Overview As of CIMCloud version 2022.R1.5 (4.5.0) what was previously handled as Base package has been broken out into different purchased modules. This is just a labeling change and does no impact feature availability to new or existing customers. Configurations now contained in these bundles were previously configured behind the…
Overview This feature is part of the Advanced Order Entry Tools [U] bundle and allows for the purchase of Digital Products (Soft Goods) that can be downloaded from the website. Downloads are only available for users who purchased the particular Digital Product. Limits can be set on how many times the…
Overview For sites using multiple customer sites a process is in place to allow different email settings per customer site and per email. This currently needs to be enabled by CIMcloud and the site migrated to this new process. The current plan is for this to be the process for…
Overview This article reviews the general process for how credit card processing or ACH payments work on a CIMcloud website. (Note that ACH payments are currently only supported for invoice payments and not orders on the CIMCloud platform) CIMCloud does not do any direct credit card processing and all processing…
Overview This UOM (Unit of Measure) functionality supports having just two UOM on the product. These map directly to the product record from the ERP as the Standard and Sales UOM. Additionally a Sales UOM Conversion Factor is mapped. The functionality supports two options. One is the display of only…
Overview This article provides an overview of the changes in release 2022.R1.4 (CIMcloud internal tag 4.4) Release date: 4/24/2023 Updates and Fixes Email Logs Added a new page in the Settings Workspace in the Worker Portal to show the Email Send Log. This shows the status of emails that are…
Overview The Email Log is a new page available in CIMCloud versions 2022.R1.4 (v4.4) and later. It is located in the Worker Portal under the Settings Workspace and shows the individual emails that are sent for the site by the CIMcloud system like the Order Confirmation Email, Contact Us Confirmation,…
Overview The Recurring Orders feature allows users on a customer site to create orders where the order will automatically place on a repeating schedule. Specific lines can be set to delete after or skip on a specific run after the recurring order is created. About a week prior to a…
Overview This article provides an overview of the changes in release 2022.R1.3 (CIMcloud internal tag 4.3) Release date: 3/8/2023 Updates and Fixes API Framework Adds additional CIMcloud API System functionality into Core Product. This part of an additional Software Bundle that is required for these features. Information can be found…
Overview We have had multiple sites reporting order or payment failures importing into Sage due to an error similar to : “BOI ‘AR_CustomerCreditCard_Bus’ failed. Error: ‘Module I/T is not on file.” This has been found to most often be related to a recent install of a new Sage version on…
Overview This feature allows a subset of the design settings to be set at the customer group level. This allows different logo, color, and font settings to be applied to different groups of customers. This is not intended to be a complete re-branding for the user as it does not…
Overview This article covers how to fix Sage 100 order and payment errors where Sage reports an error of a zip code not being on file. The zip code may be related to the billing zip code, shipping address zip code, or the zip code on the credit card transaction….
Introduction This article reviews the concepts of Customer Groups. Customer Groups are a way to to apply different Feature Settings (Features & Settings Basics) and/or Data Rights (Data Rights) to different accounts and/or contacts. Worker Access For worker to have access to set up Customer Groups their Worker Group (Workers…
Overview This article provides an overview of the changes in release 2022.R1.2 (CIMcloud internal tag 4.2) Release date: 1/5/2023 Updates and Fixes Search Service Changes Moves the Search Service refresh interval for Products (the new search service introduced in 2022.R1.1 needs to be enabled by CIMcloud to use this functionality…
Overview This article provides an overview of the changes in release 2022.R1.1 (CIMcloud internal tag 4.1) Release date: 12/13/2022 Updates and Fixes Typeahead search for Features Adds ability to search for features using the following fields and more information is available here: Feature Search on Settings Pages feature key feature…
Overview This article reviews how shipping addresses default when an order is created. Shipping Address Default When an order is created by users on a customer site the customer/contact record is tied to that order, so if the user logs out, switches browsers, or moves to a different computer, when…
Overview This article reviews how to send a note to the CIMcloud platform using an email. This is part of the CRM Standard bundle – CRM Standard [A] Notes/Comments Notes and/or comments are available on the site for accounts and not attached to accounts when the Interaction Log and Search…
Overview The Gift Certificate system is part of the add-on bundle Advanced Merchandising Tools [S]. This feature allows users to purchase a gift certificate on the site. After purchase the purchase contact will be sent an email with a code. This code can then be used at checkout as full or…
Overview This article provides an overview of the changes in release 2021.R1.7 (CIMcloud internal tag 3.7) Release date: 8/11/2022 Updates and Fixes Add-On Products Add-on Products is an existing feature and part of the Advanced Add to Cart and Order Entry Bundle. This feature had not been fully configured in…
Overview This article provides an overview of the changes in release 2021.R1.6 (CIMcloud internal tag 3.6) Release date: 7/18/2022 Updates and Fixes General Updates Skins This is a feature under the Advanced Platform and Products List Feature bundle (Optional Software Bundles Overview) that in the past had to be configured…
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