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2025-08

2025-08 Release Notes

Iteration: 2025-08​

June 25th, 2025

Index

[TOC]

Improvements

  • Improved validation when processing Matrix Files to inform that files don’t match the date criteria.
  • Campaign Manager Updates
  • Adjustments to handle 0 byte file sizes when importing sales files from an FTP.
  • Removed the “Quote” functionality from Pricing Matrix as it was not used.
  • Added feature to allow importing gas prices to Pricing Matrix
  • Added “Locked” column to the Plan Importer template
  • Payment Fraud Lock History Screen
  • Affiliate dropdown in Plans Manager is now alphabetically sorted and allows searching.
  • Added Emergency Number field to Utility Manager as well as its dynamic field: [UTILITY_EMERGENCY_NUMBER].
  • Renewal Notices UI now shows the actual date in which the notices were sent.
  • Set “All Affiliates” as the default option for the Affiliates dropdown under the New Autoresponders UI.
  • Added a filter to the MCL addresses list in order to retrieve only active addresses.
  • Reference Name is no longer a required field when creating Prospects.
  • Pricing Matrix and Create Prospect UIs hide the usage tier field when there is a single item listed.
  • Added a dynamic field to retrieve date and time of an enrollment creation: [CREATED_AT]
  • Users can now customize the wizard meter number label under Utility Manager
  • Shortened the link to download prospects.
  • Fixed a typo in MyAccount.
  • Campaign Manager menu is now restricted for users that do have access to Plans Manager.
  • Removed unused plan types.
  • UI improvements to correct misaligned dropdowns.
  • Improved verbiage of message shown to users when they open an already used password reset email.
  • Revamped the whole Account Information section in Prospects so it looks way better.

Fixes

  • Adjusted date formatting on prospects.
  • Adjusted validation to prevent the plan code from exceeding its maximum length.
  • Correction to display Reset Password emails in Reprint Resend Queue.
  • Adjustments for TOU dynamic fields as well as corrections in time formatting.
  • Fixed error at the time of sending some emails.
  • Corrected error message when loading the Global Price Changes UI.
  • Fixed some typos in Plans Manager.
  • Solved issue that prevented the Make a Payment UI from loading in MyAccount.
  • Fix for invoices below 0 amount that were not moving to the archive.
  • Corrected loading issue in Pricing Matrix.
  • Rearranged the way timezones are managed when saving recurring billing dates to the database.
  • Adjustments for Recover Password/User functionality to prevent multiple emails from being generated.
  • Database adjustment to handle the infinite character in Pricing Matrix.
  • UI improvements for Plans Manager dropdowns.
  • Completed certain columns in Email Manager that would be empty when generating prospect emails.
  • Corrected Renewal process that asked for First/Last name when renewing a commercial account that should only require Firm Name.
  • Solved issue at Letter Queue that prevented users from archiving letters.
  • Fix for error message when loading the Customer Details screen.
  • Fixed error that prevented the Plans Manager UI from loading correctly.
  • Text correction on Quick Enrollment’s pop up message for On Hold enrollments!
  • Adjusted checkboxes in Background Service Jobs UI.
  • Fixed naming issues when printing prospect files.
  • Adjustment on Brand Config so the cache is refreshed when updating values in this screen of the system.
  • Solved issue in Plans Manager’s dropdowns that didn’t hold their default “Select” value.

Features & Fixes Details

Campaign Manager Updates​

It’s now possible to work with language variants when creating and managing existing campaigns. A new field called “Presentation” was added as well.

These two fields can be retrieved in documents with the following dynamic fields: *Campaign_Presentation_Text *and Campaign_Contract_Text.

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Added feature to allow importing gas prices to Pricing Matrix​

To import gas prices, it is important to set up the different name for gas price files in System Setup, as the current set up file names are only for electricity:

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The Pricing Matrix site now displays the Commodity in its own column, while Market and Utility are now merged in one single column:

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Same change was applied on the Pricing generation Email.

Because of this change, the commodity is now a required field when using the create prospect endpoint in the API.

Added “Locked” column to the Plan Importer template​

Users can define if the plan’s rate is locked or not when massively creating affiliate plans using the Plan Importer. This field was added to the template that can be downloaded from the UI. Possible values for this column are True (Locked) or false (Not locked).

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Payment Fraud Lock History Screen​

Users need to be able to whitelist certain IPs that may have been blocked due to a certain number of payment attempts.

This functionality is tied to a role called Payments -> Payment Fraud Lock History: Access and it can be accessed from Payments >> Payment Fraud Lock History.

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This screen shows a list of all customers that have been locked after certain payment attempts. It is possible to search by customer data or IP to locate a record and Unlock it using the … button on the right of each record.

Additionally, users can also whitelist a specific IP address by clicking the button on the top right of the screen - “Whitelist IPs”.

Please enter the IP Address, and the partner/entity that the IP address is assigned to, then hit Save.

This screen is where users can also delete an IP address that should no longer be whitelisted.

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Users can now customize the wizard meter number label under Utility Manager​

Utility Manager includes a new field to customize how the meter number is requested to customers when enrolling online or using the Quick Enrollments functionality. This only affects those Utilities that have their prospects submitted to the ECI Billing System:

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The label on the Web Enrollment journey now reflects the provided text:

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Same for the Quick Enrollment process:

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