2025-03 Release Notes
February 28th, 2025
Index
Improvements
| 6773 | Alphabetized dropdowns in Prospect creation UI. |
| 6655 | Updated verbiage under Affiliates Manager. |
| 6782 | File name is now shown when importing a zip code list. |
| 6783 | Improved validations when adding zip codes to prevent <non numeric characters from being added. |
| 6644 | Now OpsAdmin refreshes address information with ECI data. |
| 5747 | Reinstate and Transfer of Service options are now configurable. |
| 6609 | Adjusted document delivery preferences. |
| 6774 | Added Zip Code export based on Utility selection. |
| 6776 | Added “Active” property to Affiliates as to improve the amount of records in Affiliates dropdown across the system. |
| 6752 | Channels is now an optional field in Plans Manager. |
| 6781 | Removed zip code ID from Excel Export. |
| 6789 | Transfer of Service pop up now autopopulates some data based on zip code. |
| 6728 | Added a Customer Type filter to several screens. |
| 6559 | Added replacement values for Default plan traunches as well as a replacement value for the 1st notification letter sent. |
| \(＾▽＾)/ | Refreshed ESG datamart tables structure. |
| \(＾▽＾)/ | Improved the presentation of Pricing Matrix. |
Fixes
| 6756 | Adjusted MCL database refresh since the utility files were changed without notice and the job was failing. |
| 6557 | Adjustments on Utility selector in the Autoresponder UI. |
| 6780 | Corrected issue in pricing matrix that would show markets and utilities to affiliates even if they didn’t have them assigned. |
| 6780 | Multiple fixes for replacement values when creating prospects. |
| 6785 | Fixed issue in Sales Importer where inconsistencies were not shown to the user. |
| 6802 | Solved a bug that prevented loading the renewal wizard. |
| 6804 | Resolved issue in Prospect’s Send Mail UI where document web names were not displayed in the dropdown. |
| 6806 | Fix for issue in Pricing Matrix where margins were not applied. |
| 6805 | Adjustment for Enrollment Details page that failed with some accounts whose data was missing in the datamart. |
| 6810 | Adjusted error message when trying to send a pricing email having an empty prices file. |
| 6718 | Fix for records that were not added to the Do Not Contact List through the Drops System. |
| 6793 | Solved a bug in Utility Manager that prevented legal names from being correctly saved to the database. |
| ¯\_(ツ)_/¯ | Fixed several issues at the time of saving a prospect. |
| ¯\_(ツ)_/¯ | Solved issues at the time of saving a Utility as well as resolving a bug that prevented the Rate Code drop down from being populated in Plans Manager. |
| ¯\_(ツ)_/¯ | Adjusted rate behaviour in Plans Manager when alternating between fixed or variable types. |
| ¯\_(ツ)_/¯ | Updated Marketer Name validation in the Sales Importer so it checks against Legal Names under Utility Manager instead of System Setup. |
| ¯\_(ツ)_/¯ | Solved a bug that prevented loading Quick Enrollments after entering the zip code. |
| ¯\_(ツ)_/¯ | Solved several filters and presentation bugs in Pricing Matrix. |
Features & Fixes Details
OpsAdmin now refreshes address information with ECI data
For clients that integrate with ECI, OpsAdmin accounts will now be updated with ECI's billing address information upon enrollment submission.
Users should keep in mind that ECI's billing address data is associated with customers, not enrollments. Therefore, in OpsAdmin, all enrollments linked to the same customer will share the same billing address. Additionally, if a customer is enrolled with a specific billing address, it will be overwritten with ECI's data.
The refresh process will occur in two stages:
- Stage 1: During the update of an account from Pending to Accepted, OpsAdmin will retrieve data from the meter status table.
- Stage 2: During the update of accounts from Renewal/PPU Pending to Renewal/PPU Accepted.
This functionality can be turned on/off from System Setup and will be enabled by default.
When editing an enrollment, OpsAdmin will use one of ECI’s API endpoints to submit the updated data as well.
ReEnroll, Reinstate, & Transfer of Service
Permissions: It’s now possible to manage the Reinstate and Reenroll options at the role level by assigning the appropriate permission.
When it comes to performing these transactions through Customer Support by agents, all of them have their own permission under Roles (User Manager):
- Drop Manager: Show ReEnroll option in drop and customer detail
- Drop Manager: Show Reinstate option in drop and customer detail
Additionally, the system now allows for controls of the Transfer of Service option at the role level as well.
- Customer Support -> Customer Details: Show Transfer of Service
Upon release of this functionality, it is necessary for the business to update the existing roles with these permissions. **By default, these permissions will be added to all roles. **
My Account Configurations: The availability of these transactions for customers can be turned on/off from the system Setup>>Other configurations:
Upon release of this functionality, it is necessary for the business to update these configurations.
By default, none of the options shown above will be enabled.
Adjusted document delivery preferences
Several changes have been made to the way OpsAdmin handles the different document delivery preferences for customers.
Here is how the logic will work:
At the time of sending a communication to the customer, the system checks the customer’s choice at the time of the enrollment. If the customer chose Email, the system will generate the email but it will also check Market Manager to see if a letter is required as well. Otherwise, just the email will be sent out. For customers that chose a letter, only letters will be generated.
If there is no autoresponder, nothing will happen. If there is no autoresponder for email, the system won’t generate a letter. OpsAdmin will not fallback to another autoresponder if the required one is missing.
Details of the changes that were made:
Delivery (Email & Letter, Email, Letter) and contact (Email, Phone, US mail) methods have been removed from Utility manager (Relationships Tab), all methods are tied to all Utilities by default.
The available contact methods to use with autoresponders are Email and Letter, phone is no longer an option.
Billing Delivery Methods (This is important for the Billing System), the available methods are Email, Letter, Both. There is no change here.
Autoresponder settings under Market Manager are now used to show which letters are required independently of the customer’s choice. This change will affect those customers that have selected Email as their contact method, since they will receive both the email and the letter (Due to regulatory compliance). The system already works this way today.
It is very important that users review and double check the autoresponder settings under Market Manager to make sure that the set up is accurate and valid for each autoresponder since this data has not been migrated with the new structure.