IDI Platform Version 25.4 Details

Field Service Management

FR 3631

Integrate Zinier field service management

Transform your field operations with IDI’s Field Service Management (FSM) solution, which is seamlessly integrated with IDI’s advanced customer service, order management, and ticketing platforms. Fully automate your service delivery process from order capture and provisioning to customer communications and field services.

Powered by Zinier, IDI’s FSM solution elevates your field workforce efficiency through automated scheduling, optimized route planning, and real-time activity tracking. Experience dramatic improvements in service response times, substantial cost reductions, and exceptional customer satisfaction with our state-of-the-art solution.

Customer Portal

FR 3639

Chat integration

Chat integration provides a way for subscribers to access support and reduce call volumes to support representatives.

Note:

Currently, TeamSupport is the only supported chat provider. If you need to configure a different provider, contact your Account Manager.

Administrators can configure TeamSupport as the chat provider for a profile. Subscribers can use TeamSupport chat capability from within Customer Portal.

See the Customer Portal article in the IDI Knowledge Center for details.

IDI Desktop Client & Admin Console Help

FR 3637

Enhanced help access and presentation

IDI Desktop Client and Admin Console help have a fresh look with several notable benefits to enhance your help experience:

• Better navigation options make it easier to find a topic of interest.

• Automatic size/formatting adjustments support smooth transitioning between desktop computer, tablet and smartphone platforms.

• Customizable viewing preferences. Streamline the presentation by showing/hiding screen elements.

• Separate Client and Admin Console help. Where Client and Admin Console help was rolled into one comprehensive file, now there are two separate files to better support the two disparate audiences. Admin Console will have a new Help menu as is currently available in the IDI Desktop Client.

Refer to the IDI Knowledge Center for a quick look.

Provisioning – MetaSwitch

AR 9442

Provisioning multiple account codes

More than one account code can now be provisioned; previously each account code would overwrite the existing account codes. This will allow more features and settings to be enabled for users.

Orders/AdvancePay

FR 3622

AdvancePay setup for Web Sales

To support future functionality, AdvancePay product management in the IDI Desktop Client Product Catalog has been updated such that AdvancePay products now support configuration of browse tags and assignment templates. This setup will not impact functionality until related development is complete and delivered in a future realease.

Core Reports – General ledger

84827

Core general ledger reports missing contract asset transactions
Contract asset transactions were not included in the general ledger micro transaction-related reports.The reports have been updated to include these transactions.

Orders

84869

Reverse service penalties action not using latest disconnect reason

When deciding if a service qualifies to have its service penalties reversed, the Reverse Service Penalties action was not using the latest disconnect reason for the service. Rather, it was looking at all disconnect reasons throughout the history of the service. If any results were found in the history that match the Disconnect Reason configured for the action, the action would proceed.

The Reverse Service Penalties action has been corrected such that only the latest disconnect reason is used when determining if a service qualifies to have its service penalties reversed.

Orders/Customer Care

84842

Issues with per-line tax configuration on services

Services with tax class = Local support editing per-line tax configuration on the account. When adding such a service to an account via a web order, internally managed properties on the service related to per-line tax configuration (not accessible to IDI platform users) were not being properly set. This caused errors when attempting to edit the service’s per-line tax configuration on the account.

Note:

This issue only occurred for services added via the web and not via IDI Desktop Client.

The web Orders process has been updated to properly set these properties and allow per-line tax configuration in Customer Care.

Core Reports

84837

Duplicate rows in Customer Per Invoice Format report

The Customer Per Invoice Format Report was displaying duplicate rows when an account had multiple Usage Services.

The report has been updated to remove the duplicates.

E-Rate

84883

Incorrect Utilization Date Offset in E-Rate 474 file

The IDI platform release 25.2 enhanced E-Rate functionality with the ability to configure E-Rate Utilization Offset which updated the Utilization Date to be the Bill Period End Date – 1 Day + Offset Days. Providers that need to use this offset capability were experiencing an issue with Ship Date in the E-Rate 474 file. Ship Date was populated with Invoice Date which does not support the offset.

The process to create the E-Rate 474 file has been updated to populate the Ship Date with the E-Rate Utilization Date rather than the Invoice Date.

Workflow – Corporate Accounts

84859

No options in AccountTypeID Filter for corporate account triggers

The Workflow trigger gallery provides three triggers for corporate accounts (Corporate Account Added, Deleted & Modified). These triggers are available under the Customer Care category. When adding a Group to one of these triggers, the AccountTypeID filter did not display any options (drop down list for this parameter was blank. This was due to how the list was generated and displayed for AccountTypeID.

This has now been fixed to display options for account types.