2020 Manager - Release Notes - Version 8.0.0 and higher – Promob Support

In this article, the latest 2020 Manager updates and versions are discussed:

IMPORTANT: To check 2020 Manager release notes for versions 7.5.0 and below, click here.

See the latest news below:

12.0.0 | 2020 Manager - 2020 Manager Pro

Date: 04/18/2024

Enhancements

Deals - Specific Client

1. Added some behaviors in the Spaces menu for integrating negotiations. Now, when trades are created, it will not be possible to edit the environments and the products will not be displayed. (99693)

When there is an action that invalidates the value, the Reoptimize action is displayed.

When the deals are correct, the purchase can be made. When you click on Buy Spaces, the Confirm Purchase Information screen appears to validate that the order can be placed.

When the deals are finalized, there are no more actions for the deals.

Integration - Specific Customer

1. Implemented a function to save the optimization result. (105528)

Corrections

Purchase Orders

1. Fixed the situation on the change flow of responsible for payment of the Purchase Orders. (104560)

Deals - Observations

1. Fixed the situation where a null value was displayed in the user's name in the observation message. (104613)

11.5.0 | 2020 Manager - 2020 Manager Pro

Date: 04/04/2024

Echancements

Adjustments - Specific Customer

1. Changed permissions for a specific customer, and the chat menu has been updated to use the Installers permission. (103686)

2. Added missing permission on specific customer quotations. (104656)

Deals - Specific Customer

1. Buttons are now fixed at the bottom of client tabs and files. (104170)

Corrections

Deals - Purchase Orders

1. Corrected the request to obtain Purchase Order data by ID. (104149)

11.3.0 | 2020 Manager - 2020 Manager Pro

Date: 03/06/2024

Enhancements

Negotation | Layout

1. Created a new contract type and 2020 Manager interface for a specific client. (99692, 99732, 101517, 99731, 99733, 99916, 99693).

Corrections

Supplier search filter

1. Fixed the situation where the search filter was not reset after the query. (99761)

11.1.0 | 2020 Manager - 2020 Manager Pro

Date: 02/07/2024

Enhancements

Manufacturing | Supplier Item

1. Now the reading and creation of suppliers are based on the reference tag, so a new flow was created during the creation or modification of a space to receive data from the reference supplier through the Fornecedor_item tag. (96145)

Corrections

FoccoLOJAS Integration

1. Fixed the situation where FoccoLOJAS was attempting to create a purchase order without a supplier. For this, a message was added to inform that there is no supplier for some products. (101157)

Item Supplier

1. The situation where the supplier was not defined in the import project has been corrected because the filter by company for individuals in the CRM was not being applied. (101199)

Purchase Order

1. Fixed the situation in which there were inconsistencies between negotiation and sales order. (101203)

2. Fixed the situation in which the purchase order was generated incorrectly, the calculation of the sales order when it came from a negotiation with adjustment was corrected. (101405)

10.6.0 & 11.0.0 | 2020 Manager - 2020 Manager Pro

Date: 01/25/2024

Enhancements

App Installers

1. Improvements have been made to the page previously called Installation Details, now called Project Details. (94774)

2. Improved the Chat and Schedule buttons, which have now been moved to the Actions button. Files in PDF format will no longer display content, now a PDF icon will be displayed.

3. Added improvement to Customer information: when clicking on the Phone, Location or Email items, it will request the opening of the corresponding native app with the information (for example, Location will open the native maps app). (94774)

94774_1.3.png

4. An improvement has been implemented on the page, where the Finalize Installation menu has been renamed to Finalize. (94780)

5. Implemented improvement where detailed project information is now presented in the Checklist and Finalization Attachments stages during the finalization process. (94780)

94780_1.2.png

Item Suppliers

1. Created a new flow during the creation or modification of a space to incorporate data from the reference supplier through the Fornecedor_item tag. (96145)

Corrections

App Installers

1. Made technical changes and cleaned up code in the system, thus removing the My Installations page from App Installers. (95798)

2. Fixed the situation where the header title was not updated when the user's language was changed. (95798)

Contact - Project Manager - Edit

1. Made adjustment in the system where it is now possible to identify the Participant even when only one letter is typed, and when entering other letters, the values continue to be located. (99722)

Deals - Purchases orders

1. Made adjustment to the See More functionality to include an automatic check of items after clicking. (96354)

2. Fixed the situation where the Item Counter was incorrect. (99722)

10.4.0 | 2020 Manager - 2020 Manager Pro

Date: 12/13/2023

Enhancements

Manufacture - Purchase Order - Released/Status

1. Made changes that enable modification of the Situation when the vendor status is as Awaiting release. In Maker projects, this change will remain available until the vendor status is updated to Released. (92432)

Purchase order - Purchase order of items

1. Added blocking of editing items in the Purchase Order. It is now not possible to edit the Items of a purchase when the supplier is a Maker. (92433)

Deals - Edit Space

1. Improved item listing. It is now possible to sort by categories and perform searches using any field. Categories and Description columns and filters will be displayed in NA Companies. (97854)

10.3.0 | 2020 Manager - 2020 Manager Pro

Date: 29/11/2023

Enhancements

Sales - Negotiations - Environments and Purchase Orders

1. After making changes to the Environment Editing interface, the Structure button is displayed under Items, which is responsible for displaying the entire structure of the item if it has one. For more information click here. (94417, 94678, 94679 and 94680)

2. Once you have made changes to the Purchase Order interface, under Items you will see the Structure button which is responsible for displaying the entire structure of the item if it has one. For more information click here. (94417, 94678, 94679 and 94680)

3. When you click on the Structure option, the complete structure of the item is displayed. For more information click here. (94417, 94678, 94679 and 94680)

Supplier Portal

1. The Supplier Portal now identifies the manufacturer's product contract, so customers can log in when they have Promob Maker Automate or Promob Maker Produce. (92025)

Sales - Negotiations - Archives

1. Added a check to prevent the download of XML files from Promob Design products. (92436)

Settings - Manufacturer - Supplier Portal Items

1. Added a control to identify whether there is a main manufacturer (Promob Portal), when it exists, it is defined as the product supplier. (93851)

Manufacturer - Facilities

1. The chat has doubled its width, taking the place of the Attachment card, and the Attachment has been moved to the position below the History card, with a file table. For more information click here. (95398)

Negotiations - Promob Integration

1. Improvements have been made to the system's infrastructure, so it now checks whether Promob has any incomplete integrations by checking Connect. If there are any incomplete integrations, a warning message is displayed to the user. (96262)

2. Performed a validation to identify if the client is valid when manually importing a file. (96262)

Corrections

Trading - Pending Actions

1. Adjusted the size of the Pending Shares screen.

Negotiations - Add Environment - Add project - Select an existing project

1. Fixed a situation where clicking on the Update icon in the Project List did not update the project. (96995)

10.2.0 | 2020 Manager - 2020 Manager Pro

Date: 11/17/2023

Enhancements

App Installers

1. On the Installers app home page, a new tab called Latest Offers is now displayed. This tab lists open installations (those without an assigned installer) from nearby companies, with or without a contract with the user. (94430)

2. The Installers app now includes the Pin Offer option. Installations pinned by the user are displayed first in their respective lists. (95793)

System Infrastructure

1. An identifier for geometry items in XML has been added to the system infrastructure. (96111)

Corrections

Manufacturing - Purchase Orders

1. Corrected the situation where a redirect to a purchase order occurred after logging in. (94677)

Manufacturing - Facilities

1. Corrected situation where installations were not automatically updating the screen. (94810)

Negotiation - Sales

1. The situation where column descriptions were misaligned with the information below them has been corrected. (95393)

Negotiation - Add Environment

1. Corrected the situation in which when adding a new space in the negotiation the message There is already an installment with payment method Debit Card was displayed, when the default payment method had an installment as Debit Card. (95467)

Purchase order

1. Fixed the situation where purchase orders were allowed with an outdated item. Now, when the user clicks on Buy Spaces with outdated designs, the informative message One or more designs are outdated is displayed. Go back to your design tool and update them again. For more information click here.

2. Fixed the situation where Tips were not displayed on the Purchase Order. (96353)

Leads - Prospects

1. Fixed the situation where, when creating a project through Promob, the client was duplicated in 2020 Manager. (96788)

Negotiation - Edit Environment

1. Fixed the situation where the Delete icon was not displayed on the Add or Edit Space screen. (96903)

10.1.0 | 2020 Manager - 2020 Manager Pro

Date: 11/03/2023

Enhacements

System Infrastructure

1. Adjustments have been made to the operation of the system's structure. (91479)

Supplier Portal

1. The Customer Email field is now a mandatory field for sending orders to the supplier. (94894)

2. Now, when the supplier is selected, the country is filled in automatically. (95661)

Data

1. Added support for registering address information and documents from Australia. (96147)

Corrections

Supplier Portal

1. Corrected the situation in which the Supplier Portal had a lower response time than expected. (96285)

Library

1. Updated the message that signals when the serial number is not linked to the library in question.

Documents

1. Corrected the fields of documents in a customer's edition. (95381)

10.0.0 | 2020 Manager - 2020 Manager Pro

Date: 10/18/2023

Enhancements

Improvements in Contacts for Consistency between Persons/2020Manager

1. Changed to Design Customer on the Received Designs screen. (94438)

2. Changed to Design Customer on the new negotiation screen.

3. Added edit mode in the add contact dialog.

4. When clicking on a person, it changes to edit mode.

Installers - Canceled Installer

1. Rejected installers on the installers page are now filtered by CanceledByCompany and Reject. (93085)

Create endpoint to delete the test environment

1. The endpoint already exists and works for Owner/Company in 2020Manager. (93099)

2. Changed to also work for Owner/Company in people and table storage cache.

System version check when releasing the order

1. When releasing the purchase order, the system will perform the same version check as currently done at the time the purchase order is generated. (94431)

Create a database table for the relation between space and employees

1. When accessing the details of a deal, clicking on spaces and expanding, a new column with the designer's name was added. (94433)

Register the last designer as an employee

1. To bring the person responsible for the last design change to the space, a routine was developed that is executed when adding or modifying a deal, defining the person responsible for the last change as the designer. (94433)

Display the designer of the projects

1. A new column with the name of the designer responsible for the project was added. To view the change, access the Sales - Received Designs menu. (94433)

Create an optimized endpoint for the Connect team

1. New endpoint created: POST: {{url}}/api/externalaccesses/PurchasesOrders/Projects/Search. (94439)

Improve release message

1. The release message was improved. (94431)

Improve performance in design import

1. Improved performance of design import. (95864)

Corrections

Global Project Ares - Busy Sign

1. Now the busy sign does not appear in a different location on the screen. (95500)

Send Purchase Order by Email

1. Now after sending the Purchase Order by email, a warning is displayed, the screen closes, and the status is changed. (95510)

Installation - Chat

1. Fixed issues related to chat synchronization. (95554)

Installation - History

1. Fixed the issue when opening any event in the installation history. (95582)

Installations Screen - When the screen is reduced, the scroll bar does not appear

1. A scroll bar was added when the screen was reduced. (95676)

9.5.0 | 2020 Manager - 2020 Manager Pro

Date: 10/05/2023

Enhancements

New login structure for the installers' app

1. Now, with the new Cyncly app for installers, the user can log in with a Google, Facebook, or Compusoft account. On iOS devices, it's also possible to log in with an Apple account. The addition of these options changes the login flow.

Now, instead of automatically opening a pop-up window for the user to log into their Promob account, a new screen with all the available login methods is displayed. (89535)

2020 Manager to reference Cyncly in specific areas

1. Changed the 2020 invitation email. (89771)

Add employees

Upgrade to Google Analytics 4

1. Now, the new version of Google Analytics is supported through an automatic migration performed by the platform. To ensure its operation in the future, a new connection to Google Analytics 4 was added. (65638)

Installers | Login | Improve Promob authentication

1. With the addition of new login methods to the installers' app, the Promob account login pop-up no longer appears automatically. (89535)

TE - Insert new columns in the Purchase Order Screen

1. Added the Negotiation and Purchase Order Name columns to the Purchase Order screen. The Number column was changed to Purchase Order Number. (89287)

Support Tool | Search by keywords

1. Added keyword search in the logs for support access. (89544)

Create an endpoint to delete the QA5 test environment

1. Changed the endpoint to work for Owner/Company in People and Table Storage Cache. (93099)

Corrections

Chats - Unread Messages

1. Fixed the unread message counter in the chat. (90697)

Supplier Portal - Cancel PO

1. Now, the supplier can cancel a purchase order with a released status in the supplier portal. (92374)

New message notifications in the Installers App

1. Added a badge with the number of unread chat notifications in the installers' app. (93095)

Commissions - Filters

1. Changed the commission filters: (93197)

Responsibles

Is the creator of the commission and only shows who created the commissions.

