Difference between revisions of "Freeside:1.7:Changelog"

Revision as of 02:59, 5 February 2007

Major backoffice interface overhaul
Access controls: Control access via employee to all aspects of backoffice functionality.
Reseller/multi-company virtualization: Allow employee groups to only see virtualized slice of the customer base, optionally with separate merchant accounts and invoice templates.
New inventory features (inventory classes and items) and ability to setup manual or automation provisioning of inventory items to services.
Credit card encryption and masking
Apache2/mod_perl2 support
Pg 8.1+ support

Flyout menu and search frame on each page (works in IE7 as of 1.7.2, and has user pref for side or top location)
Most tables de-uglified
Main customer view:
- Customer status and balance displayed up top
- Payment history only shows 2 (or the configured amount) of years of history, with a link to fold out the rest
- Simple payment, credit and financial actions are on-page dialogs rather than confusing separate pages
- More configuration options to control ticket listing
New "inactive" customer status for customers with no active packages, but otherwise not suspended or cancelled.
"Referring customer" box now accepts name/company/phone in addition to just number, has some AJAX magic to do the search on-the-fly

Lots of VoIP CDR/telephony rating work. Very flexible import and rating system to rate and bill Call Detail Records.
Configuration switch to base tax off shipping address if present
Late fees as a percentage of the late balance in addition to specified dollar amounts
Payments and credits are now tracked against specific line items for informational purposes, with a weighting system to control automatic application.
Credit card and electronic check batching support overhauled - multiple batches can now be in-transit. This is now a viable option in addition to the real-time processing.

Package classes have been added with per-class reporting and graphing.
- Go to Configuration -> Provisioning, Services and packages -> View/Edit package classes and create some classes
- Go to Configuration -> Provisioning, Services and packages -> View/Edit package definitions, edit the existing package definitions and put them into classes
Sales/credit/receipt graph now has options to break down by agent
New report: Sales by agent and/or package class (Reports -> Financial -> Sales Report)
Per-agent A/R aging (Reports -> Financial -> A/R Aging)
All other relevant reports have per-agent options (when the employee has access to multiple agents)
Tax report has been overhauled.
Many additional options for package reporting
New report: Zip code distribution
Most reports with customer information now show customer status (reset "cust-fields" configuration value if you've set a custom one)

Support for Vonage "click2call" to call customers from the backend on a Vonage line.

No more Apache::ASP support, HTML::Mason only
service refactor - add a service table with just the schema and svc_ class
All installation locations now configurable (no more hardcoded /usr/local/etc/freeside/)

@@ Line 9: / Line 9: @@
 == User Interface ==
-* Flyout menu and search frame on each page (works in IE7 as of 1.7.2)
+* Flyout menu and search frame on each page (works in IE7 as of 1.7.2, and has user pref for side or top location)
 * Most tables de-uglified
 * Main customer view: