Transaction Security has been added to the “Requested Refund?” checkbox in the Perm Stop transactions of the Customer Services screen so that whether or not to use this feature can be regulated at the user level. The value is set to “blank” by default.
If any Security is applied to the Security item, users who are part of the Security ID will have access to the “Requested Refund?” checkbox, while users who are not part of the Security ID will not.
Transaction Security can be configured under: Setup > System > Security > Transaction Security > CSMReqRefund
(CM2-9286, CM43#4530)
Transaction Security has been added to the “Authorization” and “Transaction ID” fields on the Bank Draft Payment Information screen on Customer Service so that whether or not to use this feature can be regulated at the user level. The value is set to “blank” by default.
If any Security is applied to the Security item, users who are part of the Security ID will have access to both fields, while users who are not part of the Security ID will not.
Transaction Security can be configured under: Setup > System > Security > Transaction Security > AuthNumEntryBD
(CM2-9728, CM43#5090) (CM43#5880)
When creating a New Start for Route-accessible addresses and then changing the Delivery Method to either Mail or Online, the Start Date is now automatically changed. Additionally, the Carrier Entry Rule will now only be applied to Route-based Delivery Methods. (CM2-9360, CM43#4820)
The Broadcast Messages created with Selection Type as Zip Code and Broadcast To as Customer Services were not displaying the messages for Mail subscribers. Changes have now been made so that messages will now be displayed for Mail subscribers. (CM2-9964, CM43#5240)
A new Business Rule— Should Include Address checkbox be checked while adding a message in Customer Service? has been added in the Customer Service Section with the default value set to No. When adding messages to the Customer Service Screen, this setting determines whether the “Include Address” checkbox will be default-selected.
If BR is set to No, the “Include Address” checkbox will not be selected by default when adding a message to a specific subscriber. If set to Yes, the “Include Address” checkbox will be selected by default.
When adding a message without selecting a subscription, the “Include Address” checkbox will remain disabled (greyed out) regardless of the value given in the BR.
(CM2-10058, CM43#5420)
Email addresses with future end dates can now have the Primary checkbox set to Yes in Customer Service.
(CM2-10204, CM43#5430)
Route Services > Setup > Account Services Changes have been made to the Account Services screen to increase the maximum number of Account Billing records that can be loaded and displayed on the screen to 25,000. If the number of account billing records exceeds 25,000, a message stating “More than 25,000 records found. Displaying only the first 25,000” will be displayed.
(CM2-9702, CM43#4830)
Graphical Accounting > Subscriber Payments > Lockbox Processing Character Accounting > Subscriber Payments > Resolve Payments Pre-authorized Credit Card payments created through Subscriber Lockbox Processing that are not assigned to a subscription (SubscriptionID=0) can now be modified under Resolve Payments. (CM2-1880, CM#4690)
Graphical Accounting > Account Payments > Cancel Payment The menu option “Cancel Payment”, which is accessible in the Character Accounting > Account Payments, has now been enabled in the Graphic User Interface (GUI).
(CM2-10077, CM43#5600)
Graphical Accounting > Account Payments > Apply Unapplied The menu option “Apply Unapplied”, which is accessible in Character Accounting > Account Payments, has now been enabled in the Graphic User Interface (GUI).
(CM2-10078, CM43#5250)
Graphical Accounting > Fiscal Close > Fiscal Close – Acct > Close Period The menu option “Close Period”, which is accessible in Character Accounting > Fiscal Close – Acct, has now been enabled in the Graphic User Interface (GUI).
(CM2-10079, CM43#5270)
Accounting > Fiscal Close > Fiscal Close - Sub > Close Period The menu option “Close Period”, which is accessible in Character Accounting > Fiscal Close - Sub > Close Period, has now been enabled in the Graphic User Interface (GUI).
(CM2-10080, CM43#5290)
A new Business Rule “What Delivery Types of the Subscriptions should be allowed to send to Vindicia?” has been added to the “Pymt Auth - Vindicia” section. Based on the Delivery Type defined, this setting determines which subscribers with a suspended billing change transaction should be sent to Vindicia. The value can be set to “Print”, “Digital”, or “Both”. The default answer is “Both.”
(CM2-10163, CM43#5410)
A new menu option for the tool ShowLocks has been added to the Character Utilities > System menu. The ShowLocks tool allows users to view which records in the database are locked and by whom.
This menu option has Menu Security enabled so that that it can be regulated at the user level. The default security value is set to “Not Activated,” preventing users from accessing the menu item. Only users who are part of the Menu Security ID will have access to this menu, while users who are not part of the Menu Security ID will not. Please contact Naviga Support for any required assistance. (CM2-9762, CM43#5010)
Graphical Setup > Rules > Business Rules A new screen for Business Rules has been introduced to the Graphical Setup module, with enhanced capabilities from the Character User Interface (CHUI). In addition to the existing features available on the CHUI screen, the following enhancements have been implemented:
The complete Business Rules have been placed in the Business Rules table, and the settings have been made easily accessible and can now be modified in one-stop configuration.
The Business Rule table can be filtered using various parameters such as Application, Section, Level, etc.
