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A new design, more permissions and product lifecycles per region

Arterio has a new, calmer design across the whole app. Roles get finer permissions, the audit log records far more changes, and products can have their own lifecycle in each region.

Highlights

A new design for the whole app

Arterio has a new, calmer design across the configurator, opportunities, the database, settings, and the lead and partner portals. Controls are quieter, selected states are clearer, and keyboard focus is always visible.

  • Database records and lists open as their own pages.
  • Settings save from the page header.
  • Lists scroll through all their rows instead of paging.
  • The configurator opens faster.

More permissions and an expanded audit log

New permissions in the role editor:

  • Settings, per area. Grant access to individual settings areas instead of all settings at once:

    • Regional: General, Configurator, Sales Package, Presentation, Quote and Rental (these apply in the role’s administrative regions).
    • Organization-wide: Currencies, Catalog Settings (including opportunity statuses), Lead Portal and Partner Portal.

    Existing roles keep their current access.

  • Product rights per category. Roles with limited database access choose product categories separately for Create, Update and Delete.

  • Price Books: Manage. Roles with limited database access can create, edit, duplicate and delete price books that are available only in their own regions.

  • Test opportunities: Preview Features and Draft Products. Control separately whether a user’s test opportunities may use preview features and draft products. Existing roles keep both.

The audit log now also records:

  • Member changes: roles, regions, sales roles, manufacturer access and removals
  • Roles and their permissions: created, renamed, deleted or changed
  • Teams and team memberships, and invitations (sent, resent, revoked)
  • Partners, partner groups and partner portal users (created, approved, assigned or moved between offices)
  • Integrations: created, changed, assigned to regions or deleted (secrets are never stored)
  • Organization, region and currency settings, all regional settings pages, and lead portal and partner portal settings
  • BOM settings, opportunity statuses, translations, display backgrounds and deleted uploads
  • Kits, spare assignments, power management solutions and configurator forms
  • In opportunity history: renames, CRM link changes and expected close date changes

Each entry keeps the names of the person and the item as they were at the time of the change and shows a readable summary, also in the CSV export.

The organization-wide audit log is under Settings → Organization → Audit Log, for everyone with the View Audit Log permission.

Product lifecycles per region

Organizations can now manage each product’s lifecycle separately in every region:

  • The product Regions tab becomes a matrix of regions and lifecycle stages, including Not Available, with bulk change and reset.
  • An optional Headquarters Region decides where new products start as Draft.
  • With regional lifecycles enabled, a bundle’s new Availability tab lets you change lifecycles of its products per region in bulk.

Enable it under Settings → Organization Settings → General → Products → Regional Product Lifecycle. It converts every product and can’t be turned off again.

More improvements

  • Required text in configurator forms. Forms can include required text inputs. Saving asks for missing answers first, and the answers appear on a new Form Results tab of the opportunity.
  • Customer revisions. With revision tracking, saving lets you choose whether to create a new customer revision or update the current one, and every save also keeps an internal version. The new Revisions tab lets you add notes, combine revisions, restore an earlier revision or promote the latest version. Sales package footers show the latest customer revision.
  • Product name and code uniqueness options are under Organization Settings → General → Products:
    • Names can be unique across all products, unique within each product family, or allowed to repeat.
    • Codes can be required to be unique.
    • Your current behavior is carried over.
    • Reminder: custom properties can also be made unique with Enforce Uniqueness for All Products on the property.
  • Series documents in one matrix. The series Documents tab shows documents against the series and its products in one responsive matrix. Changes are saved together, and removing a link keeps the document in the library.
  • Formulas: receivingCardCount("A10s Pro") returns the count of one receiving card type. Without an argument it still returns all counts.
  • Bundle Excel import supports create, update, upsert and delete for bundles and their line items. Exports can be re-imported directly, and deletions need explicit confirmation.
  • Bundle and mount availability. Bundles and mounts have an Availability tab that shows default price book, currency, missing prices and lifecycle status per region.
  • More efficient processing (Processing V2). Processing planning finds more efficient hardware solutions for many walls.
  • Lead portal languages. Visitors choose their language independently of the sales region, and links can preselect it with ?lng=de.
  • CRM integrations. Salesforce can connect with Client Credentials, without a browser sign-in. HubSpot line items carry the discount, and HubSpot, Zoho and monday deal amounts are converted to the CRM’s currency.
  • Generated line items show a calculator icon with a tooltip, so you can tell them apart from line items added by hand.
  • Opportunity reference in the configurator header, and a regional option to store opportunity names in uppercase.