2017-06 Helios Release

Overview

 

General TBS - Enhancements & Bug Fixes

130395 - Customer Account and BillTo Location Quick Search

A search box has been added to TBS for employees and is located beside the user menu at the top right of each screen.

Search results will contain the top 10 items within Customers or Bill To Locations that match all or part of the search text:

  • Customer Account Numbers that start with the entry
  • Names on Bill To Locations that contain the entry

 

110148 - Update Notes UI to support Parent/Child Notes

Only applies to Clients who have "Notes"

Support for parent/child Notes now exists, and should be accessible anywhere that notes were used previously.

Adding a child involves clicking the green plus icon on a pre-existing note. Child items can only be created one level below the top level; a child cannot have another child. Children can be edited and deleted, and by default will include the same user notifications as the parent. A note can only be deleted if it has no children. When filtering is performed, all notes, whether child or parent, are listed at the top level, not below parents.

130148 - Show Expanded Notes

Only applies to Clients who have "Notes"

The Notes grid limits the characters in the Notes column to ~250 characters and then will show a "More" link to expand an individual note. The Show Expanded Notes Checkbox at the top of the grid will expand all Notes in the grid to show the full text of the Note description. This is available on the Customer Notes tab as well as in the Note Inventory grids.

Notes - Not Expanded, showing More link

Notes Expanded

134364 - Drop Down Lists tool needs moved out of the Tasks Menu

An improved version of TBS Drop Down List Admin screen has been in use for our Tasks Module. With this release, we have expanded the use of this new structure for drop down lists on Notes (Issues and Service fields), Integrated Product (Disconnect Reason) and Time Log (Category)

Previously, admin users accessed this menu under Setup -> Tasks -> Drop Down Lists.

Because of the expanded usage, we have moved the menu Setup -> System -> Drop Down Lists. The original Drop Down admin screen is in the same menu structure, but has been re-labeled to Setup -> System -> Legacy Drop Down List.

134349 - Note User Notifications can be sent to Active Internal users that have the CanBeAssignedComments flag set

Only applies to Clients who have "Notes"

User notifications on notes can now only be assigned to internal users who are not disabled and have the Can Be Assigned Comments flag on the User Settings screen set to true.

130145 - Email Billing: Grey Out Complete Email Billing until Emails are Sent

For Email billing, the final "Complete Email Billing" button was causing confusion as it was available prior to the Send Emails function was complete. This has been fixed to now ensure that the button will not become available until the Send Emails step has been clicked and completed.

131906 - Application Setting to Lockout Customer Login for Maintenance

A new system setting has been created to prevent Customers and Agents from logging into TBS during schedule system maintenance.

When the SystemUpdatesPreventCustomerLogins application setting is enabled, TBS will prevent Customer and User Logins and display the following message:

"We are currently performing system updates that prevent users from logging into the system. We are working to restore this functionality as soon as possible."

Integrated Products - Enhancements & Bug Fixes

130395 - Integrated Product Quick Search

A search box has been added to TBS for employees and is located beside the user menu at the top right of each screen.

Search results will contain the top 10 items within Customers, Bill To Locations or Products that match all or part of the search text:

  • Customer Account Numbers that start with the entry
  • Names on Bill To Locations that contain the entry
  • Integrated Products whose ProductID or AlternateID start with the entry

 

110736 - Product Screen Changes: Status/Workflow options moved to the top of the screen

The Status/Workflow Action area has been moved to the Product header so it's available on all product pages.

110736 - Product Screen Changes: Charge information is now displayed in the header.

When viewing the Charges and Plans tied to a product, the system previouly provided a total with an informational icon that would break down the charge amounts/types when hovering over the icon. This information is now displayed across the top header so no hovering is required.

110736 - Product Screen Changes: New Fields Added to the Auxiliary information

A Ported In checkbox has been added to Voice Products Auxiliary information. This is informational only.

Service area information (state, Local and Long Distance RBOC, density cell) has been added to voice products - this is a lookup based on the product's BTN and will appear once the product is saved.

