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Phone Connect

Release Version 25.2.5.0

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Bug Fix

Telephone number recognition does not work correctly

The prefix was not correctly taken into account in Phone Connect. This error has been fixed so that the prefix is now correctly recognised again.

Created: February 12, 2025

Bug Fix

App Registration information is reset after opening the App Registration wizard

Description: A bug was fixed in the App Registration wizard. Previously, if the wizard was opened and then closed immediately, the Client Secret information was unintentionally cleared. This issue has been resolved to ensure that the Client Secret information remains intact unless the wizard is completed.

Impact: Users will no longer experience the unintended clearing of Client Secret information when the App Registration wizard is closed prematurely. This fix enhances the stability and reliability of the App Registration process, preventing potential disruptions and ensuring consistent configuration management.

Created: January 9, 2025

Release Version 25.2.1.0

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Bug Fix

Link to CTI Tray in GE not working

Description: In this release, a fix has been implemented for an issue where an error was shown when attempting to download the Phone Connect Tray Application via the Guided Experience Checklist on the Phone Connect Administrator Rolecenter. The error occurred due to the shutdown of the Scout (transfer.simova.de).

Impact: With this fix, users will now be able to successfully download the latest Phone Connect Tray Application Setup file without encountering any errors. This improvement ensures a smooth and uninterrupted experience for users accessing the Guided Experience Checklist on the Phone Connect Administrator Rolecenter.

Created: December 19, 2024

Bug Fix

Exclude Internal Call Does not work

Description: In this release, a bug was fixed where the Caller Card was opening despite being configured in the Module Setup. The issue was identified in the process of performing an internal call, where the Caller Card should not have opened.

Impact: This fix ensures that the Caller Card behaves as expected and does not open when it is configured not to. Users will experience the correct functionality in the system, eliminating any confusion or unexpected behavior related to the Caller Card during internal calls.

Created: December 18, 2024

Bug Fix

Caller Card actions are only shown for company contact

Created: December 10, 2024

Feature Upgrade

Placeholders in Guidelines

Description: In this release, we have added placeholders for the guidelines in the Phone Connect User interface. These placeholders allow users to input values from specific mapping tables, enabling the display of specific information.

Impact: This change will enhance the user experience by providing the ability to customize and display specific information based on the mapping tables. Users will benefit from the increased flexibility and customization options. This update resolves the previous limitation of not being able to display specific information, leading to a more efficient and tailored user experience.

Created: November 25, 2024

Bug Fix

Comment will not be transfered to Interaction Log Wizard

Description: In this release, a bug has been fixed related to the manual Interaction Logs in Phone Connect. Previously, when a comment was entered on a caller card and the call was closed and the wizard was reopened, the comment was not being transferred to the interaction log as expected. This issue has been addressed and the comment will now be properly transferred to the interaction log.

Impact: This fix will ensure that comments entered on caller cards are accurately reflected in the interaction log, providing users with a more seamless and efficient experience when managing interactions in Phone Connect. This enhancement will result in improved accuracy and completeness of interaction logs, ultimately leading to better tracking and documentation of communication with callers.

Created: November 15, 2024

Feature Upgrade

Creation and Display of Guidelines

The release note includes the implementation of a guideline feature for Phone Connect Users during calls, as well as a configuration section for personalized settings. This enhancement allows users to access and follow a phone guideline for each caller card during a call.

Created: November 8, 2024

Feature Upgrade

Clear full Customer/Vendor in Tree view for Rating

The release note describes the new feature that allows Phone Connect users to instantly delete 10 ratings to 1 in the Tree View. This feature eliminates the need to individually select 10 columns and press delete.

Created: October 25, 2024

Feature Upgrade

Exclude Callers from Rating

  • Added new action to exclude callers from the rating
  • Action included in Rating List
  • The rating of excluded callers is no longer displayed in the rating list, but can still be included

Created: October 25, 2024

Feature Upgrade

Rating List for Calls

  • Added a new field in the Caller cards for displaying the average rating of the current caller
  • Implemented a Drilldown function for showing a rating list of the current caller
  • Users can now access more information about the current caller by reading old ratings

Created: October 25, 2024

Feature Upgrade

Activate CRM Wizard via Module Setup

The Phone Connect User can now activate the Confirm for the Interaction Log Wizard via the Module Setup, eliminating the need to click "no" every time the wizard is not needed. This enhancement improves the user experience and streamlines workflow.

