What’s New in PMAPSpmapswebpro.com/.../pmaps_whats_new_winter_2017.pdf · What’s New in PMAPS...

What’s New in PMAPS Winter ’17 Release

Proposal Software 4539 Metropolitan Ct. Frederick, MD 21704 USA Tel: 203.604.6597 www.proposalsoftware.com

What’s New in PMAPS Winter ‘17 i Rev: 12/3/2017

www.ProposalSoftware.com

Table of Contents Administration ........................................................................................................................................... 1

Compliance Central ................................................................................................................................. 4 Dashboard ................................................................................................................................................. 4 Dashboard and Search ............................................................................................................................ 7

General ...................................................................................................................................................... 7 Reports ..................................................................................................................................................... 10 Search ...................................................................................................................................................... 12 Viewer ...................................................................................................................................................... 18

What’s New in PMAPS Winter ‘17 1 Rev: 12/3/2017


This document provides details (and screen shots where appropriate) on all the new features, additions, changes, and fixes in the Winter 2017 release of PMAPS.

Administration Alphabetized word replacement list by Keyword in administration.



Added a new report to Server Reporting that provides unique user logins (by named account) and a count of total unique user logins per month.



Under the Users/Groups/Directories Users option, the Delete and Deactivate icons swapped locations to re-enforce the best practice approach, which is to deactivate users. The Deactivate button now displays when you select a user from the Users window. The Delete option now displays at the bottom of the page, once in the Edit view for a user.



Compliance Central Changed the text display during the import process from “Click to Refresh Compliance

Central” to the refresh icon.

Dashboard Added an “undo” button to remove the last insertion into an Excel document when open

through the viewer.



Modified the layout of the dashboard options to mirror settings in the Search options. We removed the “Items Per Page” and the number of results is the same as those in the user’s Search preferences.

Ability to click next and previous buttons to navigate through proposals instead of clicking on page numbers.



Made the proposal attributes available for the related dashboard proposal record when viewing an individual RFP assignment (viav Show Options).

PMAPS will now add a contact to the picklist when transmitted from Salesforce.com, provided the name is in the correct PMAPS format of Last, First.



Dashboard and Search Added the ability to apply another filter when accessing a specific filter from the column

headers. Adjusted the filters windows to display values optimally and maximize space.

General Updated to disable outgoing TLS 1.0 encryption protocol for outgoing transmissions from

PMAPS (for Salesforce.com integration and other API interfaces). Revamped and improved security of PMAPS-to-PMAPS (P2P). Adjusted the web pages to ensure users will not have to clear the browser cache to view

pages properly after a getting new release. Improved the icon layout so that icons display and operate correctly when zooming in and

out.



Added the ability for each user to show/hide the hover preview feature through Modify Columns.

Added the option for each user to apply the preferred number of rows in the search results window.



Altered the filters indicator to be more obvious on screen, along with the icons for Modify Columns, Reset Sort, and Reset Filters.

The Reset Sort icon now only appears when there is sorting in place. The Reset Filters icons now only appears when there are filters in place.



Reports Organized the report properties window to display fields alphabetically by tab.

Added record revision detail fields to the report properties for new and existing reports.



Added record revision detail to the Q&A Attributes built-in report under Server Reporting in the ADMIN page.



Search Moved the “Save as Attribute Group” option from to the bottom of the “Attributes” page.



Collapsed the view/edit icons into a single dropdown menu.

Added the option to send a search record through email without using the viewer.



Added the option to view the PDF of a record through the browser without using the viewer.

Added the option to download the PDF of a record without using the viewer.



Added the option to download the record without using the viewer.

Added the option to image preview a record without using the viewer.

Collapsed the insert icons into a single dropdown menu.



Added the option for each user to display either one or two lines of text for each record in the search results window.



Added the ability to combine multiple Microsoft Word records into a single Word document via the “Download/Checkout” feature. This is an alternative to using the “Verify” and choosing “Internal Review Only” when records are already in compliance central (which is prevented since records cannot be sent to compliance central multiple times).

Added the ability to right-click on a value in multi-select fields to apply a filter.

Added the “Insert Short Answer” option to the “View Document” toolbar.



Updated hover labels for insert functions in the “View Document” toolbar to be consistent with icons on the “Search” page.

Viewer Modified the viewer to increase the download speed. Modified the viewer so that users are not required to open the viewer from the ADMIN page

after a new release. Added the product name to the two viewer executable files (“ViewerLauncher.exe” and

“WebProViewer.exe”).



Added ability to view the default Word save option in the local user’s Microsoft Word instance to the viewer’s About tab.



Made the search text field a toggle to hide/show when using the “Hide Search Text Box” and “Show Search Text Box” options in the Viewer Settings where previously the field was greyed out.

Made the viewer toolbar always set to 100% visibility and removed the option to change transparency. Users may now minimize the viewer toolbar.

Proposal Software 4539 Metropolitan Ct. Frederick, MD 21704 USA Tel: 203.604.6597 www.proposalsoftware.com

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