Users

Is the commission recipient, for whom the commission will be designated.

Installers

The installer who will receive the commission.

Roles

Is the occupation that creates the commission.

Contact History - Add Event

1. Removed the required description from installer appointments. (93712)

Create a deal without being the project manager.

1. When not the deal's project manager, the following message will appear: You do not have access to this prospect. (93742)

TE - Add installation won't accept all available extension files

1. A change was made to the deal page in the process of adding an installation proposal to allow the sending of file attachments with the extensions .doc, .docx, and .pdf. Files with the extensions .png, .jpg, and .jpeg are still allowed. (94200)

TE - Manufacturing - Installations with missing installers

1. A change was made to show all installations, regardless of whether or not an installer was defined. (94201)

Geometry items were not being imported

1. Fixed the situation where the update didn't work when the geometry items didn't have a UniqueID in the Promob design. (95104)

2. Changed how to populate the ProjectItemID of the integration domain to get the item identification, to distinguish which item it is.

9.4.0 | 2020 Manager - 2020 Manager Pro

Date: 09/21/2023

Enhancements

Improvements in Company Search and Company Engagement in the Installers App

1. Added a call to installers when a company is created to also create the company; (89543)
2. Now, when clicking on an installer notification in a Free-type company, a dialog box opens to update the system;
3. Revamped the company information screen in the installers app;
4. Added a badge to companies that are looking for installers;
5. Companies that are available are now displayed first;
6. Added company address for installer companies;
7. Company coordinates are now calculated using the OSM API;
8. Companies are searched for by proximity to the installer's location equal to or below 80 km.

Support for 2020 Manager Integration

1. Improvements in integrations with FoccoLojas. (92582)

Installers | Login | Authenticate with Google

1. Now, it is possible to log in to the installers app with a Google account. (89535)

Installers | Login | Improve Promob authentication

1. With the addition of new login methods to the installers app, the Promob account login pop-up window will not appear automatically. (89535)

FoccoLojas - Provide an endpoint to retrieve negotiation based on project ID

1. Added an endpoint in external access to retrieve the agreement ID and space ID from the project ID. The agreement should be obtained using the existing endpoints.

FoccoLojas using Maker | Improvements in query systems

1. Added to Maker settings the endpoint api/ExternalAccesses/Accounts/{{AccountID}}/Promob/System. (92582)

FoccoLojas using Maker | Send systemID to Connect

1. Added to the endpoint.

2. Now, the parameter configuration in the system is the Maker configuration ID.

FoccoLojas using Maker | Save 'configuration' in Integration Domains

1. When obtaining negotiation from the endpoint.

FoccoLojas using Maker | Provide previously stored configuration in ExternalAccesses

1. Added the Maker configuration in the Purchase Orders space to the endpoints and Search Purchase Orders. (92582)

Automatically Create a Company on the Installers' side when a new one is registered in the 2020 Manager

1. Added a call to installers when a company is created to also create the company in the same location. (89543)

TE - Rewrite outdated design message

1. Rewritten the message to This design is not in the latest version of Promob. Please update Promob and prepare this project for negotiation again. (89287)

Corrections

Contact - Date of birth

1. Now the date of birth is loaded and saved correctly. (92757)

Display of option date

1. Added optionDate to show the option date. (93234)

Support Access - Access companies

1. Fixed a situation in support access, where the current user was linked to a company that did not exist in the database. (93251)

Purchase Order without payment details

1. Now, the billing address is mandatory. (93571)

9.3.0 | 2020 Manager - 2020 Manager Pro

Date: 09/06/2023

Enhancements

Installers | Companies | Implement geolocation system

1. Added company address to installer companies; (89543)
2. Company coordinates are now calculated by the OSM API;
3. Now, companies are searched by proximity to the installer's location, equal to or less than 80 km.

Calls to Action related to Installer on 2020 Manager

1. Now, when clicking on an installer notification in a Free-type company, the window to update the system is opened. (89543)

Endpoint in the installer application

1. Added an endpoint to add companies to the installer based on IdentityProviderAccountID. (89543)

Standardization of Listing | Adjustments - Manufacturing - Services

1. Now, the Settings - Manufacturing - Services page uses the new style standard. (89546)

FoccoLojas Adjustments and Validations

1. Added a message when Connect presents non-conformity. (92463)

Corrections

Supplier - Items/Catalogs Selection Box

1. Removed the Select All checkbox. (91976)

Update the company

1. Fixed the situation where the company was not updated when logging into the company. (92255)

Date Range Filters

1. The filters now have two date entries. (92264)

Start and Negotiations:

Installations:

Activity Logs - Filters

1. Fixed the situation where selecting and applying filters on the same date in Start Date and End Date would result in n message. (92287)

TE - openPromob from Business is missing

1. Now, the logo is loaded as expected. (92356)

Search Field - Default

1. Fixed situations on the following screens: (92388)Settings – Sales – Commissions;

Start LATAM;
Sales - Negotiations;
Manufacturing - Installations;
Manufacturing - Purchase Orders;
Settings - Sales - Operations.

Purchase Order - Not loading

1. Fixed the Purchase Order screen that was not loading in some scenarios. (92475)

Buy Spaces - Clicking multiple times

1. Now, the Buy Spaces button is disabled after a click during the action execution. (93044)

Closed Deal - Clicking multiple times

1.Now, the Win button is disabled after a click during the action execution and contract loading. This prevents multiple clicks and identical contracts. (93047)

Discount Search Limits

1. Fixed the situation where the table was not loaded correctly. Now, the table is correctly loaded on the screen when no records are found. (93048)

9.2.0 | 2020 Manager - 2020 Manager Pro

Date: 08/23/2023

Enhancements

Supplier Portal - Integration Support

1. Implemented improvements to support SupplierPortal integrations. (89536)

2. The information from the supplier has been added to the purchase order response. (89536)

3. Added functionality to display Purchase Order events in EventCenter. (89536)

Terms and Conditions in the App Installer

1. After integrating the new login screen, the text By continuing, you are indicating that you accept our Terms of Service and Privacy Policy is displayed at the bottom of the page. By clicking on the Terms of Service and Privacy Policy hyperlinks, the respective pages are opened in the cell phone's default browser. (89540)

Support Tool | UI Enhancements for user feedback

1. Added a new feedback type for suggestions. Now, options are larger, the comments field is optional, and a screenshot is required for the feedback. (89544)

Support Tool | UI Enhancements

1. Changed the menu option from Home to Access, with a new icon. (89544)
2. Modified the layout for improved visualization.

