DSG Dev Studio

Today we are proud to announce Interlink version 1.0.9.

***************************************** Version Interlink 1.0.9 ************************************************
****************************************** Release 2012-05-04 ***************************************************

************* RELEASE NOTES **************
******************************************

1. General Bug Fixes and Interface enhancements
2. Sales Intake Form
3. Sales Notification emails administrators as soon as a new sales lead comes in.
4. Assign sales lead from notification email.
5. Staff is notified by email of new sales lead assigned to them (Email includes lead details)
6. Sales Lead Manager allows for updates, notes, adding lead opportunities, setting up quotes and proposals, emailing quotes and proposals and conversion to CommitCRM Client.
7. Opportunity Manager for capturing new opportunities
8. Update opportunities, create proposals, email quotes and proposals to client, convert opportunity to CommitCRM ticket.
9. Competitor Manager
10. Track and update details on competitors.
11. Opportunity reporting that shows all opportunities, who they are assigned to, closing probability and total dollars for all outstanding opportunities.
12. New timer feature allowing you to have running timers on tickets while you work on a ticket.
13. Timer reporting allowing you to view all your open timers and the potential billable time on all timers.
14. Admin can pull a report showing all users / all timers to view potential outstanding or lost revenue based on unbilled timers.
15. Added new setting to allow all labor pricing to be hidden from internal staff.
16. Added new setting to allow billable time to be rounded to a time variable that an administrator sets.
17. Added new company information fields for showing your company information on the emailed proposals and quotes.
18. Split critical alerts into multiple categories for sales, tickets, satisfaction so that you can have different alert emails go to different administrators.
19. Added partial support for military time (Will be expanded in version 2.0).
20. Added ability to set default country and state / province for new intake forms.
21. Ability to sort tickets based on priority, status, account, date opened, last updated.
22. New search feature with expanded search function.
23. Ability to view all open tickets.
24. New Enhanced Dashboard

*********** Version Update Notes *********
******************************************

THESE UPGRADE NOTES ARE FOR USERS CURRENTLY ON 1.0.8 IF YOU ARE UPGRADING FROM 1.0.7 or older, please use the instructions for a previous version below.

1. Backup all of your files in your Interlink Folder.
2. Backup all of your files one more time just to be safe
3. Backup your Interlink database by right clicking on your database in Navicat and using the Dump SQL File option.
4. I highly recommend backing up your database two times just to be safe.
5. MOVE ONLY THE upgrade.php from 1.0.9 into your root folder.
6. Login to your site using an administrator username and password.
7. Expand your Administration Menu and click on Upgrade Interlink.
8. If you receive the following message ‘Your database was upgraded to version 1.0.9′ then your database upgrade was successful.
9. If you receive the following message ‘Your appear to already be on 1.0.X which is the newest version of Interlink!’ then you are already on version 1.0.9.
10. Delete all of the files in your root folder except for the config.php file.
11. Copy the 1.0.9 files into your root folder.
12. Rename the config.php to config-old.php and rename the config-new.php to config.php.
13. Move the database username, password, database name, host name and AES Key from your config-old.php to the config.php file.
14. Move your client logos back into clients/logos
15. Move your client CSVs back int your clients/csvreports (If applicable)
16. Reapply write permissions to clients/logos and clients/csvreports (If applicable)
17. Move any logos you use for your Interlink installation back into the appropriate folders
18. Place your license file into your root folder.
19. Login to the site to verify site is functioning as expected.
20. If you would like to use GFI, then go to settings and put in the GFI API URL from your GFI documentation.
22. ****** IMPORTANT ****** Delete the install.php file and upgrade.php file from your root folder after your upgrade is complete. ******* IMPORTANT *******
23. ****** IMPORTANT ****** If you purchased the Password Manager add on you will need to enter an aeskey between the quotes in your config file on line 77. ******* IMPORTANT *******
24. ****** NOTE ******** If you have client logos pointing to external websites you will need to add them to Interlink again. Because you have the ability
to upload your own logos now, it no longer works with external links.

NOTE: YOU WILL NEED A NEW LICENSE FILE. Please visit http://license.dsghelp.com/license-request.php to request a new license.

Accurate time tracking and client communication are critical to the success of today’s IT service providers, MSPs and computer repair businesses. However, technicians often struggle to capture their billable time and update ticket notes in an efficient and effective manner. Often distracted with other work, technicians sometimes wait for days to enter time and send follow up communications, which in turn greatly increases the risk of missing critical billable time and often straining client relationships due to the lack of timely communication.  With this in mind, DSG DevStudio built Interlink for CommitCRM.

Interlink for CommitCRM is built using CommitCRM’s extensible API to allow complete read/write access to most CommitCRM features via a multitude of browser based mobile devices including: iPhone, iPad, Android, Blackberry and Windows 7 devices as well as cross browser support for the most popular desktop browsers including: IE, Firefox, Chrome, Safari, Fluid and others.

Interlink is also much more then just mobile access to your CommitCRM data!  It builds on the great feature set provided by CommitCRM with a full-featured client portal, advanced reporting, automated service level monitoring, and much more. Combining a front-end interface built for ease of use with sophisticated process workflows to streamline data-entry.  Interlink for CommitCRM helps IT service providers, MSPs and computer repair businesses operate more efficiently and to faster capture more billable time.

Additional Interlink Features include:

Mobile Access

Interlink is designed to provide mobile access in real-time to your CommitCRM system to enter charges, create new tickets, add history notes to existing tickets, look up customer information and much more all from a mobile web browser. The information displayed is real-time data and when changes are submitted from the field they are processed directly into the CommitCRM database in less than 30 seconds. Users of Interlink can expect to see field staff increase their billable output simply by being more easily and accurately able to capture and record time as the work occurs as opposed relying on memory once returning to the office.

Client Self Service Portal

Beyond mobile access, Interlink offers a Client Portal for CommitCRM.  The Client Portal adds a complete client self-service web based interface that allows for creating tickets via simple web form as well as client approval of tickets with complete audit trail.

Password Manager

Interlink’s 256 bit encrypted Password Manager Module allows technicians to conveniently store all client passwords by linking the passwords to client accounts. Staff access can be controlled by password category and/or client account access rights. There is a two-step authentication to offer even further security.

Customer Satisfaction

The experience customers have when they engage with your company has a tremendous impact on your business’ success. While a positive customer experience increases loyalty and retention, a negative customer experience often leads customers to search elsewhere and in turn results in lost revenues.

With that being said, measuring a customer’s experience can be a challenge. Interlink includes a Customer Satisfaction Module which allows you to track satisfaction levels in real-time by the servicing engineer or by the client. You can then drill down by ticket to review history notes and determine exactly what went right or wrong with the customer’s overall experience.

Advanced Visual Reporting

Interlink’s Advance Reporting Module delivers advanced analytics and powerful reporting in real-time. It allows you to analyze your CommitCRM data without having to update Excel spreadsheets or create custom complex reports within CommitCRM. Simply click through the advance reports and all the latest charge and ticket data are dynamically displayed in visually appealing and easy to understand formats.

As you can see, the benefits of Interlink are numerous. You can expect increased billable hours, ease of configuration, and a vastly improved customer experience by implementing Interlink for CommitCRM.

Contact Dynamic Solutions Group today to request a FREE Full Featured Web-Demo and see for yourself how Interlink can take your CommitCRM to new levels!

We are please to announce the availability of Interlink 1.0.7 for CommitCRM.  Please login to the Interlink member area at www.dsgdevstudio.com to download the release.

