Release Notes – v8.5.27.x

Owned by Mahnoor Khan (Deactivated)
Last updated: Sept 23, 2021 by Greg Walsh
20 min read

About the Release Notes

For new major enhancements the release notes provide:

  • A brief, high-level description of the functionality

  • Implementation tips to help you get started with setup and administration

  • Best practices to help you maximize the benefit

  • Complete end-to-end instructions (where available)

Smaller changes to existing features are also described so that you can plan for the new release. Unlike a traditional release notes document that includes only a simple list of enhancements these release notes give you everything you need to get up and running with the new features and enhancements in the latest release. If you have any questions please don’t hesitate to contact your LogiSense support representative.

LogiSense Support  

email: support@logisense.com

phone (Canada): 1-519-249-0508

phone (USA): 1-917-410-3584

 

8.5.27.0 Release Notes

Change Highlights / Things to be Aware of

  • Bill Group options have changed to support the new Auto Pay feature, these options are described in the Bill Group Configuration article

  • .NET 4.6.2 is required to run EngageIP 8.5.27.0

  • Windows PowerShell 3.0 is required to run the EngageIP 8.5.27.0 installer

What's New?

  • Added an Auto Pay feature which allows payment processing to be run a specified number of days before the payment due date, or on a specific day. This approach decouples payment from billing permitting payments to be collected on a different day than the bill run day

  • Redesigned SMS interfaces and converted to a plugin integration model to simplify introduction of SMS gateway providers

  • Added support to search for an exact AccountID number using the ! search operator (e.g. a search for !100 will only return the account which has an AccountID of 100)

  • Added support to search for contacts using the @ search operator. The contact's First Name, Last Name and Company fields are searched when performing a contact search. For more information on search operators see the article Searching in EngageIP

Enhancements - Other or Changed

  • Improved logging and SQL error resiliency for all EngageIP Windows services [ticket:89993]

  • Improved billing performance when billing multiple user-packages on an account

  • Improved event manager service performance

  • Modified the job service to allow the polling frequency of jobs to be configured or jobs to be disabled entirely

  • Modified the user status change job to execute when the job service runs instead of running on an hourly schedule

  • Modified the job service to check for disabled jobs on startup and clear the job table of records related to disabled jobs

  • Improved job service error handling and resolved issues where attempting to stop the job service would fail in some scenarios

  • Fixed an issue where the job service would crash when the jobschedule table contained a job which did not exist in custom code or core libraries

  • Fixed an issue with FinishCancelAfterRerate jobs being stuck in the job queue when canceling user-packages

  • Improved execution time of the ScriptEngineCleanupJob

  • Modified core logic to prevent more than once instance of an EngageIP Windows service from running against the same database when services are running on the same server. Note: the EngageIP Rating Service is exempted and can operate on the same host and database in order to support real-time rating

  • Modified and cleaned up database indexes to improve read and write performance

  • Database modifications to reduce unnecessary queries

  • Improved invoice rendering performance

  • Modified Search logic to immediately load an account if only one search result is found

  • Security enhancements

  • Fixed an issue in AvaTax integrated environments where an address validation exception prevented contacts with addresses from being saved

  • Fixed an issue where the Address Line 1 field on Address Contact Points was not consistently appearing as a required field when it was setup to be a required field under Address Format settings

  • Fixed an issue where the Postal Code field on Address Contact Points was not displayed as required when it was configured as required under Address Format settings

  • Fixed an issue where some equipment would not be available when adding multiple packages simultaneously

  • Fixed an issue with an incorrect RoleID being assigned when saving a role with the option 'Save on Branded Owners' [ticket:94087]

  • Fixed an issue where an error would occur when searching for an account that was transferred to another owner if the account contained extended attributes

  • Modified payment processing logic to include thread ID's in Event Log entries

  • Modified the Result message for payment processing events in the Event Log to provide greater detail

  • Modified payment processing logic to permit credit card payments to be refunded more than once

  • Modified script engine logging to reduce noise in the Event Log

  • Added a new log file named 'EngageIP.log' in the AdminPortal\logs path to store verbose event activity previously contained in the Event Log and Windows logs

