2025-04 Release Notes

March 21st, 2025

Improvements

It’s now possible to update the Plan Description when creating an affiliate plan.

The Discount Percentage field (Plans) now accepts decimal numbers and the decimals are adjusted based on dollars/cents in documents.

Updated verbiage for customers with inactive accounts in MyAccount.

Corrected some typos under Support Notices.

Fixes

Adjustment at the time of processing a payment to correctly display iCheckGateway error messages.

Fixed “Discount Percentage Required” error message when trying to create a plan.

Reduced loading time for Quick Enrollments.

Resolved sorting issue in Pricing Matrix.

Added Master, Agent and Subagent to Legacy Importer plus a template download button.

Fixed issue in Quick Enrollments where rate was displayed as dollars instead of cents.

Adjustment for table component in HTML editor.

Solved bug where replacement values were not working at the time of sending a communication.

Adjusted customer’s logo on Quick Enrollment UI.

Resolved issue at the time of unsubscribing from Autopay.

Corrected amount of decimals for Prospect_Rate replacement value.

Adjusted validation on pricing matrix max margin so prices are displayed correctly.

Fix for Affiliate Type field that was not sticking after saving Affiliate.

Resolved error when trying to reset password in Pricing Matrix.

Solved issues with rate related fields at the time of creating a plan.

Fix for Pricing Matrix showing all prices set to 0 after Prospect Manager enhancement.

Adjustment in pagination for the prospects UI.

Solved some issues at the time of filtering data in Pricing Matrix.

Fixed bug during the enrollment process where the incorrect ESSID was populated.

Adjusted autoresponder logic for enrollments with a default email address.

Solved a display issue of the Renew button under Customer Support.

Removed initials that were incorrectly included in signature when they shouldn’t (Pricing Matrix)

Solved error with Pricing Matrix Portal filters.

Corrected error message after saving Affiliate.

Features & Fixes Details

Updated verbiage for customers with inactive accounts in MyAccount

When a customer currently sitting on a Cancelled status accesses MyAccount, this is the verbiage displayed in MyAccount’s main page:

Thank you for being a valued member of the [COMPANY NAME GOES HERE] family! You may be receiving this message for one of the following reasons:

New Customer: Your enrollment is not yet active. Once it becomes active, you will be able to access your customer portal information.

Multiple Accounts: You may be using a username and password associated with one of your other accounts (active or inactive).

Current Customer: We apologize for the inconvenience, but our systems are currently undergoing maintenance.

Thank you for your understanding!