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2021-03 Release Notes

Iteration: 2021-03​

March 15th, 2021

What's New?

4262 Autoresponder Trigger for enrollments that are sent to the billing system after being in an On Hold status.

Improvements

4198 Multiple stability improvements for the database backup
4256 The field Not Available For Renewal is now inherited by affiliate plans.
4292 Improved validations when accessing the payment form for Authorize.Net.
4274 Improved options available for Door To Door sales.
4267 Now the Gas Pool is sent with the enrollment information when the Billing System is ECI.
4254 The system now searches for previous credit checks only for logged customers.
¯\_(ツ)_/¯ The Missing Autopay Data column will be hidden from On Hold Enrollment Manager when autopay is configured as optional in System Setup.

Fixes

4259 Firefox compatibility issue that prevented from populating some dropdowns.
4271 It wasn’t possible to perform a credit check in Quick Enrollments.
4272 An incorrect address value was being sent to the Billing System.
4278 Enrollment was being sent to the billing system without paying the deposit, when the payment process failed.
4302 Wizard: Increased the oldest date selectable in Date Of Birth fields.
4287 Rates Wizard: Fixed loading of cities dropdown.
¯\_(ツ)_/¯ Fixed error when trying to update the IP Address from Enrollments Manager.
¯\_(ツ)_/¯ Rescind List: Save And Add Another option wasn’t working.

Features & Fixes Details

Autoresponder Trigger for enrollments that are sent to the billing system after being in an On Hold status​

The new autoresponder trigger is named Switch Hold Removal and will be used when an enrollment is sent to the billing system after having one of the following statuses:

  • On Hold - Deposit Pending
  • On Hold - Letter of Credit Pending Review
  • On Hold - Payment Processing
  • On Hold - Verification Pending
  • On Hold - Autopay Setup Required

Improved options available for Door To Door sales​

The options available for paying a deposit in door to door sales didn’t make a lot of sense since the customer needed to use the agent’s device. Now, the only options available are to send the letter of credit later, or pay the deposit later from the My Account.

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In the summary screen, the payment options and payment acceptance texts will be hidden (if the market requires payments) and simply show a message for the agent to remember the customer that autopay is mandatory or optional depending on the system configuration.

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