2025-05 Release Notes

April 11th, 2025

Improvements

6790	Minor performance improvements for Letter Queue as well as a progress bar.
6870	Removed a big blank space in the Quick Enrollments process at the plan grid.
6874	Improved error messages when importing zip code lists.
6813	Improvements for “All Market” Autoresponders
6832	Improvements for Plan Filtering
6808	Adjustments for Rate and Discount plans in Quick Enrollments
6683	Added “Last Update Date” to the Dynamic Templates grid.
6803	Added “Interval_Ind” column to Datamart Accounts extract.
6905	Added “Direct Mail” to the Affiliate Types dropdown.
6740	Pricing Matrix: Added Tenor and Term configuration by Customer Type
6370	Pricing Matrix: It is now possible to tie more than one account number to a prospect
6370	Pricing Matrix: Prospect prices can now be presented in dollars or cents.
6844	Pricing Matrix: Prospects capture customer’s communication preferences

Fixes

6878	Solved issue in Prospects endpoint (API) that would not return the correct document URL.
6878	Adjusted Prospects endpoint (API) that did not return results if the account did not have an affiliate tied to it.
6864	Correction for Global Prices Changes at the time of updating variable plan rates.
6877	Fix for API issue with token validation and refresh.
6843	Adjustment for Sales Importer where accounts would be updated to an incorrect status when trying to mark them as Cancel - Duplicate.
6851	Resolved an issue that would prevent some customers from receiving the Reset Password Email.
6874	Solved a bug in Zip Code Manager that prevented a list from being imported.
6874	Adjusted manual zip code add that would remove the leading zeros of a given zip code.
6875	Fixed issue in testing environment where the plans endpoint returned an error message instead of plan records.
6896	Correction for Sales Importer where it was not possible to process some accounts as renewals.
6907	Solved an issue with autoresponders that resulted in accounts being updated to “Autoresponder Warning” status.
6912 \ 6922	Fix for date fields under Enrollment Details page that didn’t allow user updates.
6872	Adjustment for Affiliate dropdown in Autoresponder that didn’t save the selected value.
6859	Corrected limitation when adding new variable rates where the Effective To Date had to be 2 days higher than the current date.
6918	Adjusted failure in Pricing Matrix file import process.
6915	Correction in Prospect rate dynamic fields that were backwards.

Features & Fixes Details

Improvements for “All Market” Autoresponders

Enhancement for the existing “All Market” Autoresponders so when this setting is turned on, only one autoresponder is created instead of having the same autoresponder duplicated for every single market. Now, one autoresponder is used for all.

Any existing auto responders will remain as is, even if this setting is turned on.

Improvements for Plan Filtering

It is no longer necessary to clear the search when filtering the Plans grid in Plans Manager. It’s also possible to select multiple affiliates at the time of filtering:

Added checkboxes and the option of sending selected plans to the Archive:

Adjustments for Rate and Discount plans in Quick Enrollments

In some markets it is a regulatory requirement that customer service agents quote the "all in" average price paid relative to their usage (usage tranches displayed). In order to prevent agents from quoting the "rate only" rate, the plan level rate was removed from the Quick Enrollments screen. Instead, all the traunch information is displayed on the left grid at the time of doing a Quick Enrollment. This allows the business to decide which rate the agent should lead with (based on usage). Also, if the rate does not include a monthly service fee, the base rate will simply be displayed for each usage tranche:

At the time of making Renewals, the different traunches are included as well:

Please note that a roadmap item is to have configurations that will allow the business to determine which rate (either base rate or one of the usage tranche average price rates) should be predominantly displayed. This will be included in a future iteration.

Pricing Matrix: Added Tenor and Term configuration by Customer Type

It is now possible to customize tenor and term configuration for Residential and Commercial customers separately. This customization can be found under system setup. This change impacts the way that the pricing emails are generated so the attachments only include the required term and prices for each customer type. When accessing the Pricing Matrix portal, the information displayed also depends on the designated terms and prices for each customer type.

The API endpoints related to Prospects are also adapted to return values based on these settings, such as the Create Prospect or Get Pricing Matrix Rules endpoints.

Pricing Matrix: It is now possible to tie more than one account number to a prospect

Multiple addresses can be added to prospects as long as they belong to the same utility from the selected price. The user can decide if any of the added service addresses can be used as the billing address as well.

The addresses/account numbers can be edited by clicking on each row of the grid.

A grid containing the address information can be included in autoresponders with the PROSPECT_SERVICE_ACCOUNTS dynamic field.

Pricing Matrix: Prospects capture customer’s communication preferences

When creating a prospect, it is possible to capture if the customer accepts being contacted by phone call or SMS. The Customer’s title (CEO, CFO, President, etc) has been added as well along the replacement value to use this in autoresponders.

Under Brands (System Setup), the user can set the Authorized Signer TITLE, as well as name and email address. 3 replacement values can be used in autoresponders to display this information in communications.

**Please let us know if a more in depth explanation or description of any new functionality is needed. We’ll be happy to schedule a call to discuss or provide additional details. **