295 & 386917
GitLab ID: Matrix!7901
When adding premises to an account, the system would display an error. This would prevent the premises from being added. This has been corrected to allow users to add premises to accounts.
Path: Matrix > Data Entry > Contacts tab > Premises sub-tab
Notify Lists Email Refresh
12/28/23
Ticket Number: 374795
GitLab ID: Matrix!7620
When using the email popup for Notify Lists, updating the setting for an email that was not found on the first page would revert back to the first page. This has been corrected to display the proper information.
Path: Matrix > Data Entry > Notify List tab > Email List button
History
The following section contains Enhancements and Fixes for changes made to Matrix History and its available options found throughout Matrix.
Enhancements
Updating Resolution Codes
01/05/23
Ticket Number: 380054
GitLab ID: Matrix!7738 & Core!4876
Dealer users are now allowed to access the Change Alarm Resolution option within Matrix History.
Path: Matrix > History > More Options > Change alarm resolution
Video Screenshots added to History
03/07/23
Ticket Number: 374655
GitLab ID: Matrix!7637, Core!4710, & Core!4985
When viewing account history, if an operator collected screenshots while handling a video alarm, these screenshots will display.
Path: Matrix > History
History Reconciliation New Options
01/10/24
Ticket Number: 389831
GitLab ID: Matrix!7920
When viewing History Reconciliation information, users now have the ability to print table information in CSV or PDF format via the new toolbar options.
Path: Matrix > Matrix History > More Options > History Reconciliation
Fixes
Email Addresses Fix
06/09/22
Ticket Number: 374154 & 378121
GitLab ID: Matrix!7552 & Matrix!7775
Corrected an issue that formatted email addresses as URLs when adding email addresses to History details. This has been corrected to properly display email addresses.
Path: Matrix > History
Viewing Assigned Account History
08/26/22
Ticket Number: 368445
GitLab ID: Core!4729
Corrected issue where dealer users viewing history would not see signaling history for accounts that were assigned but not yet created.
Path: Matrix > History
Write Audio Challenges to History
10/26/22
Ticket Number: 374944
GitLab ID: Core!4794
When audio challenges are attempted/completed by operators, they will not be written to account history.
Path: Matrix > History
Alarm Report Special Characters
05/08/23
Ticket Number: 383620
GitLab ID: Core!5078
Updated the Alarm Report to properly display special characters when they are included within video alarm report. An issue was occurring when special characters were included within the links to video alarm clips.
Path: Matrix > Matrix History > Alarm Report
Incorrectly Creating URLs
08/16/23
Ticket Number: 382021
GitLab ID: Matrix!7851
Corrected an issue that formatted strings of text into URLs by mistake. This affected notes written to alarms during alarm handling. When the notes were written to history, the system would improperly read some of the text as a URL and format it accordingly.
Path: Matrix > History
Display Case Number Records
10/25/23
Ticket Number: 387458
GitLab ID: Matrix!7884
Corrected issue that caused case numbers to display as URLs within account history. Case numbers will now display normally.
Path: Matrix > History
Matrix Interactive
The following section contains Enhancements and Fixes for changes made to Camera Setup.
Enhancements
NVR Stream Event Title Update
10/06/22
Ticket Number: 378446
GitLab ID: Matrix!7670
A new Event Viewer Ignored label has been added to the Event Viewer scrolling list of events. This new label, Ignore: NVR Stream Not Data Entered, informs users that the system received a notification from an NVR stream that is not yet data entered on the account within Matrix.
Path: Matrix > Matrix Interactive > Camera Setup
View Schedules
10/13/22
Ticket Number: 378826
GitLab ID: Matrix!7660 & Core!4774
Users can now access account schedules via the View Schedules option. This option allows users to quickly view and manage schedules on the account.
Path: Matrix > Matrix Interactive > Camera Setup
Creating Area Schedules
12/07/22
Ticket Number: 378973
GitLab ID: Core!4888
Users can now configure Supervised schedules for cameras based on their automatically assigned area. This is only applicable to those subscriber accounts configured to use areas within Data Entry.
Path: Matrix > Matrix Interactive > Camera Setup > Alarm Settings
Permission Error
02/17/23
Ticket Number: 382085
GitLab ID: Matrix!7764 & Core!4928
If users without the proper permissions attempt to access Stream Tag maintenance within Matrix, an error will display to alert them they require authorization to manage tags.
Path: Matrix > Matrix Interactive > Camera Analytics Setup
Add NVR
10/05/23
Ticket Number: N/A
GitLab ID: Matrix!7668
The new Add NVR option allows users to add all streams connected to a site’s NVR to accounts.
Path: Matrix > Matrix Interactive > Camera Setup
Fixes
RTSP URL Update
10/25/22
Ticket Number: 379343
GitLab ID: Matrix!7677
Updated the URL path provided to users. Previously, the proper character encoding was not applied to the URL information. This would cause failed attempts to connect to the camera when using RTSP viewers (like VLC).
Path: Matrix > Matrix Interactive > Camera Setup
Alarm Report Clip Links
02/20/23
Ticket Number: 382313
GitLab ID: Core!4944
Corrected issue that caused alarm clips to display incorrectly when selected from the video alarm report.
Path: Matrix > Matrix Interactive > Alarm Report
Camera Setup Search
10/17/23
Ticket Number: 362979
GitLab ID: Matrix!7890
Updated the search bar to properly display cameras matching the entered criteria.
Path: Matrix > Matrix Interactive > Camera Setup
Camera Stream Tags
11/08/23
Ticket Number: 362978
GitLab ID: Matrix!7894
Updated the stream tag dropdown. When using the dropdown, the available tags will display for selection.
Path: Matrix Interactive > Camera Setup
Deleting ROIs Fix
02/08/24
Ticket Number: 377587
GitLab ID: Matrix!7919
Corrected bug that allowed users to delete the New ROI option. When deleted, users had to exit the edit screen and return in order to add new ROIs.
Path: Matrix > Camera Setup
Monitoring
The following section contains Enhancements and Fixes for changes made to Monitoring.
Enhancements
View On Hold Alarms
07/14/22
Ticket Number: 372366
GitLab ID: Matrix!7524 & Core!4554
If desired, users can request to see the On Hold queue on the alarm handling screen. This will allow operators to log on hold alarms along with the current in-process alarm.
Path: Matrix > Monitoring > Alarm Handling Screen > Log Alarm
Filter In Process Records by Track Group
11/03/22
Ticket Number: 37168
GitLab ID: Core!4831
If an operator is in a track group, only show co-operators that share one or more of the operator’s track groups. If a co-operator is handling an alarm that is not in the operator’s track group, the account and company name of the uncommon track group will be hidden from the operator’s view.
Path: Matrix > Monitoring > In Process
Save Layout for User
01/05/23
Ticket Number: 380971
GitLab ID: Matrix!7737
Added the Save For User button to the Monitoring Edit Layout options. Users can now update their layout for their user profile only.
Path: Matrix > Monitoring > Edit Layout
Wrong Phone Number Email
03/03/23
Ticket Number: 382565
GitLab ID: Core!4989 & Core!4981
Updated alarm monitoring email description. This affects those emails that send when operators handle alarms. If an operator uses a wrong number, the text Corrected Phone Number will be included in the email. The email will notify users that the number on file is incorrect, and the number dialed in its place.
Path: Matrix > Monitoring > Alarm Handling
Maximum Number of Clips
02/22/24
Ticket Number: 390879
GitLab ID: Matrix!7974
Updated the omitted events warning to display as static text above the Timeline. If the Timeline contains more clips than the system can display, users will see the text informing them some clips have been omitted.
Path: Matrix > Monitoring > Video Alarm Handling
Fixes
Honoring Track Groups
06/15/22
Ticket Number: 375794
GitLab ID: Matrix!7586 & Core!4635
When operators are part of a specific Track Group, the Hold queue should restrict the alarms they’re allowed to see based on this Track Group. The Hold queue was not honoring Track Groups like it should, this has been corrected.
Path: Matrix > Monitoring
Update to Share Streams Option
08/23/22
Ticket Number: 377125
GitLab ID: Matrix!7635
When sharing streams within Matrix Monitoring, the option would occasionally produce an invalid link. This error has been corrected so the option generates proper, valid links.
Path: Matrix > Monitoring
Track Grouping Alarms Fix
09/19/22
Ticket Number: 377025
GitLab ID: Core!4758
Operators assigned to track groups experienced alarms not automatically dropping to them within Monitoring despite being in receiving mode. Corrected this issue so alarms now drop properly.
Path: Matrix > Monitoring
Guard Shack Monitoring Fix
09/21/22
Ticket Number: 378379
GitLab ID: Core!4762
Corrected issue that caused the include/exclude list to be read improperly. This caused alarm signals that should be excluded from accounts to deliver incorrectly. This issue has been corrected so signals are delivered correctly.
Path: Matrix > Guard Shack Monitoring
MUV Prompt Fix
09/26/22
Ticket Number: 377608
GitLab ID: Matrix!7650
Corrected issue where the MUV prompt would display for MIV accounts within Matrix Monitoring.
Path: Matrix > Monitoring
Share Streams Fix
10/05/22
Ticket Number: 378396
GitLab ID: Matrix!7651
When copying streams to share, the Copy button will disappear once successfully copied. Prior to this fix, the copy button could be selected after a successful copy which caused issues for some users.
Path: Matrix > Monitoring > Alarm Handling screen
Monitoring Column Layout
10/05/22
Ticket Number: 376535
GitLab ID: Matrix!7644
Corrected issue that caused the Monitoring column elements to move into the incorrect column to fill space. Now, the elements will remain in their assigned column.
Path: Matrix > Monitoring > Alarm Handling screen
Taking Screenshots of PIMG Views
03/23/23
Ticket Number: 383349
GitLab ID: Matrix!7792
Corrected issue where screenshots taken from PIMG views would not display properly.
Path: Matrix > Monitoring > Video Alarm
Viewing Contacts Summary
08/16/23
Ticket Number: 385369
GitLab ID: Matrix!7856
Corrected issue that prevented the Contacts Summary table from loading contacts.
Path: Matrix > Monitoring > Alarm Handling
Report Manager
The following section contains Enhancements and Fixes for changes made to Report Manager.
Enhancements
Count of Signals by Resolution
06/06/22
Ticket Number: 373790
GitLab ID: Matrix!7556 & Core!4586
The Subdealer field has been added to the Count of Signals by Resolution report. This option allows users to sort the report by Subdealer.
Path: Matrix > Report Manager
Print Chronological History Report as CSV
11/01/22
Ticket Number: 378733
GitLab ID: Matrix!7671, Core!4785, & Core!4789
Users can now print the History in Chronological Order report as a CSV file. The Print CSV option is now available under the Main sub-tab.
Path: Matrix > Report Manager
Add Company Name Column
12/20/22
Ticket Number: 381032
GitLab ID: Core!4901
The Company Name column has been added to the Last Signal Report. This column will display the name of the company the signal was received from.
Path: Matrix > Report Manager
SMS Activity Report
01/27/23
Ticket Number: 381232
GitLab ID: Matrix!7755 & Core!4911
The SMS Activity Report is available for use. This report returns the number of SMS messages sent on the system.
Path: Matrix > Report Manager
State Report by Dealer
07/24/23
Ticket Number: 383315
GitLab ID: Matrix!7804 & Core!5065
From and To Dealer fields have been added to the State Report. These fields allow users to search for ranges of dealer accounts by state.
Path: Matrix > Report Manager
Monitoring Equivalent Weight Report
09/13/23
Ticket Number: 386406
GitLab ID: Matrix!7850 & Core!5219
The Monitoring Equivalent Weight report is available for use. This report returns the system’s MEW Factor based on the types of alarm systems being monitored.
Path: Matrix > Report Manager
Comma Delimited Events Handled
10/19/24
Ticket Number: 389580
GitLab ID: Matrix!7914 & Core!5309
The Comma Delimited Events Handled report is available for use. This report returns a record of all operator handled events during the selected time frame.
Path: Matrix > Report Manager
SMS Opt In Report
02/05/24
Ticket Number: 390119, 390568, & 389291
GitLab ID: Core!5332, Matrix!7946, & Core!5328
The SMS Opt In report is available for use. This report returns the selected accounts’ sms opt in message counts for messages pending, declined, and contact information.
Path: Matrix > Report Manager
Fixes
Last Signal Report
06/15/22
Ticket Number: 375756
GitLab ID: Core!4624
Updated the Last Signal report to filter out LNK signals. These signals should not display within the report.