Created: October 23, 2024

Bug Fix

Cue doesn't count correctly

The bug has been fixed where the "Call History" cue in the Phone connect Role Center was not counting the entries correctly. Now, the cue counts correctly even after it has been closed.

Created: October 21, 2024

Feature Upgrade

Immersive Role Centers

The release note includes an optimized role center for Phone Connect Users, with added statistics such as total call minutes, total calls, rating list total, and active calls. The role center also includes an evaluation feature to track the days and times with the most calls, average call duration, and calls not answered. This update aims to help users efficiently track their sales through phone calls.

Created: October 17, 2024

Feature Upgrade

Interaction Log Wizard Confirm After Call

After a call in Phone Connect ends, users with the CRM feature enabled will be asked if they want to open the Interaction Log Entry wizard.

Created: October 17, 2024

Feature Upgrade

Extended Actions on Caller Cards

The release note includes extended Caller Card actions on the contact caller card (Sales) that fit to the respective area of the attached found master data (Customers/Vendors). On the contact sales caller card, actions to Create a Sales Order, Sales invoice, Sales blanket order, Purchase Quote, Purchase Order, and Purchase Invoice have been added. These actions will only be shown if there is a customer or vendor found for the respective call, providing more extensive actions fitting to the respective processes.

Created: October 17, 2024

Release Version 25.0.6.0

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Bug Fix

Upgrade Step Not working for Business Mapping

Description: This release includes a fix for a bug related to the Business Mapping fields Contact Code Field and Contact Name Field not being filled after upgrading Phone Connect to version 24.2.5.0 from an older version.

Impact: This fix ensures that both Business Mapping fields are filled as expected after the upgrade to version 24.2.5.0. Users will no longer experience the issue of the fields not being filled, resulting in a smoother and more accurate experience when using Phone Connect.

Created: November 8, 2024

Bug Fix

Call Duration Fix

  • Fixed a bug where the Call Duration was not being shown correctly in the Call History after creating a manual call entry via manual caller card.

Created: November 8, 2024

Bug Fix

Admin status is not company specific

This release resolved an issue where licensing a Phone Connect user with User permission sets and setting up Phone Connect and CORE admin permission sets for a different company resulted in the user being incorrectly designated as a Phone Connect admin in the company where the user was only licensed with User permissions sets. After the fix, the user should no longer be designated as a Phone Connect admin in the wrong company when following the specified steps.

Created: November 7, 2024

Bug Fix

Comments on the outgoing caller card via the call history are not initialized directly

This release addresses a bug where the written comment created during a call from BC is not appearing on the outgoing Caller Card in the Call History. Now the comment will be visible in the Call History.

Created: October 29, 2024

Bug Fix

Call out Not Possible for Teams Interface

The bug fix in this release addresses an issue where the Status on the caller card (Time and Call Status) is not updated when making a callout through the Phone Connect setup Teams Interface. The expected result is that everything works without problems, and this fix ensures that the actual result aligns with the expected behavior.

Created: October 22, 2024

Release Version 25.0.3.0

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Feature Upgrade

Update to Business Central 25 base

We have updated the runtime basis so that it is compatible with Business Central 25.

Created: October 20, 2024

Release Version 24.2.5.0

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Bug Fix

Caller Card Assignment Names

We have fixed a bug in the Phone Connect feature where the Caller Card Assignment field was displaying the ID of the page instead of the captions of the pages. Now, after licensing and configuring your user, you can correctly see the captions of the pages in the Caller Card Assignment field.

Created: September 11, 2024

Bug Fix

Phone connect log entries on the customer, vendor, contact card are not written for incoming calls

We've fixed a bug that was preventing the logging of incoming calls in the Phone Connect feature. Previously, incoming calls were not being recorded in the phone connect log entries on customer, vendor, and contact cards. This issue has now been resolved and incoming calls will be correctly logged.

Created: September 24, 2024

Release Version 24.2.3.0

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Bug Fix

701 Message in Error log due to Guided Experience insert

We've fixed a bug that was causing Phone Connect related errors to appear in the event log after user login. Now, the event log should no longer contain any messages related to Flow Path as expected.

