2020-09 Release Notes

Iteration: 2020-09

August 18, 2020

What's New?

3860	New filter in the Document Manager.
3890	Phone filter in Customer Manager limited view.
3881	Company phone number by market.
3846	New option to send emails to default customer email addresses.
3828	Multiple enhancements and new security features.
3143	New option to capture one payment immediately.
3832	Deposit information added to Enrollment Details.
3802	Added replacement values for default plans.
3829	Customers can choose to bypass the credit check.
3828	Third Party Verification Id mapped to Sub Agent field.
\(＾▽＾)/	Several improvements to On Hold Enrollment Manager.
\(＾▽＾)/	New Payment Methods Manager screen in OpsAdmin.

Fixes and Improvements

3765	Utility Manager was showing documents from other utilities.
3816	It wasn’t possible to perform any action in the Sales Importer.
3749	Error on Plan Change Rate Update service task.
3850	Enrollment Details was showing an incorrect payment token.
3836	In the Rates Wizard summary page the system was showing the electricity utility in the gas utility section.
3866	Error when exporting winback enrollments.
3869	Error when exporting legacy enrollments.
3879	Sales Importer was showing an incorrect message when the enrollment wasn’t renewable.
3879	Error when trying to save a plan.
3885	Error when trying to log the changes made on an enrollment.
3797	When a user input an incorrect username, the system was redirecting to a blank page.
3796	It wasn’t possible to edit the Billing System Promo Code field in the Affiliate Plan.
3753	Forgot password email was not being sent.
3851	Fixed error with Password Restore email.
¯\_(ツ)_/¯	Rates Wizard was not redirecting to the No Service Available page when using an unavailable zip code.
¯\_(ツ)_/¯	Rates Wizard showed an error message when a customer tried to enroll in electricity and gas at the same time.
¯\_(ツ)_/¯	Error on Send Drops From Yesterday service task.
¯\_(ツ)_/¯	Error on Account Exemption service task.
¯\_(ツ)_/¯	Error on Update Enrollment Sub Status service task.
3820	Changed how autopay information is sent to ESG.
3143	Changed how one time payments are sent to ESG.
3821	Changed how Move In is reported to ESG.
3853	Improved mobile rates wizard presentation.
3857	Improved Acceptance Options section scrolling in Market Manager.
3868	Fixed Rates Wizard coloring issue with some older browsers.
¯\_(ツ)_/¯	Improved phone fields usability.
¯\_(ツ)_/¯	Added a loader for the delete user process.
¯\_(ツ)_/¯	Associated zip codes in Plans Manager are now sorted.
¯\_(ツ)_/¯	Multiple usability improvements in the Rates wizard mobile view.

Features & Fixes Details

New filter in the Document Manager

There is a new filter to only show those documents that will always be shown in My Account, even if the document is overridden by another in a different level (Plan, Utility, Market).

Also, that option is now better explained in the document editor screen.

Company phone number by market

Now it’s possible to change the company phone number that is shown in the wizard depending on the market of the searched zip code. This field is not mandatory, and if it’s not configured, the system will use the brand phone number by default.

New option to send emails to default customer email addresses

There is a new System Setup option that allows to toggle if the system should send emails to the web customer default email address. This option is enabled by default to maintain the current behavior.

Multiple enhancements and new security features

This release has several changes and improvements to the password management of OpsAdmin users.

First, the User Manager has a new Reset Password option available in the Actions menu of the table. This option automatically generates a random temporary password and sends it to the user by email. This email is hardcoded and cannot be edited using autoresponders since there is no other way to inform the customer about that password. This change increases the system security by not needing anyone to set the password for another user.

Also, OpsAdmin has a new configuration value to indicate an expiration period for passwords before forcing the user to update it.

If the configuration has a value different to zero, OpsAdmin will ask the user to change the password during the login process if the password has expired.

Finally, now the users can change their own passwords, instead of requiring an administrator to reset it. To do this, the user has to select the Change Password option in the account menu.

This option will show the following popup, which also explains the rules required for the password, depending on the configuration in System Setup.

New option to capture one payment immediately

By default OpsAdmin manages payments in three steps:

1. Authorize the payment in Authorize.Net
2. Send the payment to the billing system
3. Capture the payment in Authorize.Net after receiving the confirmation from the billing system.

This process applies to deposits and one time payments, but NOT for autopay, because that is entirely managed by the billing system.

The new option allows authorizing and capturing payments in Authorize.Net and then sending the payment to the billing system. This option only applies to one time payments and not deposits, since capturing a deposit depends on getting the enrollment confirmation from the billing system.

Deposit information added to Enrollment Details

Now in the payment information section of enrollment details, the system shows if a deposit is required for the enrollment and if it has been paid.

Added replacement values for default plans

There are three new replacement values that return information of the default plan associated with any particular plan. This new replacement values are:

• PLAN_DEFAULT_PLAN_NAME
• PLAN_DEFAULT_PLAN_RATE
• PLAN_DEFAULT_PLAN_MONTHLY_FEE

Customers can choose to bypass the credit check

Now it’s possible for customers to bypass the credit check if they don’t have the required information. In exchange they will be forced to pay the deposit.

Because of this change, the existing role to allow some users to bypass the credit check no longer makes sense and has been removed.

Third Party Verification Id mapped to Sub Agent field

OpsAdmin now sends the User ID for Third Party Verification to ESG using the Customer Prospect API call. This is mapped to the Sub_Agent_Code field of P2C only in the cases where the enrollment requires third party verification.

Fixed error with Password Restore email

There was an error with the password restore process, when the user clicked the following link in the mail generated from an autoresponder: [SITE_URL]/Account/RestorePasswordFromEmail?id=[HASH]. This error has been fixed.

Also, to prevent any problem with the URL when writing an autoresponder, instead using the URL indicated above, there is a new replacement value called [OPS_ADMIN_USER_RESTORE_PASSWORD_URL]. Keep in mind that there is no need to make any change in the existing autoresponders, this new replacement value is an alternative to the original URL and both options are valid.

Several improvements to On Hold Enrollment Manager

There are multiple small improvements in the presentation of the screen, with clearer names and structure.

The biggest change though, is the possibility to manage the letters of credit from this screen. If an enrollment has a letter of credit, the corresponding column will indicate that, and in the Actions menu of the registry there will be three different options:

• View letter of credit
• Approve letter of credit
• Reject letter of credit

If the letter of credit is approved, then the enrollment is sent to the billing system unless there is another situation stopping that.

If the letter of credit is rejected, then the status of the enrollment will be changed to On Hold - Deposit Pending and wait for the customer to pay with another method.

New Payment Methods Manager screen in OpsAdmin

There is a new Payment Methods Manager option in the Customer Details screen that allows to modify the customer credit cards without the need to log to the customer My Account.