Agenda - CRM PUG Meeting - 2018-8-2




  • Knowledge transfer - sharing challenges/solutions from OIT and between depts
  • Information dissemination - upcoming software updates and planned outages
  • Invitations - Upcoming training invitations and conference opportunities

Discussion items

5 MinsChat about ChatCrystal

Standards Discussion

Standards Rough Draft Document

10 MinsBANTAL UpdateJeff

Discussion TBD:

  • Order of tabs
    • Alphabetical
    • Most commonly used at the top
20 mins12.1 Upgrade - Workshop/Quick viewJeff

If you would like to log in and follow along, please bring your laptop

The URL for 12.1 in DEV is

For those wishing to try the web client who are currently using the thick client, the PROD Web Login URL is

5 mins12.1 Upgrade to Production - timelineJeff

Tentative Date: August 17th

There will be a new version (12.1)  of the thick client available for download in self-service.  For users with machines that already have the thick client downloaded, it should automatically push out and update.

Visible Changes to the End User

  • for Web Client users
    • there will be visible changes, most notably to the search grid
  • for Thick client users
    • During the upgrade, a new client will be automatically pushed out to each active computer.  If the client is not upgraded at that time, the next time the 11.1 client is opened, the user will get an error message saying that there is a version mismatch.
10 mins Continuing discussionAll

Action items