| Version | Date | Changes |
|---|
| 5.5.0.0 | 24th January 2020 |
Improvement: When energy data is transferred from the database, the software ensures that every figure is available for calculation – if this is not the case, a suggested figure is used instead. This also happens when the “warmup/recovery from off (seconds)” value is missing - in this case the “Initial Warmup Time (seconds)” is used. The same also occurs the other way around i.e. when “Initial Warmup Time (seconds)” is missing, then a suggested figure, the “Warmup/Recovery from Off (seconds)” is used. This improvement may also affect the Energy Calculation in existing projects with missing values in “Initial Warmup Time” and “Recovery from Off”. To avoid these changes, overwrite suggested Initial Warmup Time with the previously suggested figure.
Bugfix: During optimisation, future assets automatically receive calculated monthly page volumes and duplex count from source assets. Changing source asset volumes affects future asset values. In addition to page volumes, the duplex count on future assets now also updates correctly.
Bugfix: NullReference error for some corrupted projects fixed.
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| 5.4.0.3 | 9th August 2019 |
Feature Extension: Next to the standard consumables, the alternative ones (from 3rd party supply manufacturers) are now available in the perform IT device database. These consumables are deactivated by default in order to keep projects clean from data records which are not always required. To enable alternative supplies, activate “Take alternative Consumables …” option in the common area of the project settings.
Improvement: Previously, a kept single purchased asset was automatically prepared for being taken over into a new future contract. This means, that those assets were missing any purchase costs in the future state. Instead, those devices had a replacement value that could be considered in a new future state contract. With the new version, a user can decide how to handle kept single purchased assets: (a) keep any purchase costs as it is, so that a kept asset has exactly the same TCO or (b) remove any purchased costs information and prepare replacement amount so that this device can be taken over into a new future contract.
Bugfix: The TCO calculation of future assets with 0 pages volumes (e.g. Plotter) in a future state contract of type “Rental + Maintenance” was incorrect. Assets with 0 pages received a wrong part of the contract’s product costs. This has been fixed.
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| 5.3.0.4 | 10th May 2019 |
Feature Extension: New permission for users has been added: “Not allowed to change purchasing prices”. For those users where this option is activated it is not possible to modify any purchasing prices in the future state calculation. Only sales manager can change pricing within portfolios and share them with sales representatives. By default, this option is not activated. It can only be activated by perform IT staff if a customer requires this for specific users.
Feature Extension: New option has been added to administration for users: “Show reminder for sharing a project”. With this option activated, user will be reminded (sharing dialog) to share the new project with colleagues once a project or company has been created. By default, this option is not activated. It can only be activated by perform IT staff if a customer requires this for specific users.
Feature Extension: It is possible now to import an entire price list of equipment to a new empty portfolio. Previously only updating existing records was possible. This feature allows to quickly setup a portfolio from scratch based on the data file (csv) with articles from a ERP system or from a manufacturer’s price lists.
Improvement: Next to the current project name in the status line, the selected company name is displayed as well.
Improvement: Previously, floor plan images were exported to a report in the order in which they have been created in the database. Because of this, floorplans always needed to be sorted manually after the report is generated. Now they are automatically sorted alphabetically by location-, building- and floor-name.
Improvement: The number of user defined fields for assets has been increased from 5 to 10.
Improvement: Next to the possibility of displaying several fields within the asset label on the floor map, department name and new user defined fields can also be shown.
Improvement: A confirmation dialog has been added to the “upload floor plan” button / process to ensure that a floorplan (incl. all data such as position of assets) can’t be deleted accidently.
Improvement: The projects in the table (user interface) are now automatically sorted in descending order by the date of their creation. As for companies, the fields “created at” and “modified at” are available now. Sorting can be activated and saved as a default table view if needed. This improvement allows to have the recent projects/companies on the top of the list.
Improvement: The asset labels within the optimisation floor plan can now be shown/hidden independently for current and future state assets.
Improvement: New text field “status” has been added to the company form. Users can add a note about the current internal status of their work on a specific company. This field can also be displayed in the table to make sorting or filtering of companies by the internal status possible.
Improvement: New “one off costs” fields have been added to the following forms: asset, equipment, portfolio product and future state contract. They function similar to the field installation fee, but the values are neither included to the TCO, nor to the calculated future contract amount. These costs can be displayed in a report separately as one-time costs. Use placeholders such as [[ONEOFFCOSTS1]], <> to export these values.
Improvement: Previously, every Item was given out in the report, now Placeholder [[?STUFFATTACHMENT]] was created to give out only the floors which have saved pictures of Items.
Improvement: Several reporting placeholders have been added to the catalogue.
Improvement: Shared Projects appeared in Sales Manager with every shared user. Now it will only appear once under the original creator’s name.
Update: Capture IT app for iOS has been updated. Using the newest version (5.2.7) of the app is mandatory to work with the new text fields such as user defined fields etc.
Bugfix: The calculated product part of the future state contract was incorrect if the distribution key of one of the attached assets was 0. The distribution of the total product part amount has been revised, so that it ignores devices with zero value now and distributes the amount only across future state assets with a value > 0.
Bugfix: Calculation of future state overage mono scans was incorrect. These costs were taken into account twice. This has been fixed.
Bugfix: Attaching of report templates to server roles didn’t work. This change only concerns the back-office administration of the user profiles.
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| 5.2.0.6 | 14th December 2018 |
Feature Extension: The new intelligent project merge feature provides the ability to synchronise multiple projects into a single project by merging the data of assets and other entities at property level e.g.: if a remarks field of asset ‘a’ is empty, it is filled with data from the remark field of asset-‘b’. Same assets can be identified by serial number, IP address, MAC address, Own-Id or even by their position on a graphical floor map. This improves team working as users can collect data on the same floor simultaneously and finally merge their results into a single project (incl. floor maps) by employing various matching identifiers. Furthermore, some additional functions – such as the re-generation of consecutive numbers, and merging contracts and consumables – have been included with this feature.
Improvement: The project share information email now also contains the company name.
Bugfix: If ‘own id’ is used as a matching identifier, it is important to ignore whitespaces. To achieve this, the start and end whitespaces of the ‘own id’ field are now removed automatically.