110736 - Product Screen Changes: Call Usage information now available on the Product screen

A call information grid has been added to the bottom of the Product screen. It shows first call, last call, call count, and duration by call type.

110736 - Rate plan details now available on the Charge & Plan

Additional information about a rate plan is now displayed on all Charge/Plan grids. Hovering over the purple money icon will display this information.

 

110736 - Product Screen Changes: Disconnect Reason has been changed to a drop down list.

Previously, the Disconnect Reason was a free form text box on both the Products screen and when disconnecting via Status Workflow. This has now been turned into a drop down box and can be maintained using the new Drop Down List tool and using the ListName='ProductDisconnectReasonShort'.

128997 - Notes: Quick Add feature

Within the Notes module, a new Quick Add feature has been added to allow TBS Users the ability to quickly add common notes that often are repetitive. These options can be maintained using the Drop Down List maintenance tool and using the List Name='NotesQuickAdd'. When selecting a Quick Add from the drop down it will appear in the main Note section appended to any existing text already within this text area.

129607 - Relabel “Product Type Groups” to “Product Sets”

Throughout the system, "Product Type Groups" have been renamed to "Product Sets". Functionality of these Product Sets has not changed. Product Sets are used to group like products and also apply filtering to any charges, rate plans or free plans that can be tied to a particular product.

129609 - Product Types and Product Set Admin Screen Updates

A grid has been added to the Product Types screen that shows the Product Sets that the Product Type is part of.

The new table allows users to add or remove the Product Type from the Product Set by checking or unchecking a checkbox in the grid. The grid is sortable by any of its columns.

When adding, copying, or editing a record, the tabs on the screen are disabled. When copying or adding a new record, the grid on the right is not visible.

There is a hyperlink below the grid with the text "Manage Product Sets" which opens the Product Sets Browse grid in a new tab (this works in Chrome, IE, Edge, and Firefox).

129608 - Update Charges & Plans Inventory Screen to use Product Sets

There have been two changes to Charges & Plan Inventory.

First, the "Product Group Forms" field has been relabeled to "Product Sets." The field name in the database has not changed.

Second, a list of the Product Types that the Charge/Plan can be applied to appears when a Product Set is selected from the drop down list. Each item in the list links to the respective Product Type.

110103 - Int Product: 8xx RTN Change on Customer Portal

New Customer Portal Features for Integrated Product Clients - Ring To Number Change:

There is a new option, Show Ring To Number Interface, on the Customer Base admin screen.

On the Customer Portal, if this is set and a customer has active products where the BTN is not null and the product's Service Type is 8xx, a "Ring To Numbers" option is available from the Services menu.

The Ring To Numbers screen lists these 8xx products and allows them to enter new Ring To Numbers. Changes will:

  1. Change the BTN (Ring To Number) on the product.
  2. Set the CareProvisioning_Action to "Change" on any Charges/Plans whose inventory record has either Interstate Care Provisioning or Intrastate Care Provisioning set to true.

110103 - Customer Portal: Request New Service Feature and Task Type

Only applies to Clients who have "Tasks"

A Request New Service Feature can now be available from the Services menu of the Customer Portal. To configure this option, the Client must use Tasks and also Integrated Product Types.

Users can set a new option, Task Type For New Service, on the Product Type admin screen. Setting this will show a new option in the Customer Portal Services menu allowing customers to request new service and result in a new Task of the type selected on the Product Type screen. For Example, a Voice-VoIP product type would point to a VoIP Task Type for New Service. This would result in a new VoIP Task being generated if a customer used this new feature from the portal. Customers will also need Add access to the permission module tied to the particular Task Type set on the Product Type screen.

From the Customer Portal, the Request New Service screen allows customers to enter a list of Product IDs, select a location (if the task type has locations enabled), and provide contact information for the request.

Once submitted, a new Task of the requested Task Type will be created. The description of the Task type will show the lines requested by the customer via the portal. This Task can then be picked up and worked as needed. Notifications for these Tasks can be configured as well. Please work with your Client Solutions Expert to configure these.

