Mandy Carpenter No Comments

Included in this maintenance release are the following improvements and bug fixes:

IMPROVED CALENDAR FUNCTIONALITY 

• Added notifications for calendar updating of calendar events and auditing to calendar entries

IMPROVEMENTS 

• Improved sales lead API to avoid duplicates being created through the API

• Added a FNB debit order template for branches using FNB to submit debit orders

• Added the ability to export admin user role templates to CSV and import these admin user role templates for assignment to an admin user

• Added the ability to automatically categorise customers who recently had a package change before recurring billing is generated. If the customer is scheduled for a package change after recurring billing has been done, a warning popup message will appear warning the user that a duplicate invoice will be created and that a credit note must be created

• Added ability to link assets to highsites on the ‘Add New Assets’ screen

•Added the ability for a sales lead to be NPS rated

•The Remove Billing button now automatically deletes draft invoices to prevent these from being authorised/duplicated

FIXES 

• Fixed an issue where pushing receipts to Netsuite caused duplicate entries with null values being created

• Fixed an issue where suspension e-mail replies are linked to a ticket if the lead is moved to quotes old

• Fixed an issue with the filters on the consolidated leads list that caused counters to incorrectly filter records

• Fixed an issue on the sales workflow that caused counters to display incorrectly

• Removed all mentions of DataTill URLS from the support website

• Changed the wording on the suspension details screen from “Days after invoice date” to “Days after invoice due date

• Changed the wording on the suspension banner from “Account will be suspended” to “Account is due to be suspended” to correlate with the suspension audit detail