2020-12 Release Notes
Iteration: 2020-12
November 09, 2020
What’s New?
| 3997 | Configure the decimal places for rates shown in the Rates Wizard. |
| 4014 | Several new fields added to Customer Details. |
| \(＾▽＾)/ | Concurrent billing systems integrations. |
| 3143 | Make one time payments from Customer Details. |
| 4022 | Capture One Time Payments Immediately now also applies to Deposits. |
Improvements
| 4020 | Added new Forgot Password autoresponder trigger. |
| 4046 | Affiliate plans now inherit the Send Rate and Send Monthly Fee values. |
| 4057 | Small UI improvements in Rates Wizard. |
| 4002 | Phone fields in the wizards automatically add the +1 international area code. |
| 4015 | Now the Include Document field in the Generate Autoresponder popup in Customer Details show the documents with the format Display Name (Doc. Name + Version). |
| 4013 | The Renewable Percentage variable for documents and autoresponders now shows the value as an integer percentage. |
| ¯\_(ツ)_/¯ | Improved Email Manager sorting by date. |
| ¯\_(ツ)_/¯ | Retry Third Party Verification can now also be started from the On Hold Enrollments Manager screen. |
| ¯\_(ツ)_/¯ | Better error message for Third Party Verification retry process. |
| ¯\_(ツ)_/¯ | Default Customer Email option available once again with the payments module enabled. |
| ¯\_(ツ)_/¯ | When previewing an email with the password in it, the password is hidden. |
Fixes
| 4008 | Plan documents were not visible for bundles in the Rates Wizard. |
| 4010 | My Account was showing English documents for Spanish customers. |
| 4018, 4062 | Error when a plan with default plan associated was updated. |
| 4042 | Error when publishing a plan that indicated that there were missing required documents that were actually associated with the plan. |
| 4055 | The Enrollment Manager export functionality fails when exporting a dropped enrollment. |
| 4052 | Sales Import failed when validating zones and utilities. |
| 4061 | The system was showing an email as pending instead as error when the process failed. |
| 4009 | Rates wizard showed the default thank you page when a custom page was configured. |
| 3992 | Enrollment Dates were incorrectly updated with older dates. |
| 4041 | System was mixing the dates for variable rates, preventing from adding rates. |
| ¯\_(ツ)_/¯ | The Rates Wizard showed the “Username already exists” error message after successful customer log in. |
| ¯\_(ツ)_/¯ | Text encoding error in the Enroll_Type_Desc field when sending an enrollment to ESG. |
| ¯\_(ツ)_/¯ | The Pricing Matrix approval process failed when the latest imported file had a utility removed when compared with the previous imported file. |
| ¯\_(ツ)_/¯ | Utility Rate Codes weren’t showing up in the corresponding dropdown when editing a plan. |
Features & Fixes Details
Configure the decimal places for rates shown in the Rates Wizard
Now it’s possible to configure how many decimal places will be shown for tranches and rates, both in the wizards and documents. This configuration can be customized for independently for each market.
Several new fields added to Customer Details
The enrollment details in the Customer Details screen now show the plan version and utility associated with that enrollment. The contract Dates are now presented together.
Concurrent billing systems integrations
In this version, OpsAdmin gained the ability to use different Billing Systems for each utility. OpsAdmin can manage a single instance for each of the billing systems which are configured in System Setup, but in Utility Manager it is possible to indicate which billing system should be used.
Currently OpsAdmin still has complete integration with ESG, but in a few updates the integration with ECI will be completed and the documentation will be delivered with the release notes indicating the differences between each billing system integration.
Make one time payments from Customer Details
Now it’s possible to make a one time payment for a particular enrollment by selecting the corresponding option in Customer Details. This will open a popup where the agent can select a payment method and amount to charge.
Added new Forgot Password autoresponder trigger
Previous to this change, a single autoresponder trigger was available to send notifications when the agent or customer forgot their password. Now OpsAdmin has two different autoresponders, one for customers and one for agents, allowing to create different notifications for each.
The existing triggers were renamed to Customers: Send Forgot Password, Customers: Forgot Username and Customers: Reset Password. The new added trigger is named Users: Send Forgot Password.
Default Customer Email option available once again with the payments module enabled
When the new payments module was added, the option to use the default customer email in Quick Enrollments was disabled IF the module was active.
This change was made because the email is used to validate the customer account with the payment vendor.
This option is now more flexible, limiting the use of the default customer email for markets that use payments, the other markets will have the option enabled.