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August 2023 Release

Updated

Product: Collect

Features/Enhancements

1. Mailbox Functionality - "Urgency" alert

  • This is an enhancement added to the email functionality, allowing users to mark an email as important while creating it using the activity. Additionally, if an email arrives from an external source marked as important, the application will appropriately tag it with an important flag. Users can use filter option to view all important emails in one place.

2. Mailbox Functionality - "Out of Office" status

  • With this functionality you can set out of office status when on vacation.
  • For all incoming emails from customers to the account, application will check if the user assigned to this customer is currently out of office. If so, system will send an automatic email configured for that user.

Issues Resolved

1. Modify UI on (Admin > Master Files > Customer) "Select All" drop-down to be more user friendly

  • Improvement done on the UI Functionality in the area Admin >Master Files> Customer as per the customer request. This change is applicable to all the customers

2. Bulk Assignment Error

  • Bulk assignment was not allowed for a single customer earlier, now after the fix it is available for single customer as well.

3. REACT Page Bug - Unable to attach customized report/statement

  • With this fix now customers will be able to attach customised statement/report while
    using REACT pages.

4. Statement contacts not updating in the client [Stable Step] Contacts will be updated in the web client with a re-initialization sync


5. SS Portal Bug

  • A message saying CM was selected was displayed for customers with national account hierarchy though there wasn’t selected any. This message will not be now shown with the fix.

6. Self Service portal not filtering off #DefaultSelfServiceCustomerView as intended
With optimized flag the filter builder will be applied now on Self Service portal with resolution of this bug


React Migration

1. React Migration : All Accounts Page

  • Updated all Accounts page to React view

2. Added Enable Preview in local storage for Webclient


3. Navigate to New All accounts React page from Webclient

  • If we select a customer in search bar, the application will navigate us directly into the Accounts overview page for the particular customer in the react view.
  • The features that are not available for particular page, they are shown as Greyed out
    icons

4. Header Implementation (User Dropdown)

  • Handle on change of User in React Header and Search Header Redirection to Account overview
    Dynamic switching of users or active user selection dropdown giving access to pages and data for that particular user

5. View Setting and Grid Implementation All accounts

  • All Accounts Page - Upload & Download Template - This functionality will be fully functional once bulk activity is implemented in upcoming sprints

6. Session Timeout alert is now available on React pages

 


Product : Connector Features/Enhancements

1. Payment - Move Schedule-Payments out from Worker-Dev Complete -Backend Change

  • We moved it from a Worker role to a Microservice

2. Email Document-Microservice Should Process ReportManager Files

  • The Email Document-Microservice should process the files uploaded by PDF Manager.

Issues Resolved

1. Missing invoices on SARA (404 Error - File or Directory not found)

  • With this fix the user will now able to attach invoices to the mails

2. Terms not coming through on account level

  • The terms will now be available on account level with the resolution of this ticket

Database Improvements

1. Performance improvement: Communication Page. Adding global date filter

  • Global date filter will help the application to load the page faster with selective data. User can select the data which needs to be displayed by using various options provided in the dropdown of the filter.

2. Performance improvement: Removal of multiple call for table tebcOption, tebcMail,
tebcCallInfo on Communication page

  • The view setting table was called twice to fetch setting and filter setting column. This was reduced to single call. This impacted all the pages which were using view setting.


3. Database Performance : Remove vebccustactivitybyuser call from
framemainpagev2.aspx

  • vebccustactivitybyuser call from framemainpagev2.aspx was removed as it was consuming resources impacting the performance of application.