Bugfix: The time out for remote service calls has been increased to a max. 10 minutes, as some time intensive functions such as “sales manager data selection” require more than 2 minutes to respond.
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| 5.1.0.0 | 5th October 2018 |
Feature Extension: Three additional fields have been added to the future contract form: One-Off-Costs 1 – 3. Placeholders have been created accordingly for these: <<TC_ONEOFFCOSTS1>>. These figures are not included in the TCO calculation, they are only for displaying one off costs in the offer and for exports to an ERP.
Feature Extension: New input-fields have been created in the project form – (i) Availability Date (ready to deliver) (ii) Delivery Date. Report placeholders have been created accordingly for these: <<PROJECT_DATE-AVAILABILITY>>, <<PROJECT_DATE-DELIVERY>>
Feature Extension: Remarks can now be taken from Portfolio-Products into a project for displaying product details in the offer.
Feature Extension: Export of floor maps in reporting now consider the report filter selection. In addition, the floor map preparation process only goes through selected/filtered floors in order to reduce the time taken for report preparation.
Bugfix: Occasionally the “Is Optimized” flag was not correct. During refresh this will now be checked, and if necessary the value will be corrected.
Bugfix: When applying the reporting filter, only consumables of selected/filtered assets will now be exported to a report.
Bugfix: It was not possible to delete an area with a zero size. This is now possible by clicking on its label.
Bugfix: For some devices, the active power consumption value was not correctly transferred from the database. This has now been fixed.
Bugfix: After having deactivated the option “show asset labels” in the floorplan, all labels disappeared. Once a new asset was inserted the labels reappeared, even though the option was still deactivated. This has now been fixed.
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| 5.0.0.0 | 22nd June 2018 |
SSL / HTTPS encryption has been activated for all application instances and the main landing page. The new iOS app version of capture IT is required to up-/download projects.
Bugfix: Project selection in the Sales Manager module has been corrected.
Maintenance: 3rd party development components have been updated.
According to the EU GDPR, a privacy statement link has been added to the login page: https://mysalesdrive.com/manual/dataprivacy
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| 4.8.0.0 | 27th April 2018 |
New feature: The position of the current icon labels in the floor plan is now automatically transferred to the future state once an asset has been retained or optimised.
Feature extension: The Sales Manager module has now been extended to new placeholders and features. A new report template which considers the new placeholders is available in the Sales Manager profile.
Bugfix: The selection of the option set in the database maintenance profile has been fixed.
Bugfix: Some placeholders didn’t work within version 4.7. This has now been fixed.
Bugfix: Within version 4.7 the refinance-factor was incorrectly taken for the future state contract service amount calculation. This is now only taken for the hardware calculation.
Bugfix: The suggested replacement amount for own current state contracts (like “rent + maintenance”) should not have included the service component, only the hardware component. This has now been fixed.
Bugfix: The default projects settings could not be downloaded to the capture IT app in the role-based configured profiles. This has now been fixed.
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| 4.7.0.0 | 02nd March 2018 |
Feature: “Contract forward and backwards calculation” has been implemented. This enables the future state contract calculation from entering the (i) margin in %, (ii) gross profit, (iii) selling price, (iv) monthly fee and (v) price per page. It provides the full flexibility of contract designing by deciding exactly what figures your offer should consider (e.g. €199,00 per month or €0.02 per page) as well as what gross profit you would like to have as a sales person.
Feature: In addition to the calculation feature, it is now possible to calculate gross profit in the maintenance area separated to mono and colour amounts. It enables you to choose the desired price per page for mono and colour service independently.
Feature: The “transfer current contract to future state” button in the current contract list enables you to keep the entire contract including all devices. It only works if none of the current contract assigned assets have been either kept or optimised.
Feature: In the previous version, the software could only suggest a replacement amount for the current devices based on either remaining contract running period or remaining book value. Now it provides you the possibility to overwrite the suggested amount by the real value provided by a 3rd party vendor. It can be overwritten in the price tab of the asset form as well as in the asset list table.
Feature: The suggested or entered replacement amount in the current state is now automatically allocated to the future state devices. As a result, the replacement amount is being kept as a “new purchasing price”. Kept devices can now be included in the future state contract and the “new purchasing price” (Replacement [kept]) can be used as a regular price for calculating the margin on top of it. The future assets receive the allocated part of the replacement amount from the optimised assets, so it may be considered in the future state contract automatically. There is no need any more to use the “other fee” field for inserting the replacement amount from the current state manually. By using the regular optimisation, the software considers all replacements automatically.
Feature: The new features for the replacement amount and backwards calculation provide the full set of build-in tools for re-designing your own contracts, enable to work with the final amounts of your quote and consider all replacements fully automatically. As well this might be useful for a multi stage optimisation if you would like to extend your own contracts with new equipment.
Feature: New option to only display filtered assets in the floorplan. By activating the checkbox “Show filtered assets only” using the gear button in the floor plan, you can now display filtered assets from the asset list. E.g. you may only display colour printers in the floor map or assets from a specific manufacturer etc.
Feature: A “project refresh” button has been added to the main menu of the application on the top left. It reloads the currently selected project completely and kicks-off the calculation of all project figures. That comes in handy if you do some changes in the current state which might have impact to the future state costs. E.g. replacement amounts or volumes.
Report generator: New placeholder “AVAILABLE-FOR-MODELS” is now available for the order list of accessories as well as in the consumable demand list.
Bugfix: Paper reduction settings will now be considered correctly when transforming a project from the future state to a new current state project.
Bugfix: Automated billing module did not generate an email if no records were found. Now an email with an empty attachment will be sent.
Bugfix: The pin-windows “Future TCO vs Volumes of Mono/Colour models (scatter chart)” showed the current device data. Changed to future assets.
Pin-Window “asset attachment” renamed to “asset location picture”.
Changed sharing notification email from html to plain text to avoid formatting errors
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| 4.6.0.0 | 19th January 2018 |
New feature: It is now possible to show labels in the floor plan for Area- and Item-objects. The given names for these areas and any additional icons will be displayed graphically directly within the floor plan.
New feature: A mail notification button has been added to the share-dialogues (project, company and portfolio). By clicking on this button all selected individuals will be notified by email that they have been given access rights to a shared project, company or portfolio.