Support Tool | UI Enhancements for accessing Support

1. Changes have been made to the Menu and Header. (89544)

2. The results have been filtered according to the type of login (Promob or 2020). (89544)

3. New filter options have been added (company, date, status and type). (89544)

4. The details screen has been improved. (89544)

5. The term Completed has been replaced by Resolved. (89544)

6. A new column for Resolved by has been added, indicating the user responsible for resolving the feedback. (89544)

7. Added a resolution field in the details dialog, necessary to mark feedback as resolved. (89544)

8. It is now possible to reopen feedback that has been marked as resolved. (89544)

Support Tool | Enhancements to the export of feedback to .csv

1. A new option has been introduced to export user feedback to a .csv file. (89544)

New UI Cyncly for the Installers App

1. A new profile page has been developed, allowing users to manage their Personal Information, Working Schedule, Portfolio and Language of the application. Below is an image of the new page. (89644)

89644_1.us.png

2. With the new login screen in the Installers App, the Delete my account feature has been implemented. When the user chooses to click Delete my account, a double confirmation is requested:

In the first place: by typing the word Delete in the dialog box of a pop-up window that provides important information about the consequences of deleting the account;
In the second place: confirming that this action is irreversible.

IMPORTANT: After this confirmation is completed, the account is deleted and the user is logged out. If you wish to log in again, you will need to create a new account.

Installers App

1. The company list on the installers app now includes all companies. (89543)

2. The companies looking for installers are now identified by a badge.

3. Companies connected are now prioritized in the exhibition.

Improvements for Company information screen in the Installers App

1. Implemented improvements to the search for companies and the involvement of companies in the Installers App. (89543)

Calls to Actions Related to Installers in 2020 Manager
1. Now, when clicking on an installer notification in a Free-type company, a dialog box opens to update the system. (89543)

Standardization of listing | Sales - Commissions

1. The Commissions page uses the same stylization as the NA Home page applied to the table and its Search bar + Filter button. (89546)

Standardization of listing | Sales - Surveys

1. The Surveys page uses the same stylization as the NA Home page applied to the table and its Search bar + Filter button. (89546)

Standardization of listing | Sales - Operations
1. The Operations page uses the same stylization as the NA Home page applied to the table and its Search bar + Filter button. (89546)

Standardization of listing | Settings - Sales - Commissions
1. The Settings - Sales - Commissions page uses the same stylization as the NA Home page applied to the table and its Search bar + Filter button. (89546)

Corrections

Contact Address - Number field

1. Corrected the situation in which the Shipping Address data was displayed incorrectly. (91627)

Filters

1. Fixed the situation where filters were displayed incorrectly. Now the filters described below have been redefined. (92236)

LATAM - Home
Sales - Deals
Leads - Contacts
Manufacturing - Installations
Manufacturing - Purchase Orders
Sales - Authorize Discounts
Sales - Received Designs

Company update

1. Fixed the situation where the company was not updated during the company login process. (92255)

9.1.0 | 2020 Manager - 2020 Manager Pro

Date: 08/11/2023

Enhancements

Installer App
1. New integration screen on first login. (89538)

New UI Cyncly for the Installer App
1. The Installer App has been revamped and is now called Cyncly Installers. With the rebranding, all major app pages have been recreated with a new UI and enhanced user experience. (89541)

Home Screen;

Profile;

Profile - Work Schedule;

Profile - Portfolio;

Project Chat;

Chat;

My Requests;

Installation Details;

Schedule;

Companies;

Company Details.

Applying ElasticSearch Suggestions
1. Changed log storage to be organized into monthly indexes. (86963)
2. Updated queries when searching only relevant indexes for the query.

Support Tool | UI Improvements
1. Changed the menu option from Home to Access, with a new icon. (89544)
2. Modified the layout for improved visualization.

Support Tool | UI Improvements for User Feedback
1. Added a new feedback type for suggestions. Now, options are larger, the comments field is optional, and a screenshot is required for the feedback. (89544)

Calls to Actions Related to Installers in 2020 Manager
1. Now, when clicking on an installer notification in a Free-type company, a dialog box opens to update the system. (89543)

Notifications and Responsible Users for Installations/Chats in 2020 Manager
1. The Installer App now lists all companies. (89543)
2. Added an icon when the company is searching for installers in the Installer App.
3. Notifications related to installers are now delivered to all users when no installer responsible is defined.
4. Installer responsibles are now added to the installation chat upon creating an installation.

Standardization of Listing | Leads - Contacts
1. Changed the contacts page to better follow the system's list standard and have improved filter functionality. The contact list itself appears as in the following image: (89546)

The filter appears as follows:

Standardization of Listing | Sales - Negotiations
1. The Negotiations page uses the same stylization as the NA Home page applied to the table and its Search Bar + Filter Button. (89546)

Standardization of Listing | Sales - Opportunities
1. The Opportunities page uses the same stylization as the NA Home page applied to the table and its Search Bar + Filter Button. (89546)

Standardization of Listing | Sales - Purchase Orders
1. The Purchase Orders page uses the same stylization as the NA Home page applied to the table and its Search Bar + Filter Button. (89546)

Standardization of Listing | Manufacturing - Installations
1. New Installations screen with a reset filter. (89546)

TE - Improve Dialogue when the Design System Version is Outdated
1. New warning message when the design system version is outdated. (90919)

Corrections

Spaces - Image
1. Fixed the situation where, when the user inserts an image into the space and opens space information, the image was not loaded correctly. (90910)

