Included in this maintenance release are the following improvements and bug fixes:
Feature Update: Debit order Mandates in HeroTill
To legally comply with RICA, ICASA, and PASA requirements to authorise debit order mandates in HeroTill, we have made the improvements and following changes:
IMPROVEMENTS
• Added the ability to send messages (E-mail and SMS) from the Consolidated Customer list on the national instance. A specific branch needs to be selected before messages can be sent. GM permissions need to be active on the user to use this function
• Added the ability to select a from email address when sending messages and bulk messages
• From address has been added as a hidden field on the message log. The from address is also visible available on the view message popup
• Added mail selector to send a message on customer profile
• Improved the loading times on the debit batch details screen by optimising code in the backend
• Added a new field and filter to the Customers screen to indicate if a customer has accepted an electronic debit mandate
• Added settings to the edit compliance document by adding 2 toggles to determine if the compliance document is related to an individual or a company
• Updated the customer profile view to display only relevant compliance documents based on the customer being an individual/company
• Added additional company fields and settings for ICASA and registration number on Setup–>Systems Setup–>Company Settings that pulls through to pdf service contract sent to customers and loaded on their profile
• Added measures/parameters to ensure that quote links expire after 30 days as quotes are only valid for 30 days
• Added company banking details settings for companies (Abbreviated short name (ABSN) to be displayed on the debit order mandate (Billing–>Billing Setup –> Invoice and Credit Note) generate settings screen
• Added settings to the sales setup for Terms and Conditions URL, debit order mandate and RICA documentation notes
• Added CDV check for basic bank detail verification to verify validity of banking details before they are submitted. An enable/disable option has been added to Billing Setup to enable or disable this functionality
• Added the ability to send a link to existing customers to update their banking details and in doing so generating electronic debit order mandates for existing customers (Insert update details URL). This can be done through the bulk messaging function on the List Customers screen
• Added a service order contract pdf that is generated after the customer captures /updates information, agrees to the terms and conditions, completes the debit order mandate, and submitted/approved all the necessary information after quote acceptance. It contains:
• Company registration and ICASA license number
• Quote number
• Abbreviated short name (ABSN)
• E-mandate acceptance timestamp and IP address used
• Consent to master terms and IP address used and authorisation method
Enhanced Quote Confirmation Process
• Updated wording on configuration e-mail sent to customer to comply with legal requirements
• Display a quote authorization page after quote acceptance with e-mail or SMS options.
• Buttons renamed:
• Accept Quote and Update Details now called “Connect Me!”
• Decline Quote → “I want Another Package!”
• Update Customer details: similar to service contract page, to be RICA and PASA compliant in 4 steps:
• Information verification
• Purchase confirmation
• Payment confirmation
• RICA verification
• Added validation checks to this process to ensure correctness of entered data
• Added an audit trial option to Customers: Terms and conditions and Debit Order mandate to indicate when terms and conditions acceptance has taken place
• On the sales workflow, when a prospective customer has filled in all their information after accepting a quote, the customer is automatically created and the lead automatically goes to customer compliance with the relevant compliance documents already in place. Sales agents should verify correctness of compliance documents
• When customers click on ‘I want another package’, the lead will now move to Quotes New in the sales workflow
• Selectable Debit Order day options for onboarding now only shows three standard debit dates, namely: 1st 16th and 26th
FIXES:
• Fixed an issue on the Sales Workflow that caused rating counters and customers update counters to not display correctly
• Fixed an issue where future generated debit order dates were incorrectly calculated to go off before the invoice date
• Restricted functionality for deleting calendar events so that only people with operations assigner write permission can delete calendar events
• Restricted the ability of admin users to update a customer’s banking details to comply with the introduction of the new electronic mandates. If details are incorrect, a link must be sent to a customer to request them to change their own details
• Fixed an error where special characters caused e-mails to helpdesk and sales leads to be cut off
• Fixed an issue where the Lead Summary Page did not update correctly on complete jobs and processed invoices
• Fixed an issue where bulk messaging did not append the correct individual URL when sending bulk messages
• Fixed an issue where the suspension module filter for Active and Cancelled Customers did not pull information through correctly
• Removed the Add Customer option from the Customers dropdown, List Customer View and button on customer profile view to ensure that customers cannot be added outside of the L2R process