We are excited to announce the launch of Splynx version 5.0, which introduces powerful new functionalities, enhancements, and fixes that significantly improve the platform’s performance and user experience. This release includes various system updates focused on enhancing operations management, including new network site management features and a completely redesigned task page for scheduling. We’ve also streamlined billing with support for manual mass payments and improved communication with a new chat widget, among many other upgrades.
These release notes highlight critical system changes and new features. For a detailed breakdown of all changes, please explore our comprehensive changelog.
Google OAuth Requirement for Email Transmission
This entirely new entity in Splynx connects network locations (Network Sites), installed equipment, and customer services, facilitating enhanced management, streamlined client communication, and more efficient tracking.
Network Sites can be found under the Networking tab in the navigation bar: Networking > Network Sites
This tab contains key details about the site location, including the address, coordinates, geo map, assigned partners, related photos, and descriptions. It also includes sections for contact details and relevant documents.
Manages hardware equipment related to the network site, such as routers, switches, servers, and access points.
This section displays all customers and services associated with the network site, allowing for better management of customers connected to a specific network.
The Network Site module includes a dedicated Map that displays the network topology for better visualization. This is the initial stage of network mapping in Splynx, with future enhancements planned.
To improve customer communication, we have introduced the ability to send mass emails and SMS messages to customers connected to the same network site. This feature makes it easier to inform customer groups about maintenance or outages related to the network site.
Since Splynx v4.3, we have focused on optimizing our scheduling module to make it more efficient and user-friendly. In this latest version, we’ve fully redesigned the task pages and enhanced the user experience related to scheduling tables.
We’ve added mass actions to the scheduling table, allowing you to close and archive multiple tasks simultaneously, streamlining your workflow.
We’ve added mass actions to the scheduling table, allowing you to close and archive multiple tasks simultaneously, streamlining your workflow.
We’ve added color labels to the priority status column to improve visual comprehension. These labels make task management more intuitive in the table or card view.
The Task page has been completely overhauled to enhance functionality and user experience. The new design features a more intuitive layout, improved navigation, and easier access to essential information. These updates are designed to optimize workflows and boost productivity.
The new task layout includes a comprehensive header with the task name, status, priority labels, and a quick management action section.
The window is divided into two main areas: task area and customer information.
This section contains all essential task information, with badges added to the primary tabs for better visualization and clarity.
This section provides essential information for technicians, including contact details (email and phone number) and customer equipment if it is associated with your inventory. It also allows access to related customer documents, ensuring that all necessary information is readily available for efficient task management.
After the initial closed beta in v4.3, we gathered feedback and implemented improvements in functionality, permissions, and chat-related tickets.
WhatsApp integration is now publicly available.
We have introduced a new Chat Widget to enhance communication and collaboration. This tool enables admins to interact with chats more quickly and efficiently. It is seamlessly integrated with WhatsApp and designed to support other messaging platforms in future releases.
The widget is accessible throughout the system, allowing your team to manage incoming chats anytime and ensuring that all conversations are instantly visible.
While it integrates with WhatsApp, the widget will support additional messaging platforms in future releases.
While automation is crucial, the ability to add mass payments can significantly streamline your workflow. We’ve introduced a feature that allows you to add mass payments to customers and link corresponding invoices, all within a single window.
Select a customer, enter the payment amount and date, and link the corresponding invoice. You can also add a comment about the payment if needed.
Updated payments window on the customer profile
The modal window for manually adding payments has been enhanced to include a section for linking invoices to payments, similar to the functionality of Credit Notes.
The Splynx system offers two options for processing documents and contracts within customer profiles. We’ve now added the ability to send and sign contracts outside the platform, so customers no longer need to log in to the customer portal to complete the signing process.
Here’s how it works:
Once the contract is signed, the customer automatically receives a copy via email, and the administrator is notified that the contract has been accepted. The contract’s status label will also change to “Accepted.”
We continue to add customer labels to more sections of the system. You can now filter customers by custom labels when exporting financial documents such as invoices, proforma invoices, and credit notes. This feature is handy for quickly exporting data for specific customer groups.
The v5.0 update includes numerous enhancements, tweaks, and bug fixes to improve system performance and user experience. Here are the changes we’d like to spotlight:
We’ve introduced the Documents encryption feature to comply with local policies and enhance system security. This feature enables file encryption for financial documents sent via email. It is disabled by default but can be enabled when needed.
Documents that can be encrypted:
We’ve added a toggle to force 2FA on all admin accounts in response to customer requests. This option is available in the Administration & Security section under Config > Main > Preferences. Once enabled, all admins will be prompted to set up 2FA during login and cannot proceed without completing the setup.
Available in Administration > Reports > Customers Chart, this report visually displays your customers based on their statuses
We’ve added a new ‘Connected Customers’ chart to the main dashboard, displaying the number of customers connected over time for easy business performance tracking.
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