Task Ticket / Quote Requests - 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.

130395 - Tickets & Quote Requests: Quick Search

A search box has been added to TBS for employees and is located beside the user menu at the top right of each screen.

Search results will contain the top 10 items within Customers, Bill To Locations, Task Tickets, Task Quote Requests, Task Orders or Products that match all or part of the search text:

  • If the entry is an integer, Tasks with this ID or AlternateID.

 

126552 - Task Ticket & Quote Request Location Updates

Tasks have the ability to have Locations tied to the Tasks. This has been upgraded to now support multiple locations on tasks associated with a customer record. Previously this functionality was only available on tasks (Quote Requests) associated with an agent record.

In addition to tying multiple locations to a Task, users will now have the option to create new locations when creating a new task. There will also be the option to add existing locations to tasks associated with customers that have locations tied to them. These options are available when creating a new task as well as on the locations tab after the task has been created. The create location button above honors the location module add permissions.

When adding multiple locations to a task the selected locations appear in a check box list near the add/select controls. Only the locations that are checked in this list will be added when the save button is clicked. If a location is selected by accident it can be unchecked in this list and it will not be added to the task.

Create New Location Link:

Location Add Window:

Selected Location from Existing drop down or Create New Window:

Please note: If any new locations are created while creating a task tied to a customer, these will automatically be added to the customers main list of locations. This will occur even if they are unchecked in the check box list.

The Task and Task Summary screen will now also display a location text box after a task is saved that shows the top location information for the current task along with a link to view all locations if there is more than one tied to the task.

Task Tab Showing Multiple Locations:

Task Summary Tab Showing Multiple Locations:

The location information that was previously displayed in the tasks header for tasks associated with customers has been changed to now always display the bill to location for the associated customer an no longer displays task location information. The task summary location information under the customer name has changed in the same way as the task header.

The task summary page will also display the top 5 task locations near the bottom of the screen in the locations section along with a link to view all locations.

131352 - Add Quick Add Functionality To Notes Tab on Tasks

A new Notes "Quick Add" feature has been added to the notes tab on the tasks screen. The tab now displays a green "+" button if the current user has Add permissions to the comments module. Clicking the button opens a pop up window that will allow the user to enter a note for the current task. The pop up window includes the same features for adding a note that are found on the notes tab such as adding user notifications with the note. When the user clicks save the window closes and the note is added to the current task.

130147 - Tasks: Create User Setting to specify the Landing Page for Tasks

A new setting has been added to the User Settings screen that allows users to choose which tab they would like to land on when they open an existing task. They can choose to land on the task summary page or the normal task page.

130196 - Tickets & Quote Requests: Move Other section and AlternateID

The AlternateID (used for legacy conversion ticket numbers) has been moved to the top of the screen next to the Parent Task ID textbox.

Additionally, the Other section of the Ticket and Quote Request screen was relabeled to be "Carrier Information" and was moved up slightly above the Assigned Users selection box. The resolution is typically the last step in the process and it was more clear for this to be at the bottom vs the Other section.

Lastly, this section is now configurable as to whether it shows/hides on Add as well to not change any current "Add" workflow steps. See next release note.

130196 - Tickets & Quote Requests: Make all Task Section configurable on Add

Task Types have been updated to now allow all sections of the task (outside of General) to be configurable on Add. This can be managed via the Task Types administration page found at Setup-->Tasks-->Task Type Groups-->[Individual Task Type]. Previously Clients could configure areas for Contact Info, Test call data and tying Location and Product information to a Task Type.

They now have the ability also to configure whether sections for Assigned Users, Carrier Information or Resolution will appear during initial Add.

This allows clients to choose which initial information is important and should be part of the initial task entry. Please note that the Enable Contact Information configuration will toggle either the Simple contact/opportunity information only allowing for a Name or show the full Contact Info section including Name, Email, Phone, etc.

