January 2024 Release
The following features and fixes were released in January 2024.
New validation button on installed extensions table - You can now validate the settings of any installed extension without needing to click into the extension details with a simple button on the installed extensions table. If there are any issues, you will see a tooltip style message of the error message.
A successful validation message
A validation error that will require attention
Ad-Hoc Workspace Items - If you need to create an item that is not in your catalog to send to an opportunity or quoting tool, you can now create an Ad-Hoc item. These are temporary items that only exist on your workspace and have a smaller subset of fields. To add one, simply click the plus button on the workspace command bar.
Customer Request Analyzer (Private Preview) - We have started work on a new customer request analyzer to replace the Document Analyzer and add additional functionality. This provides a new UI as well as allows you to choose between multiple options for each product suggestion. This is still in early development and if you would like to test it out, reach out to our support team.
Procurement Work (Private Preview) - We have continued to work on the procurement process based on customer feedback and released many new features & fixes for this function. If you would like access to the procurement feature in Adaptive Catalog, please reach out to our support team.
Pass Images to ConnectWise CPQ via PunchOut - Working with the ConnectWise team we now support passing Images & Notes to ConnectWise CPQ when doing a PunchOut. This means you will no longer need the PunchOut extension for CPQ, or to set up an API user in CPQ, which should make for a smoother setup and faster run times.
Bug Fixes
Fix issue with saving data on legacy extensions
Fixed some caching issues for users with with multiple Adaptive Catalog organizations / instances