Batch Editing of Contacts
1. Fixed the issue where editing the person responsible for multiple contacts did not work correctly. (91513)

9.0.0 | 2020 Manager - 2020 Manager Pro

Date: 07/26/2023

Enhancements

AppInstaller

1. Available to search for all BR companies not AppInstaller.

Home

1. Updated the Listing screens: (89752)

Home

Filters

By clicking the Apply button, the filters dialog should close and the table values should be updated according to the chosen filters:

By clicking the Reset button, the filters should be reset to the default values:

Qualifications

1. Made adjustments to the search field interface and the filter button on the Qualifications page. Now, when changing the filters, the indicator is displayed in orange, the filters are saved, if the user leaves the screen and returns, the filters must be maintained. (89754 and 89755)

FoccoLojas integration

1. Integration of Supplier Portal with FoccoLojas, so when changing the status of the PO (to released, completed, canceled, etc. and when any observation is included in the PO, it is updated according to the registered events. (89798)

2. Added the search for infinite supplier. Here is an example of the search result json: (89799)

3. Added integration to update the Supplier. Here is an example of the json to update the supplier: (89799)

8.6.0 | 2020 Manager - 2020 Manager Pro

Date: 13/07/2023

Enhancements

Infrastructure improvements
1. Improved the infrastructure to make the system more stable and efficient. (86963)

Independence of the installation app
1. Enhanced the infrastructure to make the installation app an independent structure. (87052)

Purchase order with item without price
1. Made changes to disable the release of the purchase order when the item has no price. (87135)

2. When there are two orders with the same space and supplier, with at least one of them having an item without a price: disable both.

EventCenter - Enable resending events with failures
1. Changed the retry logic for events on our API webhook connections. (88232)

Deal to Order
1. Now, the deal can remove the space if it was selected previously but the deal was reopened. (83672)

Making installer appointments private for other retailers
1. Now, installer appointments are set to private when the logged user has no access to the appointment. (83672)

Pending actions in the deal
1. Changed the pending action for outdated budget to require a click to update and calculate the deal. The pending action for calculating is no longer displayed when this pending action is shown. (88374)

Standardizing Settings - Activity Logs
1. Now, the Activity Logs page interface uses the same style applied to the NA homepage for the table and its filter: Search bar + Filter button. (88475)

Standardizing Settings - Manufacturing - Items
1. Now, the Items page interface uses the same style applied to the NA homepage for the table and its filter: Search bar + Filter button. (88475)

Standardizing Settings - Manufacturing - Suppliers
1. Changed to the new user interface. (88475)

Chats microservice
1. Tests for chats were added again. (89401)

Improving project import to support multiple spaces
1. Project import was enhanced to allow a budget with multiple spaces. (89744)

Corrections

Payment Terms - Division
1. Fixed a situation when obtaining payment condition installments for enterprise companies.
2. Payment term recalculation is now performed on the backend. (71167)

Installation App (Android/iOS)
1. Now, in the chats list, the app chat receives notifications as intended. (85700)

Extra document in Promob, the document is not appearing in 2020Manager
1. Fixed a situation when adding/changing a document for a person in Promob, the document was not appearing in 2020 Manager. (88141)

Space - Options
1. Fixed a situation where, when a deal had more than one option for a space, only the unmarked space was being shown. (88619)

8.5.0 | 2020 Manager - 2020 Manager Pro

Date: 06/28/2023

Enhancements

Chat as a microservice

1. Chats are now a microservice with independent infrastructure.

2. Changed chat authentication to not use companies from 2020 Manager. (87052)

Installers API Documentation

1. Added Swagger documentation for the installer.

Finalization of PDF stored on the installer's side

1. The file is now being saved in the installers and negotiation. (87052)

Validate installer availability when adding a new installation proposal

1. Now, as soon as the user adds dates and saves an installer, if there is already an installation proposal for that date, a dialog box will appear for conflicting appointments, similar to the calendar's dialog box. (83672)

Improve labels in the input component

1. Now, when the field title is too long, three dots will be displayed and the full text will be added as a tooltip, so that when the mouse hovers over it, the full text is displayed. (88375)

Corrections

Create deal without being the project manager

1. Fixed the condition to check if the current user is responsible for the Prospect. (88231)

Negotiation occupancy

1. Changed the busy state to a busy dialog box when the design is being updated. (89516)

8.4.0 | 2020 Manager - 2020 Manager Pro

Date: 06/15/2023

Enhancements

SignalR Improvements
1. Improved some screens to automatically update displayed data, removing the refresh button in the header. (87095)

Change refresh button to SignalR - Received Designs
1. Now, on the received designs screens, selected designs are retained when the list is refreshed. (87095)

Change refresh button to SignalR - Qualifications
1. Now, the qualification screen is automatically updated when changes are detected. (87095)

Purchase Order without item price
1. Made a change to disable the Purchase Order release button when the item has no price. (87135)

EXAMPLE: Two orders with the same space and supplier, where one of them has an item without a price, both are disabled.

New country in the system - Panama
1. Implemented the country Panama in the system. (83672)

New country in the system - Portugal
1. Implemented the country Portugal in the system. (83672)

New country in the system - Switzerland
1. Implemented the country Switzerland in the system. (83672)

New country in the system - Luxembourg
1. Implemented the country Luxembourg in the system. (83672)

Review of TIN documents
1. Developed a regex code in the USA to validate certain types of system documents. The countries are Switzerland, Portugal, Spain, France, and Luxembourg. To validate: (83672)

SWITZERLAND

For individuals: OASI consists of 13 digits, in the following format: 756.9999.9999.99. The first 3 digits correspond to the initial country, which is 756 for Switzerland.
For corporations: TIN consists of 9 digits with the prefix CHE, in the following format: CHE-999.999.999.

SPAIN

For individuals with Spanish nationality: DNI consists of 9 characters with 8 digits and 1 letter, in the following format: 99999999L.
For individuals not required to have a National Identity Card: TIN consists of 9 characters with 7 digits and 2 letters, in the following format: L9999999L.
For individuals without Spanish nationality: TIN consists of 9 characters with 7 digits and 2 letters, in the following format: L9999999L. The first letter is M, X, Y, or Z.
For corporations: TIN consists of 9 characters with 1 letter, 7 digits, and 1 alphanumeric character, in the following format: L9999999N. The first letter is A, B, C, D, E, F, G, H, J, P, Q, S, U, or V for Spanish corporations, N for foreign corporations, and W for permanent establishments of non-residents in Spain.

