Revision as of 15:39, 5 January 2013

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

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