New feature: There is now the possibility to create, save, delete, and set default custom list views. It enables the user to modify his list view and keep changes after switching the workspaces.
Feature extension: New reporting placeholders are available for generating an “order list” for consumable and additional equipment articles. These placeholders allow a user to create a report with a list of (i) consumables along with information about how many are required per month based on a devices page volume [[TR_TCON]] or [[TR_CCON]] and (ii) grouped by accessory order (material) number with information about the number of items [[TR_TEQU:ORDERNR]] or [[TR_CEQU:ORDERNR]]. Similar to accessories, an “order list” of main devices can be generated by using the grouped table [[TR_TPD:ORDERNR]]. With this new feature a user can create a complete order (material) list for articles for transfer to an ERP system.
Feature extension: Additional columns have been added to the user list, project list and company list.
Feature extension: The batch preparation function has been extended to include a confirmation dialogue. Now a user can decide whether they want to overwrite manually prepared floor maps or not. In the previous version of the software all floor plans were overwritten without asking for a confirmation.
Feature extension: New internal fields in the administration area of the software have been created to support automated billing. This allows the creation of a special billing interface for OEMs.
Bugfix: In earlier versions of the software the preparation of floor plans for reporting using the batch feature occasionally did not scale all of the floor plans correctly (they appeared in the middle of the image with a large white border). This issue has been rectified within the new version.
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| 4.5.0.0 | 01st December 2017 |
Bugfix: In earlier versions, portfolio images could not be shown in a report, instead only device database images could be shown. In version 4.5 if a user uploads an image for a device to a portfolio, this same image will be used within a report.
Bugfix: Version 4.5 makes sure that coverage for a supply provided within a device database or portfolio is not null in order to avoid a ‘division by null’ error.
Upgrade: The ‘out of browser’ for Mac has now been reworked and uploaded. The previous version didn’t work with the newest version of MacOS.
Improvement: Within version 4.5 the maximum possible size of an exported floor plan is between 2 and 16 megapixels. The default value is 5 megapixels. This improvement fixes a problem with downscaling – in many scenarios the original image did not downscale to user defined settings. Now this setting (Project Setting or Floor Setting) is considered correctly, so that the exported image is always between 2 megapixels and the user defined value, but in any case no bigger than 16 megapixels. This behaviour helps to avoid some ‘out of memory’ issues when working in 32-bit mode.
Improvement: The warning message which recommends to restart the application because too much memory has been reserved now appears later in 32-bit mode, and doesn’t appear at all in 64-bit mode. This also fixes the problem of the message appearing to early when using the out of browser application for Windows.
Improvement: The warning message about low memory has been reworked in order to make clear that after logging out, the browser needs to be restarted in order to free memory.
Improvement: The ‘Help’ menu now redirects to the German User Manual if the user language is set to German.
Limitation: The maximum number of assets in both the current or future state is limited to 5000. As for current state plus future state, the maximum number of assets is limited to 7000. This is important to note in order to maximize performance/user experience and to avoid ‘out of memory’ issues. If users have a larger project it is recommended splitting it logically into several parts.
Feature: Application settings, as well as layout templates and other profile relevant data can now be configured at ‘Role’ level. This helps application administrators to update user profiles more quickly.
Extension: UAH – Ukraine Hryvnia currency has now been added to the list of available currencies.
Extension: The cloud application works as both a 32-bit and 64-bit application. In order to show users in which mode the cloud application is currently running, this information is now displayed in the status line next to the application version number. Note: The out of browser OOB App for Windows runs the cloud application in 64-bit mode on a 64-bit machine. 64-bit mode allows users to work with much more memory than 32-bit mode. As a result, the ‘out of memory’ error doesn’t appear so soon. If a user is working extensively with floor maps it is recommended using the cloud application in 64-bit mode.
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| 4.4.0.15 | 28th July 2017 |
New feature. Within V4.4 It is possible to upload a photo for any asset or item. For example, to take photographs during a site walk and export the results using the report generator.
In order to speed up report generation that includes floor maps a new feature has been implemented within V4.4. It is no longer necessary to review all floor maps individually and prepare them one by one. Instead, it is now possible to go directly to reporting and click on the ‘gear-icon-button’ in the reports list. This function will prepare floor maps automatically and then generate a report using the desired report template.
Where a user works with the cloud application for a long period of time the Silverlight plugin reserves too much memory. As a result the cloud application produces sporadic error messages or can be very slow. To avoid this within V4.4 the cloud application will now inform users once the memory ‘limit’ has been reached. Restarting the application will then refresh memory utilisation of the Silverlight plugin.
When a large project (<5000 assets) is being uploaded from the capture IT application it uses more server resources than it should. Within V4.4 the server interface has been optimised for better CPU and memory usage.
It is possible within V4.4 to insert and consider other consumables for use in a project by adjusting the project settings (‘Common’ tab in the project settings). This is especially useful when undertaking a ‘Green calculation.
Within this update additional environment related and consumable placeholders have been added to the placeholder catalogue.
A new logging system has been implemented in the background. This provides better tracking for error reports, including for example user messages. This is essential to support continuous improvement of software quality.
V4.4 bug fixes include the following (a) problems with a demo request function. In some cases, the demo request email did not reach the receiver (b) stored project data related to the estimation module could not be imported (c) ensuring references to assets within a deleted location have been deleted (d) dates with a year format YY could not be correctly interpreted (e) localisation of the <> placeholder in order that it uses the correct date format.
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| 4.3.0.0 | 05 May 2017 |
Import of project settings ignores values such as status and progress now
Improved speed of some client-side actions which relate to the grids
Optimizing more than 250 assets at once is no longer possible on account of performance reasons
Fixed a rare bug which prevented the client login
Fixed the bug ‘SessionInCommit‘ which occurred when the user clicked to fast on some buttons
The search panel is visible now by default for articles of the portfolio
Limited maximum volume values of asset or meter readings by csv-import to 99.999.999
Removed the white border bug which was added on floorplan images
Fixed some refresh problems when asset(s) where deleted
Bugfix: If using A4 scans with following page costs and no fixed volumes, the software calculated total maintenance costs wrong.
Activate Settings Tab for contracts to change between margin and markup
OrderNumber as matching identifier of csv-import is now supported
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| 4.2.0.0 | 24 February 2017 |
Fixed a “never ending loading” bug caused by some corrupted projects. This happens when (i) a contract duration was equal to 0 or (ii) the last meter reading ID was wrong because of a bug in one of the previous versions of the capture IT app for iPad.
Fixed a “download failed” bug which occurred when a user tried to download a project with future state devices to the capture IT app. Although the download of the current state part of the project was completely finished an error message appeared and the project was not in the list.
Fixed a bug with missing references to Department and CostCentre in a project copy. The copy had references to the original project. This could cause subsequent faults.
Fixed a bug with “failed to delete a project” when references from Area to either Department or CostCentre were existing.
Device database paper tray categories renamed to large and small paper tray. Previously the names were 1x500 sheets and 2x500 ++ which was not correct for all device types.
New columns added to current and future asset lists: CPP @5% or @20% for consumables. This allows users to compare the consumables costs of different devices.
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| 4.1.0.0 | 04th November 2016 |
The WCF data transfer methods for exchanging projects between the capture IT for iPad and the cloud application have been re-implemented. These methods are essential for using the latest version of the capture IT V5.0. The new communication methods are more robust, slightly faster, debug-friendly (better error messages and background log on the server) and helping to overcome some issues with exchanging of large projects. The capture IT V5.0 with the new better structured WCF interface is indispensable for the development of future iPad app related modules.
The following bug fixes have been applied within V4.1 (i) the reference to asset’s radius property from a Radius placeholder (used in report generator) was wrong (ii) when pressing the ENTER key in remarks field, the software used this event only to save object data, but as a result new line (carriage return) didn’t appear. Now this event is used only to create a new line in the remarks field (iii) a problem with the Save File Dialog fixed - when a user was about to export a project and the project name had a not allowed character to be used in a file name (iv) the performance of the CSV import engine has been slightly improved.
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| 4.0.0.0 | 07th October 2016 |
A new module ‘Sales Manager’ has been implemented within V4.0. This module enables organisations to gain more insight regarding sales activity by allowing quotes to be generated and sales representatives to communicate detailed project status and sales value. In addition, Sales Managers are able to set sales targets and compare targets against actual turnover and profit. With this new module our MPS toolset becomes a day-to-day Sales tool, helping to optimise end-to-end sales processes. The following new Pin-Windows were available: Dashboards – Project Quick Overview, User (sales rep) KPI, Sales Target Overview; List and Forms – User List, Project List, Preselection of Projects.
A new ‘Rough Estimation’ module has also been implemented with V4.0. This module enables users to effectively ‘guess’ the customer’s current state costs based on a minimum number of criteria, including the number of printers, customer’s location and number of customer employees. Only projects with full address details and the project status Finished, Approved and Implemented are considered by this module – otherwise no data will be retrieved. Additionally, there have to be at least three matching projects in order for the returned data to be considered valid by the application. The following new Pin-Windows are available: Dashboards – Estimated number of Assets vs. Database Averages, Estimated volumes vs. Database Averages; Forms – Quick Estimation, Detailed Estimation. It is currently recommended to use as a data source “Real Projects (Dynamic)” as no “Empirical Values (Static)” are available as yet.
The V4.0 includes a new feature for making future state calculations based on consumables costs. It allows users to convert consumable costs per page for a future state asset into a service price per page. This works based on the purchase price (the price from the device database or portfolio) as well as the customer’s price (usually market or recommended retail price). Additionally, the gross profit can be calculated in a future state contract. As for current state devices transferred to the future state fleet, these devices must be re-assigned in the future state in order to use future state specific consumables instead of current state records. To use this feature, the option ‘Apply Consumable CPP as a Dealer Service CPP’ in the Common Project Settings must be activated.
Within previous versions it was possible to override transferred/optimised volume calculations by changing the total volume for the future state asset. Since this was irritating in some cases, this feature has been removed. The total estimated volume of an optimised asset is now always empty to avoid conflicts. In order to adjust future asset volumes a feature ‘volumes adjustment’ (released with the previous version) should be used instead.
Within previous versions it was only possible to consider hardware costs of a purchased asset by using either a depreciation period > 0 or a period of use > 0. It was not possible to use 0 in hardware costs if a device was already depreciated and a user did not want to use a real period of use. Within V4.0, when a user removes the checkbox by ‘individual period of use’ and enters ‘0’ as a fixed period of use for all groups, the software will use 0 for depreciated assets. This is important because some customers require zero hardware costs for depreciated devices and do not want to consider the real period of use.
Within V4.0 it is now possible now to reassign a paper in/output article in a portfolio. This is similar functionality to that within a project. The portfolio specific data remains, but all consumables and options will be re-inserted from the device database.
The new version now displays the date of the last device database update within the bottom status bar.
Within V4.0 the floor table (exporting floor map images and details) within the reporting engine now supports both CPD and TPD filtering. This means that, next to the asset orientated table, a floor orientated table can access asset specific details.
New placeholders have been added to V4.0 that return the number of consumables *PD_SUPPLY_USED and *PD_SUPPLY_USED-BYMODEL.
Applying the cloud application design during application start-up is now much quicker within V4.0.
Within V4.0, validation methods for publishing device databases have been improved. In addition, a deleted record in the master device database will now also be deleted within the published database.
Third party components have been updated within V4.0 to minimise potential security risks.
Internal refactoring of some parts of the source code has been performed within V4.0.
The report generator within V4.0 now supports a so-called ‘collection format’, as a result, items will be returned separated by a comma.
Within earlier versions it was not possible to use specific formatting for Excel repots due to limitations within Excel itself (due to the fact that Excel uses its own formatting). Within V4.0 it is now possible to activate specific formatting for Excel reports e.g. #(0.00’%).
Out of Browser apps for both Windows and Mac are now available. An OOB app enables users to start cloud application out of any browser using a desktop shortcut. These apps can be downloaded directly from the landing page.