LUXEMBOURG

For individuals: TIN consists of 13 digits.
For corporations: TIN consists of 11 digits.

FRANCE

For individuals: TIN consists of 13 digits, and the first digit is always 0, 1, 2, or 3.
For corporations: SIREN number consists of 9 digits.

PORTUGAL

For individuals: NIF (Tax Identification Number) consists of 9 digits. The first digit for individuals is: 1 to 3 for resident individuals, and 4 for non-residents (subject to withholding tax).
For corporations: NIF consists of 9 digits. The first digit is 5 for corporations and public entities, 6 for states, 7 for properties, investment funds, non-resident corporations (subject to withholding tax), and 9 for irregular companies and others.

UI Improvements
1. UI improvements for smaller screens and a new search bar style. (84138)

Improving webhook payload for FoccoLojas
1. Added design status to the event. (84139)

Asynchronous tasks - financial
1. Improved tasks used in the financial project to perform behaviors asynchronously. (75082)

Corrections

Purchase Order - Date format in region settings
1. Fixed date formatting issue throughout the system. (87822)

Purchase Order with missing attachments
1. Made a change to display business attachments when the user clicks to send a Purchase Order via email on the Purchase Order screen. (87870)

Add item supplier
1. Fixed the link between item and supplier when editing a space. (87981)

Update/busy messages
1. Fixed the issue of sent messages not reloading the attachments tab. (88088)

Contact Address - Number field
1. Made a change to display an appropriate message. (88222)

Contact History - Adjustments
1. Fixed arrow action in Contact History and the Created Contact message. (88227)

Owner search with special character
1. Fixed owner search with special characters. (88314)

Chat - Messages/Quantity
1. Fixed the situation where chat notifications were being duplicated. (88384)

Purchase Order - Messages exceeding text box
1. Fixed the message box in the Purchase Order. (88434)

When adding or removing installers in the company, changes are not being retained
1. Fixed installer information when adding or removing an installer. (88550)

File import from 2020 Manager
1. Fixed the issue with design import in 2020 Manager. (88718)

8.3.0 | 2020 Manager - 2020 Manager Pro

Date: 05/31/2023

Enhancements

TE - Expand message box within the Purchase Order

1. On the Purchase Order Details page, in some screen resolutions, it was difficult to read longer messages. To fix this, messages are now limited to three lines when displayed, and a tooltip is shown for the full message. (83672)

Change SendGrid API keys

1. Updated keys used when sending emails from 2020 Manager. (86963)

TE - Installation term not respecting localization

1. The header of the Installation Term document is now localized based on the user's language preference in the application. (83672)

Trading Performance (SQL)

1. Improved trading performance. (86963)

Review reintegration

1. Added behavior that allows modifying the end date in the Support Panel. (83672)

Dialog Box according to usability

1. Modified the way adding Environment/System works. Now it's possible to add an Environment with a System in a single dialog box, without the need to create an Environment first and then edit it to add a System. (86914)

Update button for SignalR - Calendar

1. The Calendar page now automatically updates its data when:

A new appointment is created.
One of the appointments shown on the calendar is updated or deleted.

The update button is still available to the user because appointments saved outside of 2020 Manager (such as appointments from Google Calendar, Outlook, etc.) still need to be manually refreshed.

Update button for SignalR - Contacts

1. The Contacts page now automatically updates when a new contact is added or updated. With this change, the update button has been removed. (87095)

Update button for SignalR - Purchase Orders

1. The list of purchase orders now automatically updates when changes are detected. (87095)

Update button for SignalR - Trading

1. The Trading List page now automatically updates when a new trade is created or updated (when its value is recalculated or its current phase changes). With this change, the update button has been removed. (87095)

Purchase Order Release

1. Added a test for releasing the Purchase Order. (87434)

Logic in installers in the business

1. Improved logic in installers and pending action in the business. (87953)

Add event

1. Added isFormValid for both forms in the dialog box. (87816)

Business/Installers

1. Improved the pending action to show the message Not all environments were installed only when the trade is in the correct phase. (87921)

2. Improved installation to show unread messages for installation.

Corrections

Android/iOS Installer App

1. Fixed chat situation in the installer app. Now, in the chat list, the chat from the app receives notifications normally. (85700)

Document type change

1. Fixed situation where, when changing the document type, the system was not saving the changes. Disable the document type field when the contact already has a document type.

Project Name - 2020 Manager x Promob

1. Fixed situation where the header of the environment edit dialog box was not reacting to changes made in Promob. (86918)

Purchase Order - Unnecessary message

1. Fixed situation where a dialog box alerting users about released Purchase Orders was appearing even for already released orders. (87050)

Design File Selection

1. Fixed situation during design file selection. (87366)

Purchase Order Attachment Email Sending

1. Fixed situation to display attachments only when it is a Purchase Order email. (87373)

When it is a Purchase Order email:

When it is not a Purchase Order email:

Filter Purchase Order Items

1. Fixed situation when filtering Purchase Order items with keywords. (87525)

UI/UX Improvements

1. Fixed translation error.

Send email through SupportPanel access

1. Fixed a situation where an error message would appear when trying to send an email with an invalid user. (87620)

List supplier catalogs

1. Fixed a situation when listing supplier catalogs. (87621)

Name Field - Purchase Order

1. Fixed editing of the name field in the Purchase Order. (87667)

Contact Source - Order

1. Fixed a situation where the Contact Source was not sorted alphabetically. (87837)

8.2.0 | 2020 Manager - 2020 Manager Pro

Date: 05/17/2023

Enhancements

New UI/UX for proposed installation
1. Setup appointments can now be created prior to purchasing environments. When reopening a deal, if it has active installations, the user is asked to remove them. An installation can only be canceled if it has not yet been verified. (83669)

2. New installation add/edit:

New Facilities Management Screen
1. Added installation screen. (83670)

2. Ability to access the trade by clicking the Deal Info button in the Info tab.

3. Ability to send message to the installation screen by typing a message in Type Your Message to send text messages or clicking the attachment button to send file messages in the Chat tab.

