Version 14
Contents
Version 14.240109 Release Notes - January 9, 2024
Merchant:
➢Converge (Virtual Merchant) has been added to the list of merchants in Laboratory settings > Credit Card Processors.
✓Corrections:
➢Check, direct deposit, and cash payments required a credit card processor to be selected.
➢Resolved issues with Level 3 transactions being sent to Converge (Virtual Merchant)
➢On case edit, non-catalog products could be added to a case even if the ‘Customer is restricted to this Catalog’ option was set.
Version 14.230921 Release Notes - September 25, 2023
Customers:
➢A new check-box has been added to the attachments menu on Customer records that allows sharing files with Customer Portal users (My Files).
Version 14.230713 Release Notes - August 16, 2023
✓Corrections:
➢ The top information bar in Case Finder was not updating when a customer ID had an apostrophe.
➢ The date filtering/search feature was not filtering dates properly.
➢ When viewing the list of Tax Rates setup, each tax's rate was displayed as a currency. The tax rate now would display as a rational number.
➢ The UPS Service Type selected when adding a new customer did not get saved properly, which in turn did not display when viewing the customer record.
Version 14.230427 Release Notes - April 27, 2023
✓Corrections:
➢ An error was appearing when attempting to add products to new catalogs or catalogs with no products added to it yet.
Version 14.230203 Release Notes - February 3, 2023
General:
➢ The remote support option now launches the latest application to provide Magic Touch Software support team remote access to the work station the session is initiated from.
➢ Changes by DLCPM Remote users to catalogs and catalog products will now be logged in DLCPM Enterprise’s Data Audit Trail.
Cases:
➢ Users now have the ability to add a Patient appointment date to a case.
➢ In DLCPM Remote access environments only, users now have access to Notes and Preferences in the Technician Comments section.
➢ Date filtering has been added to the "Date In" column for various case grids.
➢ Date filtering has been added to the "Ship Date" and "Invoice Date" columns for various case grids.
➢ On case entry/edit, a new drop-down selection has been added for Digital Scanner to capture the digital scanner the case originated from. A new section for Digital Scanners has been added to the Products & Tasks Lists in Global Settings to create the options available in this new drop-down selection on cases.
➢ Users now have the ability to upload and launch web links as case attachments.
➢ The case audit trail log has been enhanced with additional logging when creating estimate cases.
➢ Users now have the ability to email a selected invoice or estimate from the Cases and Case Finder modules. This will eliminate the need to print the invoice to PDF and manually attach it to an email.
➢ The number of files that can be uploaded at a time has been increased to 20.
➢ Case Attachment grids now have a File Name column to display the file's name and extension.
➢ A new option has been added to allow users to download .zip and STL files directly from the case attachments menu.
Customers:
➢ When accessing and modifying customer Auto Pay settings, the customer logging has been enhanced to reflect accordingly when reviewing in DLCPM Enterprise. This enhancement reflects only in DLCPM Remote.
➢ The character limit for Accounting Notes located on the Accounting tab of the customer form has been increased to 255 characters.
➢ The ID field on the Customer view page has been updated to "Customer ID" for clarity.
➢ Users are now required to configure the Billing Info email address when configuring a customer's Statement delivery method to email.
Calls:
➢ ePop Alerts for Calls, sent from DLCPM Remote to DLCPM Enterprise, now offer the option to open the call.
➢ When creating calls from DLCPM Remote, linked descriptions will now follow their linked call types.
Employees:
➢ Employee Badges now regenerate when adding new employees.
➢ Employee working hours can now be set in order to keep track of employee schedules.
✓Corrections:
➢ When a user in DLCPM Remote access environment makes changes to the customer catalog, additional logging is now captured that can be reviewed in DLCPM Enterprise.
➢ Internet Browsers were autofilling customer's portal credentials causing errors when attempting to save changes on the customer record.
➢ The SMTP Login field has been expanded to accept up to 100 characters.
➢ DLCPM Online users could delete customer attachments without having the Application Policy "Delete Attachments."
➢ QuickBooks changed its guidelines and standards, preventing Magic Touch's QuickBooks Online Integration from functioning. The integration has been updated to work again.
➢ When adding translucency an error was generated which prevented users from entering the appropriate values on the product.
➢ Users outside of the United States were unable to sync DLCPM Online with QuickBooks Online.
Version 14.221121 Release Notes - November 21, 2022
Cases:
➢ A case set with a shipping method for a Carrier can now have the Ship to Name overwritten on an individual case basis.
Design Approval:
➢ With a subscription to the Customer Web Portal, the Email Templates section of Global Settings now includes a template for Design Approval. This template is used with the feature for requesting design approvals through the portal.
✓Corrections:
➢ On certain customer accounts, tax rates could not be assigned within the Taxes section of customer settings.
Version 14.221117 Release Notes - November 17, 2022
Cases:
➢ With a subscription to the Customer Web Portal, an option has been added to the case attachments access to open STL files using the new built-in STL Viewer.
✓Corrections:
➢ In certain configurations, cases were not scheduling a production schedule when a method was set on the product. This has been corrected so the default method populated on case product entry.
➢ Certain discount codes when created in Global Settings were not populating for selection on a case.
Version 14.221104 Release Notes - November 4, 2022
Global Settings:
➢ A new module has been added to the Products & Tasks Lists section of Global Settings for Production methods. Admins can now create predefined production methods and configure those methods at the product level. On case entry and edit, the method can be set at the product level to control what type of schedule is generated for the case.
✓Corrections:
➢ In the Users and Groups Management, an error generated when editing a user that had special characters in the username.
➢ The Preferences configuration of customer settings for Customer Preference and Product Preference has been enhanced on add & edit to allow configuring preferences without predefined values.
➢ Users were not able to delete certain customer attachments due to an application policy conflict. Users with the application policy for "Delete Attachments" are now able to delete customer attachments.
➢ The maximum length of the email address field within the Global Settings, Emails section has been increased.
➢ An error was populating when attempting to Edit a Case with a Tracking Number which prevented users from opening the case to edit.
➢ The Global Settings section for Laboratory List is now labeled as "Laboratory Lists".
➢ When adding Practice Doctors in the Customer Form, the list of Practice Doctors would not populate.
➢ Reports added to Favorites in DLCPM were conflicting with the reports list in DLCPM remote causing the menu to not display any reports.
Version 14.220914 Release Notes - October 20, 2022
Cases:
➢The height of the new case form has been expanded to ensure that all options display in the form properly.
Customer Settings:
➢Customer and Product Preferences has been enhanced to allow adding preferences without predefined values.
Administrator:
➢The Users and Groups management now supports users with a special character in the user name.
Overall Application Enhancements:
➢New X-Frame security features have been implemented to improve general security of the site.
➢Added the ability to restrict a user from viewing a Docking Info module.
✓Corrections:
➢Case alerts were not displaying when certain qualifying conditions were met.
➢When Carrier settings were not already previously set on an account, an error message would populate when creating a new pickup preventing user from moving forward.
➢Case discounts were not appearing on cases when applied.
➢For certain cases, there was an issue with scheduling cases.
➢Auto-generated Customer IDs/Change Customer ID features did not allow for adding spaces.
➢The docking panel in the home page failed to load the correct closed state after in-page "save".
➢For a case with a tracking number set, but the carrier and service type was not set, editing a case would populate an error and preventing the user from proceeding.
➢Users were unable to delete customer attachments.
➢When posting a payment to an invoice that had a partially applied previous payment, the "Previously applied" invoices would not appear after selecting the link accordingly.
Version 14.220712 Release Notes - July 12, 2022
Cases:
➢Users are now able to enter and save a case with a blank due date. In the event a case must be entered without a case due date, users may clear the due date and proceed to save the case without error.
➢On the Attachments tab on case entry/edit, a new module has been added for Capture Image. This option initiates a new form to connect to a camera device in order to take photos to attach to the case.
➢The height on the case entry/edit windows has been increased to accommodate a larger products sub-window. This ensures that while the add products window has expanded, any toolbar options are not blocked.
Customer Settings:
➢When credit cards are entered into customer settings, once the card is saved on file, if a user selects to edit the credit card, all credit card numbers but the first 2 and last four digits of the card will display. This is by design to remain PCI compliant in storing sensitive credit card information.
➢If there is an existing credit card on file that is marked as the default, when a new card is added and selected as the new default, the existing card will no longer be set to default & the new card will be set accordingly.
Post Payment:
➢The process of posting payments have been enhanced with new logic to prevent any errors and ensure the process is efficient.
Digital Case Import:
➢In the Settings tab of Laboratory settings, a new section has been added for the new feature for Digital Case Import.
•Unzip Import File - If this option is enabled, the zip folder itself is not attached to each case but the entire contents of the zip file are attached instead.
•Default Customer ID for Unknown Scanner - This requires a valid Customer ID in this field in order to catch any files that may fail to import if DLCPM Enterprise could not find any documents such as an XML, PDF, or an XPS file to identify the scanner. With this field populated, cases would never fail but add the case to the Customer account for review.
•Within the Tools menu for, there are two menu options for Digital Case Import & Monitor Case Import:
❑Digital Case Import: Menu option is used to browse for the files to process.
❑Monitor Case Import: In addition to displaying all successful and transferred case imports, failed imports will also display.
✓Corrections:
The following corrections updated to the functionality occurring in previous versions:
➢In certain configurations, sales tax was not calculating on cases.
➢When editing a payment where there was no credit card on file, an error occurred. This has been corrected so users are able to successfully edit and modify the payment.
➢After selecting an invoice within the cases grid and selecting previously applied amount, the list of "previously applied" invoices would not appear.
DLCPM Remote Access:
➢ Remote access will now support the new feature in DLCPM Enterprise for customer special price and special price with discount. On product entry, any special price with discounts will populate on entry so users may see that the product has a special price with a discount. Users may NOT change the discount, it is only for display and any changes must be made on the Enterprise side.