Features

Plans: Added notes about customer requirement to enrollment ranges for clarity.

Added notes when defining Enrollment Ranges within a Plan, on 'Enrollment Ranges' (Tab), for added clarity.

Contracts: Added ability to 'Activate Contract' without requirement of adding an invoice (new Permission added as well).

Added the ability to forego automatically invoicing a customer if manually attaching a contract to a customer profile.

Permission also added In Manage Menu > Staff, Roles, and Permissions > Manage Staff 'Permissions' (Tab) > Plans and Contracts (Dropdown) > Activate Contracts + Activate Contracts Without Invoice

OR, when altering individual permissions, on 'Custom Permissions' (Tab). Adding customer permissions is not recommended vs applying global permissions.

Sales Tax: Added a report within View > Accounting to generate report on Sales Tax. 

In View Menu > Accounting > Accounting (Tab) 'Sales Tax Collected'
OR

In View Menu > Reports > Redpoint Insights 'Reporting' (Tab) > Standard Reports (Tab) > Accounting (Dropdown) > Sales Tax Collected

Customer Segments: New conditions added for 'Invoice Query' and 'Enrollment Query' within Customer Segments.

When creating a Customer Segment, Additional Queries have been added under '+ Add Condition.'

• Invoice Query: Segment based on Invoiced Transactions, Paid Transactions by Customer, and Past Due Balances.

• Enrollment Query: Segment based on Enrollments, returning Enrollees and Contract Holders within specified Date Ranges.

Fixes

Customer Portal: Improve data validation handling on kiosk.

Fixed issue when using Kiosk Storefronts that returned errors when processing payment.

Customer Portal: Prompt on home page of kiosk if user is signed in.

When navigating to 'Home' on Kiosk Storefront, customer prompted with notification to 'Stay Signed-in' or not.

Customer Portal: Some recurring programs did not load correctly in Customer Profile.

Fixed an issue that would return an Internal Server Error of GraphQL when making status changes within Customer Profile.

Customers: Ensure only one stored payment method after merging customers.

Resolved an error with saved Payment Methods that resulted from merging customers.