Our July 2025 release brings powerful enhancements for managing quotes, orders, and parts — plus improvements to email automation, document handling, and e-commerce integration. Here’s what’s new:

Added

• Quote Email Automation:

  • Get automatic quote follow-up and expired quote emails every 7 or 14 days, based on account configuration.
  • Accounts can now control whether these emails are sent and choose the frequency.

• Quote Management:

  • Edit quote details (parts only) directly from the UI.
  • AI based quote data extraction.
  • Ability to update quote parts and automatic mail configuration.
  • Added and updated templates for Quote Expired, Order Placed, and Order Confirmed.

• Order Management:

  • Dedicated UI tab for orders converted from quotes with statuses Order Placed and Order Confirmed.

• Parts & Assets:

  • Added search functionality to the Select RFQ field in the Add to RFQ dialog.
  • New tab in the quote page for Quote Edit and Add Part dialog.

• Documents Management:

  • Edit and delete documents in Systems and Assets tabs.
  • Restore and permanently delete documents in Manuals tab.
  • Updated upload document experience.

• Parts API Enhancements:

  • Bulk update capability for parts based on partNumber.
  • Create Orphan Parts API and corresponding UI support.

Changed

• Parts UI Improvements:

  • Removed part instance–specific fields from Edit Part Number dialog.
  • Updated headings and captions in Create/Edit Part dialogs.

• Assets UI Enhancements:

  • Parts tab list now uses a dedicated Part Details dialog for images/info instead of hover image.
  • Add to Cart icon now opens a Product Details dialog instead of redirecting to product page.

Fixed

• Search:

  • Improved part search relevance — part number matches now prioritized appropriately.
  • Fixed pagination issues in part search results with a custom footer for unique results.

• Cart & Quote Cart:

  • Updating/removing items now only disables buttons instead of showing a loading skeleton.
  • Item order preserved after adding new items.

• Parts & Assets:

  • Fixed PartInstances API response format to return flattened properties.
  • Fixed navigation in Edit Asset flow to return to Asset Details instead of Asset List.
  • Fixed crashes and layout issues in Create/Edit Part dialogs across devices.

That’s it for July — these updates streamline workflows, improve data accuracy, and add more control over communication with customers!

Our June 2025 release brings a brand-new app to manage contacts, smoother search functionality, and important improvements behind the scenes. Here's what’s new:

Added

• Introducing the Contact App:

  • A new Contact app is now available to help you manage people-related information more effectively.
  • You can now track contacts with fields like organization, department, job title, alternate email, and notes — giving you richer context and better record-keeping.

• Smarter Search URLs:

  • Searching just got more powerful! You can now share or bookmark search results using a cleaner and structured URL format:

    /app/search/<app_name>/<search_query>?filter1=value1&filter2=value2
    

  • This makes it easier to revisit specific search results or send them to teammates.

Fixed

• Notifications:

  • Fixed a bug where notifications weren’t disappearing even after clicking mark as read — they now clear as expected.

That’s a wrap for this month — as always, thank you for your continued support and feedback!

Welcome to the May 2025 release! This update introduces practical improvements across access management, asset organization, and system configuration — all designed to make your workflows faster and easier.

Added

• Restore Disabled Users:

  • Accidentally disabled a user? No worries — you can now easily restore disabled users directly from the Access app.

• Move Parts Between Assets:

  • We've made it possible to move parts from one asset to another, giving you more control over how parts are organized and managed.

• Smarter Dropdowns for Systems & Assets:

  • To help you identify the right entries faster, all system dropdowns now display system IDs, and asset dropdowns show serial numbers alongside names.

• Better System Setup with Stepper UI:

  • While creating or editing a system, you’ll now see a new stepper interface that makes it easier to map properties to system assets — step by step.

These small but impactful upgrades aim to reduce friction and give you more flexibility when managing users, assets, and systems.

We’re excited to bring you the April 2025 release! This update introduces our brand-new Quotes app, smarter email communications, and helpful fixes to streamline your everyday workflows. Let’s take a look:

Added

• Introducing the Quotes App:

  • You can now manage quotations directly within the platform through our new Quotes app.
  • Easily draft, submit, and follow up on quotes — all from one place.
  • The system supports multiple quotes per account (if enabled, contact support for more on this feature), offering more flexibility for your teams.

• Quote Automation:

  • We have added automation to send follow-up emails when needed, improving communication and keeping things moving.

Fixed

• Access App:

  • Fixed an issue where previously selected items kept showing up in the transfer list, even after deselection.

• Task Management:

  • Resolved a bug that was preventing tasks from being assigned to all users.

• Organization Management:

  • Fixed an issue where some users were unable to delete an organization.

This release sets the stage for smoother quote handling and removes common workflow blockers — thanks for growing with us!

We’re excited to bring you the March 2025 updates, packed with powerful new features that make managing organizations easier and searching through documents more efficient. Here's what’s new:

Added

• Manage Organizations with Ease:

  • You can now manage entire organizations directly within the Access app!
  • View a list of organizations and see all the details in one place.
  • Create or update organizations, and assign users, admins, assets, systems, and roles — all from a single screen.
  • Organization admins can manage their team: add users, assign roles, and view the organizational structure.

• Smarter Connections Between Organizations and Assets/Systems:

  • When adding or editing an asset or system, you can now link it directly to an organization.
  • Don’t worry — any existing “owner” data will continue to work smoothly with this new setup.

• Search Inside PDFs Instantly:

  • You can now search inside PDF documents directly using our new built-in PDF viewer!
  • Whether you're reviewing a report or a technical document, finding specific text is now quick and easy — just type and search.

We hope these updates help you work more efficiently across your teams and documents. As always, thank you for being part of the journey!

We're excited to share the updates for February 2025, featuring powerful new additions, key improvements, and essential fixes across the platform. Let’s explore what’s new in this release:

Added

• Dashboard Enhancements:

  • Introduced dynamic builder content on the dashboard for customizable experiences.
  • Builder keys are now securely stored in the Secret Manager for enhanced control and configuration.

• Audit App Expansion:

  • Added the Audit app across both System and Asset tabs for better traceability.
  • Task reports now display location addresses for more informative audit records.

• Search Upgrades:

  • Added NLP-based search suggestions with toggles to seamlessly switch between NLP and traditional search.
  • Enabled alias support in artifact and property search for more intuitive results.
  • Introduced phrase matching for both NLP and normal search—simply wrap your query in quotes for precision.

Changed

• UI Labels:
  • Renamed the display name of Audit to "Audits" for clarity in Neptune.

Fixed

• Access Management:

  • Fixed payload size issues in UpdateSecurityGroup API that exceeded WAF limits.

• System Mapping:

  • Resolved payload size issues in UpdateSystem’s asset mapping step.

• Task Management:

  • Corrected the functionality for enrolling tasks from both asset and system tabs.

• Asset Management:

  • Fixed image upload issues on the asset image tile component.

• Search Functionality:

  • Resolved NLP search inaccuracies caused by incorrect query generation logic.

We're excited to introduce a series of upgrades, enhancements, and bug fixes that further enhance your experience. Let's dive into the latest enhancements:

Added

• Search Enhancements:

  • Smart Search (LLM-Powered): We've introduced an advanced Smart Search feature that leverages LLM-powered intelligence to help you find exactly what you need—instantly. This upgrade ensures smarter, faster, and more intuitive searches—helping you find data effortlessly!

  • Lightning-Fast Results: Search across millions of records within seconds, no matter how complex your query is.

  • Search Any Way You Like: Whether you use keywords, filters, or even natural language queries, our enhanced search understands your intent and delivers precise results.

  • Advanced Search Capabilities: Easily combine multiple properties, apply deep filtering, and refine results with on-demand, AI-powered suggestions.

• Asset Management:

  • You can now add assets as parent assets and view their hierarchy with the "Asset Hierarchy" button.
  • Categorized account-specific 3D/2D files using accountId.

• Improved User Experience:

  • Added caching features across applications, reducing the need to refetch records when revisiting pages.
  • Users can now create a subdomain with their account name under the "aftersalescloud" domain when setting up a new account.

• Subscriptions:

  • Introduced separate tabs for managing subscriptions to Assets, Alerts, and Maintenance.

Changed

• Improved Data Handling:

  • All APIs now support server-side pagination for better performance and to handle large amounts of data gracefully.

• E-commerce Updates:

  • Updated collections to use MUI data tables for better visualization.
  • Replaced the autocomplete suggestion box with a transfer list when adding products to collections.

• Assets:

  • Simplified asset creation—only a few fields like name, serial number, security group, model, and status are now required; others are optional.

• Account Snapshot:

  • Updated the account snapshot page to provide a more granular and scalable view for administrators.

• Component Updates:

  • Enhanced the transfer list component with smart-search capabilities and AI-powered suggestions.

We're excited to introduce a series of upgrades, enhancements, and bug fixes that further enhance your experience. Let's dive into the latest enhancements:

Added

• Viewer Control Options: You can now disable viewer extensions and hide specific layers from the layer manager; you will find these configurations in the account settings.

Changed

• Updated Viewer Version: We've upgraded to the latest version (7.100) of the viewer, ensuring better performance and new features.

Fixed

• E-commerce Dark Theme Issues: Resolved issues with the dark theme in the e-commerce app for a smoother user experience.

• Contracts Maintenance Display: Fixed a bug that prevented maintenances from appearing in specific contracts, ensuring all relevant information is accessible.

We're excited to introduce a series of upgrades, enhancements, and bug fixes that further enhance your experience. Let's dive into the latest enhancements:

Added

• Asset Part List Preview: Introduced an image preview feature on asset part lists that activates on hover over the info icon.

• Maps App Update: Added a system view feature in the maps app for enhanced navigation and visualization.

• Twin-GPT Enhancements: Enabled the ingestion of part information into the Pinecone database, improving data management.

• User-Level Features: Added the ability to display partListType at the user level, along with a dropdown for choice selection on the user create/edit page.

We're excited to introduce a series of upgrades, enhancements, and bug fixes that further enhance your experience. Let's dive into the latest enhancements:

Added

• Ecommerce Improvements: A "Submit Quote" button has been added to the quote list table, streamlining the quoting process.

• Access Features:

  • Introduced a dropdown for newRegistrationRequestEmailTo in the Asset Registration stepper on the edit account page.
  • Added a viewer configuration stepper in the edit account page for improved customization.

  Included a feature for updating the subject of the email template in the email template configuration. - Asset Management: Display a model image when no asset image is present in the asset list grid view.

• Enhanced Security: Implemented a login with OTP (One-Time Password) flow for added security.

• Bulk User Management: Added functionality for bulk user creation to simplify user management.

Changed

• QR Code Flow: Updated the pop-up information for the Request Access and Register Access flows for better clarity.