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.

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