***** Completed Improvements Include ****

1. Fixed issue with domain and licensing when a port other than 80 is used for the site.
2. Fixed issue with branding removal on client portal in browser.
3. Fixed an issue with Danish ÅÆØ åæø characters showing up incorrectly.
4. Added code to Client Ticket Page that defaults the about field to the default config value if about default is required.
5. Removed password button from the account page unless licensed.
6. Added link under password pinpad to close out the pinpad and go back one page.
7. Linked up password button on the account page
8. Fixed issue with escape characters showing up in KB Articles.
9. Fixed bug where task charge box would not close after charge submitted. (Charges still went through just fine)
10. Fixed bug where account admin did not show in client user list in client manager.
11. Hid buttons in the client manager when the client is not enabled.
12. Totally remade the client intake pages from the ground up.
13. If you have the client satisfaction module it will email business critical BCC group whenever a bad review is put in.
14. Fixed https warning on dashboard (Thanks Dennis!)
15. Facebook like button when client submits a good user review in the Customer Satisfaction Add On
16. Added links on ticket pages where clicking on the client name will take you to the account information page and pull up the client information.
17. Fixed some minor IE7 graphic / css bugs.
18. Modified it so that category could be required when submitting ticket updates.
19. Modified ticket update to require a description when closing or canceling a ticket.
20. Fixed sort order bug when contact lists sorted by last name.
21. Fixed bug in currency settings on settings page.
22. Added Twilio SMS settings to settings page.
23. Added code to home page for admins to take them to settings page if site is not fully configured.
24. Added code to site that will not allow users to login till site is fully configured.
25. Fixed problem with note on ticket-quickview-browser.php page when about is not set to required (Thanks Justin).
26. Fixed bugs where updates with extremely long descriptions were causing problems in email software if they had over 927 characters.
27. Added button to account page to take you directly to that client’s satisfaction report.
28. Fixed bug in IE where client list would not fill (Thanks Lee and Justin)
29. Fixed bug in IE where filter would give error when typing (Thanks Lee and Justin)
30. Fixed bug in client invoice if invoice number was over 9999.
31. Added block time to Year over Year totals.
32. Fixed bug where disabling the site required going into the database to enable again.
33. Added Service Level Manager to send alerts based on rules and actions setup by an Admin
34. Added email template manager to allow email templates to be setup for email alerts in the Service Level Manager
35. Simplified the install script by removing most of the configuration values from it and setting default settings.
36. Added enhanced dashboard for Enterprise and SLA Interlink users
37. Fixed bug where client could input same ticket twice on intake form.
38. Added time since last updated on ticket lists for engineers.

We are please to announce the availability of Interlink 1.0.6 for CommitCRM.  Please login to the Interlink member area at www.dsgdevstudio.com to download the release.

***** Completed Improvements Include ****

1. Added queue totals to left hand menu
2. Modified the email validation on the client intake form to validate if there are extra spaces on the front and back of email address.
3. Added switch in settings to disable the entire site in case you need to do maintenance to CommitCRM.
4. Made my clients button in the ticket queues so that you can see all your client’s tickets in all of the queues on one page.
5. Added ability for clients to generate and download a ticket report in a CSV.
6. Added password manager module for encrypted password management.
7. Added advanced reporting module.
8. General improvements to client satisfaction module.
9. Added a new client selector that allows filtering of client list in the browser and on the iPad.
10. Added an administrative setting that will allow an admin to require the filter be used before showing the client list (For Interlink users with long client lists).

Interlink is now supported on Windows Server 2008 R2 64 Bit.  Instructions for setting up server environment can be found here.

We are please to announce the availability of Interlink 1.0.4 for CommitCRM.  Please login to the Interlink member area at www.dsgdevstudio.com to download the release files.
***** Completed Improvements Include ****
Modified some buttons names to make them a little more clear
Made it so that you can click on sub item under contract and view the ticket information.
Made it so that a client cannot change their user level and lock themselves out if they are the administrator.
Made it so that an internal administrator could no longer demote themselves which would lock them out of the admin settings in Interlink.
Added contract names to contract information report.
Added the ability to edit charges that have not been billed yet.
Added ability to view bonus ineligible charges and modify them and attach a ticket to make them bonus eligible.
Added ticket number with link to ticket search page to My Hours Page sub items.
Added edit charge to My Hours Page sub items.
Added “My Charges” to sales login.
Added “Ticket Queues” to sales login.
Added language file to client ticket submission login.
Added language file to client ticket submission form.
Defaulted managed services dates to first day of previous month till last day of previous month.
Added execution timer to the footer of each page.
Added knowledge base page to show and let users search KB Articles.
Rearranged left hand menu
Created quick menu at the top for adding new items.
Added popup message to account screen to mimic popup in CommitCRM for special alert messages.
Added more account information to the account screen including all phone, fax and primary contact information.
Fixed bug in individual user year over year report where if they started after the 1st month of the year it still started their totals in January.
Added System Generated to notes under tickets.
Break down of contract hours used.
Added asset to iPhone new ticket input
Added asset to iPad / Browser ticket input
Changed query for looking up KB Articles to make it ignore case and search for upper and lower case regardless of user input.
Added ticket printout screen that allows you to print out the ticket details for the client to sign and approve while on site.
Added ability to add and edit contacts on accounts.
Added ability to view and search all open tickets (** WARNING ** CAN BE VERY SERVER INTENSIVE)
Added location to asset screen.
Modified asset screen so that the information stays on the screen after submitting changes.
Fixed bug in email message that showed escape characters on email messages.
Modified footer to correct https link for footer images.
Completed client technician interface allowing client to have internal IT and manage their own tickets as long as you have a CommitCRM license for them.
Trimmed extra spaces in contact fields on intake form.
Made it so ticket sub menu opens as you switch between items instead of closing and having to reopen the next sub item.
Added add a new ticket button to sales and accounting.
Gave sales users access to reporting.
Made it so mileage start pulls into mileage fields on phone automatically.
Changes some verbiage on certain pages that some users reported as confusing.
Took out reassign on tasks since it is not supported by the CommitCRM API and was causing an error.
Added default item descriptions to ticket search page, add a new ticket page and phone ticket pages.
Fixed bug in client technician where history note would give error based on invalid contact.
Pulled out primary contact from contact lists for clients because they are not contacts in CommitCRM so they cause failures when submitting items.
Remember destination link added so that if you aren’t logged in, it will redirect you to the original destination URL upon successful login.
Added Accounts screen allowing viewing of the account details.
Added Account Contacts that will allow users to view contacts under an account and the individual contact details.
Added Account Assets that will allow users to view assets under an account and the individual asset details.
Added QRCODE capabilities for assets that allows you to view asset from CommitCRM by scanning the asset QRCODE sticker.
Added a Billable Hour Display at the top of each internal user’s page to show them how many billable and non billable hours they have accumulated for the day.
Added footer to each history note showing user that submitted it.
When status is changed in Interlink, a new history note is created showing who changed the status.
Fixed bug where special characters would cause error when used in description on phone and browser billing submission.
Fixed bug where choosing an about would cause an error on longer items in the about list.
Fixed bug where user could submit a note on a closed ticket causing an error.
Moved ticket buttons above ticket work fields since some of them were longer causing the user to have to scroll down the page to change their current function.
Added project button to the left that will pull in any contracts starting with PRO and all related tickets and the contract information into a single page where tickets can be managed.
Ability to add a new asset through the browser.
Ability to add a new asset through the phone.
Fixed bug in reports that showed data in the wrong month if there was not a full 12 months of data.
Fixed dollars showing on report instead of currency setting entered in on the settings page.
Added ability to edit current assets.
Added ability to add a QRCode you lookup to a new or existing asset that doesn’t have an asset code.
Added new asset functions to phone version of Interlink.
Added support for Fluid Browser to show billable hours for the day in the dock on OSX.
Added account button to sales and accounting users.
Added report showing your billable, non billable and total hours for the last 30 calendar days.
Added sub items for new hourly report showing breakdown of hours for the day and what charges are included in the totals.
Fixed bug where if you picked a client IT user account to take over you couldn’t see their My Tickets button.
Fixed bug where it would give an error when adding a new task under a ticket, but still add the task.
*********** Version Update Notes *********

