2025-01
2025-01 Releaste Notes
January 20th, 2025
Improvements
| 6643 | Added External Contract ID for Commercial Accounts |
| 6662 | Added External Agents to Affiliates Manager |
| 6671 | Channels Manager |
| 6370 | Added functionality to generate a sample PDF using Enrollment/Prospect ID. |
| 6370 | Weekends are now considered when sending pricing emails and when doing price validations. |
| 6370 | The meter field has been updated to Service Reference Id. |
Fixes
| 6691 | Fix for display bug in the Make a Payment UI. |
| 6690 | Updated date format on RR to BR File. |
| 6714 | Solved a bug that prevented plans from being deleted. |
| 6717 | Resolved an issue in the Price Plan Update UI where users could not generate a new PPU. |
| 6722 | Correction on ESG’s Prospect Submission where accounts were sending incorrect values for Master/Agent/Subagent. |
| ¯\_(ツ)_/¯ | Adjusted Excel Export from Enrollment Manager that was showing an error message. |
| ¯\_(ツ)_/¯ | Corrected an issue on a specific plan that was not accessible via quick URL. |
| ¯\_(ツ)_/¯ | Fixed a display issue with the phone data on the Web Enrollment Journey. |
Features & Fixes Details
External Contract ID for Commercial Accounts
Added External Contract ID for Commercial Accounts. This is a field submitted to the ESG Billing System under the External_Contract_Id tag. This field can be populated in Quick Enrollments and added to the Sales Importer. This field can be turned off/on from Customer Types.
Added External Agents to Affiliates Manager
With this functionality, Affiliates can add subagents. If the Use Sub-Agent on OpsAdmin Profile is checked, all External sub-agents are greyed out and not eligible to be used in this particular affiliate. These subagents are validated in the Sales Importer. This feature only works with Web Plans and the batch template must be populated with a promo code and a sub agent code.
Channels Manager
This feature makes it possible to assign a group of plans to a specific channel. Channels can be added through the Channels Manager UI.
In Plans Manager, it’s now possible to associate a plan to different channels:
