Phone Connect
Release Version 24.2.1.0
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
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
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 by Simova and DMS by Simova 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.