1. Backup all of your files in your Interlink Folder.
2. Backup them up one more time just to make sure
3. Backup your Interlink database.
4. Move upgrade.php into root folder.
5. Login to your Interlink through the browser.
6. Expand the Administration menu.
7. Click on the Upgrade Interlink button.
8. If you receive the following message ‘Your database was upgraded to version 1.0.4′ then your database upgrade was successful.
9. If you receive the following message ‘Your appear to already be on 1.0.X which is the newest version of Interlink!’ then you are already on version 1.0.4.
10. Delete all of the files in your root folder except for the config.php file and your license file.
11. Copy the 1.0.4 files into your root folder.
12. Rename the config.php to config-old.php and rename the config-new.php to config.php.
13. Move the database username, password, database name and host name from your config-old.php to the config.php file.
14. Login to the site to verify site is functioning as expected.
15. If you would like to use GFI, then go to settings and put in the GFI API URL from your GFI documentation.
16. ****** IMPORTANT ****** Delete the install.php file and upgrade.php file from your root folder after your upgrade is complete. ******* IMPORTANT *******

***** Completed Improvements Include ****

1. Made collapsible menus on the left stay open if on a sub page.
2. Added ability to add CommitCRM Ticket Queues to interlink allowing multiple employees to monitor a single ticket queue.
3. Added QUEUE and Pending Ticket Dashboard for monitoring tickets in Queue.
4. Fixed bug in add account page where incorrect error message was displayed for required field when adding an account.
5. Modified User Manager to only list employees with email addresses so that users cannot be added to interlink without the required information to initialize the user.
6. Added ability to choose master user on account to new tickets, approvers and tasks.
7. Fixed bug where doing a blank ticket quick search would cause issues with subsequent searches.
8. Added ability for administrative users to mimic any internal user or client account to manage tickets or client services.
9. Added settings in configuration for allowing different GFI Url’s for various regions around the world.
10. Added the ability to send emails to ticket email recipients and add a history note to CommitCRM at the same time with the same information.
11. Added ability to manage ticket note field through Interlink.
12. Added Category to ticket information / updates
13. Added Source to ticket information / updates
14. Ability to CC Ticket update information so that you can send out email update at the same time as sending a ticket update into CommitCRM.
15. Consolidated left hand side menus.
16. Added assignment information to ticket detail headers.
17. Added category information to ticket detail headers.
18. Cleaned up page titles.
19. Changed default to HTTP instead of HTTPS during installation.
20. Moved ticket update changes over to Phone Version.
21. Added some troubleshooting helpers to the code in the event an update to CommitCRM fails.
22. Fixed spacing issue on tickets input through browser version of Interlink.
23. Created function to convert ascii to HTML for better formatting of ticket information.
24. Added ability to read email messages attached to tickets through the browser without having to launch email program.
25. Added 10 minute time out to client intake form to avoid submitting a ticket after session expired and ticket not going

***** Completed Improvements Include ****

1. Windows Phone 7 Support Added (Untested because Windows Phone 7 Emulator doesn’t function properly under VMWare Fusion)
2. Added ability to “View Tickets” page to let engineer filter ticket by due date, priority or date created.
3. Added visual indicators to the left hand menus in the browser that have sub items under them.
4. Consolidated report buttons for engineers.
5. Fixed bug where date was stored when client entered in history note, but time was not stored.
6. Add an Account Function added to browser and phone versions of Interlink.
7. Updated browser dashboard to filter out pending tickets from ticket totals.
8. Implemented fix for IE7 where expandable menu on the left was hidden behind other buttons.
9. Modified upgrade process to make it part of the administrative area once logged in.
10. Added ability for client approver to add a ticket into system directly with automatic approval.
11. Approving clients will automatically be taken to approval page upon login.
12. Added quick search to client portal.
13. Fixed bug in counters at the top of the page that excluded tickets put in through CommitCRM that required approval.
14. Added links to footer to toggle between phone version and full browser version of interlink (Only works on Phones).

Over a year in the making, thousands of hours of development and testing, great feedback and insight from our beta testers… and now we are proud to announce the release of Interlink for CommitCRM version 1.0. This is no ordinary 1.0 release as we have been using Interlink everyday to run our own PSA Business through-out the development cycle.

We have added a new feedback option directly within Interlink which will allow users to suggest features they want to see in Interlink and by using crowd sourcing we will be able to determine the features that you want most as other users can vote on which suggestions they like best.

Special thank you to our beta testers for great feedback and to the staff of Commit for their awesome support along the way!!!