Included in this maintenance release are the following improvements and bug fixes:
NO TOUCH ONBOARDING
Modified Sales Workflow to cater for No Touch Sales Process
Upgraded the HeroTel website to allow customers to select a product, input their banking details, accept the debit mandate and master service terms and submit it.
The first intervention the agent will have is at compliance stage to ensure everything is in order before the installation is arranged. This is known as No Touch onboarding.
• Added the ability to capture all the required sales lead information on the website. This information is then passed to HeroTill through the Add Sales Lead API which then:
• creates a sales lead with no workflow status
• the survey status of the lead is set as ‘Not required’
• a quote is created based on the Product Code selected on the sign-up page
• quote status is set to ‘Accept ‘and the quote status on the lead summary is updated
• a customer then gets created with the relevant details
• acceptance of Debit Mandate compliance and Terms and Conditions is updated and audited with the customer’s IP and Date/Timestamp
• if all documents have been successfully updated, the lead workflows status is updated
• an email sent to customer with link to a new page for uploading of compliance documents where the customer must either log in or receive a OTP for verification before they can view the upload functionality.
IMPROVEMENTS
• Added on-screen totals on the debtors receipts screen
• Added a floating footer to the user screen, admin and customer portal (mobile app) reminding the user that HeroTill uses cookies to function properly, and that they must click on Accept to continue using it. Also includes a hyperlink to the privacy policy. This has been done to ensure that we are POPIA compliance
• Added the ability to link and view the privacy policy in HeroTill. When clicked it opens in a new tab and takes the customer to the support website and displays the policy there. This has been done to ensure POPIA compliance
• Updated the Licence agreement that a user sees when they access a HeroTill version for the first time to no longer contain any mentions/references to DataTill
FIXES
• Fixed an issue on Lead To Receipt where authorised invoices remained stuck under the ACTIVE Tab and did not move to the COMPLETED Tab
• Fixed an issue where the Invoice age analysis Paid field was displaying null values
• Fixed legacy system calls to recurring billing generation which resulted in possible duplicate billing
• Fixed an issue where the month-end screen refused to move to the next step after invoices were authorised
• Removed the “amount paid” from the invoice to avoid confusion. It now simply only states the Amount Due
• Removed Debit Order v2 reliance on specified dates in billing settings for Debit Order batch generation
• Fixed an issue on Proxy where the Push to Server Button did not work. It now updates all Proxy Servers in bulk
• Fixed an issue where notes on the quote template did not pull through when the quote was generated