The following bug fixes have been applied within V4.0 (i) an error message ‘objects cannot be modified while session is in commit changes state’ often occurred when clicking on the ‘add’ button in the contracted asset list. Also similar situations have been improved to avoid this exception message e.g. creating an address when the session is in commit state (ii) occasionally ‘update project prices’ failed and returned an ‘Argument Null Exception’, (iii) occasionally an error appeared when trying to save a floor map as a JPEG file, because the name of the floor contained incompatible characters (iv) volumes transfer from a current state device to a future state device used mono copies of a current asset as colour copies; as a result, the future state asset received the wrong volumes (v) occasionally a floor plan image could not be uploaded or reset (vi) after changing an asset’s radius value, the radius was drawn even if it was not desired (i.e. show radius was deactivated).
24 new report templates available
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| 3.15.0.0 | 29th July 2016 |
The interface for exchanging customer’s address information for the Pin-Windows Company, Project, Licensee and Dealer has been added. This interface helps to create a full address record with just one click. An exported address information file with the pre-defined column names from any ERP or CRM system can be easily imported to SalesDrive. It helps to avoid entering customer’s address details twice.
New feature for adjusting volumes in the current and future state is available now. It helps to apply some optimisation scenarios where the volumes in the future state should be reduced without overwriting the original figures (meters or estimated volumes). For example implementing a specific software solution might help to reduce the volume or to move colour volumes to mono or other way around. In some projects it has an enormous impact to the environmental results. All these fields are available for the current situation as well. Having those fields in the current situation as well is useful if all copies should be moved to prints or all small format and large format volumes to a standard format to avoid situations where some volumes present in the background but are not visible in the UI because the corresponding fields are disabled in the capturing settings. The percentages can be applied globally in the project settings tab “Paper Usage” as well as for a single asset (also multi select is possible) in the “Volumes Adjustment” tab. To get this tab in the asset dynamic Pin-Window visible the checkbox “Show Volumes Adjustment Tab” in the “Capturing Settings / Volumes” has to be enabled.
New Dashboard Pin-Window “Current vs Future Volume Comparison” has been added. It provides a simple overview of the total printed/copied pages in the current and future state.
Previously it was only possible to use device pictures out of the official device database. Now also portfolio devices list provides a new button to upload a custom image of a product. Furthermore a new Pin-Window “Product Image” is available for portfolio which shows in a preview the uploaded image. This feature allows you to create custom images for any configuration of devices (e.g. with/without finisher) within your portfolio in order to have the correct images in the generated quote.
New Dashboard Pin-Window “Current vs Future Direct Energy Consumption Only” has been added. It provides the direct energy comparison causes by devices themselves without taking into account indirect energy consumption due to manufacturing of supplies and paper.
The volume plausibility check has been extended to a scenario where the second colour meter reading is much lower than the first one. It helps to avoid minus figures in the real volumes result in case of wrong meters.
New field “Installation Fee” has been added to the Asset and Product Pin-Window in the Pricing tab. This helps to define a specific installation fee for the future state devices predefined in a portfolio. Previously it was only possible to either enter the total installation fee in a future state contract or use a labour hourly rate with the number of hours per device required for installation to calculate those costs.
It is now possible to use the macro enabled office files (xlsm, docm, pptm) in the report generator. After uploading those files to a list, they will appear in a special group to show that these are the macro enabled documents.
The project transformation feature has been added. This feature provides the possibility to convert project’s future state to a new current state. The new “transformation” button is available in the project list Pin-Window and it works similar to the copy function. It is useful for either a multi-level optimisation or simply to change something later in the customer’s fleet.
An out-of-browser feature for Mac users has been added. The new SalesDrive Launcher for Mac can be downloaded and used on a MacOS to start SalesDrive instead of using Safari browser. This app can be downloaded here: http://mysalesdrive.com/manual/oob/
The single placeholder catalogue contains now meaningful description incl. groups for every placeholder. It helps better to understand what figure a placeholder is providing as well the meaning of the common abbreviations. In addition the search function can be used to look for a group, section or placeholder description: http://mysalesdrive.com/manual/reportplaceholder/singlelist.html
New video-guide to get started for trial users is available now: http://mysalesdrive.com/manual/videos/presentation/
New promo video is available now http://mysalesdrive.com/promo (also https://youtu.be/IKw6cFSzQDs)
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| 3.14.0.0 | 01st July 2016 |
It is now possible to enter Department and Cost Centre information for every asset using an iPad device (capture IT App). Once data has been uploaded, Departments and Cost Centres will be automatically created within the () cloud application.
Further table-placeholders are available for report generation. Using these, consumables and accessory lists can now be exported to generated reports.
A new ‘Date Converter’ tool is available from the main menu. Using this tool it is possible to extract the five digit ‘date of installation information’ from the HP Service ID.
New input fields are available for items floor map objects such as notes, employee, key user, WiFi point etc. These now include Room Number, and an additional five ‘User Defined’ fields. For example, these can be used to capture user data (by using user defined fields to capture responses from up to five pre-defined questions) using the capture IT App. This data can subsequently be exported to an Excel file.
Improvements have been made to error messages generated within the report generator – providing greater insight into the reasons why a report template may have failed.
Additional placeholders were added to the report generator engine. Placeholder catalogue documentation has been updated accordingly.
The multiply factor field in the device database now supports 1 x factors to avoid errors resulting from incompatible data records within any 3rd party device database.
Several non-critical bugs have been fixed. These include errors reported by users when using the integrated ‘Send Report’ feature.
Occasionally the cloud application showed an error because of attempt to animate charts in the dashboard with no data. The animation for some charts has been deactivated to avoid this bug. Disabling the animation also increases the performance of the application when switching the workspaces or selecting a new project.
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| 3.13.0.0 | 03rd June 2016 |
Optimisation for larger projects – Within new version Project-Export, Changing-Project and floor planner functionality (the load and release of images from the cache) have been improved. In earlier versions the application increased memory reservation the more that a user worked with the tool, until such time that there was insufficient memory to load new images or perform project export operations.
Project Copying – The previous version had an issue when copying a project where a location object had an address. This has now been rectified.
New Placeholders – New placeholders for a grouped list have now been added to the placeholder library. For example, this includes placeholders for NAME and MAKE.
Date Placeholder – The date placeholder returned the date in the wrong format within a report template. The date format will now match with the user settings.
