We at Asignet take great interest in what our most important QA Team (our clients) have to say. So in this section, we’ll be mentioning future improvements to the platform based on user stories from various requests across our clients. Completed enhancements are highlighted in green.
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Customer E - Persistent custom sorts/pagination by user profile
As a user frequently working with sorted or paginated views, I want my custom sorting and pagination preferences to persist across sessions and browsers based on my profile, so I don't need to repeatedly set these preferences. -
Customer H - Search invoices by GL in Inbox/Paybox/Archive filter
As a finance user, I want the capability to filter and search invoices by specific GL accounts assigned to Billing Items (BIs), restoring functionality previously available in CLM6, so I can efficiently track and manage financial data. -
Customer D - Multiple Account Linking
As an account manager, I want to link accounts flexibly (e.g., parent-child, merged, split relationships) beyond the current 1:1 limitation, so I can accurately represent and manage complex account structures. -
Customer I - Sorting in Master Search for invoices
As a user working with invoices in the Master Search module, I want the ability to sort results by invoice dates, so I can efficiently locate and manage invoice data according to my preferences. -
Customer H - Allocate fixed dollar amount instead of percentages
As a finance user managing allocations in CLM7 Inbox, I want the ability to allocate expenses using fixed dollar amounts rather than only percentages, so I can more precisely control budgeting and expense distribution. -
Customer F - Notification for failed AP File generation
As a finance analyst I would like to receive a notification for each file that fails the export so I can escalate the issue quickly and have a more precise control for AP monitoring. -
Customer E - Configurable device selection in Transfer of Liability workflow
As an administrator, I want the ability to configure the Transfer of Liability workflow to restrict device selection to either "Existing Device" or "Acquire Device," so I can ensure users follow specific device management policies aligned with organizational needs. -
Customer J - Default to expandable view on Inbox report
As an invoice approver, I want the system to remember and default to my last selected view (expandable or tab view), so I can maintain my preferred interface and improve my workflow efficiency. -
Customer K - Change Mobile Policy from Master Search
As an administrator managing wireless orders, I want the ability to update a user's Mobile Policy directly from the Master Search module, so I can streamline workflow adjustments without navigating separately to the Wireless WKF Config module, enhancing operational efficiency. -
Customer M - Configurable Time Zone
As an admin, I want the option to configure the display time zone (e.g., EST) instead of defaulting to server time, so I can view incidents and platform activities accurately aligned with my local or organizational time preferences. -
Customer A - Display Current Rate Plan on Upgrade Workflow
As a user or administrator performing upgrades, I want the current rate plan clearly displayed within the Upgrade Workflow, so I can make informed decisions without needing to search elsewhere, improving accuracy and efficiency. -
Customer B - Display Total Amount for Wireless Orders
As a user placing wireless orders, I want a clear label displaying the total combined cost (device, rate plan, accessories), so I can quickly understand the complete expense associated with my order without manually summing individual costs. -
Customer U - Custom filters at the client level in the Inbox/Paybox/Archives As a user of the Invoice Lifecycle, I would like to filter on the things that are important to my company, but may not be important to other companies. Therefore I would like the ability to add any field available in the invoice grid to the filter, for all users at my client. Examples might include Account Description, Ledger Parts, Corporate Name, etc.
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Customer E - Make all Account Detail fields available in Accounts Manager Grid As a user of Accounts Manager, I want to be able to add fields such as POC, Remit Name, Custom Field 1, etc. to the grid. All fields that are available in the Account Detail screen should be available to be added to the grid.
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Customer M - Invoice Notes icon in the Inbox/Paybox/Archives As a user of the Invoice Lifecycle, I would like an indicator (for example, a yellow post-it note icon next to the invoice number) to know that someone has added a note to an invoice when I am reviewing the grid of invoices in the Inbox (and Paybox and Archives).
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Customer P - Account Number filters in Inbox/Paybox/Archives should be a multi-select As a user of the Invoice Lifecycle, I need to be able to select multiple accounts and/or multiple vendors when filtering to research issues.
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Customer G - Edit line description in Inbox and Account Manager As a user of Expense Management, I rely on the line descriptions to tell me how each line on an invoice is used, and therefore allocated. As I frequently need to update these, it would be very nice to be able to edit them directly in the Invoice Detail screen of the Inbox, and also in the Account Manager, without needing to go to inventory, filter, and update the description there.
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Customer H - Add Comments History to Disconnect orders As a user of wireline ordering, I need to see all comments on all order types, regardless of whether the order is in progress or completed.
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Customer F - Need screen to view Check Feedback File uploads and need email alerts As a user of Expense Management I need to be able to see the status of recent Check Feedback File uploads. I would also like to be notified via email if a Check Feedback File upload fails so I can fix the file.
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Customer R - Mobile Orders placed by Telecom Admins should not require approvals As a user of mobile provisioning, I need to have an option (configurable at the client level) where orders placed by my Telecom Admins (as opposed to end users) do not need to go through the approval process.
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Customer F - Filter option to store the user’s last setting and use it the next time they log in As a user, I may need to leave the Asignet platform to perform another task, and by the time I get back my session has expired. I want to have the option to have my last filter settings saved and used the next time I log in, so I can continue what I was working on.
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Customer C - Show employee’s Organization in Global Search results for Employees and Orders As a user of Global Search, it is important to know an employee’s organization when reviewing search results where there are similar employee names
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Customer P - Shortcut to edit account information when reviewing invoices in the Inbox As a user of Expense Management, I frequently need to review and/or update account information when I am reviewing an invoice in the Inbox. Therefore I would like a shortcut, like an “edit” link or a “pencil” icon, that takes me right to the Account Manager, Edit screen for that account.
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Customer C - Add “Requested By” and “Notes” to mobile order approval emails As a user of mobile provisioning, I need to review who requested an order and any notes they added before going to the platform to approve.
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Customer C - Show orders placed for others under “My Orders”
As a user of mobile provisioning, I would like to see orders I have placed for others (for example, my direct reports) when I am in the “My Orders” section of Usage Management. -
Customer E - Add an import/export capability for Vendor Contacts As a user of Expense Management, I would like the ability to export all of my contacts to review, and also have the ability to import a bulk list of vendor contacts.