Revision as of 17:07, 3 December 2010

Notes

This is the changelog for the 2.1.2 release.

For a more detailed, raw log of changes, see the source ChangeLog

Internationalization

• Uumlauts/accents and other non-English punctuation supported in names

Prospects

• Contact edit now includes one-line phone & email
• Preliminary business card scan -> prospect tool

Message templates

• Fix templated notices
• Avoid sending duplicated notices from package search

Customers

• Customer search improvements: don't return fuzzy results if an exact match is found, add tag and address search to advanced customer search
• Display any pending payments in payment history
• Implement customer merge

Packages

• Pro-rating option to charge the next full month in addition to the current partial month
• Option to bill packages while suspended
• Contract end dates
• Summary display of packages with lots of services
• Prevent adding a package definition onto itself
• Fix package definition report to break down not yet billed vs. active package counts
• Bulk package definition changes
• Package definitions allow hiding of specific services

Billing

Invoicing

• Add prorate option to prorate to the full day instead of to the second
• Fix wrapping of CDRs view under Internet Explorer
• Fix redisplay of services in bundled packages
• Add Net 90 and Net 21 terms

CDRs

• Display links to CDRs on PBX services
• Display links to all of a customer's CDRs on customer view
• Add Telos XML and CSV formats.

Payments

• Add email link to payment receipts
• Add "capture" links to pending payments in captured state
• Display both original and voiding user for voided payments
• Separate the ACLs for posting/processing check, cash, credit card and electronic check payments.

Taxation

• Package locations now supported with vendor-data (CCH) taxation
• Fix line item report when linked from vendor-datga (CCH) tax report

Billing events

• Add an individual package cancel action in addition to the customer cancel action
• Event edit UI now enforces required reasons

Misc

• Add TD EFT batch format
• Fix freeside-daily error with MySQL
• Fix edge cases with MySQL on customer, account and ticket searches
• Fix late fees being applied a month late in some cases
• More performance improvements billing large customer bases.

Ticketing

• Add a mandatory option to custom fields
• Add "DisplayTicketAfterQuickCreate" config option and per-user preference
• Select queue when creating child tickets
• Automatically create ticket on custom field change
• Add "time to resolve" to ticket result fields
• Ticket search allows selection of customer fields: Agent, customer class, customer tags

Reporting

• Sort reports by any field by clicking on the header
• Sales tax report now supports Excel download like most other reports
• Better reporting on phone number (DID) inventory

Self-service

• Fix self-service payments
• Allow self-service suspensions

Reseller API

• Add check_username, suspend_username and unsuspend_username to reseller API
• Created Reseller API documentation page

Services

• Add svc_cert for SSL certificates
• Finish DNS editing improvements
• Hide Communigate fields in accounts and domains when there's no Communigate export
• Default "Edit usage" ACL off for new installs to hide the not-often-used usage fields

Exports

• Exports now have names
• RADIUS export option to use the radusergroup table
• rt_ticket export to create a ticket on service changes
• HTTP export for accounts (svc_acct) and additional options for HTTP exports
• Vitelity provisioning

Upgrade

• More upgrade fixes for old datasets (ignore banned ACH on otaker upgrade, also cust_bill_pkg_detail, cust_pay fixes)

Misc

• Add lock_agentnum and lock_pkgpart parameters to new customer page
• Fix "Inactive" status showing instead of "Suspended" or "Canceled" when the customer had one-time charges