New Columns for the Asset list – New columns for the Asset list have now been added which include Order Number and Order Number Dealer.
Placeholder Null Value – Application will now check placeholders for an empty value before exporting in order to avoid returning a null reference exception error message.
TCO Reporting – Occasionally the TCO value within a report was not equal to the TCO displayed within the software. Only contracted assets were affected by this issue, and only where no contract data was loaded. This has now been rectified within new version.
Wrong Result A3 Volume – The plausibility check of result volumes has been improved. In earlier versions it was possible to get wrong result A3 volumes due to the correction of potential negative volumes. This only occurred if a manually entered total volume was less than the sum of entered A3 and A4 prints. Within new version the improved plausibility check prevents this from occurring.
Pool Contract Value – Within earlier versions the proposed replacement value for a purchase pool contract was wrong. Within V3.13 the calculation methodology has been corrected and the value will now be divided by the number of contract months before being used for the replacement calculation.
New Local Condition Fields – New checkboxes were added to the local condition tab: Business Critical, Desktop Device, Limited Access, Connected to SAP, Connected to DMS and WiFi Available.
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| 3.12.0.0 | 29th April 2016 |
New placeholders – new placeholders for the report generator were added for V3.12 and related documentation has been updated.
Data upload when changing workspaces - in order to reduce the probability of hanging in either the ‘saving’, ‘processing’ or ‘editing’ states, the application will no longer commit any change to the database when switching workspaces. This is because some workspaces require more time for rendering dynamic forms, tables and other user controls. Occasionally, two requests might happen at the same time creating the potential for an undesired frozen state. Following modification, no data will be lost, but instead the software will keep changes in memory and commit data at the latest on one of the following events (a) confirmation with the ENTER key in a form, (b) changing the focused Pin-Window, (c) selecting another project or company, (d) confirming with OK in some pop up dialogues and, (e) during a regular log out. Note – no changes will be saved in the database when closing the browser or killing the browser process without using the SalesDrive logout button. Please note that the status icon (disk) in the task bar shows whether the software is currently saving data to the database.
Company list sorting – the problem with the selection of a company item in a sorted list has now been fixed. An issue occurred when the list of companies was alphabetically sorted. After having created a new company and renaming it, the item was moved to a different position due to the sorting feature. As a result, the wrong company was selected. This issue also caused some subsequent faults, such as getting stuck in the ‘Is Editing’ state where a user changed the company name directly in the table cell.
Freezing in the ‘In Editing’ state – the probability of freezing in the ‘In Editing’ state has been reduced within V3.12. In some cases this was a fault that could be reproduced and fixed (this state, as well as server communication states [‘loading’, ‘processing’ etc.] also prevented the software from saving data - if a user ignored this status and continued working, he or she would run the risk of losing their most recently entered data.)
Resetting of the ‘Is Editing’ state – by changing project or company the ‘Is Editing’ state is reset. In this situation, recent changes are committed to the database as usual. In many cases, this helps overcome the need to restart the application.
Intermittent software hanging – sometimes would hang in either ‘downloading’, ’loading’, ‘processing’ or ‘editing’. Users can recognise this by looking at the status bar. To get more information – double-clicking on the icon (downloading, loading, processing etc.) will open a pop-up window detailing the last server communication requests. The reason for a frozen request might be an interrupted Internet connection to the server as well as problems with a browser/plugin, an unknown bug, etc. If the software gets stuck in a server request, then something is wrong because the application does not receive an answer from the server, or the reply from server has been lost. In general, it is recommended that users restart the application and not to continue working if the software is frozen in one of the communication states - even if the software allows data to continue to be entered. When a user tries to log out with the software still stuck in a request, then an error message appears which asks the user to wait until the last request has been completed (because otherwise entered data will probably be lost). Within the new version of SalesDrive, the software will try to commit current data to the database, as there is the chance that the saving process will still work.
CaptureIT bug fix – local condition properties were not transferred in the previous version of . This has now been remedied.
Invalid report template – where a user uploaded a report template with invalid structured items, and error message was created upon report generation. The resultant error message now includes more information to help better understand where the problem might reside within the report template.
Device database management – clean up methods for device database maintenance have now been improved making maintenance more efficient.
Project workspace – within V3.12 we have now fixed a bug in the project workspace - renaming a project did not work in some cases – this has now been resolved.
Exception error message – occasionally a project disposed exception error message appeared because the software attempted to access a previously selected project. This problem has been fixed within V3.12.
Inadequate error messages – some error messages did not provided sufficient information about the issue in question. performIT has now added new data in order to help better identify the root cause of an error.
CSV file import – importing of a CSV file using the main menu did not work correctly within the previous version of the software and only the ‘paper clip’ button in the asset list provided the CSV import dialogues. This has now been rectified.
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| 3.11.0.0 | 15th April 2016 |
It is possible now to insert images into a power point report as well. Previously it worked in a word report only. The next advantage of using power point report for exporting floor plan images is that the desired size of the image can be customized in a template. In any case the aspect ratio remains correct.
New placeholders added to the report generator catalogue. E.g. ratio, costs, statistics. For more details see the placeholder catalogue online documentation.
Capture IT interface for exchanging data with the iPad app has been improved and adjusted for the new capture IT version 4.2. Better performance and stability.
Only one project can be selected for export it to a file now. It is recommended to use the share feature instead of export/import if you just want to share multiple projects with other users.
Site form includes now a preview of a floor plan image. This helps to quickly identify those floors where a wrong picture has been assigned.
The button for uploading a floor image in a floor view pin-window displays now the name of the logical floor. This is important to know before uploading an image for a logical floor object. Because, what logical floor object is currently selected in a background depends on which object (asset or site) a user has last selected.
Several improvements and bug fixes:
- Changing the project settings (activating the fields in the capturing settings area) hasn’t triggered the repaint of the forms since the last version. As a result a user had to log out and login in order to see the changes in a form layout.
- Labour costs calculator was sometimes linked to a wrong project.
- The currency symbol in the forms wasn’t correct sometimes.
- Old version of the capture IT inserted for some assets wrong specification (set of detailed specification Boolean fields like ADF yes/no etc.) data into the database. As a result some problems with exporting of “corrupted” projects to a file occurred.
