Contents
New and Updated Features
Customer Collection Status and Follow-up SmartFlow Skills
- The templates for outgoing notifications now support rich formatting with Bold, Italic, Underlined characters.
- The user can export data from the Customer Explorer section. The following fields can be included in the export: Customer name, Invoice number, Invoice status, Due date, Amount, Amount remaining, Age, Scheduled payment date.
- Customer Explorer section now allows filtering based on "enrolled in automated notification" setting
- Customer Explorer view now includes the list of contacts who will receive notifications for each Invoice, and their count
- Improved NLP accuracy in interpreting the intent of received emails
- In the Invoices table in the Customer Explorer details, the "Date" column heading has been changed to "Due Date"
Fixed bugs
Customer Collection Status and Follow-up SmartFlow Skills
- The due date of invoices is now computed correctly (used to be off by one day)
- In Customer Explorer, the Current Balance is now computed correctly
New known bugs
Customer Collection Status and Follow-up SmartFlow Skills
Certain emails can get incorrectly labeled by the Bot as "emails-from-unknown-senders"
Symptom: Certain incoming emails from customer contacts get tagged as "emails-from-unknown-senders". This happens when the emails come from customer contacts which are not used as dunning contacts get tagged as "emails-from-unknown-senders".
Impact: Incorrect ""emails-from-unknown-senders" labels are placed on some emails in the Bot mailbox.
Workaround: None
Count of invoices for a customer is shown as Zero in Customer Explorer
Symptom: The title of the invoice table is expected to be display the total number of invoices for the customer as in : Invoices (<number of invoices>). Currently the number of invoices is displayed as blank.
Impact: User will not see the total invoice count for each customer.
Workaround: User will need to manually count the invoices in the invoice table to get the total number of invoices for a customer.
Count of customers enrolled in automated notifications doesn't update automatically after a change
Symptom: When the user switches the notification enrollment status of a customer using the toggle button and saves the change, the enrolled customer count metric at the top of the page does not automatically update.
Impact: The user does not get to see their saved updates to the customer’s enrollment status automatically reflected in the “Total number of accounts enrolled” metric in the metrics carousel.
Workaround: The user needs hit the refresh button which is at the top right hand side, above the metrics carousel.