2017-04 Fast Break

Overview

Please note: The Work Front Request system link will be changing to http://precision.my.workfront.com. Please be sure to update bookmarks and links appropriately.

 

General TBS - Enhancements & Bug Fixes

104146 - Enroll in Automatic Payments interface update

Some changes have been made to the payment confirmation page. If a customer is not setup to use Automatic Payments, a new button link will appear on the confirmation page: Enroll in Automatic Payments.

For Credit Cards:

For Bank Accounts:

Clicking this button will take you to the existing Automatic Payments screen. The payment method used to display the payment confirmation screen will be selected by default.

Minor, related changes:

  • This new button and the print button are both now displayed higher on the page and use icons to be more prominent.
  • 'CC' and 'ACH' on the Payment Method line of the confirmation screen are now displayed as 'Credit Card' and 'Bank Account'.
  • Company Name tied to the payment method, when applicable, was moved just below Name on Card instead of just above it.
  • Some padding has been adjusted and excess whitespace removed for clarity.

119502 - Flex Reports link back to main Module items (Customers, Orders, Tickets, Tasks)

Flex reports now have the ability to link to certain areas of the system based upon in the report results. Supported Modules are Customers, Orders, Tickets and Tasks. The links are based on the key fields for each module. These links will appear for internal TBS users only.

For example, if a report contains the column CustomersKey, a customer icon will be added to the beginning of each report row and will be a link to the customer record in TBS. This is also supported for Hidden Key Columns.

The report columns that will automatically generate links are: CustomersKey, OrdersKey, TroubleTicketsKey, and TasksKey.

Customers Icon Link:

Orders Icon Link:

Tickets Icon Link:

Customized Link Columns can be added as well. Please be sure to work with your Client Solutions Expert for help on this feature.

119052 - Flex Report UI Changes

On the Flex Reports report viewer screen, users with Update rights to the Maintenance module now see a 'Show Executed SQL' checkbox. This will show the SQL that's executed after filling in any parameters.

Additionally, if there is a problem with the syntax of the report, the area displaying the SQL statement will also display the underlying error to assist in fixing the report.

121896 - Metric Action Parameters

Metric Actions are used to trigger email notifications for a variety of modules inside the TBS system (i.e., Billing Notifications, Order emails, etc.). These emails are sent based on data changes in the system. We have added two additional conditional parameter fields to metric actions in order to optionally allow two conditions to be used in addition to the original data change trigger. The two parameters work with a logic AND so if they are both filled they must both be true for an action to be applied. However, it is not required that they both be filled. A condition is only evaluated if there is a value entered.

119051 - Add Save as Default Filter Option on the Carrier Screen

To assist clients in saving their filter options on the Carrier screen, the Save as Default button has been added so client can save their filter search criteria and it will remain throughout their session regardless if they leave that screen.

117845 - MiscCharges - CalcType field

The Calculation Type field has been removed from Miscellaneous Charges screen. The value is now always determined from the Miscellaneous Charge Inventory record.

Previously, although the system allowed the calc type to be updated, but was not considered in billing.

119049 - Password Hash Time

The password hashing algorithm has been strengthened. This is something standard that we do periodically to help keep up with increased security.

123599 - Bug: Invoice Search returns incorrect account

The existing invoice number search can, at times, return an incorrect account. The fix for this requires the expansion of an LkSearch field, which is being done in this release. The invoice search will be updated by the client support team after the release.

123100 - Bug: Crediting Taxes Only on Corporate Accounts

A bug preventing invoice tax credits only on corporate customer invoices in some cases has been resolved.

115012 - Bug: Scheduling Bill History Flex Reports

A pair of bugs made it difficult to schedule reports stored in the bill history database. These bugs have been fixed.

119053 - Bug: Flex report - Order By

A bug affecting the ordering in user-defined reports (flex reports) has been fixed.

Integrated Products - Enhancements & Bug Fixes

110149 - Add Notes Inventory Links to Customers, Agents, and Reports Menu

This applies to any client using the Notes module. We have added new Notes Inventories to the main Customers menu, Channel Support menu and Reports menu. These inventories are filtered according to which menu they are located in. The customer menu link only shows notes associated with a customer, channel support link only shows notes associated with an agent and the reports menu link shows all notes.

Tasks - Enhancements & Bug Fixes

The Task Management infrastructure is being enhanced and expanded with each release. Please see all the new updates below that will apply to Quote Requests and to new Task Tickets.

121895 - Allow Location To be an email Parameter

The Location tied to the main Task can now be added into the Email Notifications that are sent for Tasks.

121858 - Customer Portal Add Ticket home icon relies on TroubleTicket_CustomerLevel module

We have added a new field to the task type groups screen called Customer Portal Icon. This field is used to set the menu image for the task type group when it is displayed on the customer portal.

121796 - Tasks Visible Flags - Move to top of Tasks screen

Previously, the Customer Visible and Agent Visible flags didn't appear until after the initial Task was saved. However, these are needed to control whether notifications go out to either the Customer or the Agent. These have now been moved to the top of the screen and can be defaulted to checked if desired.

These Visibility flags are also now available on the Status Workflow change screen when a Note is enabled during an Action selection.

REST/API - Enhancements & Bug Fixes

112725 - REST - Adding MiscCharges Endpoints

Rest endpoints for Miscellaneous Charges have been added and are located at /MiscCharges

118601 - Add customer credit card and bank account records through REST Development

Endpoints have been added to the REST service to add/update/delete customer credit card and bank account records.

The permission module for these REST endpoints is a new CustomerPaymentMethods module. However, no additional permissions are required for TBS users to keep existing functionality. This new permission module is for direct REST service access only.

CABs - Enhancements & Bug Fixes

122797 - Cannot download cdr records on CABS

A bug preventing the download of customer invoices and CDRs on CABS customer screens has been resolved.

Release Database Changes

Database Changes

These are the differences that will be made to your existing database when upgrading to version 35.00.

TBS Database

 

The following fields will be dropped:

  • lkMiscChrgs.Recurring
  • lkMiscChrgsView.Recurring
  • MiscChrgs.LocationCode
  • MiscChrgs.ProRateFlag
  • MiscChrgs.CalcType
  • MiscChrgs.DeletedFlag

 

The following fields will be altered:

  • -- lkSearchTypes.SearchFrom CharacterMaximumLength (500 -> 1000)
  • -- lkSearchTypesView.SearchFrom CharacterMaximumLength (500 -> 1000)

 

The following tables will be added:

  • CommissionsPlanDetailsView
  • CommissionsPlanSelectorsView
  • CommissionsPlanTiersView
  • MiscChrgsView

 

The following fields will be added:

  • CommissionsPlanDetailsView.CommissionsPlanDetailsKey
  • CommissionsPlanDetailsView.CommissionsPlanTiersKey
  • CommissionsPlanDetailsView.CommissionsSetsKey
  • CommissionsPlanDetailsView.SetsName
  • CommissionsPlanDetailsView.FlatAmount
  • CommissionsPlanDetailsView.PercentAmount
  • CommissionsPlanSelectorsView.CommissionsPlanSelectorsKey
  • CommissionsPlanSelectorsView.CommissionsPlansKey
  • CommissionsPlanSelectorsView.CommissionsSetsKey
  • CommissionsPlanSelectorsView.SetsName
  • CommissionsPlanSelectorsView.SelectorName
  • CommissionsPlanSelectorsView.TierType
  • CommissionsPlanSelectorsView.TierTypeName
  • CommissionsPlanSelectorsView.NewRevenue
  • CommissionsPlanSelectorsView.NewRevenuePeriod
  • CommissionsPlanSelectorsView.Priority
  • CommissionsPlanTiersView.CommissionsPlanTiersKey
  • CommissionsPlanTiersView.CommissionsPlanSelectorsKey
  • CommissionsPlanTiersView.CommissionsSetsKey
  • CommissionsPlanTiersView.SetsName
  • CommissionsPlanTiersView.TierName
  • CommissionsPlanTiersView.LowerRevenueBoundary
  • MetricActions.Description
  • MetricActions.ConditionalParameter2
  • MetricActions.ConditionalParameterValue2
  • MetricActions.ConditionalParameterOperator2
  • MetricActionsView.Description
  • MetricActionsView.ConditionalParameter2
  • MetricActionsView.ConditionalParameterValue2
  • MiscChrgsView.MiscChrgsKey
  • MiscChrgsView.CustomersKey
  • MiscChrgsView.lkMiscChrgsKey
  • MiscChrgsView.Status
  • MiscChrgsView.ProductID
  • MiscChrgsView.CommissionPlan
  • MiscChrgsView.LSO
  • MiscChrgsView.ActiveDate
  • MiscChrgsView.DisconnectDate
  • MiscChrgsView.DisconnectReason
  • MiscChrgsView.InstallCharge
  • MiscChrgsView.MonthlyCharge
  • MiscChrgsView.FirstBillingDate
  • MiscChrgsView.LastBillingDate
  • MiscChrgsView.LastBillingEndDate
  • MiscChrgsView.LastBillingAmount
  • MiscChrgsView.OverrideTaxable
  • MiscChrgsView.PrintPriority
  • MiscChrgsView.EnteredBy
  • MiscChrgsView.EnteredDate
  • MiscChrgsView.Modified
  • MiscChrgsView.ModifiedBy
  • MiscChrgsView.ModifiedDate
  • TasksView.CustomerTasksLocationsKey
  • TaskTypeGroups.CustomerPortalIconLkImagesKey