Aria for Salesforce 3.31

When creating a Credit Memo in Aria for Salesforce, taxes (if applicable) will now show onscreen before clicking the Preview button.

When plans are synchronized via the Aria For Salesforce Bulk Sync process, an alert is now shown in the Account Plans of the Account screen indicating that Monthly Recurring Revenue (MRR) and Annual Recurring Revenut (ARR) are out of sync, beside a "Recalculate MRR/ARR" button. Clicking that button will show the updated values for MRR and ARR.

When adding a new plan to an account in Aria For Salesforce, and specifying a date in the future, you have the ability to specify a status for that plan until the start date, as highlighted below:

This feature enables you to configure the values that show in this pick list.

Getting here (within the Aria For Salesforce application on Salesforce.com): Setup > Create > Objects > Account Plan (Object) > Aria Status Until Alt Start (Field)

• The values shown in the "Values" section reflect the contents of the status pick list for new plan statuses. Click the "Deactivate" link next to a value to remove it from the active pick list for plan statuses.
• The values shown in the "Inactive Values" section are Aria plan statuses that are not currently shown in the active pick list for plan statuses. Click the "Activate" link to add it to the active pick list for plan statuses.

When adding a new plan to an account in Aria For Salesforce, on the "Plan Start and Billing Options" screen, you can specify both a calendar date for billing, and/or a Master Plan instance with which to synchronize it. Instructional text has been added to this screen explaining that the calendar date will take precedence over the select Master Plan Instance when Aria calculates the bill date for the new plan.

Aria For Salesforce 3.x+ now supports 2-way SSL.