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Package Release Notes

Existing customers, see the required steps listed for each version between your current version and the latest version. We generally recommend installing and testing an upgrade in a sandbox first before installing an upgrade in production. In order to test faxing, you will need a trial fax number or active fax number in the org. Please contact support@opero.com with any questions.

Link to Opero Fax AppExchange listing: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B5FogEAF

Package 4.7

  • Published August 6th, 2024.
  • New Fields on Received Fax Object
    • Content Document Id: Displays the content document ID of the received fax File.
    • File Name: Displays the File name name of the received fax file.
  • Steps for existing customers who upgrade:
    • No required updates in this package.
    • Optional: Add new fields to Received Fax Object: Content Document Id, File Name.
    • Review and perform the required updates listed for all versions between your current version and this version.

Package 4.0

  • Published November 30, 2023.
  • Converted fax package to Flow: “Send Faxes With Outbound Messages”.
  • Change to configuration requirements for fax automation by creating a sent fax record.
  • Added “Sent Pages” field to the Sent Fax object. When a fax is sent, it will attempt to send the pages in the fax; however, the fax could fail. In the case of a failed fax, the Sent Pages field shows how many pages were actually sent. For example, if a fax fails and only sends 2 out of 6 pages, the Sent Fax field will equal 2. If a fax succeeds after a retry, the Sent Pages value could be greater than the Total Pages because it attempted partial pages then retried for full pages. For example, if a fax fails the first attempt and sends 2 out of 6 pages, then succeeds a second attempt, the Sent Pages field will equal 8.
  • Support for sending up to 30 attachments.
  • Steps for existing customers who upgrade:
    • Required: Deactivate the following workflows: Received Fax Notification, Send Fax Attachment, Send Fax Multiple Attachment. 
    • Required: Update all automation that creates a sent fax record by removing the following field setting: “Sent with outbound message=true”. This field is no longer required and must be removed when upgrading in order to ensure that faxing does not break. Please see the Fax Automation article for updated configuration details: https://kb.opero.com/fax/knowledge-base/fax-automation/.
    • Optional: Add “Sent Pages” field to the Sent Fax object page layout.
    • Optional: Add the Attachment11 – Attachment30 fields to the Sent Fax page layout.
    • Review and perform the required updates listed for all versions between your current version and this version.

Package 2.6

  • Update to Opero Fax MCFID. We have updated Opero Fax to append a timestamp to the MCFID to ensure it is unique. Customers with package versions older than 1.70 are advised to upgrade to the latest version of Opero Fax.
  • Self Busy feature. By default, the system prevents multiple fax channels from simultaneously dialing the same fax number. We have added support for disabling this feature. Disabling this feature will allow a single fax number to be dialed simultaneously by multiple fax channels. Details can be found in our Basic Configuration article: https://kb.opero.com/fax/knowledge-base/basic-configuration/
  • Steps for existing customers who upgrade:
    • If applicable, see information above about the update to Opero Fax MCFID.
    • Review and perform the required updates listed for all versions between your current version and this version.

Package 1.99

  • Fixed Salesforce permission issue that prevented non-admin users from using the standard cover sheet feature. 
  • Added custom permission sets “Fax User” and “Fax Admin”. See Basic Configuration article for details.
  • New “Files Sent Links” Field on Sent Fax page. Provides links to each file in the Attachment ID fields, shown as File 1, File 2, File 3, etc. for corresponding Attachment ID 1, Attachment ID 2, Attachment ID 3… etc. When you click the link, it previews the PDF in the browser. This provides quick links to all sent files. See Sent Fax Object and Fields article for more details.
  • Set Barcode Pages. Provides the option to specify which pages should have a barcode. To use this feature, see Barcode Feature article for more details.
  • Receive faxes as files. After upgrading/installing package, go to the Fax Configuration tab, click “Settings” tab, select “Use Files” checkbox. If desired, add the “Files” related list to page layout ( a copy of the received fax appears in both “Notes & Attachments” and “Files” related lists, so it is not required). See Basic Configuration article for more details.
  • Add a Company Logo to the Standard Cover Sheet. Allows users to add a logo to the standard cover sheet and optionally enter the Coversheet logo position, width, and height as well. See Basic Configuration article for details.
  • Adjust size of PDF preview page. Two new fields for cover sheet allow users to minimize the width and height of the pdf preview page. Access these settings in Custom Settings (go to Setup>Custom Settings>General Settings).
  • Legacy URL params for the old Visualforce Send Fax page set via custom button are retired. Check this article to ensure that you are using supported params:  Pass Values to Send Fax Page With Custom Button
  • Steps for existing customers who upgrade:

Package 1.76

  • Published on April 11, 2022.
  • Send Fax page converted from Visualforce page to Lightning Component. To access this Lightning page with a custom url button, see this article: Pass Values to Send Fax Page with Custom Button.
  • No action required for existing customers who upgrade.

Package 1.70

  • Send Fax Page UI Improvements.
    • Add Modified Date after the file name in parenthesis, formatted as: {filename} ({modified date}).
    • Spacing of related files and PDF preview is more dynamic and responsive.
  • Send a fax while using Sales Console or Service Console without refreshing the whole console (including utility items, e.g., CTI phones). After user sends a fax, the app opens the new Sent Fax record in the sub tab.
  • No action required for existing customers who upgrade.

Package 1.68

  • We have rebranded from A5 Apps to Opero and our suite of apps reflects this exciting new look.
  •  Send faxes with a Cover Sheet
    • You can now send faxes with a cover sheet.
    • Use the Standard cover sheet template included with the app.
    • Or you can configure custom coversheet templates with Opero Documents, or other document generation apps.
  • You can now create and populate multiple related lookup fields as well as any custom field on the Send a Fax page.
    • Fields can be used to also merge into your custom cover sheet templates.
  • Select multiple files to fax at once and order them within the Send a Fax page.
    • More easily select files and view related files from populated lookups.
  • Populate all values on the Send a Fax page with a custom button.
    • Legacy button parameters should still work but we have revamped all the params for the updated Send a Fax page and would recommend you update your custom buttons to the Send a Fax page with the new values.
  • Checkout the updated demo video on using the new fax app.
  • Related articles: Basic Configuration, Sending a Fax, Fax Automation, Configure a Custom Cover Sheet, Pass Values to Send Fax Page with Custom Button.
  • No action required for existing customers who upgrade.

Package 1.53

  • We have made Files the primary tab when selecting pdfs.
  • When a pdf is uploaded, it is now saved to Files personal folder.
  • PNG Format Feature – Opero Fax now supports both TIFF and PNG as alternative sending formats to the standard PDF. Contact support to enable this feature in your org.
  • Multiple Attachments Feature – You can now select multiple attachments/files to include in your fax. Choose from different sources: Documents, Files, related attachments, and browse/upload. We support up to 10 attachments. See this article for more information: Send a Fax Manually.
  • No action required for existing customers who upgrade.

Package 1.46

  • This app update includes the fix with pre-populating lookup field on Send Fax page when invoked from a related list. The issue was caused by the latest Salesforce update in October 2020.
  • No action required for existing customers who upgrade.

Package 1.43

  • Opero Fax package posted on AppExchange on November 01, 2019. Includes general app features, barcode feature, Lightning ready features. Includes feature to fax with files and be able to see related PDF attachments on existing record to choose from under “recipients files/documents/attachments” tab.
  • No action required for existing customers who upgrade.