Features

Notifications: Added a 'Source' column to Notifications grid to help identify which action triggered the email notification.

In Build Menu > Notifications > Notifications 'Review' (Tab) > New Source Column

Filters: Added a tooltip to help guide users utilizing plan filters.

Simulate Email Automation: Added a filter option to the Simulate Email Notifications grid and general Customer Export grid to show 'Current Badge' state.

In Build Menu > Notifications > Notifications 'Simulate' (Tab) > New Customer Badge filter & Customer List (Checkbox) for export

Customer List Export: General Customer List export now includes current badge state as well as 'Frozen/Expired Badge' state.

When viewing any grid of customers, select Customer List to export a customer list that now also includes Badge state.

Report: Added a new report for 'Questions (Properties) and Answers.'

Added a report for increased visibility for Contract/Enrollment question answers.

In Insights Menu > Reporting > Redpoint Insights 'Reporting'(Tab) > Standard Reports (Tab) > Contracts (Dropdown) > New Report: Questions (Properties) and Answers

Report: Added a new report for 'Plan Conversion Percent' for added visibility of plan conversion rates.

In Insights Menu > Reports > Redpoint Insights 'Reporting' (Tab) > Standard Reports (Tab) > Contracts (Dropdown) > New Report 'Plan Conversion'

Fixes

Contracts: Resolved an issue where altering a contract plan did not always produce a prorated invoice.

Reporting: The Sales/Cost grid previously displayed 'Zero' for facilities where a product was unsold when the “List Variants” filter was not enabled. This has been resolved.

Calendar: Month view events are sorted appropriately by start time.

Contracts: Benefit entry expiration is now set to never expire, and fixed grant calculations on imported data have been corrected.