Release Notes – v8.5.25.x

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.

8.5.25.0 Release Notes

What's New?

• Account level contracts have been added which allow multiple packages on an account to be associated with a single contract. This feature includes support for automatic renewal of the contract, a threshold control which determines if cancelation charges are applicable and the ability to apply a minimum invoice charge. See the Contract Configuration and Usage article for more information

• Ticket Transitions have been added which allow you to setup tickets to flow through a process (for example a new service order procedure). Once configured you can simply use a Next button to transition a ticket to the next phase, automatically updating the ticket status and the group or individual user who is assigned to take action on the ticket. See the Ticket Transitions article for more information

• Added support to bill only usage (separate from package billing) to a particular parent account, sub account or owner. See the User Invoicer article for more information

• Added Inclusive taxing support in EZtax integrated systems. By adding the 'Inclusive Taxes' Component to a Service on the Setup tab you will set taxes to be calculated within the price of the specified Service. See the Avalara Billsoft Configuration article for more information

Enhancements - Other or Changed

• Fixed an issue where usage was not applied to buckets when canceling a package or account [ticket:75321]

• Added buttons labelled 'Check' to allow manual verification of Custom Code and Scripts on the 'System Check' portion of Configuration page in order to reduce Configuration page load time [ticket:89725]

• Added support for First Data Global Gateway / Payeezy payment gateway

• Removed support for the following payment gateways: DPI, GoRealTime, iBill, IONGate, PayReady, ViaKLIX, ECHOnline, EFSNet, Protx, Optimal, PayStream and Paygea

• Modified the shipping interface to automatically load estimates when selecting the 'Print Return Label' check box [ticket:91875]

• Modified the Contact Point Address on the Add Shipment interface to permit an address to be selected and validated multiple times [ticket:92441]

• Resolved a sync issue with the Bulk Package component that could cause an incorrect amount of usage to be deducted from a bucket [ticket:92623]

• Removed the 'BulkQuantity' field from the UserService table as it is no longer used

• Updated the PaymentProcessLog definitions in the data dictionary

• Added EZtax TaxTypes related to telecom tax changes: "Interstate Toll Free Number", "Intrastate Toll Free Number", "VoIP Toll Free Number", "VoIPA Toll Free Number", "VoIP-Nomadic Toll Free Number" and "Software Remotely Accessed Software" [ticket:92736]

• Fixed an issue with breadcrumb links resolving to an invalid URL in some scenarios [ticket:92759]

• Modified billing logic to bill and add transactions for optional services that are priced at $0.00 [ticket:92985]

• Modified rating logic to prevent SQL connection timeouts which can occur during extended SQL processes

• Modified the Rating Service to permit an alternate port to be configured to prevent exceptions in shared hosted environments. Port numbers can be modified in the BossRatingService.exe.config file [ticket:94112]

• Fixed an issue where the Change User Package Status component displayed the current package status instead of the status the component was set to change to [ticket:94201]

• Added logic to prevent the Payment Type field from being changed (under Setup > Payment Types) if the Payment Type in question is in use on any user account [ticket:94219]

• Security Enhancements (please contact the support team for more details if required)

• Fixed an issue with User Stats being polled when checking for session timeouts

• Fixed an issue with user-package contracts failing to apply the charge remainder penalty for early contract cancelation in scenarios where the user-package contract term length is less than one month

• Fixed an issue where Non-Recurring Charges were being added to the Monthly Recurring Charges column in the Invoice Summary Report

Developer Notes

API Changes

• New Methods

  • AddUserAttributeProfileData: Adds a new user attribute profile answer under the parent question provided, or throws exception if the user does not exist

  • CreateTicketTypeTransition: Creates a ticket type transition

  • CreateUserContract: Create a user level contract

  • CreateUserContractUserPackageConnector: Link a user package with a user contract

  • CreateUserPaymentMethodCreditCardTokenNew: This method will attempt to send credit card information to the specified gateway and request a token back. If successful it will create a UserPaymentMethodCreditCardToken. Returns the ID of the new payment method record or throws an exception if data is missing/invalid

  • CreateUserPaymentMethodECheckTokenNew: This method will attempt to send check information to the specified gateway and request a token back. If successful it will create a UserPaymentMethodECheckToken returns the ID of the new payment method record or throws exception if if data is missing/invalid

  • DeleteTicketTypeTransition: Delete a ticket type transition

  • DeleteUserAttributeProfileAnswer: Deletes the user attribute profile answer with the profile answer ID provided

  • GetListOfAuthonlyTransactions: Returns a list of 'authonly' transactions (from the payment process log) for the requested user. Throws an exception if the user does not exist

  • MakePaymentWithDetailResponse: Adds a new payment to a user, returns true if the payment is successful or throws an exception if the user does not exist

  • ProcessAuthReversal: Reverses a pre-auth on a credit card token

  • UpdateTicketTypeTransition: Update a ticket type transition

• API Enhancements

  • Modified GetPaymentDisbursements to return 'ViewPaymentDisbursementByInvoice' instead of 'ViewPaymentDisbursement' (which no longer exists)

  • Modified GetUserPackageServiceAttributeProfileQuestionList to populate the UserService.Cancel and UserService.CanceledDate properties

• Deprecated Methods (presently supported methods that will not be supported in some future version of EngageIP)

  • CreateUserPaymentMethodCreditCardToken

  • CreateUserPaymentMethodECheckToken

  • GetListOfAuthonlyTransactionID

Permission Updates

• New Permissions

  • ServiceAttributeInclusiveTaxes (Add, Delete)

  • TicketTypeTransitionAttributeProfileAnswer (Add, Delete, Edit)

  • UserAttributeContract (Add, Delete, Edit, List)

  • UserContractForeCast (List)

  • UserContractStatus (Add, Delete, Edit, List)

8.5.25.1 Release Notes

What’s New?

• Added a 'Capture Pre Auths' option to the Bill Run configuration. This feature allows checks to be made for outstanding payment authorizations and capture the invoice balance against the latest authorization. See the Bill Run Configuration article for more information.

Enhancements – Other or Changed

• Modified Bill Run logic so that accounts with only inactive user-packages and no usage to be billed are ignored (any open invoices will not be closed on these accounts) [ticket:92573]

• Fixed an issue with the 'Account Status Type' Name failing to update under the Account Statistics section of the sidebar after the Account Status Type Name is changed [ticket:94534]

• Fixed an issue introduced in EngageIP 8.5.24.0 which prevented the SMS link from appearing on the Overview tab next to an SMS contact point phone number [ticket:94600]

• Fixed an issue where the phone number was incorrect on the Send bulk SMS message widget [ticket:94600]

• Modified package upgrade logic to ensure optional services on the original package are copied over to the upgrade package [ticket:94844]

• Modified package upgrade logic so that equipment assigned to the original package gets copied over to the upgrade package instead of returning to inventory

• Fixed an issue where deleting a package discount failed to complete and resulted in a rescue error [ticket:95157]

• Fixed an issue introduced in EngageIP 8.5.25.0 which caused csv exports to output data to the browser instead of displaying a download prompt [ticket:95185]

• Fixed an issue which caused an incorrect billing period to be calculated for canceled optional services in some scenarios

Developer Notes

API Changes

• New Methods

  • CreateUserPaymentMethod: Adds any type of payment method to a user, depending on the data provided

  • UpdateUserPaymentMethod: Updates any type of user payment method

  • GetUserPaymentMethodById: Retrieves any type of user payment method, based on its UserPaymentMethodID

• API Enhancements

  • The CancelUserPackage method now sets the underlying effective-cancel-date to 'now' rather than min-value which was causing back-dated cancellation for cancellations with refund options of 'ImmediatelyWithXXX' [ticket:94336]

• Deprecated Methods (presently supported methods that will not be supported in some future version of EngageIP)

  • AddUserPaymentMethodCreditCard

  • AddUserPaymentMethodCheck

Permission Updates

• There were no permission updates in this release

8.5.25.2 Release Notes

What’s New?

• Added the ability to perform One-off Echeck Payments and One-off Credit Card Token Payments from the Tools tab

• Expanded the functionality of Invoice Discounts so that tiered discounts can be applied based upon the volume of specified services on an account. See the Invoice Discount Component article for more information

Enhancements – Other or Changed

• Modified the user-package upgrade process so that profile questions of type password are not shown in plain text on the user-package upgrade page

• Fixed an issue with user-package upgrades where previously canceled optional services were being added to the upgraded user-package [ticket:96092]

• Fixed an issue where child profile questions set as hidden were displaying profile answers on accounts

• Fixed an issue with profile questions being flagged as mandatory on child accounts when they are not mandatory fields at the parent account level

• Fixed an issue with the EngageIP Texas Tax integration where taxes were not being calculated during user-package cancellation [ticket:96623]

• Added the EngageIP Option 'DonotReturnEquipmentOnCancelOverride' which if enabled will override removing equipment and sending it to RMA on package cancellation

• Fixed an issue where child profile questions with default values were inheriting profile answers from the parent account and not being displayed on the child account

• Added the ability to configure the polling frequency for Jobs in the Job Queue. For configuration instructions see the EngageIP Windows Services article

Developer Notes

API Changes

• New Methods

  • MakePaymentOneTimeCreditCardToken: Adds a one time credit card token payment to the user. When useBillingAddress=true CreditCardInfo.PaymentContactInfo is not required

Permission Updates

• New Permissions

  • OneOffECheckPayment (Add, GetListObjects)

8.5.25.3 Release Notes

NOTICE:

A new EngageIP Product Key will be required prior to installing EngageIP 8.5.25.3. If you have any questions please contact LogiSense support.

What’s New?

• No new features were introduced in this release

Enhancements – Other or Changed

• Fixed an issue with yearly UDR bucket generation where a monthly bucket was being created prior to creating the proper yearly bucket

• Modified the AdminPortal interface to only show sections on the Setup, Reports and Tools tabs if there is content within the sections the user can view

• Fixed an issue with user-package upgrades where any user-package extended attributes present with the datatype of 'password' had the hidden password value changed to asterisks overwriting the previously stored password [ticket:98045]

Developer Notes

API Changes

• New Methods

  • AddPackageToUserWithNBDWithBillNowAndSyncBillDateAndUPStatusTypeAndExtendedAttributes: Assigns a package to a user with the supplied UserPackageStatusType, returns the ID of the UserPackage record. Permits Bill Now Bill Date Synchronization to be enabled

  • MakePaymentOneTimeACHToken: Adds a one time ACH/ECheck Token payment to the user

• API Enhancements

  • Fixed an issue with the AddPackageToUserWithExtendedAttributes method creating multiple open invoices on a user when the webservice was called by multiple threads

  • Fixed an issue with MakePaymentOneTimeCreditCardToken failing to look up the CardType

Permission Updates

• There were no permission updates in this release