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2019-04 Release Notes

Iteration: 2019-04​

OCTOBER 16, 2019

What’s New?

3243 There are three new statuses for massive updates (Archived, Expired and Rescinded). Also the View Logs option opens a new tab instead of showing them in the same screen.
3166 There is a new role (Confirmation Code Required) to setup whether the confirmation code should be required or not.
3160 There is a new replacement value to add a Renew link to the autoresponders.
3154 Added a new service task for Drop Warnings.
3244 Now the ETF popup shows the ETF status.
3236 Assign drops to agents and new access rules for drops screens.
3147 New access rules for Customer Support.
3127 Added ESG Tokes to Enrollments Table.
3269 A new permission allows to ignore the future-dated enrollments window.
3174 Now the system imports the Datamart Invoice table.
3180 Sales Importer now offers import options for massive retry.
\(＾▽＾)/ We updated Sales Importer to the 2.0 UI.
\(＾▽＾)/ We updated Legacy Importer to the 2.0 UI.

Fixes and Improvements

3207 Fixed an issue where the Wizard wouldn’t show any plans if no Residential plans were available for a particular Zip Code.
3240 Fixed an issue where the LDC was deleted after editing an enrollment which has the same billing and service address.
3247 Fixed an error message on Change Call Disposition popup.
3159 Fixed an issue where Drop Manager wasn’t filtering correctly by LDC.
3169 Fixed a bug where Make Renewal Switches service wasn’t running.
3195 Fixed an issue that updated all the enrollments associated to an LDC from Rejected to Pending when only one had to be updated.
3196 Fixed an issue with the LDC validation that allow to add an existing enrollment.
3291 Fixed an issue that prevented from deleting documents associated to a plan.
3228 Now the system won’t redirect to an empty page after a long update process in Enrollment Details.
¯\_(ツ)_/ Improved Invoice Archive performance
3171 Now the Send Contract Dates To Billing System in Plan Manager is checked by default.
3217 Added a validation to certain FTP connections to force the use secure certificates.

Features & Fixes Details

Added a new service task for Drop Warnings​

OpsAdmin has a new service task that sends notifications to the customers with accounts that has a Drop Warning market status.

The notifications are sent via an Autoresponder with the New Drop Warning trigger.

The service logs its activity in the System Log with the trigger New Drop Warning.

Now the ETF popup shows the ETF status​

The ETF Amount popups now show the Invoice status. A hyphen will be used in case there’s no status available.

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Assign drops to agents and new access rules for drops screens​

Now the system allows to assign a drop to a user and only allow each user to view and work in their assigned drops. To do this, there is a new option in the Drops Manager main screen where a manager can assign an agent to each drop (the role Assign Agent Drops System is required to view this option):

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That way, every user that has the role Agent Display Drop Records Assigned associated, will only see their drops in each Drop screen, since the corresponding filter will be disabled with the current user selected.

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Finally a new set of roles have been added to disable the export options in all the Drops screens.

New access rules for Customer Support​

There are several new roles to disable Customer Support features:

  • Hide Customer Account Login Button
  • Hide Notes Buttons
  • Hide Courtesy Plan Reassign Tab
  • View Reduced Filter

The last role hide most of the filter options in the Customer Support screen and disables the initial search when the page loads, to enforce the user to search and focus on a single customer.

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Added ESG Tokes to Enrollments Table​

Now the system imports the ESG tokens and presents it in the Enrollment Manager, in the Product Information section. This tokens consists in the Customer Token, the Customer Account Token, and the Account Package Token, separated by hyphens.

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A new permission allows to ignore the future-dated enrollments window​

The new role Enrollments - Skip FutureDated TimeRestriction allows to ignore the time frame window configured in the Market Manager.

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When the user has this role assigned, he can generate enrollments with higher start dates than the limit established from Quick Enrollments and Sales Importer.

Sales Importer now offers import options for massive retry​

The system now shows in Sales Importer a new popup that allows to select how to import the enrollments when multiple records with the same error message are selected.

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The error messages that will show this pop are the following:

  • Is ReEnroll Process.
  • The user already exist in the system.
  • Account already exists in the system.

We updated Sales Importer to the 2.0 UI​

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We updated Legacy Importer to the 2.0 UI​

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