4. Ability to edit customer data by clicking the Edit Customer button on the Customer tab and clicking the Save button.
5. Ability to change or add installer by clicking Edit Installer or Add Installer in the Installer tab and then clicking the Save button.
6. Ability to edit installer data by clicking the Edit Installer button on the Installer tab and clicking the Save button.

7. Ability to view event details and event file by clicking on an event in the History tab.

Compatibility of Promob Maker with Supplier Portal
1. Improved the automatic registration of Suppliers when the design comes from Promob Maker. When the design comes from the Manufacturer and the Purchase Order is released, it is validated that the design is valid. (84140)

New calendar installations
1. Removed the ability to add new installations from the calendar. (83669)

Deal - Improvements in the installation section
1. Added a Go To icon button in the Installations table on Deal. (83669)
2. Has been renamed Commitment to Proposal.
3. The Chat icon now turns orange when there are unread messages.

Deal - Pending actions of installation
1. Implemented two new Pending Actions:

Not all environments have been installed;
Installation messages were not read.

Control installations
1. Added number to installations. (83670)
2. Added endpoint to get trade from installations.

Installation list
1. Created a new page to list and search the company's Installations. To access, the user must have the Settings - Settings - Installers permission. In this new list, user can filter by predefined status filters or custom filters.

New installation screen - base structure and information section
1. Added new factory install screen. (83670)
2. Added info section to install screen.

New installation screen - status
1. Added status section to install screen. (83670)

New installation screen - client
2. Added client section to install screen. (83670)

New installation screen - Installer
1. Added installer section to install screen. (83670)

New installation screen - Chat
1. Added chat section to install screen. (83670)

New installation screen - History
1. Added history section to install screen. (83670)

Installers Application - Installation Schedule Confirmation
1. Previously, when accepting an installation, an appointment was automatically created for it. Now the user needs to manually create an appointment for the installation and after accepting it. For more information on scheduling and creating an installation, click here. (83670)

Supplier Portal - Change mandatory data CPF to TIN
1. Changed CPF mandatory data to TIN, to target users with customers outside Brazil. (83672)

Call for manufacturer configuration validation

1. Improvement in the automatic registration of suppliers, when a project comes from Promob Maker. (84140)

Do not allow a company to have less than one document for each type
1. To have a way for the application not to allow the deletion of its last document, for each type, this behavior was added when trying to delete a custom document. (86368)

Update or remove jQuery from vendors.bundle.js
1. Updated the used jQuery version to the latest version. (86963)

Supplier Portal - Initial columns and filter fixes
On the Supplier Portal:
1. Removed Store Status column and added Status column. (83672)

2. Removed Filter Storage Status.

Focco - Save Promob hash and add to GetNegotiation endpoint
1. Added design identification for Focco. (87267)

Corrections

Received Projects Screen
1. Updated integration to connect new endpoints. (65717)
2. On the Drawing Received screen, it is possible to search for all Users. Improved to always get the current option and version for the last budget created.

Edit Installation - Attendees/End Date
1. Fixed situation in installation editing dialog box, where end date changed randomly when clicking on other fields. (83990)

Purchase Order - Address
1. Fixed input not inserting spaces correctly. (85780)

TE - Specifier card is not kept on screen according to
1. Fixed fixed card width. (85990)

Contact - Sorry, you are not authorized to view this project
1. Fixed the message when the user clicked on a deal in Contacts. (86233)

Error accessing the Connect API
1. Improved integration with Connect, to only integrate when space has ProjectID, SystemID, OptionID and VersionID. (86543)

Unaligned Button - Submit Order
1. The Send Emails and Files screen buttons have been realigned. (86564)

Fields in Supplier Portal are not respecting resizing
1. Changed fields in Dispatch and Installation to respect resizing in Purchase Order screens. (86644)
2020 Manager: Purchase Order
1920x1080

1366 x 768

Supplier Portal: Purchase Order
1920 x 1080

1366 x 768

Offers at your fingertips - Filters
1. Fixed situation where selecting to choose a date filter option in the data table would open a dialog with no way to choose a date correctly. (86708)

Purchase Order does not show customer card
1. Fixed hidden columns based on resolution. (86858)

Add Installation - Invalid Company
1. Fixed situation where user could not add an installation in the business details screen if the company was not saved at least once in the Installers page. In this situation, it would display the error Invalid Company.
Now, before adding an installation, a message appears on the Installation card on the Business Details page saying that you need to complete the company setup on the Installers page. (87232)

Allow to change delivery date after Supplier Status
1. It is now allowed to update delivery date in few steps. (87471)

8.1.0 | 2020 Manager - 2020 Manager Pro

Date: 05/04/2023

Enhancements

New UI/UX for 2020 Manager installer configurations

1. Created separate page for installers settings. The page content is separated by two tabs, Settings and Installers, details of the company Installers are now properly delegated. For more information click here. (83668)

New Installers section - Menu entry and screen structure

1. Added new menu option to access new Installers page. The option can be accessed via Settings - Settings - Installers. The permission required to view this menu option is the same as previously used on the Company Information tab, so changes to user permissions are not required. (83668)

2. The Settings tab contains the Installers form.
In this form, the following fields are present:
1. Responsible users: company users who will be part of all activities related to the facilities;
2. Search for new Installers: if checked, the company will be listed in the Installers App and new installers will be able to join your company;
3. Name: company name in the Installers application (default is the company name itself);
4. Phone: Company phone in Installers app (default is main company phone);
5. E-mail: company e-mail in App Installers (default is main company e-mail);
6. Description: Description of the company to be shown when the installer views the company details in the Installers application (there is a default text if none is saved).

New Installers Section - Installers Tab

1. The Installers tab lists all installers that have requested to join the user's company. These installers are listed in three different groups: (83668)
1. New: installers whose application status is Pending (New installers who will apply to join the company will appear in this group);
2. Management: installers whose request status is Approved;
3. Rejected: Installers whose request status is Rejected.

