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2018-08 Release Notes

Iteration: 2018-08

January 11, 2019

What’s New?

2695Added the Monthly Fee to the Plan Grid in Quick Enrollments.
2664Added a replacement value for the Sales Date field.
2649Added a replacement value for the  Requested Start Date field.
2571, 2608New columns and tables are imported to the Datamart.
2605Now the Affiliates dropdown in Enrollment Manager is allows multiple selection.
2745Added a Monthly Fee range filter to the Global Price Changes screen.

Fixes and Improvements

2631Fixed an issue that prevented exporting Web Plans to an Excel file.
2655Fixed an issue that prevented updating a document to a new version.
2657Fixed an issue that locked the loader when the user performed a mass update in the ETF Invoice Queue.
2662Fixed an issue that locked the loader when the user printed the selected rows in the Letter Queue.
2691Fixed an issue that prevented some plans to showing up in the Wizard.
2720Fixed a Sales Importer error where existing values weren’t found because of trailing spaces.
2714Fixed an issue where the incorrect logo will show up in the mobile view of Customer Details.
2743Fixed an issue where changing the letter status wasn’t doing anything.
2744Fixed an issue by which the datamart files where downloaded empty
2689Fixed an issue where the incorrect Contract End Date was shown in Reprint / Resend Queue.
2612Changed the behavior of Sales Importer to prevent dropped account to be imported again.
2599Added Attempts field to Winback export and removed Priority field.
2700Fixed an issue in Reprint/ Resend Queue where an email sent to a different address than the original, was showing the original TO address instead of the new one.

Features & Fixes Details

Added the Monthly Fee to the Plan Grid in Quick Enrollments​

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New columns and tables are imported to the Datamart​

New tables and columns of existing tables were added to the Datamart. The new tables are:

  • datamart_acct_rate_chang

  • datamart_agent

  • datamart_component_charge

The tables with new columns are:

  • datamart_accounts 

  • datamart_customers 

  • datamart_serv_agree_band_detail 

  • datamart_usage_detail

Added a Monthly Fee range filter to the Global Price Changes screen​

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