- Some translation parts (e.g. grid navigation) were missed in the previous version for French, Spanish and Polish.
- Some new models in the device database appeared twice. Wrong models have been deleted.
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| 3.10.0.0 | 18th March 2016 |
In order to avoid caching of any “dead” objects (deleted from the database but still in memory) in the application’s memory the application rebuilds the connection to the database each time a user selects a different project. This helps to prevent some subsequent faults which are often very difficult to reproduce. Furthermore this removes the necessity of log out and log in event of error in many cases. Especially if more than one person works on the same shared project it is recommended sometimes to re-select the project in order to retrieve changes from the database made by the colleagues. Another advantage of this new behaviour is that any asynchronous server call is now more robust because every project is running independently in its own “sandbox”. The small disadvantage of the new behaviour is that it takes a bit longer to load a project from the database because of time needed for the reconnection.
It is possible now to move the floor or building per drag&drop to a different site using the Site List Pin-Window.
A lot of additional placeholders have been added to the report generator catalogue. Take a look to the quick user guide for more information.
When a user downloads a project to iPad, a dummy meter was created previously automatically. The behaviour has been changed to avoid undesired empty records (as a result last meter reading was empty) after having downloaded and then uploaded a project back to the cloud. Now only the meter reading records which are available in the cloud will be downloaded to capture IT. The last record will be shown in the capture IT form and can be adjusted by user. Next to this a user is able to create an additional meter reading record directly on the iPad. Once the project is uploaded back to the cloud, the new record will be visible and it will be the new “last meter reading”. In order to show all meter reading records use the Pin-Window “Current Meter Reading List”.
Bug fixed: Sometimes the current and future assets were visible in the current and future floor plan. Both at the same time should be visible only in the optimisation floor plan Pin-Window.
Bug fixed: Sometimes the Asset Site Pin-Windows throws an exception on start.
Internal changes: 1. Possibility for administrators to copy the Licensees. 2. Creating a slave for different country deletes the copyright fee and reset the currency.
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| 3.9.2.0 | 19th February 2016 |
Possibility to import a “Distribution Key (Contract)” for Assets using the CSV interface. This helps to import the single contract data (e.g. if you’ve got lease fee for each asset) in order to assign a specific monthly fee for each contractual asset. After having imported these amounts: 1. Select assets with the same contract start date and duration; 2. Put all these assets into a single contract; 3. Enter the sum of lease fees (distribution keys) as a total contract amount fee.
When a user adds a new area, it is possible now to assign that area to a specific department and cost centre.
The translation of the User Interface to polish has been integrated.
When a user changes something in a form, the software uses a short delay to refresh the data in the grids. This helps to improve overall client performance in case if there are many records selected.
Third party components security patch has been integrated.
Database and other infrastructural software have been upgraded to the newest version.
Ensure that the client version is up to date. Otherwise deny login to avoid unclear error messages.
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| 3.9.0.0 | 29th January 2016 |
The performance of the distribution function as well as other similar features has been improved. Now if you select many assets in order to change something it does not take too long. Similar situation with the proposal designer, deleting, re-assign, transfer, assignment of assets to a contract etc. which has been improved as well. This helps to improve overall client performance regardless how fast the connection to server is.
Possibility to assign assets to a contract by just calling a pop up dialog. New button in the contract list is available now. This helps to increase the usability of the contract workspace, because it is not necessary anymore to keep the asset list in the same workspace for drag & drop purpose. Just call the pop up dialog and assign assets from left list to the right list.
There are now 50 characters possible instead of 30 before for all five User Defined fields (field content, not name).
Scatter charts for mono/colour and current/future assets have been improved. The Y axis shows the average volumes and the X axis shows the average TCO of a model in a project. All model points in the chart will be highlighted red, orange or green. The colour depends on the relative cost per page as well on the absolute value of the utilisation rate. This helps to identify the most expensive devices from the CPP point of view, as well as under- and over-utilised machines. In case if there are too many different models, you can also zoom in and out by using the mouse wheel.
Utilisation rate gauge have been improved. Also the underutilised area has now red and orange colours.
Possibility to change the database prices in your portfolio for all models, options and consumables. This important if you intend to use rebate field later on. Otherwise it was not possible to use rebate in your project because the system took the final “dealer price” / “customer price”.
The distribution of the contract amount is different now. If you have a current contract, the system takes the total customer buy price incl. equipment by default. If you work on the future state contract, the system takes the total dealer price incl. equipment by default. This helps receiving desired asset amounts for your own contracts.
New field added for current and future assets “Distribution Key (Contract)” in the “Prices” tab of the Asset Form. This helps influencing the distribution function when you inserting assets to a pool contract. Next to this there is no more necessity to create a single contract for every asset, because you can use the “Distribution Key (Contract)” as monthly rental fee for every asset. Finally you have to enter the sum to the contract’s “Amount” field. The amount will be distributed based on the “Distribution Key (Contract)”.
New columns added to the contract list and contracted objects list. They are useful for better understanding what parts of the rental amount, maintenance charge receives every asset and what are the contractual totals.
Extended the number of characters for user name. Instead of only 10 characters Administrators can use now up to 100 characters. This allows using e.g. email address instead of a short login name.
Inform user about “loading workspace”, otherwise it appears as freezing software.
Bug-Fixes:
- A “null reference” exception appears sometimes if the category of an “item” icon was not selected.
- Table content for contracted assets was sometimes missing.
- When you export a project, sometimes the system took the wrong one based on the new selection in the project table.
- A “object disposed” exception appears sometimes during access the last changed model.
- No image was shown for some models in a generated quotation report.
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| 3.8.1.0 | 18th December 2015 |
Changes in Hot-Fix version 3.8.1 of December 18th 2015. (In comparison to 3.8.0.3 December 11th 2015)
Fixed bug with a “Value does not fall within the expected range.” exception error message when you click with the right mouse button on a floor map after previously having used the pop up menu in another floor map (CUR, TAR or OPT).
Fixed rarely occurring bug where the context menu in one of the floor maps window sometimes simply did not appears at all. Only the restart of the application helped to enable the context menu for a particular window again.