New Installers Section - Installers Profile Dialog Box

1. New dialog displayed when user clicks on any installer in the list. Unlike the previous dialog, where the user could only change the status of the contract and the person related to it, profile picture, portfolio, phone and working hours. (83668)

New Installers section - Automatically create supplier

1. In the new installer dialog box, there is no field to link an installer to a person in the company, unlike the previous dialog box. This field has been removed, from now on, every time the installer's contract is changed, the system automatically creates a person for this installer (with the same information that the installer has) and also a supplier related to the person, which makes it easier easy for user to link installer with 2020 Manager. (83668)
Thus, there are three scenarios where this change interferes:

If an installer does not have a person linked to him, the system automatically creates and links a person with the installer's data and a supplier related to the person with the same data.
If an installer already has a person linked to it, but no supplier is related to the person, a new supplier with the installer's information is created and linked to the installer.
If an installer already has a person and also has a vendor linked to that person, there will be no changes to those relationships.

The above rules also apply to all previous or rejected installers whenever their status changes.

Business - Improved action behavior with installations

1. Installation Appointments can now be created prior to purchasing Environments. When reopening a trade, if it has active installations, the user is asked to remove them. (83669)

2. An installation can only be canceled if it has not yet been verified.

Implement button to expand the list of Purchase Order items

1. Implemented a button to expand the list of Purchase Order items. (83672)

Button

Expanded item list

Purchase Order - store tab design releasing improvements

1. Improved validation for releasing and canceling Purchase Orders for the same environment. (83672)

TH - Hide Supplier information if it is still empty on the Purchase Order screen
Internal Manufacturing - Purchase Orders. (83672)

1. Hide the Supplier Status column if the order has not yet been released

2. Hide the Supplier SO N column if the order has not yet been released and does not have a number.

3. Show the Supplier Status column if the order has been released.

4. Show the Supplier SO N column if the order has been released and has a number

TE - New pending action on trades for items with price 0

1. Added validation to block the release of a Purchase Order with an unpriced item. (83672)

Distinct items not produced by the supplier

1. Added field to inform that the item is from the supplier's catalog. (83672)

TE - Purchase permission in Deals must also hide the Purchase Order section

1. Now the Purchase Order has been applied to the Purchase Order card in a deal. (86080)

Improve the query of Purchase Orders made by Promob

1. Added IdentityProviderAccountID as a filter when searching for Purchase Orders, improving search performance. (86347)

Improve Open 2020 Manager through Promob URL

1. Improved integration with Connect to result in the correct URL being integrated. (86422)

Improved the refresh screen on trade and Purchase Order screens.

1. After clicking to edit a Purchase Order and canceling it, the system does not update. (85366)

- After clicking to edit/view an item and canceling it, the system does not update.

- After clicking to edit a note and canceling it, the system does not update.

The Purchase Order is not calculating the total value of the item

1. Added domain event handler for Purchase Order Item - Final Price Calculation. (85371)

SupplierPortal | Value delivered in TablePrice

1. Improved the Price List, the value is Total plus Total Components divided by quantity and repetition. (86181)

Corrections

Fixed refresh screen on trade and Purchase Order screens.

1. Fixed situation in which the system did not update after clicking to edit a Purchase Order and cancel it. (85366)

2. Fixed situation in which the system did not update after clicking to edit/view an item and then canceling it.

3. Fixed situation in which the system did not update after clicking to edit an observation and canceling it.

Purchase Order User Interface

1. Fixed Purchase Order UI behaviors - width and columns. (85390)

Enviroments - Check/Uncheck

1. The system now allows the remaining environment to be rescanned to enable the user to rescan the environment. (85685)

Contact history

1. Changed Prospect Created icon tooltip to:

Title: Prospect Created and below Prospect Was Created.

Content clicking is now resolved after dropping a file. (85695)

OpenPromob

1. Fixed behavior when clicking to open the project in Promob on the negotiation screen. (86250)

8.0.0 | 2020 Manager - 2020 Manager Pro

Date: 04/20/2023

Enhancements

Restrict Pro trial to BR only
1. In order to restrict the tests in companies outside Brazil, changes were made in the creation of the company so that it is only possible to carry out the test if the company's address is in Brazil. (84141)

Re-expose price information in transactions
1. Pricing information is now better represented on a transaction page. The new information can be found by accessing the details of an environment that has the type of information available. For more information click here. (84142)

List of items organized in Purchase Order PDF
1. Items in the Purchase Order PDF are now shown in alphabetical order. (84143)

2020 Manager security flow for Promob design
1. Added behavior to check if the user has access to the account where the Promob integration projects are.

2. Create the company and/or add the user to the company, automatically, if the user does not exist and is a member of the company. (77922)

TE - Refine option names and versions for business spaces
1. Added Design Option Name and Budget Date information to the Edit Space dialog. (84712)

Supplier Portal login flow
1. When you access the Supplier Portal with a Purchase Order URI, for example when you need to login and you are asked for this original URI and you are redirected to the home page. Fixed to keep this URI when it is registered. (84240)

TE - Replace PO Required data dialog box
1. The alert message when releasing the Order when the Mandatory Data is not filled in has been changed. (85141)

TE - Label of the contact section within the trade
1. Modified the label of the contact section within Negotiation from Contact to Customer. (85142)

Corrections

App Installer - iOS - Infinite loop when clicking See All Files in chat details
1. Fixed situation where clicking the See All Files button on the Chat Details page caused an infinite loop and the user was unable to interact with the application again. (82971)

Received Projects - Tip
1. Fixed Standard Tip for the Alert icon. (83991)

Purchase Order Item Dialog Box
1. Fixed undefined itemCategory. The item was missing category information. (84068)

Verifiby BR company creation - Type of company
1. Fixed situation related to company creation without trial version. (84147)

App Installers - iOS - Problem with gallery
1. Fixed situation in the iOS version of the Installers application, in which the popover from the gallery was not displayed correctly. Now, the gallery component has been changed to a pop-up dialog, similar to when the user clicks on a PDF file on the Details page of the chat. (84218)

Calendar
1. Fixed situation where appointments lasting more than 1 month only appeared on the calendar in the first month. (84414)

When my Space has more than one Buy Order and one is cancelled, the Trading is reversing phase
1. Changed the validation when a Purchase Order is cancelled, the Negotiation returns to the phase only if all purchases in that space are cancelled. (84984)

Send 2020 Manager image to Installers app
1. Fixed situation where the images received from the 2020 Manager for the App Installers were not being saved correctly, causing empty messages to be displayed in the Chat. (85759)

Articles in this section

2020 Manager - Release Notes - Version 8.0.0 and higher Follow