Path: Matrix > Report Manager
Deleted Templates
07/28/22
Ticket Number: 377045
GitLab ID: Core!4694
Updated the delete process for reports to ensure report templates are not deleted.
Path: Matrix > Report Manager
Audit History Report
08/15/22
Ticket Number: 377026
GitLab ID: Core!4708
Updated the Audit History report to properly return data.
Path: Matrix > Report Manager
Account Number Padding
08/23/22
Ticket Number: 377349
GitLab ID: Core!4718
In Report Manager (V1) if users manually input account numbers the system was improperly formatting the numbers, which would cause the report to produce invalid output.
Path: Matrix > Report Manager V1
Pending Resets Report Fix
10/05/22
Ticket Number: 378978
GitLab ID: Matrix!4780
Corrected issue that caused the Pending Resets report to fail to produce information.
Path: Matrix > Report Manager
Last Alarm Signal Received Fix
10/18/22
Ticket Number: 377709 & 381870
GitLab ID: Core!4807
Corrected the Last Alarm Signal Received report to return proper results when dealers ran the report.
Path: Matrix > Report Manager
CIS Report Start/End Date Range Output
10/25/22
Ticket Number: 375644
GitLab ID: Core!4816 & Core!4915
Corrected issue that caused the CIS report output to use an incorrect start and end date range. When ran, the report would output all accounts instead of restricting it to accounts with start dates included within the range.
Path: Matrix > Report Manager
Signals Received on Test Report
02/24/23
Ticket Number: 381844
GitLab ID: Core!4976
Corrected issue that caused the automatic Signals Received on Test report to exclude linked account information despite being configured to include the information.
Path: Matrix > Report Manager
Subdealer All Activity Report
02/24/23
Ticket Number: 382460
GitLab ID: Core!4975
Corrected issue that caused the All Activity report to generate an error if subdealer information was not properly configured on the dealer account.
Path: Matrix > Report Manager
Count of Signals by Type Report
05/08/23
Ticket Number: 384128
GitLab ID: Core!5074
Corrected report to properly filter system handled alarms as configured by the user when running the report. Previously, the report would display all alarms regardless of the system handled flag.
Path: Matrix > Report Manager
Field Character Restriction
05/09/23
Ticket Number: 384693
GitLab ID: Matrix!7811
When running the LTT Report, users were not prevented from inputting alpha characters into the Premises and Contact phone number fields. This would cause the report to error. These fields are now restricted to numeric characters only.
Path: Matrix > Report Manager
Corrected Subdealer Fields
08/16/23
Ticket Number: 386133
GitLab ID: Matrix!7857
The subdealer fields were allowing users to select subdealer ranges that were not assigned to the selected dealer range. This caused issues when running reports since the system couldn’t locate the accounts.
Path: Matrix > Report Manager
Sales
The following section contains Enhancements and Fixes for changes made to the Sales module (Prospect Information, Sales Statistics, Sales Task View, etc.)
Enhancements
Travel Blocks Update
06/15/22
Ticket Number: 373825
GitLab ID: Matrix!7540, Core!4587, & Core!4546
Travel block totals are now shown in the passthrough grid to show the additional travel blocks and the additional travel time.
Path: Matrix > Sales > Prospect Information > Proposals
View Travel Time Flag
07/20/22
Ticket Number: 373825
GitLab ID: Matrix!7615
If desired, users can request an additional passthrough line to display the total travel hours that will be added to the proposal.
Path: Matrix > Prospect Information
Calculate Daily Labor Blocks
07/20/22
Ticket Number: 373825
GitLab ID: Core!4683
If desired, users can request whether the daily labor block should deduct the daily travel from the block time.
Path: Matrix > Sales > Prospect Information
Labor Rate Passthrough
07/29/22
Ticket Number: 371471
GitLab ID: Core!4680
When copying old proposals with outdated labor rates assigned, the new copied proposal will use the current labor rate for any passthrough labor lines.
Path: Matrix > Sales > Prospect Information
Call Type Markup
10/26/22
Ticket Number: 377843
GitLab ID: Matrix!7678 & Core!4795
When applying markups to proposals using Call Types, the markup will be applied to the base price of the proposal.
Path: Matrix > Sales > Prospect Information
Fixes
Sales Template Quantity Fix
07/15/12
Ticket Number: 376731
GitLab ID: Core!4665
Corrected the sales template to properly display quantities when applied to a proposal.
Path: Matrix > Sales > Prospect Information
Sales Funnel Data Display
07/18/22
Ticket: N/A
GitLab ID: Matrix!7601
Updated the graph to properly display sales data.
Path: Matrix > Sales > Sales Statistics
Properly Calculate Travel Lodging
07/20/22
Ticket Number: 373825
GitLab ID: Core!4687
Updated travel lodging calculations to assign the correct dollar amount to the proposal.
Path: Matrix > Sales > Prospect Information
Prevent Proposal Signing
08/04/22
Ticket Number: 376529
GitLab ID: Matrix!7602 & Core!4663
Updated the system to prevent users from performing the signing process steps on proposals that have jobs within the system.
Path: Matrix > Sales > Prospect Information
Blank Defer Flag Fix
09/14/22
Ticket Number: N/A
GitLab ID: Core!4751 & Core!4747
Updated the Defer flag on recurring lines to default to Y when applicable. When a Matrix Sales proposal recurring line is pushed to a DICE CORE job, the Defer flag might be blank. This will no longer occur when pushing proposals.
Path: Matrix > Sales > Prospect Proposals
Proposal Equipment Price
09/28/22
Ticket Number: 378173
GitLab ID: Matrix!7657
Corrected issue that prevented allowed users from editing proposal pricing.
Please Note: users must have the Price Change flag set to Y to be allowed to edit pricing.
Path: Matrix > Sales > Prospect Information
Docusign Envelopes Fix
10/19/22
Ticket Number: 379293 & 384733
GitLab ID: Core!4799 & Core!5118
Corrected issue that caused envelopes in the waiting queue to revert to not signed by mistake.
Path: Matrix > Sales > Prospect Information
Deleting Signed Proposals
11/04/22
Ticket Number: 379781
GitLab ID: Matrix!7708
Corrected issue that allowed users to delete proposals that were already signed or still waiting on signatures. Users are now unable to delete proposals once they have begun the signing process.
Path: Matrix > Sales > Prospect Information
Commercial RMR and Inspection Hours Fix
11/04/22
Ticket Number: 379633
GitLab ID: Core!4843
Corrected Commercial RMR and Inspection Hours to assign properly to equipment items.
Path: Matrix > Sales > Prospect Information
Area Subscribers Filter Fix
11/28/22
Ticket Number: 380041
GitLab ID: Core!4858
Corrected issue that caused the Area Subscriber filter tools to incorrectly filter subscriber information.
Path: Matrix > Sales > Prospect Information > Area Subscribers
Moving Appointments Fix
02/20/23
Ticket Number: 381892
GitLab ID: Matrix!7769
When users moved appointments from one technician to another within the Rapid Calendar, the system would block them from interacting with the page. This has been corrected so the screen block will disappear once the process is complete.
Path: Matrix > Sales > Rapid Calendar
Begin Price Fix
03/22/23
Ticket Number: 377843
GitLab ID: Core!5009 & Core!5017
Corrected issue that was preventing the Contact Markup from applying to the begin price for the Proposal Set Price option.
Path: Matrix > Sales > Prospect Information > Proposals > Set Price
Contact Type Markup Fix
03/22/23
Ticket Number: 377843
GitLab ID: Core!5021
When adding Contact Type markup to item info, the item code field was not updating properly if the user tabbed off the field. This has been corrected to add properly.
Path: Matrix > Sales > Prospect Information > Proposals
Call Type Markup Fix
03/27/23
Ticket Number: 377843
GitLab ID: Core!5036, Core!5031, & Matrix!7800
Removed the call type markup from the item detail for proposal equipment.
Path: Matrix > Sales > Prospect Information > Proposals
Copy Passthrough Lines Fix
03/30/23
Ticket Number: 383754
GitLab ID: Core!5052
Updated the copy process for passthrough lines to properly copy to proposals.
Path: Marix > Sales > Prospect Information > Proposals
Service
The following section contains the Fixes made to the Serve module (Hands on Manager, Rapid Scheduler, Ticket Processing, etc.).
Fixes
Unscheduling Appointments Confirmation
04/27/22
Ticket Number: 374445
GitLab ID: Matrix!7534
When cancelling appointments within Ticket Processing, users will now be prompted to confirm the removal of the appointment from the schedule.
