As part of the 1.3.01 update, the data table had to be truncated to allow for table restructuring. Going forward, messages sent to customers will be auto archived after 30 days. This has two major benefits; improving system performance as well as adherence to regulations regarding data retention. Sent messages Read more…
Webinar: Customer Suspensions
Included in version 1.3.01
1 Customer Group Suspension settings will now pull through to its linked customers.
2 Account Suspension settings have now been removed from the Billing tab when editing a customer. This functionality has been improved to be set either on a Customer Grouping level or a Global System Level. Refer to the diagram below.
Webinar: Refer a friend webinar
Included in version 1.3.01
When a user gives a 4 or 5 star rating for the first time, they will be directed to the Refer a Friend pop up.
Before customers who give good ratings can get the popup to refer a friend, it will need to be set up in one of the two ways:
Viewing Real-time line utilization
A graph which shows line utilization in real time. This uses the Mikrotik API to connect to the NAS router where the line is connected and draw connection stats roughly every second.
Administrators are be given the ability to see real-time traffic utilization in a number of places across the system, including for radius sessions as well as for specific Mikrotik device interfaces.
1. Radius sessions
On the Edit Customer screen -> active sessions widget, a live graph can be opened for a specific session.
On Radius -> Active Sessions list screen, the graph will open in a popup.
The ability to do bulk pricing changes has been added with the release of VAT 15% changes. Blog: 15% VAT change in Sage One (SA) and DataTill
Bulk price updates can be used to increase or decrease pricing of products
On the ‘Bulk Pricing Changes’ screen, you can increase or decrease pricing with a percentage.
In version 1.3.00 a warning has been added when you may be adding a duplicate customer.
The duplicate customer warning checks for primary contact detail: the primary email address, primary tel number and mobile number.
In version 1.3.00 we have added an address section for each radius user account.
If the radius user’s address is the same as the physical address on the customer edit screen, then no changes needs to be made. By default all radius user accounts pulls the customer’s physical address as the radius account address.
If the radius user’s address differs from the customer’s physical address, then it is now possible to update the address for the radius user account.
In version 1.21.18, we added the ability to send contracts from DataTill. This is currently still in the beta testing phase.
This contract function is a part of the new compliance module that is being developed. This will allow the WISP to send the contract to the customer – this will be done from the customer profile. This contract will contain all the customer’s current information, their recurring billing (a requirement to send the contract), as well as the WISP’s terms and conditions. The customer will need to confirm these details and sign the contract and can then be uploaded to their customer profile in the compliance documents section.
In version 1.21.18 we have added a compliance step. The purpose of this step is to ensure that the WISP collects and process all required documentation to RICA the customer. this includes documentation such as proof of address and ID documents. Currently, this step is not compulsory. When the compliance step is enabled, you will be able to find it in the Lead to Receipt workflow under the customer section. If there is any information missing, you will always be able to add this to the customer profile (customer edit screen) in the compliance document section.
In version v1.21.09, a few changes has been made to the default ticket list view of the helpdesk. See blog: Changes To Helpdesk Ticket Default List View
With these changes all users will see unassigned tickets (tickets not owned and not assigned to anyone) as well, otherwise no one will ever see those tickets. Filter by your own helpdesk department to see only unassigned tickets in your department.
After these changes a need came to add an unassigned filter to the ticket list too.
In version 1.21.18 a new filter has been added on the helpdesk ticket list screen to include or exclude unassigned tickets.
From 1 April 2018, South Africa’s VAT should be increased from 14% to 15%.
According to the ‘Time of Supply’ rules stipulated in Section 9 of the VAT Act, transactions that occur on or after 1 April will be subject to the new 15% rate. Any purchases that are completed before 1 April but refunded after 1 April, should be refunded at the 14% rate, which should be reflected in the credit note. For contracts that came into effect before 1 April but will continue after 1 April, an apportionment must be applied.
The correct VAT to apply will be the one that’s in place on the date the invoice was issued or when payment is received – whichever happens first. For example, if you invoice for a sale on 31 March but are only paid on 2 April, the VAT rate of 14% will apply. If you receive payment on 1 April but have not yet invoiced, then VAT should be charged at 15%.
Source: http://www.sage.com/za/newsroom/sage-south-africa/2018/03/sage-streamlines-compliance-with-new-vat-rate
Automatic escalations on help-desk tickets have been added in version 1.21.12.
Various improvements on the automatic escalation feature has been added in version 1.21.14.
Escalation rules are executed based on the department and category a ticket is currently in.
Automatic escalating tickets are especially useful when there is a signed service level agreement between the customer and the company about how quick tickets needs to be sorted.
Add an escalation rule
Go to Workflow, Helpdesk, Setup, Escalation Rules
A setting to customize the string to append to the usage SMS message as been added in version 1.21.16.
Go to Setup, Notification and you are able to edit the SMS suffix.
“Enable Customer Topups via SMS Reply” must be on for customer replies on SMS messages to trigger a topup on their account.
This SMS topup reply suffix is added to usage SMS notifications. Data usage notifications must be on for these SMSs to be sent out.
In v. 1.21.16, labels have been added to billing documents and products.
Billing documents refer to invoices, credit notes, adjustments and write-offs in the Billing menu.
Labels can be added to data and non-data products.
Go to Billing, Invoices, and edit an invoice to add labels:
In version 1.21.16, a drill-down view for debit batches has been added.
Go to Billing, Debit Run Batches, Debit Batch Details.
When viewing debit batch details, you can now click on the details button to see more details of a specific debit batch. This will then show details about the invoices and a button to view the PDF document of each invoice.
A compliance step and its settings will be released in version 1.21.16.
Note that this is only the first phase of the compliance phase that is being released and it is still in beta testing.
It is recommended to turn it on only after beta testing has been completed.
We have added the ability to configure outbound smtp settings from the settings menu in v1.21.11.
Usually this was only configurable on the server itself.
Go to Setup –> System Settings –> Mail SMTP Settings
DataTill now has the functionality to keep track of Master accounts and their sub-accounts instead of just a normal customer account. This is especially useful in cases where you have companies with a lot of branches that need to be linked to the main company profile or in cases where one company pays the bill for all their branches. This was released in version 1.21.08
This function is also to be used for the Reseller module which is yet to be released.
DataTill has added an OAuth 2 compliant API.
This API can be used for any third party integration.
There is a few customer, radius and helpdesk calls already available and we will add a few more API calls in the near future.
To view the new API, Got to Tools –> API
OR yourinstance/api
All list views in DataTill can be ordered by its columns by clicking on the column. By clicking on an already ordered column, it will order ascending/descending again depending on the amount of times clicked.
How to do multi-column ordering:
You can click on a column and then shift click on a secondary, tertiary, etc. column to order by.
The sequence you click on the columns is the sequence the list will be ordered by.
The columns you want to order by does not have to by next to each other.