Created: September 5, 2024

Release Version 24.2.1.0

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Feature Upgrade

Extension of the caller cards with standard actions

In the latest update, we've enhanced the functionality of Phone Connect caller cards. Now, Phone Connect Users can perform default actions directly from the caller card, enabling quicker and more efficient work. These actions are based on standard tables and can be executed from standard pages. For 'Contact', actions include creating opportunities, interactions, sales quotes, related contacts tasks, and interaction log entries. For 'Customer', actions include contact, new document - all actions, ledger entries, statistics, bank account, ship-to address, direct debit mandates, and prices & discounts overview. For 'Vendor', actions include contact, new document - all actions, ledger entries, statistics, bank account, and order and remit address.

Created: August 6, 2024

Feature Upgrade

Recall request action on caller cards

This release introduces a new feature for Phone Connect users to set a recall request for a contact person from the caller card. This update includes the ability to add a favorite phone number and a note to the recall request. The recall request will be stored in a table with a status and can be set to the status 'done'. Additionally, a Cue for Recall Request has been added to the role center. Please note, this feature is only available for licensed Phone Connect users and the contact person could be a contact, customer, or vendor.

Created: August 11, 2024

Feature Upgrade

Create recall from factbox (Masterdata)

In this release, we have added a new feature for Phone Connect users. Users can now set a recall request with an action on the Phone Connect factbox in the masterdata. This feature is designed to inform the target employee about a recall. The actions have been successfully added to the Phone Connect factbox as part of this Product Backlog Item.

Created: August 11, 2024

Feature Upgrade

Create recall from telephone entry list

We've introduced a new feature for Phone Connect users enabling them to set a recall request directly from the telephone entry. This update ensures that the target employee is promptly informed about any recall. This enhancement is built on the foundational functions created with #6879, and further extends the capabilities of the telephone entry actions.

Created: August 11, 2024

Feature Upgrade

Call History Entry No. should not be visible

In this release, we've made an update to the Phone Connect user interface. The Entry No. of the Call history is now hidden to provide a cleaner, less confusing user experience.

Created: August 23, 2024

Feature Upgrade

Renaming Delayed cue to Overdue

In the latest update, we have enhanced the usability of Phone Connect by renaming the "Delayed" recall cue to "Overdue". This modification aims to provide a clearer and more intuitive user experience.

Created: August 23, 2024

Feature Upgrade

New group for recall action

In this release, we have enhanced the user interface for Phone Connect users. The "Create Recall Request" action in the sales quote has now been grouped under a separate category called "Phone Connect", making it easier for users to locate and use this function.

Created: August 23, 2024

Feature Upgrade

Optimisation of the call history

Phone Connect got Optimized. This ensures the call history number in the box matches the highest number in the SIM_CTI Telephony Entries (5227461, List). A new column has been added to provide a counting number for all calls, offering a comprehensive overview of all call activity. This update addresses the concern that the field number in the telephony entries was an ID and not the actual count of all calls.

Created: August 6, 2024

Feature Upgrade

Open Caller Card through Contact/Customer/Vendor

In this update, BC users who have received a call not through the Phone Connect Tray App, will be able to create a new entry manually.. The processes of creating an interaction log entry and an entry in our CTI call history will continue to function as normal. This enhancement allows users to enter calls received externally, in the past or without connecting a phone to our app.

Created: August 9, 2024

Feature Upgrade

Navigation from the Call History Card to the customer, vendor or contact

We've introduced a new feature for Phone Connect users/admins that allows you to directly navigate from the call history card to the customer, vendor, or contact Card. This enhancement provides a more streamlined workflow by enabling you to check the history of calls and their callers more efficiently.

Created: August 5, 2024

Feature Upgrade

Recall Request Wizard

In this latest update, we have enhanced the user experience for Phone Connect Users. Now, when creating a Recall Request, users will be guided through the process via a Wizard instead of the previous Card Page. This change aims to improve the onboarding process and make it more intuitive and user-friendly.

Created: August 23, 2024

Feature Upgrade

Auto-Open Masterdata pages on Incoming Call

In this release, we've enhanced the Phone Connect functionality for customers and partners. Now, the Master Data Card (Contact, Customer, Vendor) could be automatically open when a call comes in via Phone Connect. This improvement aims to reduce the number of clicks and streamline the process, especially for those who have extended the Contact Card with additional information.

Created: August 7, 2024

Bug Fix

Internal calls are not ignored

We have fixed a bug with ‘Phone Connect - Internal calls’.

The Internal Caller Card used to always open. So that the Internal Caller Card is not always opened for every internal call, we have added a new field in the module setup with the name "Exclude Internal Call in Database", as soon as this field is activated, the Internal Caller Card is no longer opened.

