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Payments Report. A consolidated payments reports is now available from the Relationships → Overviews → Payments menu. This report will show all payment transactions for all Relationships (Customers). The report can be filtered by relationship, transaction type, and date range. The report can be exported to a CSV file.
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Portal User Configuration Options
Relationship Portal Users can modify Relationship Info and Add and Edit Relationship Contacts.
A Modify Carrier setting was added to Settings options for the Relationship Portal. The Settings can be accessed from the Settings icon (cog wheel) on the Relationship → Portal page.
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When the Modify Carrier setting is checked,
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the Settings menu will be visible for all Portal Users for that specific Relationship. The Relationship Info Table will also be visible. Any Relationship Portal User will be able to view and edit the Relationship Info. They will also be able to add and edit Relationship Contacts.
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Relationship Portal Users with the Admin privilege can add other Relationship Portal Users.
To grant the Admin privilege check the Admin setting for a Relationship Portal User when adding or Editing the User from the Relationships → Portals Tab.
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A Relationship Portal User with the Admin permission will have a Portal User Tab in the Settings menu of the Relationship Portal. From this Tab the Portal User will be able to add, edit or delete other Relationship Portal Users.
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NRC and MRC Tabs added to Carrier Payments in the Relationship portal
The NRC and MRC Tabs were added to the Carrier Payments page in the Relationship portal to show all non-reoccurring and monthly reoccurring charges.
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Black - The normal state where there the currently current balance is at least $100 from the Balance Warning or Balance Suspend amount.
Yellow - If the Balance Warning or Balance Suspend amount is less then $100 from the current balance.
Orange - The Balance Warning amount current balance is greater than or equal to the current balanceBalance Warning amount.
Red - The Balance Suspend amount current balance is greater than or equal to the current balanceBalance Suspend amount.
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Implemented a Boolean Search in Enable/Disable Vendors
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Changed default filter for Capacity Report to show data for this month instead of last month.
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Fixed an issue where deleted relationship names are showing in templates.
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