2024-06 Release Notes
Iteration: 2024-06
May 23rd, 2024
Improvements
| 5696 | Updated error message verbiage when attempting to perform a ReEnroll to “Error: The system cannot get the Drop information to perform a Winback Process.” |
| 6240 | Submit Prospect to ESG: Adjusted validation to include all the columns populated in the file plus some performance and refactor improvements. |
| 6275 | Adjusted placement of meter number in the ECI prospect submission. |
| 6279 | Master, Agent and Subagent are now saved to the enrollments table |
| \(＾▽＾)/ | Enrollments API: Removed useless data from Logs and added actually useful data. |
| \(＾▽＾)/ | Improved checkbox component presentation across the whole system. |
Fixes
| 6294 | Fixed issue when attempting to recover customer password. |
| 6145 | Corrected a performance issue that caused some logs from not being succesfully saved to the database. |
| 6209 | Adjusted “undefined” error when attempting to massively update accounts and not having the right permissions. |
| 6238 | Solved a bug when attempting to display variable plan data on autoresponders. |
| 6253 | Fix for the truncate digits functionality that was not working properly. |
| 6257 | Correction for issue in Enrollment Details page where the LDC field would be reverted to its original value after performing an update. |
| 6287 | Adjustment for ECI Renewals file that was missing data on the default plan row. |
| 6293 | Fix for Renewals Export that was failing due to some performance issues. |
| 6271 | Solved an error in Plans Manager where the screen would freeze when cloning a plan. |
| ¯\_(ツ)_/¯ | Adjusted validation in Web Enrollment Journey for scenarios where there are no published web plans or the “Enabled Until” date has passed. |
| ¯\_(ツ)_/¯ | Several UI fixes for the Bundle Plans UI. |
| ¯\_(ツ)_/¯ | UI fixes and corrections for the Partner Accounts UI. |
Features & Fixes Details
Master, Agent and Subagent are now saved to the Enrollments table
Initially, these 3 fields were only saved when the enrollment came through the Sales Importer. For other types of enrollments, these values would be read from System Setup or Affiliates Manager.
Now, the values are stored directly in the database.
When processing accounts through the Sales Importer and dealing with an affiliate plan, Master, Agent and Subagent will be read straight from the affiliate manager and the spreadsheet values will be ignored.
When processing accounts through the Quick Enrollment process, the user’s username will be set as the Subagent value unless the enrollment is tied to an affiliate plan, in which case, the affiliate subagent will be tied to this enrollment.