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Release Note for DRIVE 3.5 Build 2

HOW MAXIO works with Drive crm and practice management?

Maxio plays a pivotal role in ensuring that your login experience is both seamless and secure. Here’s how it integrates with Drive CRM and Practice Management:

  • Data Synchronization: Maxio retrieves user information from our database, including your email address and user ID. This ensures that all your details are current and accurately reflected in the Drive CRM and Practice Management system.
  • Enhanced Security: By linking your email address with your user ID, Maxio enhances the security of your account. This integration facilitates better verification processes and reduces the risk of unauthorized access.
  • Streamlined Login Process: With Maxio, the login process becomes more intuitive. Instead of solely using a user ID and password, you now use your email address, making it easier to remember and manage your login credentials.
  • Personalized Communication: Maxio enables more effective communication by ensuring that all your contact information is accurate. This allows Drive CRM and Practice Management to send you personalized updates, notifications, and support messages.

By leveraging Maxio, we aim to provide you with a more secure, efficient, and user-friendly experience. This integration is part of our commitment to continuously improving our services and ensuring that your data is protected.

In this guide, we’ll walk you through the new step-by-step login process for existing customers.


 

 

Drive CRM and Practice Management: Customer support Guide

Previous Process

Product Registration

  1. Serial Number Generation: A product serial number was generated based on the database’s date and time.
  2. Activation Key Creation: An activation key was created using an algorithm that considered selected modules, the number of users, and other relevant factors.
  3. Price Determination: The sales team determined the product price based on the registration details provided.
  4. Invoice Generation: Invoices were generated using the recurring invoicing module in DRIVE.
  5. Invoice Distribution: Generated invoices were sent to customers.
  6. Direct Debit Transactions: For direct debit transactions, a SEPA file (or BACS in the UK) was created and submitted to the bank for collection.
  7. Receipt Allocation: Receipts were automatically allocated against the corresponding invoices

New Process      

  1. Centralized Billing and Licensing:
    • The system is transitioning to a centralized billing system and licensing mechanism using Maxio.
    • API endpoints called BrightDesk are utilized to connect to Maxio for retrieving license details and activating products.
    • A common DLL called DesktopLicensing.DLL has been developed for all Desktop Windows Products to simplify API calls.
  2. Simplified Licensing:
    • The DLL API call complexities, providing simpler methods to retrieve license details.
    • The License information is obtained in JSON format and organized into a class structure for use within Windows Applications.
    • As a fallback, license information is stored in the product database’s registration table to ensure availability if API endpoints are unreachable.
  3. User Login Policy:
    • The users must provide their email address upon initial login if not already registered.
    • Users can log in using either their User ID or email address going forward.
  4. Registration Details Handling:
    • The DLL accepts registration details (Licence Key, Server Key, Currency Code) as parameters.
    • These details are passed to the API in JSON format to invoke the Registration API.
    • The DLL responds to the calling application with the appropriate message.
    • If successful, the DLL returns complete registration information in JSON format.
    • The Client Desktop Application passes this information and stores it in a class structure for future use.


 

 

Key Benefits

  1. Centralized System: This system brings all billing and licensing tasks together. It makes the whole process simpler, so you don’t have to deal with multiple systems or steps.
  2. Simplified API Calls: The DesktopLicensing.DLL is a tool that helps you easily retrieve and manage license details
  3. Fallback Mechanism: This feature ensures that you can still access important license information even if the main system is down ensuring security and access.
  4. Enhanced User Experience: By allowing users to log in with their email addresses, the system becomes more user-friendly. This means it’s easier for users to access their accounts without remembering additional usernames or passwords.

 

 


 

 

Integrating your email address with your User id: client guide

If you are an existing customer and would like to integrate your email address with your user ID, please follow these steps:

  1. Update to the Latest Version: Ensure that you have updated Drive CRM and Practice Management to the latest version, 3.5.
  2. Login with Current Credentials:
    • Open the Drive CRM and Practice Management Login dialog box.
    • Enter your current user ID and password, then click OK.



 

  1. Enter Your Email Address:
    • A dialog box will appear prompting you to enter your email address.
    • Make sure to use a new and valid email address. If the email address is duplicate or invalid, you will receive a prompt indicating the issue.



 

  1. Drive Database Registration:
    • Upon successful login, you will be directed to the Drive Database Registration screen.
    • Enter your license key. To obtain your license key, email a screenshot of your current registration details to relatepayments@brightsg.com.



 

  1. Complete the Registration: Enter the license key and click Register to complete the integration process.
  2. Customize Your Practice Panel:
    • After successful registration, you can customize the modules displayed on your practice panel.
    • Navigate to Select Modules under the Tools tab at the top.



 

  1. Select Modules:
    • The Drive Database Registration screen will open.
    • Tick the modules you want to reflect on the left panel and click OK.

 

By following these steps, you will successfully integrate your email address with your user ID, enhancing your login experience and security. If you encounter any issues or need further assistance, please contact our support team.


 

 

Drive database registration

The DRIVE Database Registration system has been redesigned to provide a streamlined setup experience. The new registration screen centralizes all licensing and database configuration information in one comprehensive dialog. The new Database Registration screen includes the following fields:

  1. Customer ID - Unique identifier for your organization
  2. Subscription ID - Your DRIVE subscription reference number
  3. Database Name - Name of your DRIVE database instance
  4. Number of Clients - Maximum client capacity (can be set to "Unlimited")
  5. Number of Staff - Maximum staff user capacity
  6. Number of User(s) - Maximum total user capacity
  7. Contract Renewal Date - Expiration date for your current license (MM-DD-YYYY format)
  8. Server Key - Your unique server identification key
  9. License Key - The only editable field where you must enter your valid license information
  10. Show Warning - Option to display registration warnings and alerts

The Database Registration screen can be accessed through the Tools menu by selecting the Database Registration option, as displayed in Figure 1 and Figure 2 as applicable.

Figure 1: Access Drive Database Registration

Figure 2: Drive Database Registration