Difference between revisions of "Freeside:3.0:Changelog"

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(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]
  
= Interface =
+
= Quotations =
  
* Reorganized Configuration menu
+
* Quotations for prospects <!-- and customers -->
 +
<!-- * Convert prospects to customers -->
  
= Custom fields =
+
= Ticketing =
  
* Custom fields rewrite and customer custom fields
+
* 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
  
= Tickets =
+
= 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 =
  
* Tickets can be linked to specific customer 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 =
  
= Database storage =
+
* 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 17:11, 15 December 2012

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