The Business Rule table's columns can be sorted in ascending or descending order. Simply click on a column header to sort or re-sort it. Click the column header again to reverse the order.
If any Security is applied to the Security item, users who are part of the Security ID will have access to the “Modify” button, while users who are not part of the Security ID will not.
Transaction Security can be configured under: Setup > System > Security > Transaction Security > PolicyAnsModify
Client sites can view the QuestionID of a selected BR by selecting the “Show Comm Stat” option from the Help menu.
Go to Setup > Help > Show Comm Stat
Navigate to the QuestionID in the Communication Status window.
To modify a Business Rule's settings, do the following:
Go to Graphical Setup > Rules > Business Rules.
The Business Rules Setup screen will be displayed. Business Rules are grouped by section, such as General, Customer Service, etc.
Select the Business Rule from the table for which the value needs to be set and click the Modify button, as shown in the figure above.
Change the Level to Company, Publication, Bill Source, or Division, if desired.
To modify the default value, select the Answer column and enter a valid setting of your choice.
Alternatively, press F2 for help. This will display a pop-up window with all the acceptable values for the selected BR. Select the desired value and click OK.
Once the setting has been saved by clicking the “OK” button, any changes to the value of a BR will be reflected immediately on the corresponding screens.
(CM2-9652, CM43#5720) (CM2-10145)
Graphical Utilities > Subscription/Address > Stop Utility In Stop Utility, a new checkbox, “Exclude Subscribers with a pending Restart/Move”, has been added to exclude Subscribers who have a Restart or MoveIn transaction with a future Date. Note: After updating to 2020-6.0, make sure to recreate/resave the input files.
(CM2-10113, CM43#5630)
(CM2-10117, CM43#5330)
Graphical Setup > Utilities > Mass Import/Export Enhancements have been made to the Mass Import/Export Utility such that when importing user profiles, a new user will be created if there is no existing profile, and if a user profile already exists, the record will be updated based on the details specified in the import tables. (CM2-10157, CM43#5500)
Character Setup > Rules > Business Rules Client sites can now display the QuestionID of a selected Business Rule when a user presses “Ctrl + G” on the Business Rule Setup screen.
(CM2-10228, CM43#5470 - CMO43#660 - HM43#730)
Character Utilities > Import > Billing Change Previously, the Billing Change Import would return an error and reject the billing changes if the AutoRenew Credit Card was expired. Changes have been made so that Billing Change Import now accepts any valid expire date (MMYY), and the error will no longer be displayed. (CM2-10410, CM43#5680)
The Circ application has been integrated with the third-party vendor Enghouse’s Pause and Resume API so that the call recording between the CSR and subscribers now includes an automatic Pause and Resume feature, which the CSR previously handled manually when collecting credit card information or making any other payment-related entry. This functionality works by pausing call recording when the Payment Hosted Order Page (HOP) is opened and immediately resuming recording when the HOP is closed. Note: To utilize this feature, the customer should make sure that all the open modules have been closed and then reopen only the required modules; otherwise, any existing open modules will return an error. (CM2-10593, CM43#5920 - HM43#790 - CMO43#720)
The third-party PDF invoices (or acknowledgment receipts) will now be displayed as a URL in the Subscribe application's Self-Service Portal. The URL represents the location of the PDF saved in the exchange directory, which will be retrieved through the GetInvoices MicroAPI.
Note:
The filename should be in the same format as provided in the configuration.
File name format:
INVOICE-<SubID>-<TranID>-<Invoice-Generation-Date>.pdf
To store the invoices, a new subdirectory, “subscribeinvoices,” must be created within the default exchange directory.
Path: /pbs/exchange/[defaultdir]/subscribeinvoices
(CM2-10286, CM43#5520)
The rate_codes.txt file of Subscribe Extracts has been modified to include the AutoPayTerm along with the existing rate terms: Normal, Reduced, Retail, and Promo under the "Rate_Type" field.
Note: For AutoPayTerm, the "Next_RateCode" field will be blank.
(CM2-10678, CM43#6170)
A new Business Rule—”Should Expire Date and End Grace Date be sent separately in the response?” has been introduced in the CircAPI section, with the default value set to “No”. Previously, if a subscriber was on grace period, the “Expire Date” output parameter in the FindSubscription CircAPI returned the End Grace Date. Now, based on the value defined in this setting, CircAPI includes a new output parameter, “End Grace Date,” in its response to return the date on which a subscription's grace period expires.
If the BR value is set to Yes, the CircAPI response will include the “End Grace Date” field.
If the BR value is set to No, the “End Grace Date” field will not be included in the CircAPI response.
(CM2-10637, CM43#5890 - HM43#770)
Transaction Security has been added to the “Modify” button () under the Business Rules screen so that it may be Controlled based on the user access. Only users who have been allocated to the proper user group are permitted to modify or set records; all other users are not permitted to modify the BRs. The security value is set to “blank” by default.
Graphical Setup > Accounting > Subscription Rates > Fee Code In Fee Code Info setup, the Rate Code field allows users to select either a single Rate Code or all Rate Codes (*). However, the Find icon next to the Rate Code field displayed the multi-select option () rather than the single selection (). Changes have now been made to display the single-select Find icon ().
