Product : Collect
Features/Enhancements
1. Ability to enable React Pages with Feature flag: With this feature, customer will be able to navigate to React pages directly bypassing the classic page
2. Portal Messaging Enhancements: Implementation of Inbox, Sent tab and Archive tab on customer portal is done. With this customer would be able to see all the activities related to messages in portal and are grouped based on sent, Inbox and Archive.
3. Filter activities by attachment (Webclient Side): With this feature, customers would be able to Filter the activities which has attachments
4. React Migration: Enhancement for Notes Button to insert time and date in Notes is added with this Enhancement. Now customers would be able to add timestamp and date while entering notes
5. Zendesk Chat integration to react app: Zendesk Chatbot integrated into React App
Issues Resolved
1. View Export to Excel was not working: View Export to Excel with "ActivityTemplate" with "IsNull" or "IsNotNull" operators, will be working as expected with this fix.
2. When accessing Messages > Follow up Past Due bucket - the opening list of follow ups was pointing to Due Today and not Past due: This is corrected and now the opening list is pointing to Past due.
3. Reword Magic Link Verbiage: Message on Magic Link is been corrected by removing “AP Department” word in the message.
4. React: Contact maintenance - UDF button showing even if no UDF in place: UDF button is disabled on customer contact tab screen because it was not functional.
5. Portal Views Not Adjusting: Sorting of the columns or renaming them to display on the self-service portal as desired is now working as expected.
6. Bulk Activity to be available on all accounts Pages in REACT: Customer would be able to do Bulk Activities on REACT all Accounts page.
React Migration:
1. Add a second Email Address to Contacts
2. Account Overview Setting Icon
3. Enable Preview Feature_Mail not Read_Reassigning email from Read to unread mail is not working from mail not read page
4. Show Filter Criteria from View setting
5. Pending Payments : Implementation of Update Selected functionality
6. Activity Tab Sync to Webclient
Product : Connector
Features/Enhancements
1. Payment Enhancement Project: March
2. DEMO Account for Sales is now delivered and can be used by Sales Team and Partners
Issues Resolved
1. Copy contacts from Parent Customer to Child Customer: Contact created for Parent would be copied to child contact (Parent -BillTo, Child -ShipTo) if feature is enabled.
Note: Considering there will be no contacts available on child customers itself. If the children have their own contacts, we will not activate that feature.
2. ERP Winteam sync failure issue was corrected
3. UDF for Invoice level is been implemented
4. New Relic Custom attribute logging