2013-02 SHAZAM Release Notes
Overview
The goal of this release was to address a lot of the feedback we received as a result of the new "look and feel" of TBS. We have been working very hard to incorporate your feedback and make improvements that we believe will improve workflow.
The updates in this release consists of:
- Customer Module Updates - Header Information, Communications Tab, Search Navigation and Updated Locations Tab.
- Locations Updates - Migration to new look and normalization of data.
- Updates to the (new) Invoice Viewer
- Bug Fixes
- Integrated Product Updates
Please see each section below for more details.
Customer Module Updates - Header Information, Communications Tab & Search Navigation
- Customer information has been added to the top of the customer screen
- Quick links are available to view the Transactions tab and to Email the account
- The Communications tab will open first when loading new customers showing. This shows Comments sub tab first.
- The Search navigation has been moved to the top shared area as well and will allow cycling through customers in the same manner that it previously worked from the Customer Information screen.
- The customer Alerts have been made more noticeable
- Term Dates are displayed more intelligently and now show a) the Account level term information and b) Product level term information.
27240: CI: Move more customer information to the top area
The information in the customer header has been expanded to include the
following frequently used
information:
Name
Address
AddressLine1
City, State Zip
Country
Contact
Phone
Email
Status
Active
Date
Disconnect Date
Security Code
Class | Type
Billing Cycle |
Group
Agent
Account Terms | Product Terms
Balance | Days
Late
Quick link to Transactions
27113: TBS Navigation Drop Down Field & Arrow Buttons
The Customer navigation drop down list and arrow buttons that navigated between customer records have been moved from the Customer Information tab to the page header to the right of the newly added Customer information area.
27116: Communication Tab Updates
The Communications tab has been merged with the Comments and Letters tab. The Communications tab will now have sub tabs for Comments and Letters. The Comments tab is now the default tab displayed when accessing a customer, unless access is via the Fixed Charges search. In that case, the default tab is the Fixed Charges tab.
27407: Insert Customer Emails into Comments
Previously, the Communications tab showed all ebill communications. These will now be shown as inline comments within the Comments grid. A quick link labeled "View Email Log" is available if the customer has ebill emails in the log if the report view is desired over the comment view. Going forward, when an email is successfully sent to a customer within the email billing module, a Customer Comment is added logging this action.
27204: Customer Alerts - Make More Noticeable
Customer Alerts have been made brighter and more noticeable to ensure that users are aware of the Alert.
27190: Account & Product Term Dates - display more intelligently
Term information has been enhanced to show both the
Account term information as well as the product term information. This information appears in the top section of the screen.
The
product term information pulls the earliest term start date to the latest term
end date on non-disconnected products.
Location Updates
27371: New Locations Tab
Location and Account Codes tabs are now split into two independent tabs.
- The Locations & Account Codes tab are now split into two separate tabs.
- Locations now have a count to show all locations tied to this account.
- 
Important: Locations are no longer part of the Order process and can be maintained outside of an Order even if TBS is setup to "Must Add Through Orders" or "Must Edit Through Orders". Account codes are still part of the Order process.
Account Code Standalone tab:
The Account Code tab is now a standalone tab. No functionality changes to this feature outside of accessing the tools from the standalone tab
Locations Standalone tab:
- The Locations tab will now list all locations in a sortable, filter friendly grid with ability to View /Delete directly from the grid.
- A quick “Add Location” link is available in the top left portion of the grid for adding new locations.
Location Details screen:
- Selecting one of the locations takes you to the new Location Details screen.
- All fields are the same as previously available on Locations with the addition of Cell phone (which was previously only available on the Customer Information screen) and an "Address Type" drop down. This dropdown is used for E911 verification.
- A Location is clearly marked as the BillTo (‘is Billing Address”) location using the checkbox and help information indicator. Physical locations can be made the Billing Address by toggling this checkbox.
Location Details screen – Add New Location:
Adding a new Location can be done by:
- Using the quick “Add Location” link mentioned above
- Clicking the “Add” button from the Location Details screen or
- Clicking the “Copy” button while on an existing location. This Copy function will copy all information from the previous location record and allow overwrites where desired. This is useful for locations that have similar addresses, phone numbers or contact personnel.
Notes:
- On Add from any of the above methods, the Location Code will auto increment based on the highest numeric value. This can be overridden if desired.
- On Add from the Customer Information screen, the Description will now default to “Main”. This currently does not have a default value.
- The zip code lookup functionality has remained intact – no changes.
- Changes to the BillTo or “Billing Address” will automatically be reflected in the top portion of the screen as soon as the record is saved (from Locations or from Customer Information).