It took too long to load the optimisation floor map with over 300 assets plotted on one single floor. Once you select an asset or floor, the system loads the floor map accordingly. It took about 5-20 minutes and therefore appears as “freezing application”. The loading performance for the optimisation floor map has been improved. It takes now just about a minute to load a floor map with over 500 plotted assets incl. optimisation arrows and other objects. This is the similar duration for the optimisation floor map window now like for the current and future floor map windows before.
Some of old projects causing an error when you try to export them to a file. Happens because these projects have some floor images with no corresponding logical floor object. Those images will be ignored to avoid errors.
Instead of bringing floor plan labels to the top layer by clicking on the Activate Radius checkbox, the labels have been moved to the top layer as a fixed position. Means, the asset labels (yellow or green boxes) are always on the front now.
When you click on either Save or Print button to prepare or export a floor plan as JPEG file, the system deselects now all highlighted assets and other floor map objects for better export view.
The “Is Optimized?” or “Is Kept?” flags were wrong in some cases. This happens if you have kept an asset, then removed the optimisation link and inserted the link again. Asset loses the “IsKept” information. In the new version, when you click on Refresh button, the software checks whether any attached optimisation links existing in order to correct the “Is Optimized” flag. Furthermore it checks also whether the IsKept flag is true – in case if the future device model name is exactly the same and S/N or Mac are equal to the current device as well.
Fixed a bug in the iPad app interface. If you manually delete the last meter reading record on one of the assets, then different errors occurring during upload or download. In some cases the upload even completely failed.
New columns in the Asset Optimisation List are available: Current Asset Name, Number and Own ID.
New context menu item in the floor plan pop up is available: “Delete all Optimisation Links”. This is helpful if you have optimised an asset across different floor maps and can’t see the optimisation arrows visually on the map, but you want remove all of them in order to redo the manual optimisation.
The hint text with the site name (location, building and floor) appears on every floor map if you hold the mouse cursor over an empty space. This is important, because sometimes you don’t know which floor map is currently loaded.
The dialog “Move asset to another floor” moves sometimes an asset to a wrong location. This has been fixed.
If you delete a department, the reference remaining on some assets. As a result the deleted “dead” object appears in the list. In the new version, when you delete a department all references will be removed as well.
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| 3.8.0.3 | 11th December 2015 |
Changes in version 3.8 of December 11th 2015. (In comparison to 3.7 November 20th 2015)
Added possibility to setup in the project settings, whether the estimated volumes or the meter reads should be used, just in case both sources provide figures. This is important if you just want to save the meter reading data without having any impact on the TCO calculation.
New floor map items for the Asset labels are available in the settings: TCO, CPP and Utilisation Rate.
Many columns in various lists are supporting the “checked list” feature now. This means, for example, you can select multiple models by just clicking on the checkbox out of the list similar to common desktop spreadsheet applications.
Added new columns for various tables (e.g. Asset List, Contracted Assets, Portfolio Lists etc.). For example, new columns in the contracted assets table are very useful for a better understanding concerning how the entered hardware amount is distributed automatically, based on the market hardware prices.
Price relevant column names (dealer price, customer prices) overworked. All tables now use the same naming schema regarding prices for better understanding.
Behaviour of the flag “is considered for calculation” has been fixed. When you insert a device to a project, this flag should be only automatically set to true for the model list (Asset Consumable List) but not for single consumable list. This is important, because otherwise it is not possible to untick consumables which should not be used for the calculation in the model list (Asset Consumable List). Or other way around - enable additional consumables which should be also used for the calculation.
Portfolio configuration and the asset configuration window have now the grid splitter for better usability and overview. The tables inside that dialog provide additional columns.
Update project prices feature improved. The dialog has been overworked. It is not necessary to select a portfolio, because the system will take the prices automatically based on the stored reference ID. The transfer feature for those portfolio articles like consumables and accessories has been improved as well.
Bug with the changed date (e.g. date of inventory, snapshot date) to minus or plus one day fixed. Happened because of different server time zones (UTC) for some users across the world.
Any time stamps (Created At, Modified At) have been changed to the UTC time zone for a better global overview.
Issue with the last saved project has been fixed. Sometimes the system didn’t save the information about the last opened project, because the server side overwrote this info with the outdated information.
Next to those icons like saving, loading etc. the new status icon “processing request” is available now. This indicates to you whether the application server is busy with any request (e.g. import CSV or generate report).
To provide more stability and robustness of the application for users with slow internet connection, the app will stop receiving any events (mouse click, keyboard etc.) in some cases. For example if the software is busy with loading projects or something similar, it does not make sense to give the possibility to click on the next button or do any further action until the last one is complete. This will help to avoid some undesired error messages. At the beginning, this feature will be available only for the few cases concerning use, but it will be extended later also for any other time intensive action.
Changing performance class using the print or copy speed fields is possible now.
Added ability to display the pre-defined names (project settings) for the User Defined fields in the current and future Asset Lists. If your defined name is not empty, then it will appear in the column chooser list, otherwise the system uses the default text “User Defined x”.
Once you activate the radius circles to show walking distances, all labels will be put in foreground automatically. In the previous version you had to click on every single label manually to put all of them in foreground.
Possibility to insert more than one floor plan image in a cell of a table using the report generator. Previously you could only have one single image placeholder per cell.
You can set your new own password by selecting “Change your Password” item in the main menu “Help”.
Number of decimals changed to 2 for several placeholders. E.g. <<TC_INSTALLATIONFEE>>. Also different Asset properties where 3 decimals make less sense have been changed to 2 or even 1 decimals after the comma.
Previously, in case if you had too many devices, the floor plan’s zooming method wasn’t smooth. This has been fixed.
Clicking on Refresh button in the Contracts lists marks all contracts as to be re-calculated. Similar to the already existing behaviour with the Asset lists. This avoids necessity to perform manual changes (e.g. change duration) on a contract in order to restart the TCO calculation manually.
In the previous version, when you have selected a new Department for more than one asset in the Asset Site window, the assignment to a Location sometimes disappeared. This has been fixed.
Previously, when you have selected existing floor after having activated the “Changing Floor” dialog, the system puts the asset in the middle of the floor map. Now, the position on the floor will not change if the floor hasn’t changed.
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Last updated: 21/09/2017 - manual V2.3