Response 10x Response 10 features Response 10x feature summary and FAQ A summary list of features for Version 10: Gift Cards – gift card issue, balance, redemption, and fulfillment available to call center, mail order, and web orders. WTG Gift Card service subscription required. Channel Manager support for CommerceV3 shopping cart (more carts to be added over time, and automatically supported by Version 10) Channel Manager will add many internet-related features to Response. Channel Manager support for CommerceV3 is included as a standard feature of Version 10. Other Channel Manager features (other shopping carts, dropship functionality, pricing TBD). Accounting integration with Quickbooks (chart of accounts can be mapped to Quickbooks chart of accounts, and summary posts made via ledger entries) Uses Quickbooks SDK. This is a phased approach, see below. Accounting integration is a standard feature. Visual Workflow (customizable flow diagrams can be used/created/customized) Vendor Returns (items can be returned to vendor for repair, replace, or credit) Import/Confirm DropShip Pos (DropShip Pos can be imported with ship date and tracking info from a file, instead of receiving DropShips individually) Certona Resonance recommendations available to order entry operator for phone orders (requires service from Certona) Record Tags – large amounts of data can be appended to records Related Items (for up-sell, cross-sell), no more free-form entry into text prompts required New Imports o Product Class Import (import button on the Product Class maintenance view) o Category Import (orders > import > configure Commerce V3 connector > ” button for item and category mgmt”) o Category/item Import (orders > import > configure Commerce V3 connector > ” button for item and category mgmt”) o Related Item import (up-sell, cross-sell, text prompts) o Import receipts and adjustments Find a customer by credit card number Security features o Extended password support (no more 5-character limitation on login password) o Re-key credit card data re-key = re-encrypt using a new key. example: the current encryption key is compromised and you want to change it. you must re-key (or re-encrypt) using a new key. it uses the OLD key to decrypt, and the NEW key to re-encrypt. o PA-DSS certification forthcoming Platform support o Compatible with SQL 2005, SQL 2008 o Compabitle Windows Vista, Windows 7 o Optimized SQL, no more .TD files (still uses driver for most operations) ___________________________________________________________________________ CoLinear Systems, Inc. 1 of 6 update: 05/29/2009 Support email: support@colinear.com http://support.colinear.com/doc Response 10x Response 10 features o SQL Failover support (can specify alternate SQL Server to use in case of connection failure) Category and product tree load improvements (dramatic speed improvement, especially with large # of categories) Can mark a product class as "inactive" Warehouse Picklist is now a Crystal Report Purchasing o Can print purchase orders by vendor ID o Can "Save & Print" a PO without entering PO Print Full HTML support in text prompts (images, hyperlinks, etc) Address correction (requires CASS subscription) o Delivery Point Verification (DPV) (an address may be valid, but undeliverable) o Optimized detection and marking of Residential/Commercial addresses Continuity improvements (requires continuity module) o Support of complex autoship behaviors, skip shipments, free trial offers Outbound Telemarketing (requires telemarketing module) o New scripting support to add extra data to "todays call list" o New callback features NCOA / Peachtree Data formats standardized o Version 10 supports the latest Peachtree Data specification Multiple Contacts per Customer o Currently under development, allows you to specify A/R and CC billing contacts, purchasing contacts, and associate these with a customer or order (new Tables #348 CONTACTS, and #347 CNTCTYPE) Contact types can determine functionality: For Example CC Billing Address A/R Invoice Address Default ShipTo(s) for the customer User-Defined Contact Types (e.g. gift address) ___________________________________________________________________________ CoLinear Systems, Inc. 2 of 6 update: 05/29/2009 Support email: support@colinear.com http://support.colinear.com/doc Response 10x Response 10 features RCK changes to support the major version 10 enhancements (gift cards, etc. ) Will require RCK.dll build 9.0.0.28 or greater Complete documentation rewrite (outsourced, and currently underway) to include new user guides, context sensitive help, and web help. And dozens of other usability enhancements, visual changes, and bug fixes. We are creating short video demonstrations of the major version 10 enhancements which should be available for viewing in a few days. We'll post a notice at that time to let you know. ___________________________________________________________________________ CoLinear Systems, Inc. 3 of 6 update: 05/29/2009 Support email: support@colinear.com http://support.colinear.com/doc Response 10x Response 10 features FAQ Are all of the features listed above complete? Most are complete. Some will employ a "phase in" approach where the available functionality will expand over time (e.g. Channel Manager/CommerceV3, Quickbooks, PA-DSS features, etc). We will detail the depth of functionality for each new feature along with video demonstrations in the coming days. When can I install it, what is the procedure, and must I do a trial conversion? You may schedule your version 10 upgrade at your convenience starting May 1, though we will not schedule more than two upgrades to occur in the same week during May, and no more than four per week thereafter in order to give the upgrades full/undivided attention from our support staff. Because the risk of something going wrong is very small, and because the upgrade is similar to normal maintenance releases, a trial conversion is not required. That said, we do still recommend a trial conversion whenever possible. The upgrade process should take no more than an hour to run, and in most cases will finish in less than half of that time. What happens if we stay on version 9 and never upgrade? The cost to support version 9 will increase over time and, eventually, support won't be available at all. No software company can support older products forever. No enhancements can be made to version 9, only critical bug fixes. Will the installation of version 10 affect any of my custom Crystal Reports or any other custom scripting? In most cases, no. Version 10 adds fields and tables, none are taken away and no field names are changed. An updated Response Data Reference Guide for Version 10 will be available soon and will detail all of the changes to the Response database schema. Will I have everything I have now in version 9 when I upgrade to version 10 at no additional charge other than the upgrade price quoted in the email? Everything you licensed in version 9 will be active and available in Version 10. Nothing will be taken away. How can I tell if Version 10 installed successfully? You’ll be notified of any errors during the conversion process. You should review your conversion log and also forward it to support@colinear.com for our review. And be sure to run some of your routine tasks to ensure that everything is working correctly before going into full production. Response V10 says that a subscription to WTG Card services is required. My website has this functionality already. Can we leverage that into Response and not another card service? If not, are there plans to make it possible to do this? Version 10 gift cards are specific to the WTG card services (http://www.wtgcard.com), which is a private label gift card service (not like visa gift cards). The problem with using your website gift card service is that the call center and the storefront would know nothing about the cards purchases on the website (without opening up the website and dealing with it). It may be possible to "convert" existing gift card ___________________________________________________________________________ CoLinear Systems, Inc. 4 of 6 update: 05/29/2009 Support email: support@colinear.com http://support.colinear.com/doc Response 10x Response 10 features numbers/balances to WTG Gift Cards, but that would also require changing your website to support the gift cards. Please provide more information on which gift card service you are using, and how your website currently integrates. ___________________________________________________________________________ CoLinear Systems, Inc. 5 of 6 update: 05/29/2009 Support email: support@colinear.com http://support.colinear.com/doc Response 10x Response 10 features TECH: Document modification history 05/10/09: document created 05/29/09: update 6/22/09: added memo regarding Peachtree/ncoa update 7/27/10: added a definition of “re-key” on page 1 ___________________________________________________________________________ CoLinear Systems, Inc. 6 of 6 update: 05/29/2009 Support email: support@colinear.com http://support.colinear.com/doc