103699 - Tickets & Quote Requests: Submit To Center

There is now a new table that can store submit to center data. These submit to centers are tied to a carrier and can be managed from the "Submit To Center" tab on the carrier edit screen. Each center has a description, phone number and email address associated with it. This information is also available to be selected on the tasks screen based on the selected carrier. Or if no carrier is selected all submit to centers will be available for selection. If a submit to center is selected on a task the corresponding phone number and email address will also be conveniently displayed on the tasks screen for easy reference.

128198 - Task Ticket & Quote Requests: Customize Field Labels Per Task Type

The T4ValidationPermOverrides table now allows users to rename controls on the Tasks screen. A new field was added called ControlTitle that allows for this functionality. This is configurable by task type the same way the other options on this table are. A front end maintenance screen for this table is still in development. Please work with your Client Solutions Expert if you would like to rename any fields on the Task Ticket or Quote Request screen.

128127 - Tasks: Need to support Default data settings by TaskType and Base

Tasks now support setting default values for Task data. This can be customized at the Task Type and Base levels. For example, if all new Task Tickets need to start in an "Assigned" status, this can now be defaulted. A taskTypesKey was added to the LkDefaults table and can be used to specify which task type the default value applies to. When applying the defaults to a task we still honor by base as well as by task type. A front end maintenance screen for this table is still in development. Please work with your Client Solutions Expert if you would like to rename any fields on the Task Ticket or Quote Request screen.

 

REST API - Enhancements & Bug Fixes

131747 - SuggestAddress REST Endpoints

To help ensure valid address data, new REST endpoints have been added that will attempt to verify address information.

The endpoints will currently only make suggestions for addresses in the United States.

See the REST documentation for more information.

131707 - Add BillTo Location Validation Checking to Customer Add REST Endpoint

The Customer add endpoint now does syntax checking on the postal code to ensure that it's formatting correctly based upon the selected country.

Release Database Changes

Database Changes

These are the differences that will be made to your existing database when upgrading to version 37.00.

TBS Database

 

The following fields will be dropped:

  • CommissionsTransactions.CommissionsTransactionsKey
  • CommissionsTransactionsDeletedView.CommissionsTransactionsKey
  • CommissionsTransactionsFullView.CommissionsTransactionsKey
  • CommissionsTransactionsNormalView.CommissionsTransactionsKey
  • CustomerTasks.LocationsKey
  • ProductCombinedView.DisconnectReason
  • ProductCombinedView.FirstCallDate
  • ProductCombinedView.LastCallDate
  • Products.DisconnectReason
  • ProductsAux_Voice.FirstCallDate
  • ProductsAux_Voice.LastCallDate
  • TasksView.CustomerTasksLocationsKey
  • TaskTypes.EnableLocationsTab
  • TaskTypesView.EnableLocationsTab

 

The following fields will be altered:

  • -- CustomerInformation.AmountOfLastBill IsNullable (True -> False)
  • -- Customers.AmountOfLastBill IsNullable (True -> False)
  • -- DropDownGroupItems.ItemName CharacterMaximumLength (50 -> 100)
  • -- DropDownGroupItemsView.ItemName CharacterMaximumLength (50 -> 100)
  • -- TasksView.ShortDescription CharacterMaximumLength (50 -> 100)
  • -- TasksView.ShortResolution CharacterMaximumLength (50 -> 100)
  • -- TimeLogView.ItemName CharacterMaximumLength (50 -> 100)

 

The following tables will be added:

  • CarrierSubmitToCenter
  • CommissionsTransactionsInsertView
  • CustomersToAgentsView
  • LkNpaNxxEffectiveView
  • ProductUsageStatisticsSummaryView

 

The following fields will be added:

  • CarrierSubmitToCenter.CarrierSubmitToCenterKey
  • CarrierSubmitToCenter.lkCarriersKey
  • CarrierSubmitToCenter.Description
  • CarrierSubmitToCenter.Phone
  • CarrierSubmitToCenter.Email
  • CarrierSubmitToCenter.EnteredBy
  • CarrierSubmitToCenter.EnteredDate
  • CommissionsTransactions.TransactionsKey
  • CommissionsTransactionsDeletedView.ctTransactionsKey
  • CommissionsTransactionsFullView.ctTransactionsKey
  • CommissionsTransactionsInsertView.TransactionsKey
  • CommissionsTransactionsInsertView.Satisfied
  • CommissionsTransactionsInsertView.PostingDate
  • CommissionsTransactionsInsertView.SatisfiedDate
  • CommissionsTransactionsInsertView.BillSumKey
  • CommissionsTransactionsInsertView.BillHistoryVersion
  • CommissionsTransactionsInsertView.Processed
  • CommissionsTransactionsInsertView.ctTransactionsKey
  • CommissionsTransactionsNormalView.ctTransactionsKey
  • CustomersToAgentsView.CustomersKey
  • CustomersToAgentsView.AgentsKey
  • CustomersToAgentsView.AgentDisplayID
  • CustomersToAgentsView.AgentName
  • CustomersToAgentsView.CommissionsPlansKey
  • CustomersToAgentsView.Name
  • DetailsLkDetailsView.PlanKey
  • lkBaseInfo.ShowCustomerPortalRingToNumber
  • lkDefaults.TaskTypesKey
  • LkNpaNxxEffectiveView.State
  • LkNpaNxxEffectiveView.Local_RBOC
  • LkNpaNxxEffectiveView.LD_RBOC
  • LkNpaNxxEffectiveView.DensityCell
  • LkNpaNxxEffectiveView.NPANXX
  • LkNpaNxxEffectiveView.RBOC
  • LkNpaNxxEffectiveView.InterCarrier
  • LkNpaNxxEffectiveView.InterCIC
  • LkNpaNxxEffectiveView.IntraCarrier
  • LkNpaNxxEffectiveView.IntraCIC
  • LkNpaNxxEffectiveView.InternalSwitch
  • LkNpaNxxEffectiveView.8xxCarrier
  • LkNpaNxxEffectiveView.8xxCic
  • LkNpaNxxEffectiveView.GXTier
  • LkNpaNxxEffectiveView.QWestClass
  • LkNpaNxxEffectiveView.MCICLass
  • Notes.IssueItemsKey
  • Notes.ServiceItemsKey
  • ProductCombinedView.DisconnectReasonShort
  • ProductCombinedView.PortedIn
  • ProductForms.NewServiceTaskTypesKey
  • Products.DisconnectReasonShort
  • ProductsAux_Voice.PortedIn
  • ProductsView.LkLineTypesKey
  • ProductsView.ServiceType_ProductType
  • ProductUsageStatisticsSummaryView.ProductsKey
  • ProductUsageStatisticsSummaryView.CustomersKey
  • ProductUsageStatisticsSummaryView.ProductID
  • ProductUsageStatisticsSummaryView.Message_Type_Description
  • ProductUsageStatisticsSummaryView.RecordCount
  • ProductUsageStatisticsSummaryView.CarrierDurationMinutes
  • ProductUsageStatisticsSummaryView.FirstRecordDateTime
  • ProductUsageStatisticsSummaryView.LastRecordDateTime
  • T4CompanyMaster.CriticalWindowStart
  • T4CompanyMaster.CriticalWindowEnd
  • T4ValidationPermOverrides.ControlTitle
  • Tasks.CarrierSubmitToCenterKey
  • TaskTypes.EnableLocations
  • TaskTypes.ShowAssignedUsersWhenCreating
  • TaskTypes.ShowCarrierInformationWhenCreating
  • TaskTypes.ShowResolutionWhenCreating
  • TaskTypesView.EnableLocations
  • TaskTypesView.ShowAssignedUsersWhenCreating
  • TaskTypesView.ShowCarrierInformationWhenCreating
  • TaskTypesView.ShowResolutionWhenCreating
  • UserSettings.TasksLandingPage
  • UserSettingsView.TasksLandingPage