Dear Valued Customer,
The ChannelOnline team is pleased to announce the upcoming release of ChannelOnline 6.1. This release will roll out to all ChannelOnline customers on Friday, April 18, 2014. Many changes are in this release so please review the changes and/or attend the pre-release trainings.
The new and updated functionality is briefly described below with links to more detailed information.
- Document Design and Delivery
- Activity log
- Footer action bar
- Electronic Signature for quotes and proposals
- Proposal template designer and builder
- Business Process Improvements
- System Notifications
- Customer Purchase Approval System (CPAS) improvements
- Additional improvements
- Supplier enhancements
- Various Improvements and Fixes
If you have questions about this release, please contact your sales manager, or contact customer support at ChannelSupport@CBSi.com.
Thank you,
The ChannelOnline Team
ChannelOnline 6.1 Release - Scheduled for April 18, 2014
The 6.1 Release of ChannelOnline brings new document design and delivery features, plus a series of back-end changes to enhance functionality and the business process experience.
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Please attend a training to learn about this release:
| Tuesday April 15th, 4 PM Eastern / 1 PM Pacific |
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| Thursday April 17th, 1 PM Eastern / 10 AM Pacific |
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Document Design and Delivery
All Quote, Order, and Invoice documents have a new 'Activity' sub-tab to the right of the 'Sourcing - All Suppliers' sub-tab that provides a view of the who, what, and when about that document. Read more...
The footer on all documents changed so that users can access it at anytime while working on a document. Read more...
Electronic Signature (E-Sign)
When working on a quote or proposal, a new delivery option called 'Electronic Signature' will appear at the right bottom of the footer action bar under the Send link. Read more...
Proposals and Template Designer
Proposal creation involves two distinct stages. The first stage requires that you create a starting template. The system includes two starter templates as a reference. Once the template has been created and enabled, the second stage is to leverage one of your templates to create rich proposals for your customers and prospects. Read more...
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Business Process Improvements
Users no longer have to rely on system e-mails for updates and placed orders. Two notification buttons, one green and one red, in the top bar next to your logged in name inform users of new messages. Read more...
Customer Purchase Approval System (CPAS) Improvements
Improvements have been made for internal and external uses of CPAS. Read more...
Improvements have been made to the following features:
- System emails
- Site navigation menu
- Manual Document Status change
- Delivery Status Updates
- Quote stage and probabliity to close
- Customer view tab
Read more...
Enhancements have been made for the following suppliers:
- ScanSource
- Dell PartnerDirect
- Ingram Micro
- Cisco
Read more...
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Updates and fixes have been made to a variety of functions for the U.S. and Canada. Read more...
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Webinar: The Complete XP EOS Business Plan Power Panel - An Interactive Session
April 17, 11AM Eastern - Join us for an expert-led panel who will share best practices you can use to understand the opportunity in your base, and then market, sell and execute profitable XP migrations & related upgrades and enhancements. Earn the trust of your client as you reduce vulnerabilities and help them take their business to the next level! Register Now.
April 16 & 17 - ChannelOnline has a number of tickets to this event to give you free access. Find out more about the event and register by clicking here. Use code: CNET to get your complimentary passes.
May 14-16 - Join us in Orlando where we will be exhibiting. We would love for you to stop by our booth! Learn more.
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