Difference between revisions of "Freeside:3.0:Changelog"
From Freeside
(Created page with "= Notes = For a more detailed, raw log of changes, see [http://freeside.biz/cgi-bin/viewvc.cgi/freeside/ChangeLog?view=markup the source ChangeLog] = Interface = * Reorganized…") |
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For a more detailed, raw log of changes, see [http://freeside.biz/cgi-bin/viewvc.cgi/freeside/ChangeLog?view=markup the source ChangeLog] | For a more detailed, raw log of changes, see [http://freeside.biz/cgi-bin/viewvc.cgi/freeside/ChangeLog?view=markup the source ChangeLog] | ||
| − | = | + | = Quotations = |
| − | * | + | * Quotations for prospects <!-- and customers --> |
| + | <!-- * Convert prospects to customers --> | ||
| − | = | + | = Ticketing = |
| − | * | + | * Upgrade from Request Tracker 3.8 to 4.0 (4.0.8) |
| + | * Tickets can be linked to specific customer services | ||
= Customers = | = Customers = | ||
| + | * Address standardization, census tracting and geocoding via EZ-Locate (geocode.com) in addition to the current USPS / FFIEC / Google Maps API hodgepodge. | ||
| + | * Custom fields rewrite and customer custom fields | ||
* Added Paypal and Wire Transfer payment types | * Added Paypal and Wire Transfer payment types | ||
* Display/edit of contacts on customer view, added contact classes | * Display/edit of contacts on customer view, added contact classes | ||
| Line 19: | Line 23: | ||
= Packages = | = Packages = | ||
| + | * Quantities | ||
* Options to bill a partial period on suspension and/or cancellation | * Options to bill a partial period on suspension and/or cancellation | ||
* Configuration option to automatically have price changes only affect new customers | * Configuration option to automatically have price changes only affect new customers | ||
| − | = | + | = Sales People = |
| + | |||
| + | * New concept of sales persons as distinct from agents (used for companies) or employees (login into the backoffice interface). | ||
| + | |||
| + | = Invoices = | ||
| + | |||
| + | * Invoice voiding | ||
| + | |||
| + | = Services = | ||
| − | * | + | * Inventory/netblock IP address allocation for svc_acct services in addition to svc_broadband |
| + | * Service definition classes | ||
= Billing events = | = Billing events = | ||
| Line 32: | Line 46: | ||
= VoIP/Telephony = | = VoIP/Telephony = | ||
| − | * For postpaid, option to rate CDRs immediately/real-time instead of waiting until invoice generation time | + | * Reduce memory usage when rating lots of CDRs for a single customer (typically wholesale) |
| + | * For postpaid, option to rate CDRs immediately/real-time instead of waiting until invoice generation time | ||
* Option to match CDRs to service by IP address | * Option to match CDRs to service by IP address | ||
* "Included calls" alternative to minutes, when otherwise using timed rating | * "Included calls" alternative to minutes, when otherwise using timed rating | ||
| + | * Resolve conflict between connection charges and (group) included minutes | ||
| + | * Option to omit $0 rated calls from invoices | ||
| + | |||
| + | = Address refactor = | ||
| − | = | + | * Internal refactoring of addresses into their own table |
| + | * Immutable historical tax reporting via address history | ||
| + | |||
| + | = Batch payment refactor = | ||
| + | |||
| + | * Start of batch payment refactor to separate Business::BatchPayment modules, like Business::OnlinePayment real-time payments | ||
| + | |||
| + | = Misc = | ||
* Encryption of payment information enabled by default in new installs | * Encryption of payment information enabled by default in new installs | ||
| + | * Reorganized Configuration menu | ||
| + | * Quick payment entry: apply payments to specific invoices | ||
| + | * Option to select export host per customer service | ||
Revision as of 18:11, 15 December 2012
Contents
Notes
For a more detailed, raw log of changes, see the source ChangeLog
Quotations
- Quotations for prospects
Ticketing
- Upgrade from Request Tracker 3.8 to 4.0 (4.0.8)
- Tickets can be linked to specific customer services
Customers
- Address standardization, census tracting and geocoding via EZ-Locate (geocode.com) in addition to the current USPS / FFIEC / Google Maps API hodgepodge.
- Custom fields rewrite and customer custom fields
- Added Paypal and Wire Transfer payment types
- Display/edit of contacts on customer view, added contact classes
- Add the ability to set tax exemption per customer class rather than per individual customer
Packages
- Quantities
- Options to bill a partial period on suspension and/or cancellation
- Configuration option to automatically have price changes only affect new customers
Sales People
- New concept of sales persons as distinct from agents (used for companies) or employees (login into the backoffice interface).
Invoices
- Invoice voiding
Services
- Inventory/netblock IP address allocation for svc_acct services in addition to svc_broadband
- Service definition classes
Billing events
- Trigger events on svc_acct records
VoIP/Telephony
- Reduce memory usage when rating lots of CDRs for a single customer (typically wholesale)
- For postpaid, option to rate CDRs immediately/real-time instead of waiting until invoice generation time
- Option to match CDRs to service by IP address
- "Included calls" alternative to minutes, when otherwise using timed rating
- Resolve conflict between connection charges and (group) included minutes
- Option to omit $0 rated calls from invoices
Address refactor
- Internal refactoring of addresses into their own table
- Immutable historical tax reporting via address history
Batch payment refactor
- Start of batch payment refactor to separate Business::BatchPayment modules, like Business::OnlinePayment real-time payments
Misc
- Encryption of payment information enabled by default in new installs
- Reorganized Configuration menu
- Quick payment entry: apply payments to specific invoices
- Option to select export host per customer service