Path: Matrix > Service > Ticket Processing
Updating Ticket Statuses
06/28/22
Ticket Number: 376159
GitLab ID: Core!4654
When updating statuses on tickets, users were encountering an error stating the status was not updated followed by the status updating after exiting out of the error. This error in the system has been corrected to only display if the status is unable to be updated.
Path: Matrix > Service > Hands on Manager > Ticket Status Change
Assigning Priorities
12/05/22
Ticket Number: 380390
GitLab ID: Core!4878
Updated how the system identifies the Priority of tickets to ensure the proper priority is assigned.
Path: Matrix > Service > Hands on Manager > Create Ticket
Hand on Manager Column Filter
02/01/23
Ticket Number: 381893
GitLab ID: Matrix!7766
Corrected the Department and Tech column filters to properly filter information based on the user’s selection.
Path: Matrix > Service > Hands on Manager
Time Sheet Report Fix
05/09/23
Ticket Number: 384650
GitLab ID: Core!5109
Updated the Time Sheet report to allow for multiple users to access and run the report at the same time.
Path: Matrix > Service > Tech Time Sheets
Service Ticket Cost Report
05/09/23
Ticket Number: 384688
GitLab ID: Core!5102
Corrected issue that prevented the Service Ticket Cost report from batching properly.
Path: Matrix > Service > Service Ticket Cost Report
Searching by Dispatch Code
05/17/23
Ticket Number: 384825
GitLab ID: Core!5129
Corrected issue that prevented users from completing ticket note searches if the Dispatch Code dropdown was populated. Users can now search for ticket notes if a Dispatch Code is used.
Path: Matrix > Service > Hands on Manager
SMS Management
The following section contains Enhancements and Fixes for changes made to the SMS Management pages (SMS Setup, SMS Opt In Setup, Send SMS Message, etc.).
Enhancements
International SMS
07/20/22
Ticket Number: 375562
GitLab ID: Core!4667 & Core!4745
Modified SMS functionality to allow for sending to customers outside the U.S.
Path: Matrix > SMS
Automatic Refresh
05/24/23
Ticket Number: 384179
GitLab ID: Matrix7816
When viewing SMS opt in queues, the grids will now automatically refresh every 15 seconds.
Path: Matrix > Send SMS Opt In Messages
Fixes
Invalid Contact Error for Group Contacts
09/26/22
Ticket Number: 377727
GitLab ID: Core!4766
When attempting to respond to SMS notifications, group contacts would receive an Invalid Contact error. This has been corrected to allow group contacts to respond to events.
Path: Matrix > SMS Notifications
Inactive Account SMS Opt In Fix
05/23/23
Ticket Number: 384543
GitLab ID: Core!5137
Corrected issue that allowed users to send SMS opt in messages to contacts on inactive accounts.
Path: Matrix > SMS Opt In
Paging Dealer Information Fix
06/28/23
Ticket Number: 384542
GitLab ID: Core!5165
Corrected issue that prevented the system from sending out SMS messages to dealer accounts. SMS messages will now be routed to dealer contacts regarding their accounts.
SMS Link Fix
12/14/24
Ticket Number: 389703
GitLab ID: Core!5299
Updated the link included in SMS messages to properly direct users to the notification page.
Path: Matrix > SMS messages sent
User Maintenance
The following section contains Enhancements and Fixes for changes made to the User Maintenance page.
Enhancements
Assign Dealers
08/16/23
Ticket Number: 356225
GitLab ID: Matrix!7451, Core!4391, & Core!5212
The new Assign Dealers button allows users to assign multiple users to a single dealer at the same time.
Path: Matrix > User Maintenance > Dealers option > Assign Dealers option
New Toolbar Options
02/09/24
Ticket Number: 390786
GitLab ID: Matrix!7964
Users can now download a copy of the Matrix User Maintenance table as a PDF or CSV file via the new toolbar options: PDF and CSV respectively.
Fixes
Remove IP addresses from deleted users
06/01/22
Ticket Number: 375313
GitLab ID: Core!4596
When users are deleted from the system, their assigned IPs will also be removed from the list of valid IPs. The system now confirms all IP addresses assigned to deleted users are removed.
Path: Matrix > User Maintenance