27323: Location Table Changes and Data Cleanup
The following steps to normalize location data have been taken:
- City,
Zip Code are now required on Locations (State is required for US/Canada, other
countries that require it)
- Data conversion to correct common US and
Canadian zip code errors will be performed at the time of release
-
Database-level verification has been added to ensure that Location Codes are
required and unique per-customer
27325: Country Normalization
To provide better internationalization support, country representation on Location, Credit Card and Bank Account tables has been unified and standardized using ISO numeric country codes.
IMPORTANT! Database users, please take note of these changes to the Locations table and Customer Information View.
Please be sure to utilize the Customer Information View when pulling any reports or data based on country vs. directly from Locations. The locations table will now have a country code enum that maps to the correct ISO country code vs. storing the country name directly. A new LocationsView is available inside the TBS database if the Customer Information View cannot be used. Also please note that the Locations table no longer contains a DeletedFlag - therefore all data in this table is considered active.
- When using the CustomerInformation data view - be sure to utilize the CountryName field for the full country name or the Country field for the country two letter abbreviation.
- When using the LocationsView data view - be sure to utilize the CountryName field. Additional fields are available for country abbreviations.
27505: Customer Information tab changes
- Required fields on Customer Information tab match those on the new locations
screen.
- Description is initialized as 'Main Location' on new
customers.
Invoice Viewer Enhancements
27269: Invoice Viewer v2 Enhancements
The (new) Invoice Viewer has been updated as follows:
- The taxes detail found
on the Summary Tab now includes the tax percentage applied to each tax
item.
- The taxes detail found on under each Product on the Locations Tab now
includes the tax percentage.
- The Service Charge details found under each
Product on the Locations Tab now itemizes the list of charges and amount.
-
The "look" of Summary and Locations Summary tabs has been improved.
General Updates & Bug Fixes
27360: Rename Physical Locations tab back to Facilities tab
The Physical Locations tab has been renamed to Facilities.
For the Integrated
Product, the Physical Location field now ties to customer Locations instead
of Facilities.
27250: Bug Fix: Fixed Charge Tab Refresh needed after Adding Fixed Charge Credit
The Customer Fixed Charges tab is now refreshed after a Fixed Charge Credit is added from the Invoice Viewer.
27255: Bug Fix: PayBill: Manage links do not work
The links on the Pay Bill screen to the pages to manage Credit Cards and Bank Accounts have been fixed.
27301: Bug Fix: Customer Portal: Transaction grid View Invoice icon
The transaction grid on the customer portal was showing a View Invoice icon for every transaction, not just the invoice transactions. Additionally, clicking the icon did not bring up the invoice. Both issues have been resolved.
Integrated Product Updates
Case 27305: Product & Detail Enhancements
- The Product screen fields have been arranged in a more intelligent manner. Please take note of these rearrangements.
- A new field called "Additional Information" has been added to the Products screen to allow for general notes to be added to the Product.
- Commission plan information can now be assigned to the Products. See Case 27503 below.
- Product Details are now split into separate grids for Recurring, Non-Recurring, and Disconnected detail records.
27303: Product Inventory Page
Integrated Product Inventory is now available via the Utilities menu.
- An inventory page has been added to list products (defaults to unassigned products) in the system.
By Default, the inventory will load showing any products that are not assigned to customers. Be sure to remove the Account Number "IsNull" filter (Select the filter dropdown on the Account Number column and then click "NoFilter")
- Products can be deleted from here.
- Product Grids in the system now display AccountNumber and Location Description when applicable.
- Improved performance in retrieving lists of Products and Details
- Additional functionality will coming in the next couple of releases.
27173: Combine Location tables
In many circumstances, having separate Locations and Facilities tables causes
unwanted duplicate entry. Therefore, fields have been added/removed from
Locations to make it flexible enough to work for both when applicable.
-
REST service endpoints have been added to support Location records.
- A new
Customer location screen has been created using these endpoints.
- Additional
steps to increase data integrity have been taken, including better zip code
verification and country standardization
-
Physical Locations on products are now chosen from the Customer Locations table
instead of the Facilities table.
26761: Product Page Updates / Products Voice Carrier fields
The following fields have been added to Products with
a Voice class:
- Carrier, CarrierAccountNumber, CarrierDisconnectDate,
FirstCallDate, LastCallDate
- Carrier and CarrierDisconnectDate are also
shown on the product grid when applicable.
27304: Charges & Plans Inventory Admin - Instances tab, Add Account Number
On the Charges & Plans Inventory administration screen's Instances
listing tab:
- an icon that navigates to the record has been
added
- an account number column that navigates to the customer record has
been added
- the ProductID column now links to the Product's Detail list
tab
27503: Commissions in Integrated Product - UI Updates
- Commissions can now be tied to Products, Details,
and Charges & Plans Inventory as well as Agents
- Commissions will soon be able to be
tied to Customers as well
- At the Charges & Plans Inventory level, a record can be
flagged as Commissionable or not
27507: Standardize field lengths
Charges & Plans Inventory - ID maximum length has been changed from 50 to 30 characters.