2020-03 Release Notes
Iteration: 2020-03
April 13, 2020
What’s New?
| 2430 | New validation to prevent error in Sales Importer when a registry has a long address. |
| 3561 | New configurations for the credit check process. |
| ¯\_(ツ)_/¯ | New validation to prevent accidental changes to Dynamic Replacement Values. |
| ¯\_(ツ)_/¯ | Improved handling of Legal Disclaimer for Pricing Matrix Quote. |
| 3398 | It’s possible to hide dispositions that cannot be deleted. |
| 3599 | The system shows secondary contact information for Sales Importer enrollments. |
| 3455 | New configuration to show both Reinstate and Reenroll winback options at the same time. |
| 3498 | New role to allow to move drops outside of Drops Archive. |
Fixes and Improvements
| 3629 | Fixed regression bug where the Waive ETF option was removed from Customer Support. |
| 3631 | Fixed issue that prevented performing renewals from Customer Support. |
| 3606 | Fixed performance error when performing a filtered search in Drops Management screen. |
| 3586 | Fixed issue that prevented the user from opening the View Account Details screen. |
| ¯\_(ツ)_/¯ | Fixed an issue that was showing the zip code popup in the Rates Wizard when the customer already entered the zip code in the landing page. |
| ¯\_(ツ)_/¯ | Fixed an error in the Rates Wizard where the system required to select a Gas Utility in an area where no utility was available. |
| ¯\_(ツ)_/¯ | Fixed an uncommon bug that stopped the execution of the tasks of the service. |
| ¯\_(ツ)_/¯ | Fixed an error where the Credit Check Reason Codes export functionality was actually exporting the Letters Of Credit. |
| ¯\_(ツ)_/¯ | Fixed a UI bug in the Mobile Rates Wizard were the count of select plans not always showed the correct value. |
| ¯\_(ツ)_/¯ | Fixed rare error that prevented OpsAdmin users from opening the “Manage” enrollment section of the MyAccount for some enrollments. |
| 3589, 3602 | We improved the service tasks performance to prevent a sporadic error in Check Renewal Notifications. |
| 3383 | Corrected names in the Affiliates Manager’s Commissions tab. |
| 3633 | Improved validation to prevent error “Can’t have two or more Call Center instances..” from showing up in the wrong situations. |
| 3587 | Now the system logs when a user changes the status of an enrollment to Rescinded. |
| ¯\_(ツ)_/¯ | Improved behavior of Reason Codes filters in Drops Management screens. |
| ¯\_(ツ)_/¯ | Minor improvements on Pricing Matrix main menu presentation and usability. |
| ¯\_(ツ)_/¯ | Now the system won’t show the default language in the traductions section of T&D Types. |
| 3142 | Improved presentation of MCL files upload screen. |
| 3561 | Changed some labels and improved presentation of the Rates Wizard switch section. |
Features & Fixes Details
New validation to prevent error in Sales Importer when a registry has a long address
The Sales Importer prevented from importing enrollments with addresses longer than 50 characters. This was due to ESG having a limit of 50 characters for the fields SLine1_Addr and SLine2_Addr. Now, the system will allow to import those enrollments, and will only send the first 50 characters of each address field.
New configurations for the credit check process
There are two new options in the System Setup screen to customize the credit check process:
- Show Credit Score after performing a Credit Check: Allows to show the result of the credit check with or without showing the score itself. Before this change, the score was always visible.
- Required Deposit Fee: Allows to indicate the value of the deposit the customer has to pay if the credit score is too low.
Below is a screenshot of the results page of a credit check without the credit score.
New validation to prevent accidental changes to Dynamic Replacement Values
Since the release 2020-01 of OpsAdmin it’s possible to edit the available replacement values for traunches and previous enrollments traunches that are used in documents and autoresponders:
With this new feature, also a new problem arised. Since the user can modify these values, it’s possible to delete or edit a value that has been used in a document, and after the change, the system won’t be able to find it and replace it with the corresponding value.
To prevent this situation happening by accident now the system will inform the user if the value he is trying to change has been used and if he wishes to proceed, must also manually update the documents and autoresponders.
Improved handling of Legal Disclaimer for Pricing Matrix Quote
The structure of the Pricing Matrix quote cannot be designed using the Documents Manager due to its complexity and because of that, the only design available is the one provided with the system.
While there are future plans to integrate the Quote documents to the Documents Manager, there is a need to be able to add and modify a legal disclaimer for the footer of the quote. Previously, this was handled with an html file deployed with the system. In this release, there is a new option in the System Setup screen to design that disclaimer.
It’s possible to hide dispositions that cannot be deleted
There is a new option in the Dispositions Types screen that allows to hide a reason from the selection popup when it’s being used for drops, notes, etc:
This option is only available for those reasons that cannot be deleted because they have already been used. This action can be reversed.
This validation applies to the three levels of configuration (Dispositions, Reasons, and Details).
The system shows secondary contact information for Sales Importer enrollments
The system now shows the Name, Type and Phone Number of the Contact for the enrollments added to the system through the Sales Importer:
New configuration to show both Reinstate and Reenroll winback options at the same time
The system now has a new field to indicate the timeframe in which both the Reinstate and ReEnroll options are available. This value has to be higher than the current timeframe.
The new field is named Timeframe Window For Early ReEnroll and the existing field has been renamed to Maximum Timeframe for ReInstate from Timeframe Window.
Before this update, the time frame worked by enabling the ReEnroll only if the difference between the drop date and current date was lower than the configured timeframe. Otherwise, only a reinstatement was possible.
Regarding the substatus, the behavior remains the same. This only applies if the substatus is either Pending Final or Pending Drop. Finaled and Final only allow a ReEnroll.
The behavior is now as the following examples:
- Maximum timeframe can be 0: In that case the only option available will be ReEnroll at any time.
- Maximum timeframe of 30 and Early ReEnroll of 0: If the difference between dates is lower than 30, then force the ReEnroll, else force the Reinstate.
- Maximum timeframe of 30 and Early ReEnroll of 60: If the difference between dates is lower than 30, then force the ReEnroll, if the difference is between 30 and 60, both options are available, else force the Reinstate.
New role to allow to move drops outside of Drops Archive
A new role called Drops --> Allow To Move Out From Drop Archive was added to the system. Removing this role for a user will prevent him from moving drops outside the Drops Archive queue.
This new role has been assigned to all existing role groups by default so the functionality should remain the same for all users until the role groups are edited.
Corrected names in the Affiliates Manager’s Commissions tab
The fields of the Commisions tab of the Affiliates Manager have been reorganized and renamed:
Before this change, there was a Commision Code field that in reality was submitting to ESG as the Commision Unit Number. This now has been fixed.
Improved behavior of Reason Codes filters in Drops Management screens
The Reason Codes filter of all the Drops screens has been improved and added to those screens that didn’t have it. Previously, the filter showed options similar to the following image:
This was due to having reasons that use the same code in different utilities.
Now the Reason Code filter depends of the Utility filter:
After selecting the utility, the Reason Code filter will show only the codes associated with it. Id a code doesn’t show a description is because none was assigned by the users.
