Author Archives: Ted Lalan

Update to Sales Simplicity Version 20.1

Version 20.1 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 9/30/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

This update is a service pack to version 20.0 that addresses a number of bugs that are detailed in the release notes below.

Click Here to read the full release notes for version 20.1.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Update to Sales Simplicity Version 20.1

Version 20.1 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 9/29/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

This update is a service pack to version 20.0 that addresses a number of bugs that are detailed in the release notes below.

Click Here to read the full release notes for version 20.1.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Sales Simplicity Update to Version 20.1

Version 20.1 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 9/28/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

This update is a service pack to version 20.0 that addresses a number of bugs that are detailed in the release notes below.

Click Here to read the full release notes for version 20.1.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Sales Simplicity Update to Version 20.1

Version 20.1 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 9/23/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

This update is a service pack to version 20.0 that addresses a number of bugs that are detailed in the release notes below.

Click Here to read the full release notes for version 20.1.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Sales Simplicity Update to Version 20.0

Version 20.0 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 6/09/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

Some key notes about this update:

  • Password Requirements have changed to help ensure account and data security. Upon your first login after the 20.0 update, you will be prompted to change your password to fulfill the following requirements:
    • 8 Character Minimum
    • One upper case letter, one lower case letter, and one number required
    • Assorted special characters are allowed (!”#$%&'()*+,-./:;<=>?@[\]^_`{|}~)
    • Case sensitivity will always be enforced.

If you would like to avoid users needing to update their passwords after the update please have them update their passwords to meet the above criteria.

  • The Forgot Password process has been updated to require username and email address to receive the “Reset Password” email.
  • Improved loading times on Follow Up>To-Do Suite
  • Sign on Another Device for DocuSign has been improved to prevent blank popups
  • Various system updates and bug fixes

Click Here to read the full release notes for version 20.0.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Sales Simplicity Update to Version 20.0

Version 20.0 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 6/8/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

Some key notes about this update:

  • Password Requirements have changed to help ensure account and data security. Upon your first login after the 20.0 update, you will be prompted to change your password to fulfill the following requirements:
    • 8 Character Minimum
    • One upper case letter, one lower case letter, and one number required
    • Assorted special characters are allowed (!”#$%&'()*+,-./:;<=>?@[\]^_`{|}~)
    • Case sensitivity will always be enforced.

If you would like to avoid users needing to update their passwords after the update please have them update their passwords to meet the above criteria.

  • The Forgot Password process has been updated to require username and email address to receive the “Reset Password” email.
  • Improved loading times on Follow Up>To-Do Suite
  • Sign on Another Device for DocuSign has been improved to prevent blank popups
  • Various system updates and bug fixes

Click Here to read the full release notes for version 20.0.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Sales Simplicity Update to Version 20.0

Version 20.0 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 6/10/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

Some key notes about this update:

  • Password Requirements have changed to help ensure account and data security. Upon your first login after the 20.0 update, you will be prompted to change your password to fulfill the following requirements:
    • 8 Character Minimum
    • One upper case letter, one lower case letter, and one number required
    • Assorted special characters are allowed (!”#$%&'()*+,-./:;<=>?@[\]^_`{|}~)
    • Case sensitivity will always be enforced.

If you would like to avoid users needing to update their passwords after the update please have them update their passwords to meet the above criteria.

  • The Forgot Password process has been updated to require username and email address to receive the “Reset Password” email.
  • Improved loading times on Follow Up>To-Do Suite
  • Sign on Another Device for DocuSign has been improved to prevent blank popups
  • Various system updates and bug fixes

Click Here to read the full release notes for version 20.0.

Have any questions? Feel free to contact us at account@salessimplicity.com.

Sales Simplicity Update to Version 20.0

Version 20.0 of Sales Simplicity will be released to your environment beginning at 9:00 PM PST on 5/26/2020. This update is estimated to take 4 hours. To make sure you do not lose anything you are working on, please make sure to save your work and log out of the system prior to the installation date and time listed above. You will be logged out of Sales Simplicity when the update begins.

Some key notes about this update:

  • Password Requirements have changed to help ensure account and data security. Upon your first login after the 20.0 update, you will be prompted to change your password to fulfill the following requirements:
    • 8 Character Minimum
    • One upper case letter, one lower case letter, and one number required
    • Assorted special characters are allowed (!”#$%&'()*+,-./:;<=>?@[\]^_`{|}~)
    • Case sensitivity will always be enforced.

If you would like to avoid users needing to update their passwords after the update please have them update their passwords to meet the above criteria.

  • The Forgot Password process has been updated to require username and email address to receive the “Reset Password” email.
  • Improved loading times on Follow Up>To-Do Suite
  • Sign on Another Device for DocuSign has been improved to prevent blank popups
  • Various system updates and bug fixes

Click Here to read the full release notes for version 20.0.

Have any questions? Feel free to contact us at account@salessimplicity.com.

PLEASE READ: Upcoming Changes to Password Requirements

In the coming weeks version 20.0 of Sales Simplicity will be released. In that release is a change to password requirements to better ensure account and data security. This may have an impact on a large number of your users. Any user who has a password that does not meet the below minimum requirements will forced to update their password when they log into the application for the first time after the release. You may wish to inform your users of the upcoming change and instruct them to update their passwords so once the release is live there will be nothing they need to do.

New password requirements:

  • 8 Character Minimum 
  • One upper case letter, one lower case letter, and one number required 
  • Assorted special characters are allowed (!”#$%&'()*+,-./:;<=>?@[\]^_`{|}~) 
  • Case sensitivity will always be enforced.  

Office Closure In Observance of Martin Luther King Jr. Day (1/20/2020)

The Sales Simplicity office will be closed Monday, January 20, 2020, in observance of Martin Luther King Jr Day. We will resume our regular support hours of 6:00 AM to 6:00 PM Mountain time on Tuesday, January 21, 2020. If you have a non-emergency, please email your requests to account@salessimplicity.com as usual to open a ticket that will be addressed upon our return to normal business hours.  If you have an emergency during these times, please use the Emergency After Hours Number.