  • Modified script engine to supply better error messages when custom code compilation errors occur

  • Improved error reporting to clearly indicate what the issue is when adding a credit card with an expired or invalid expiry date

  • Fixed an issue which caused the Recognized Revenue report to hang when loading [ticket:94629]

  • Fixed an issue where an exception would occur if the Invoice field was deselected in the view parameters on the UDR History report

  • Updated the UDR Bucket report to display UDR values with the precision level specified in the UDRAmountPrecision field on the Configuration page

  • Fixed an issue on the UDR Bucket report where the Start and Remaining columns showed values in bytes instead of a dollar value when the bucket Unit Type was configured as an 'Amount'

  • Reduced loading time for the Sales report

  • Added Account column to the Payment and Payment Decline reports

  • Updated the SMS Response report to include the time in the Date Sent field

  • Fixed the DateTime format in the 'Min' field date filters on the Event Log report

  • Modified the Date and the Posting Date field format on the Transactions list to post the proper transaction time instead of defaulting to midnight of the current day [ticket:95928]

  • Fixed an issue with unsent invoices impacting Bill Run performance

  • Fixed an issue with price plans where sub-accounts were not being discounted when reaching the set threshold

  • Modified invoice discount logic to subtract credits from the discountable amount [ticket:91814]

  • Modified invoice discount logic to use the PeriodStart date of the final transaction on the invoice to determine if a user-service is applicable to a Count Condition discount. If the user-service was inactive before the final transaction date or effective after the transaction date then it will not count towards the discount

  • Added mapping to the country name 'USA' in the CountryISO table to address a lookup error that occurred when attempting to make a credit card payment using a Vantiv credit card token processor

  • Improved logging to clearly indicate when refunds and credits are approved or declined through Vantiv

  • Modified customer reference sent to Vantiv payment gateways to use the User.Account value instead of User.Name

  • Modified payment logic to create a new payment method when the Vantiv Account Updater supplies updated credit card token or echeck information during payment processing. If the credit card token or echeck payment method used during payment processing is set as the default payment method on the EngageIP account, then the newly created payment method will become the new default payment method [ticket:94972]

  • Fixed an issue where the schedule component could not be added to a user if a previous schedule component had been removed from the user

  • Fixed an issue where an exception could occur under Invoices > Credits when clicking on an ID in the Invoice Credit column

  • Fixed an issue with optional services failing to be billed when changing the user-package Next Bill Date to a date in the past [ticket:96094]

  • Fixed an issue with extended attributes failing to save when configured to select data from a table

  • Fixed an issue where modifying a user package extended attribute's answer selector resulted in an error when attempting to view a user-package which contained the extended attribute

  • Fixed an issue where extended attributes and profile questions which were configured as Data Type 'Date/Time' had the date stored in a localized format which wouldn't work with servers across time zones

  • Fixed an issue where the Pre-Authorize Card pop-up would not appear when adding a Credit Card Payment Type if only one Card Type was defined and configured for pre-authorization

  • Fixed an issue with Payment Types being visible and selectable on Accounts when the 'Allow Payment To Only These Status Types' configuration was set not to permit use of the Payment Type

  • Fixed the PaymentTypeType ID of the Check payment type so that the PaymentTypeType value displays 'Check' instead of 'ACH'

  • Fixed an issue with UDR Buckets being assigned incorrect expiry dates [ticket:96535]

  • Fixed an issue when using Amount (monetary) buckets where the Amount value was calculated twice when usage subtracted from the bucket exceeded the remaining Amount in the bucket

  • Fixed an issue where the inventory bin history was not tracking the user who modified the bin configuration [ticket:96494]

  • Fixed an issue with Resource Items maintaining associations with their previous Categories when changing Resource Types [ticket:97594]

  • Modified GeoTree logic to use the longest pattern when matching patterns are found in the tree at the same depth

  • Modified package upgrade logic so that an upgrade package cannot be set to a prospect user-package status if the previous package was in a non-prospect status

  • Modified the Account Holder field max length to ensure encrypted data is not truncated during Credit Card or Credit Card Token processing [ticket:97002]

  • Fixed an issue where parent profile questions were displayed on multiple services when the parent profile question only related to one service [ticket:97254]

  • Fixed an issue where adding a profile question with a Data Type of 'File' would result in a rescue error [ticket:97508]

  • Fixed an issue where profile questions that were configured as read only still permitted their profile answers to be modified

  • Fixed an issue where field validation failed when returning from dynamically adding elements

  • Modified autocomplete logic to resolve validation failures when typing data into autocomplete fields

  • Fixed an issue with autocomplete fields which prevented values from appearing if the autocomplete query exceeded one thousand records [ticket:98088]

  • Fixed autocomplete and formatting issues when entering a name into the Add UDR Location Groups page

  • Fixed an issue where payments were being issued to voided invoices [ticket:98277]

  • Modified UDR processing logs to include UDR processing performance for both the last 1000 records and an overall average

  • Fixed an issue where an exception would occur when attempting to transfer an account from one branded owner to another branded owner

  • Fixed an issue with an exception occurring when attempting to create a sub-account with the Password History Length set and the sub-account password matching a previous password used on the parent Account

  • Modified import logic to require that a Country value be specified when importing Cities using the Import feature on the Setup tab

  • Fixed an issue with user-package cancelations in Tier Sync environments failing to sync from the reseller to the wholesale system when user-package ID's did not match [ticket:100223]

  • Fixed an issue with bulk package quantity changes in Tier Sync environments failing to sync from the reseller to the wholesale system

  • Fixed an issue with role profile questions with multiple answers failing to sync all answers in Tier Sync environments

  • Fixed an issue with an error occurring when attempting to sync parent/child role profile questions in Tier Sync environments

  • Fixed an issue with child profile answers failing to sync from the reseller to the wholesale system in Tier Sync environments

  • Fixed an issue with role profile answer changes only syncing on the initial edit and not on subsequent changes in Tier Sync environments

  • Fixed an issue which caused an exception to occur when syncing user extended attributes which existed on the reseller system but not on the wholesale system in Tier Sync environments

  • Fixed an issue in Tier Sync environments where reseller contract point addresses were not syncing to the wholesale system when the addresses were added or updated

  • Added support to sync the 'Related To' setting on a user-service from the reseller to the wholesale system in Tier Sync environments

  • Fixed an issue with inline changes to date fields failing to update [ticket:100334]

  • Modified ticket logic to ensure invoices are not opened when there are no ticket transactions or when work orders with charges exist on closed tickets [ticket:100221]

  • Fixed an issue where tickets could be saved without a value in the required Category field

  • Fixed an issue where an error would occur when attempting to use Bill Account under the Tools tab if the Account's Owner was configured with the setting 'Bill Owner Using Account Taxes' and no user-packages existed on the Account to bill

  • Fixed UI issues in the Quick SMS interface

  • Fixed an issue with a missing parameter error which would occur when attempting to add an echeck Payment Method on an Account

  • Fixed an issue where a manually entered Invoice Date would persist when closing invoices despite the Invoice Date Process Type being set to 'Invoice Closed Date' [ticket:96268]

  • Set the TransactionID to 00000 in Vantiv integrated environments when the Vantiv gateway does not return a TransactionID during credit card token processing [ticket:100098]

  • Fixed an issue where the Resource Type Provider on all Resources was updated when modifying a single Resource's provider [ticket:102712]

  • Modified the Transfer to Other Branded Owner logic to set the transferred User Status to 'Inactive' if that User Status exists or a 'Canceled' User Status if it does not exist [ticket:103051]

  • Modified the Transfer to Other Branded Owner logic to display an error if the Account to be transferred does not have a Currency configured

  • Fixed an issue where sub-accounts were assigned the same AccountID as their parent account when the parent and sub-accounts were transferred to another branded owner

  • Modified Card Type configuration so that Card Processor is no longer a mandatory field

  • Added the 'Ticket Type' column to the list on the Tickets tab

  • Fixed an issue with a user's currency being set to their owner user's currency when importing a new user, even though the user's currency was specified in the import XML

  • Fixed an issue with the 'Title' field on Contacts being set to a value of 'Contact' when importing Contacts with no ContactTitle value specified in the import XML

  • Modified rating logic to support rating and bucketing of usage records that have zero duration

  • Modified rating logic to only re-rate UDR's which have a value equal to or greater than zero [ticket:102596]

  • Modified core logic to trigger re-rating when a pooled UDR bucket is added to a user-service

  • Fixed an issue where duplicate rates in a rate group would not be found if one rate was associated with a UDR Location Group and the other rate a UDR Location, but both rates had the same UDR location identifier

  • Modified core logic to generate a UDR exception instead of matching on a blank UDR billing identifier

  • Fixed an issue which caused an error to appear when editing a UDR Feed which did not have a UDR Fraud Data Source defined

  • Fixed an issue where adding an optional service with 'Bill Now' unchecked would result in the optional service being billed based on the user-package effective date instead of the optional service effective date

  • Modified XML and CSV exports from EngageIP to use the MIME type 'text/xml' instead of 'application/octet-stream'

  • Modified AvaTax integration to obtain Country Codes from the CountryISO table instead of a hardcoded list [ticket:96557]

  • Modified SureTax integration to support TaxSitusRule 05 which enables support for zip+4 zip codes

  • Modified user contracts to support the deletion of user-packages that are assigned to the contract as well as prevent the addition of the same user-package more than once

  • Modified custom code and script compilation errors to display the script name instead of the script hash in the error message

  • Fixed an issue where erasing and manually typing in the Commission Pay Type value on the Configuration page would result in an exception

  • Modified the usage billing type component to set the end period date of buckets to one usage billing cycle in the future in scenarios where the bucket period start date is equal to the usage billing type component's Usage Next Bill Date. This prevents these buckets from being opened and closed on the same day

Developer Notes

API Changes

A new API role with a 'Webservice' role permission has been created so that calls to EngageIP webservices no longer require owner user credentials. Users with the Webservice permission enabled will inherit their owner user's webservice privileges, meaning from a webservice execution standpoint a webservice enabled user will have the same API privileges that owner users have had in earlier versions of EngageIP

  • New Methods

    • CreateOrUpdateContactPointAddress: Creates/updates an address contact point for a contact on a user. The ID of the contact point address will be returned,
      or an exception if the user, contact, country, state or city does not exist

    • GetAllPackageProfileAnswers: Returns the list of package profile answer objects for the supplied packageId

    • GetBillingPeriod: Returns the start and end date for a particular invoice, or throws an exception if the invoice does not exist

    • GetClosedInvoices: Returns the most recent closed invoices associated with a user, or throws an exception if the user does not exist

    • GetCurrentBillingPeriod: Returns the start and end date for the current billing period, or throws an exception if the user does not exist

    • GetPackageAmount: Gets a package amount for the supplied Package, or throws an error if the package doesn't exist

    • GetPackageAmountFromServices: Gets a package amount for the supplied Package, or throws an error if the package doesn't exist

    • GetPackageDiscounts: Gets a list of package discounts for the supplied Package, or throws an error if the package doesn't exist

    • GetPackageProfileAnswer: Returns the package profile answer object for supplied packageId and question name, or null if no match found

    • GetPackageTaxAmount: Gets a Tax amount for the supplied Package, or throws an error if the package doesn't exist or the owner is not branded

    • GetSMSGatewaySettings: Returns a collection of SMSGatewayConfig items for the specified ownerId

    • GetSMSTemplates: Returns a collection of SMSTemplate items for the specified ownerId and gatewayConfigId

    • GetUserPaymentDay: Retrieves a user's auto pay settings

    • SendSMSMessage: Schedules a SMS message to be sent to the specified user using either the template provided or the gateway and message provided

    • ToggleUserPaymentDay: Toggles a user's auto pay setting

    • UpdateUserPackageStatusWithRefundOption: Updates the status of a user package based on the type name and refund option, throws exception if the user package, status type, or refund option does not exist

    • UpdateUserPaymentDay: Updates a user's auto pay settings, Enabled/Disabled and Day (1-28 or +Days)

  • API Enhancements

    • Modified core webservice file so that it can no longer be customized. All API customization going forward will be handled in a separate customwebservice file

    • Modified CreatePackage method to make the serviceNames property optional

    • Modified GetContactPointAddress method to return the Address Line 3 value if it is present

    • Fixed a typo in the method GetAgentCommissionPayabeDetail, now named GetAgentCommissionPayableDetail

    • Fixed an issue with errors failing to be logged when the method AddPackageToUserWithNextBilldateWithBillNow returned an error

    • Fixed an issue with updates to the RoleFilter table failing when adding a role using the CreateRole method

    • Fixed an issue where the AddPackageToUserWithExtendedAttributes method would still add a user-package even though no extended attribute XML was passed in

    • Improved error handling when using the AddPackageToUserWithBillNowWithExtendedAttributesWithBulkQuantity and AddPackageToUserWithBillNowWithExtendedAttributesWithBulkQuantityAndNextBillDate methods so that user-packages are not created when invalid data is provided in the extAttributesXML

    • Fixed an issue where payment method names were incorrect ('Check' instead of 'Cash') when adding payment methods using the CreateUserPaymentMethodCash, CreateUserPaymentMethodCheck,
      CreateUserPaymentMethodCreditCard, CreateUserPaymentMethodCreditCardToken and CreateUserPaymentMethodECheckToken methods

  • Deprecated Methods

    • getPackageAmount

    • getPackageAmountFromServices

    • getPackageDiscounts

    • getPackageTaxAmount

Permission Updates

  • New Permissions

    • API (WebService)

    • UserAutoPay (Edit)

    • UserContractUserPackageConnector (Add, Delete)

8.5.27.0-Hotfix.1 Release Notes

  • Resolved an issue with the AddPackageToUserWithNextBilldate method which resulted in poor performance when making multiple simultaneous calls to the method

8.5.27.1 Release Notes

Change Highlights / Things to be Aware of

  • XML Data Options have changed - Include options for invoice templates have changed, more items have been added which means you can include more data out of the box in your invoice templates. These options are described in the Invoice Template Configuration article

What's New?

  • Added the ability to disable payment methods on accounts

  • Added multiple new Invoice Template options to provide greater control over the data passed in when generating invoice XML

  • Added a new billing option when configuring owners called 'Bill Accounts Using Invoicer Taxes' (found under Setup > Owners > Add > OwnerParentAccountBillingType). This setting will apply taxes to an account based on the tax configuration of the account selected under the Tools tab > Invoicer > Invoicer field

  • Added a new invoicer option called Tax Invoicer (found under the Tools tab > Invoicer). This setting allows you to specify which account's tax settings to use when tax is calculated. Tax is determined by referencing the Tax Invoicer account's billing address, if no billing address is specified no tax will be applied. If the Tax Invoicer is selected on an account it will override the 'Bill Accounts Using Invoicer Taxes' setting if that setting is configured on the owner

  • Enhanced Invoice Discount component logic to allow invoice discounts to apply when setup at multiple account levels (parent, sub-account and so on). Previously only the invoice discount configured on the Invoicer would be used

Enhancements - Other or Changed

  • UI/UX, css and data validation improvements to the Hosted Payment Page solution

  • Resolved browser specific issues with the Hosted Payment Page solution and improved error handling, reporting and logging

  • Modified proration logic to prorate optional services using the next bill date instead of full period proration [ticket:94078]

  • Modified proration logic so that transactions are not flagged as prorated when the transaction charge is equal to the service base fee [ticket:94078]

  • Modified Invoice Discount logic to apply taxes based on the discounted amount of the user-service instead of the full price of the user-service

  • Modified Invoice Discount logic to delete invoice discounts and discounted taxes if an invoice is re-opened, as well as deleting the related entries in the AvaSoft/SureTax TaxLog

  • Removed the ability to reverse usage transactions on the Transactions tab in the AdminPortal. Usage Credits/voiding invoices should be used to deal with usage charges that need to be reversed

  • Fixed an issue introduced in EngageIP 8.5.27.0 which prevented the status field value from being modified on ticket tasks

  • Fixed an issue with the creation date of sub accounts being set to the created date of their parent account [ticket:103737]

  • Modified logic so that accounts configured with an incorrect bill group cannot trigger billing to occur on their invoicers which reside in non-billable bill groups

  • Modified payment pages which contain address fields to display Address Line 2

  • Removed the option 'Same As Billing Contact' when adding a payment method

  • Fixed an issue which caused item and itemID values to be missing in payment related event log entries

  • Fixed an issue introduced in EngageIP 8.5.27.0 which resulted in no messages being displayed in the action field of the event log for some payment related events

  • Fixed an issue which prevented ECheck and ACH payment types from being deleted on the Setup > Payment Types page

  • Modified logic to provide a warning on Payment Type add/edit if a payment processor is required and has not been selected

  • Fixed an issue that resulted in script execution errors appearing event log

  • Modified Email Template Name and Subject fields to support up to 255 characters

  • Fixed an issue where shipping estimates would not load when a user-package was configured with a pre-selected shipping contact

  • Removed the Add, Copy and Ticket buttons from the Select a Package pop-up screen which appears when adding a package via the Create New Account process

  • Removed the Add and Copy buttons from the Select a Package pop-up screen which appears when adding a package via the Overview or Packages tab

  • Fixed an issue introduced in EngageIP 8.5.27.0 which caused data entered into the Category, Subcategory and Status fields on Tickets not to be validated properly in some scenarios

  • Fixed an issue with invoices being closed prematurely resulting in two invoices being generated when Bill Groups were configured with Invoice Close Type set to 'After Each Bill Run'

  • Fixed an issue where an exception would occur when attempting to rename a Bill Group to a name that was not unique

  • Modified event logging logic to ensure webhook events do not fire if Domain Model Logging is disabled

  • Fixed an issue with contact/contact point updates failing to sync in Tier Sync environments

  • Added an option to display invoices by Posting Date on the Aged Invoice Balance report Date selector

Developer Notes

API Changes

  • New Methods

    • CreateUserPaymentMethodCreditCardWithPreAuthorizationDto: Creates a credit card payment method for a user, complete with pre-authorization amount, returns the ID of the new payment method record

    • GetInvoicesWithFilter: Gets Invoices based the optional filters

    • MakePaymentOneTimeACHDto: Adds a one time ACH/ECheck payment to a user, returns true if the payment is successful, returns false if it is not

    • MakePaymentOneTimeCreditCardDto: Adds a one time credit card payment to a user, returns true if the payment is successful, returns false if it is not

    • MakePaymentOneTimeCreditCardWithCVVDto: Adds a one time credit card payment to a user with credit card CVV code, returns true if the payment is successful, returns false if it is not

    • UpdateUserPaymentMethodCreditCardDto: Updates the credit card information for a UserPaymentMethodCreditCard

  • API Enhancements

    • Modified the following methods to enhance user security

      • GetUserDetail

      • GetUserNameFromServiceProfile

      • GetOwnersUsers

      • FindUsersByExtendedAttribute

      • FindUsersByUsernameAndExtendedAttribute

    • Added new parameters to the Hosted Payment Page GetURL API to allow pre-authorization to be performed. The parameters are 'IsPreAuthorizationCheck' (bool) which specifies if a pre-auth check should be performed and PreAuthorizationAmount (double) which specifies the amount to pre-authorize

    • Fixed an issue where an error would occur if the disabled parameter was not provided with a value when calling CreateUserPaymentMethodCreditCardToken

    • Additional API security enhancements

  • Deprecated Methods

    • CreateUserPaymentMethodCreditCardWithPreAuthorization

    • MakePaymentOneTimeACH

    • MakePaymentOneTimeCreditCard

    • MakePaymentOneTimeCreditCardWithCVV

    • MakePaymentOneTimeCreditCardWithFee

    • UpdateUserPaymentMethodCreditCard

Permission Updates

  • New Permissions

    • Invoice (OpenUnsentInvoices)

    • UserPaymentMethod (Disable)

8.5.27.1-Hotfix.1 Release Notes

  • Modified API security enhancements introduced in EngageIP 8.5.27.1 to restore backward compatibility for the following methods:

    • GetUserDetail

    • GetUserNameFromServiceProfile

    • GetOwnersUsers

    • FindUsersByExtendedAttribute

    • FindUsersByUsernameAndExtendedAttribute

8.5.27.1-Hotfix.2 Release Notes

  • Fixed an issue where prorated optional services were not being discounted properly when a user-package discount was applied

8.5.27.1-Hotfix.3 Release Notes

  • Fixed an issue where profile questions configured to 'Select From List' would not display the Options that were configured on the question

  • Fixed an issue where an error would appear when hiding the 'PeriodStart' and 'PeriodEnd' columns on the UDR History report

  • Renamed Invoice role permission 'OpenUnsentInvoices' to 'OpenUnsent' and set the permission to disabled by default, unless OpenUnsentInvoices was enabled in a previous version of EngageIP

8.5.27.1-Hotfix.4 Release Notes

  • Fixed an issue on the add Batch Payments interface where the Account field would not validate the auto-populated account name when searching for an invoice by its ID [ticket:104477]

  • Fixed an issue with the Status field on tickets failing to follow the Sort Order defined on Ticket Statuses

  • Fixed an issue that caused a ticket's Status to change when a related field on the ticket was modified

  • Fixed a ticket issue where options in the Category field were not present when a default Ticket Type was configured

  • Fixed a ticket issue where changing the Ticket Type value would load unrelated values in the Subcategory and Resolution fields

  • Restored the ability to save html in the Note field on the Note component

  • Restored the ability to save html in the Description field on tickets

  • Fixed an issue where searching for numbered invoices using the $ operator would fail to return search results

  • Fixed a package upgrade error which occurred when the source package contained two identical optional user-services with user-contact components

  • Modified drop down list fields to remain unpopulated when only one value exists in the list. This prevents values from being set by default on add/edit pages in the AdminPortal

  • Fixed an issue where an exception would occur and no credit would be issued when attempting to use the Credit feature on UDR History reports

8.5.27.1-Hotfix.5 Release Notes

  • Modified GetTaxEstimations method to support AvaTax tax exclusion functionality

8.5.27.1-Hotfix.6 Release Notes

  • Fixed an issue introduced in EngageIP 8.5.26.5 where having address verification enabled on a Vantiv payment method would return an error if no address data was available

8.5.27.1-Hotfix.7 Release Notes

  • Fixed an issue where incorrect period start and period end dates were logged when billing optional services

  • Fixed an issue that would cause the contract penalty fee and remainder charge to be billed out twice in some scenarios

  • Modified tax logic to ensure the tax exempt level set on a sub-account is respected when applying tax to usage

  • Modified invoice logic so that taxes are not re-calculated on reversed charges when the invoice is closed

  • Fixed an issue with invalid exceptions being generated when evaluating custom data with null values during mediation

  • Fixed an issue with user-package upgrades where user-service components failed to transfer to the target user-package when the source user-package contained user-services which were not present on the target user-package

  • Modified pre-authentication logic to ignore credit card authentication attempts that were not approved or have expired when checking for outstanding pre-auths

  • Modified UDR Rates configuration so that the UDR Location Group field is no longer auto-populated by default

  • Modified UDR Rates configuration so that the UDR Round field is no longer auto-populated when a single rounding rule exists

  • Improved error log message that occurs when a udr biller cannot be found during rating

  • Fixed an issue when adding a credit card token payment method to an account which resulted in the address value being populated in the Address2 field

8.5.27.1-Hotfix.8 Release Notes

  • Fixed a caching issue which caused changes to the default user-package status type to have no effect until an iisreset was performed

  • Modified cancelation logic for billing out usage when the last user-package on an account is canceled. Going forward the parent account will be also be checked to see if active user-packages exist, if they do exist then unbilled usage charges will not be billed

  • Fixed an issue where mediation exceptions were being counted by the rating engine when logging UDR processing statistics