Created: August 26, 2024

Bug Fix

Manual Caller Card Interface

We have fixed a bug in the Manual Caller Card accessed from call history or master data. Previously, a field called 'interface' was limiting user options by only allowing selection between TAPI/Teams. This has now been modified to either not display the field or allow free text, enhancing user flexibility.

Created: August 23, 2024

Release Version 24.0.5.0

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Bug Fix

Call history entries should not be deletable

We have fixed a bug in the Phone Connect system that allowed users to delete entries from the call history list. This action could potentially lead to loss of important information. Now, entries in the call history list cannot be deleted, ensuring important call data remains intact and accessible.

Created: August 6, 2024

Bug Fix

Call History Note cannot be created correctly

We've fixed a bug in the Phone Connect feature where an error was previously thrown during the creation of a note in the Call History section. Now, users can successfully create and save notes without encountering any errors.

Created: August 6, 2024

Bug Fix

Connection Established on Teams Call when aborted

We have addressed a bug related to the Phone Connect feature for Teams. Previously, if a call was initiated and then cancelled before connecting, the Caller Card would incorrectly indicate that the connection was established. This issue has now been resolved to accurately reflect the call status.

Created: August 5, 2024

Bug Fix

Frequent message in the event log

We have addressed a bug causing multiple errors with the EventID 701 in the event log. the event log should no longer display these errors.

Created: August 14, 2024

Bug Fix

Smart Connect Wizard not Working OnPrem

We've addressed a bug that was making the Smart Connect Wizard process unusable in On-Premise environment. Instead of transferring all data for the On-Premise environment as expected, the system was transferring data for the SaaS environment and blocking some of the data transfer process. This issue has now been resolved to ensure accurate data transfer in the specified environment.

Created: August 2, 2024

Release Version 23.1.6.0

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Bug Fix

Missing permissions on Caller Card

Users were experiencing a permission error within Business Central (BC) after initiating a call via the Factbox. With this update, the call functionality should now operate as expected without any error.

Created: July 25, 2024

Bug Fix

No date for outgoing calls in the interaction log entries

We've fixed a bug in the Phone Connect module where activating the CRM function did not result in a date stamp for outgoing calls in the interaction log entries. Now, upon activating the CRM function, users will see a date stamp for each outgoing call, as expected.

Created: July 22, 2024

Bug Fix

Teams connection working even when TAPI is selected

We have addressed a bug where the Phone Connect Tray Application will react to Microsoft Teams call, even though the Phone Connect Module Setup in Business Central is set to TAPI. The issue has been resolved and now Phone Connect will no longer react to to Microsoft Teams call when TAPI is set.

Created: July 17, 2024

Feature Upgrade

Number substitution via setup not via code

We've added a new feature for Phone Connect admins to set up and check the number substitution in the Phone Connect module setup. This enhancement allows admins to easily identify which special characters are formatted, providing greater visibility and control over the system's handling of special characters for the phone numbers.

Created: July 29, 2024

Release Version 23.1.5.0

Bug Fix

The settings from the caller card assignment are not transferred to the user settings card as the default value

We've removed the "Caller Card Assignment" page in the Phone Connect extension. This page is no longer used, as the configuration is taken from the Phone Connect user settings. Therefore this page will no longer be available in Phone Connect to avoid confusion.

Created: July 12, 2024

Release Version 23.1.4.0

Bug Fix

Mobile Phone Number identification is not working

We've fixed a bug that was preventing Phone Connect from identifying contacts, customers, or vendors based on their mobile phone number (Field 5061). Previously, when receiving an incoming call from a mobile number associated with a contact, customer, or vendor, the system would open an unknown caller card. With this update, Phone Connect now correctly identifies the caller and opens the relevant incoming caller card.

Created: June 17, 2024

Bug Fix

Setup for outgoing calls is not working (MS-Teams)

We have fixed a bug in the CTI module setup where the mobile phone number was not being properly trimmed. This was causing issues with outgoing calls in MS Teams. The standard fields for prefix setups will now correctly change the mobile phone number from the standard number to include the country prefix.

Created: June 21, 2024

Bug Fix

Call Out not Possible in On Premise

We have resolved a bug in the Phone Connect for Teams that was causing an error during callouts in an on-premise environment. Users should now be able to make these callouts without experiencing any errors.

Created: June 28, 2024

Bug Fix

Smart Connect transfers wrong Guid Format

We have fixed a bug that was causing incorrect formatting of Guid values in the Microsoft Teams tab from the Tray App. This was preventing automatic user authentication and disrupting the connection between Teams. The issue has now been resolved.

Created: June 25, 2024

Bug Fix

Missing permission for Telephony Entry Deletion

We have addressed a bug that caused an error when closing the Caller Card without making a call in Phone Connect. Users with permission can now close the page without any error, and the Telephony Entry will be deleted as expected.

Created: June 25, 2024

Bug Fix

TAPI - Internal Calls not regarded

We have resolved a bug related to the Phone Connect feature. Previously, internal calls were not being recognized as per the configuration of the "Search internal calls in database" checkmark. This issue has now been addressed, ensuring that internal calls function correctly according to the specified settings.

Created: June 26, 2024

Bug Fix

Phone number / Teams name is not saved when creating new contacts/customers/vendors

We have addressed a bug affecting the integration of our application with Teams. Prior to this fix, when receiving a call from an unknown number and attempting to create a new contact/customer/vendor, the phone number or Teams name was not transferring into the respective field. This issue has now been resolved, ensuring a seamless transfer of contact details.

Created: June 26, 2024

Release Version 23.1.3.0

Feature Upgrade

Error handeling app registration

This release introduces a notification feature for Phone Connect Users. Users will now be alerted if the app registration process remains incomplete when required.

Feature Upgrade

App Registration Wizard

In this latest release, we've launched an App Registration Wizard for CTI users, significantly simplifying the app registration process.

Release Version 23.1.2.0

Bug Fix

Assigning the telephone number in the CTI system had problems

The phone number assignment now correctly uses a trimmed version of the phone number instead of the untrimmed one. This update ensures that phone numbers are processed in their required trimmed format.

Release Version 23.1.0.0

Bug Fix

CTI - Double Documentation in Guided Experience

We have fixed a bug related to the CTI Guided Experience. Previously, the step documentation was being displayed twice. With this update, the step documentation will only be shown once as intended.

Feature Upgrade

CTI - Add Notifiction when The Client Secret expires

A notification has been added that when the client secret expires, a notification will appear stating that the client secret is about to expire or has expired and the possibility to renew the client secret from the notification has also been added.

Feature Upgrade

CTI - Adding new ID Ranges 5665062 - 5666061

A new ID range for Phone Connect has been added. The new ID range is 5665062 - 5666061.

Feature Upgrade

CTI - Create a Business Mapping Setup

We've introduced an enhancement for our Partners, allowing the use of information from various tables, not just the standard BC contact, customer, or vendor table. This update enables the display of information not present on the standard BC tables. Furthermore, it offers the capability to create unique mappings based on each table, providing more flexibility and control.

Feature Upgrade

CTI - Skip user page in onboarding

The CTI user setup page has been removed from the setup wizard due to automatic CTI user creation during licensing. Consequently, modifications to this page are no longer possible.

Release Version 23.0.0.0

Feature Upgrade

CTI - Update to Business Central 23

The runtime version has been upgraded to version 12 to ensure optimal compatibility with Business Central 23.

Release Version 22.1.0.0

Feature Upgrade

User Role Center information

Cues had been added to the user role centre, to have the possiblity to directly move to the "personalized" user page, where only your current user is shown and another one cue to move to the call history.

Feature Upgrade

Admin Role Center Information

Cues had been added to the user role centre, to have the possiblity to directly move to the user page, where all current users are shown and another one cue to move to the call history.

Feature Upgrade

User Setup and User Card Assignment merged

The CTI User table and the CTI User Call Assignment table have been merged. This simplifies the configuration difficulty significantly.

Feature Upgrade

Add "Activate Users" button

A new action named "Activate Users" is added to the CTI user setup page. This action will open the product users page and is only visible if the current CTI User is a administrator. This action replaces the "New" action because users should only be added by activating them as a CTI license user.

Feature Upgrade

Product Card missing EULA Link

The Simova EULA link has been added to all product cards.

Bug Fix

Caller Cards Icons not Visible

There was a problem that sporadically the icons in the JavaScript addins were not loaded. Now the icons have been replaced by BootStrap icons and these are downloaded via cdn links.

Bug Fix

CTI - Internal Caller Card not opening

There was a problem that the internal caller card did not open when you received an internal call. This has now been fixed and the internal caller card now opens.

Bug Fix

Document Inbound - Multiple app icons in database

If Document Inbound and DMS were installed simultaniously, the icons of each product were dropped multiple times in the database. This is now fixed and the icons are just stored once.