2020-01 Release Notes
Iteration: 2020-01
February 01, 2020
What’s New?
| 3366 | Added an option for customers without an email in Quick Enrollment. |
| 3268 | Added new optional fields to the Sales Importer. |
| 3298 | Added a new Commodity Type field. |
| 2724, 3296 | Now it’s possible to show Traunchs in dollars or cents. |
| 2085 | Now it’s possible to generate Drops from OpsAdmin. |
| \(＾▽＾)/ | We revamped the Rates Wizard mobile experience. |
Fixes and Improvements
| 3313 | An issue was preventing the system from updating some accounts substatus. |
| 3309, 3387 | An issue was showing an incorrect type for customer notes and preventing the creation of new new notes in certain scenarios. |
| 3316 | An issue was showing accounts with sent notifications when this wasn't the case. |
| ¯\_(ツ)_/¯ | The links to the notifications in Renewal Notices weren’t working. |
| 3325 | It wasn’t possible to download Renewal Notices from Letter Queue Archive. |
| 3360 | There was an error with the email export that incorrectly filtered which emails to export. |
| 3334 | Fixed an issue where accounts with fixed terms were incorrectly being updated from Pending To Accepted. |
| 3388 | Fixed an issue where, sometimes, images weren’t displayed in documents and autoresponders. |
| 3390 | Fixed an error that prevented exporting Renewal Notices. |
| 3393 | Added a validation to prevent duplicate roles on the system. |
| 2273 | Fixed an error with the Send Drop Warnings service task which wasn’t working. |
| 3422 | Fixed an issue that prevented the ETF Invoice Queue from loading. |
| 3253 | Fixed an issue that incorrectly updated dropped accounts to accepted. |
| ¯\_(ツ)_/¯ | We reimplemented the Update Invoice status as a Service Task. |
| 3421 | We fixed several errors causing an Undefined error in Legacy Importer. |
| ¯\_(ツ)_/¯ | Fixed an issue that prevented updating accounts from Renewal Pending to Renewal Accepted. |
| 3304 | Improved presentation of Rates Wizard for Desktop and Mobile. |
| 3384 | Fixed an issue that allowed to bypass the Firm Name requirement. |
| 3453 | Fixed an issue that made re enrolled accounts with new plans actually re enroll in the original plan. |
| 3486 | Fixed an error generated when trying to load the Do Not Contact List. |
| 3477 | Fixed an issue where an error message was shown when an account was imported as a new enrollment. |
| 3424 | Fixed an issue where the columns Fed_Tax_Id_Num and Tax_Exemption_Ind weren’t submitted to ESG. |
| 3377 | Improved the Sales Importer process to make the SLine1_Addr field mandatory. |
| ¯\_(ツ)_/¯ | Fixed an issue in the “Send Drop Warnings” task that generated high CPU usage and never ending execution. |
Features & Fixes Details
Added an option for customers without an email in Quick Enrollment
When a customer didn’t have an email address, the agent had to input the default email address manually and this was prone to errors. The new field prevents this situation.
Added new optional fields to the Sales Importer
Now the Sales Importer has four new optional fields available:
- Pricing Type
- Commision Difference
- Company Commission
- Total Annual Usage
These four fields should be added at the very end of the sales importer template columns.
Added a new Commodity Type field
Now it’s possible to indicate the percentage of renewable energy by commodity with the new % Renewable field.
This field is also available as a Replacement Value both for Dynamic Documents and Autoresponders.
Now it’s possible to show Traunchs in dollars or cents
There is a new configuration in the Market Manager that allows to setup how the system should present the calculated traunch in Dynamic Documents and Autoresponders. The Edit Market screen was slightly rearranged to present these new options:
By default, all the markets will be setup in dollars, which is the historic behavior of the system. No change is needed in existing documents or autoresponders.
Now it’s possible to generate Drops from OpsAdmin
OpsAdmin now allows the user to drop (Move Out in the case of Texas) accounts from within the system. This action can be performed by an agent from Customer Details, or by the customer from the My Account site.
A new button named Drop Account will show up in the Customer Details screen for those accounts that have an Active status.
In the case of the customer, this option is available in the My Account screen.
When the option is selected from any of the screens, a popup with the following options will show up:
Once the user has selected the date, reason code and the option to remove the meter the Drops gets generated and sent to ESG in the moment and the status account is changed to Pending Drop.
We revamped the Rates Wizard mobile experience
With this release we vastly improved the mobile user experience. Now the system has much better navigation, information and options are better arranged and space is better used. The wizard now has a bottom navigation bar that’s always visible and provides easy access to the most common features. Below there are a couple of comparison shots, with the old UI to the left and the new UI to the right:
