Release Summary

Change Orders/Enhancements

The following change orders and other enhancements are included in this release.

Resolved Known Issues

The following known issues have been resolved in this release.

Platform Application Target Deployment Dates

Enhancements for Starting Block Configuration

The Starting Block Configuration page in the web Product Catalog has been redesigned for greater ease of use and flexibility. The configuration options are now organized under four tabs instead of two. This improves the presentation on smaller screens (e.g. Tablets). In addition, there are new options, and the presentation of some existing options are rearranged for clarity.

Main Tab

These options have been reorganized under three headings – General, Details (formerly found under Behavior), and Allowable Actions. The Displayed In options have been moved to the new Display Tab.

Display Tab

The Displayed In options are now shown here. Each Display at this level category has a color-coded badge to clearly indicate whether the option is enabled:

• Green – Always displayed in the area.

• Blue – Displayed in the area when the criteria are met.

• Grey – Not Displayed in the area.

The Only display under certain conditions checkboxes under each Display at this level category let you specify additional conditions to satisfy specific use cases. For example, the User Group selectors under each category let you restrict Starting Block availability to a certain class of user (e.g. administrators).

Each area’s configurable conditions are unique:

• Customer Care (Account Level):

  • Account Status

  • Account Type

  • Affinity Group

  • User Group

• Customer Care (Service Level):

  • Account Status

  • Account Type

  • Affinity Group

  • Service Status

  • User Group

• Orders:

  • Location - The location of the assigned user.

  • User Group

Policy Tab

The Policy tab has not changed.

Behavior Tab

As indicated in the Main Tab description above, the options that were previously listed under Behavior are now listed under Details on the Main tab. The new Behavior tab provides a new Assignment Template selector to drive what items are available for selection when this Starting Block is used.

Enhancements for Browse Tag Category Configuration

Browse Tag Category configuration provides several new options that let you display the applicable categories in web transactions in a clear, organized way.

When adding a new Browse Tag Category or editing a new one you can now specify a display name, display order, and limit availability to specific service-level actions.

• Display Name specifies the text shown in Orders when the corresponding Browse Tag Category is displayed, if you want what’s shown to be different than the Name. This field is a optional. If left blank, the Name will be displayed.

• Rank is a value between 1 and 1000 (inclusive) that sets the order in which Browse Tag Categories are displayed. Prior to this, results were shown in alphabetical order. Now they’ll be sequenced from lowest rank to highest (i.e. in ascending order of rank). If two or more categories with the same rank are returned, alphabetical order will be used for the relative categories.

• Service Level – Account Level and Service Level radio buttons replace the Account Level checkbox. Selecting Account Level specifies the category will only be available at that level. Selecting Service Level presents a list of Display for Service Actions options. By selecting one or more of these options, the category will only be available for those actions.

Enhanced Equipment Sale and Swap

Selling and swapping equipment on an existing service can now be done in a single web transaction and with fewer clicks.

Automatic Selection of a Handset and other New Equipment Information when a Handset ID is Entered

When you perform a Swap Equipment transaction for a service in the Orders web module, the Technology Type on the Equipment Information tab defaults to the service's Technology Type. Now, when you enter a Handset ID (i.e. equipment ID (EID) or serial number), Orders searches for a matching Handset in Device Management and in specific prior IDI transactions as noted below.

• If a match is found, the Technology Type and Handset selectors fill in automatically and are locked. The EID is also applied, if applicable. This speeds up data entry and reduces the chance of errors.

• If no match is found, a message lets you know. The Technology Type and Handset selectors stay available so you can select them manually.

If you clear the Handset ID field after a match was found, the filled-in details stay locked. To change them, enter a different Handset ID or refresh the page.

Note: The lookup only finds handsets that exist in Device Management or were previously sold through an IDI solution’s transaction. It does not search retail inventory transaction history.

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Ability to Swap Equipment on an Existing Service

This eliminates the need to sell out equipment in one transaction, then swap in a separate transaction. When selling a retail product to a service with a Product Class of Handset or SIM Card, a checkbox is provided to make the action a Swap Equipment transaction. In addition, a Swap Reason will be required.

Note: This functionality only applies when the Action = Update. It does not apply for Add, Duplicate, or Reconnect actions.

Equipment Inventory Enhancements

You can now configure Manufacturers and Models in the Inventory module and assign a Model to equipment when creating or editing a record. Models can also be marked as available or unavailable, so retired Models can be excluded from equipment assignment without losing their history. 

The Inventory slide-out menu has a new MANAGE option for Equipment Configuration.

The Equipment Configuration page provides two tabs for viewing and managing Manufacturers and Models. It defaults to the Manufacturers tab. From here you can view and manage (edit/remove) existing Manufacturers and add new ones.

The Models tab is similar. It has an additional control for choosing to display or hide unavailable Models. Available Models are marked with a green badge. Unavailable Models are marked with a grey badge.

Adding a Manufacturer

On the Manufacturers tab, click Create Manufacturer. Then enter a Name and click Save.

Adding a Model

On the Models tab, click Create Model. Then enter a Name, Model Number, and Manufacturer. You can also choose to make the Model Available. Click Save when you’re done.

Editing/Deleting an Item

Select the item. You can click on it directly in the list or use the Search tool if you have a large number of Manufacturers and Models. Then click the kebob button in the far right column and choose Edit or Delete.

Manufacturer and Model Searches

The Equipment Search and Equipment Assignment pages provide two additional filters for Manufacturer and Model.

Equipment Search with Search Results

Manufacturer and Model Filters When Assigning Equipment to a Service

Manufacturer and Model Fields on Adding/Viewing Equipment

When adding equipment, there are two new fields for selecting the Manufacturer and Model.

The Manufacturer/Model information is shown on the Equipment page accordingly.

Clearer Identification of Scheduled vs. One-time Payments

The Paymentus payment details In Customer Care now clearly indicate whether a payment is recurring (Scheduled per Paymentus ) or a one-time payment. To see this, navigate to the Billing > Balances page and then select a payment.

Recurring payments are marked as Scheduled in the Description.

One-time payments are marked with the application used to make the one-time payment (Web, Customer Portal, or Agent Dashboard). Below shows a one-time payment via the web.

Directory Enhancements in Customer Care

Enhancements in this release make the Directory Listings functionality easier to use and more meaningful.

Header Telephone Number Label Shortened to Header

The Header Telephone Number field label on the Directory Listing Details page has been renamed Header. The field supports alpha-numeric information and can be used for any parent/child grouping of listings. The information icon informs users familiar with the original field label.

New Option to View Listings By Header

A new View selector on an account's Directory Listings page lets you toggle between the default view and a new one that shows active, published directory listings grouped by Header and sorted by Degree of Indent (if applicable).

View Listings By Header is shown below. Note: Only active and published listings are shown in this view.

Listings are ordered by degree of indent as set on the Directory Listing Details page when applicable. Indented and unindented listings are shown in separate sections. An L icon in the left column indicates the listing is indented and the degree is indicated at the far right.

If the account has multiple Header telephone numbers, each will have active/published listings shown in separate grids.

Clicking on a Listing Name in this view displays the Listing Details page.

You can Collapse/Expand the listing by toggling the Collapse All/Expand All button.

Showing Listings for a Header Across Accounts

If a Header telephone number is used across different accounts you can click Show listings across accounts to show the listings by their respective Headers .