IN THIS ISSUE
Question Of The Month – How can I find out WHEN a package was created / added to a customer?
Feature Of The Month – Webservices and API
Tip Of The Month – Need To Open An Invoice Again?
Enhancement Of The Month – New Credit Rating Email Tokens Available For Balance Due
How can I find out WHEN a package was created / added to a customer?
We have added the ‘created date’ to the packages list so at a glance you can see when a package was added without needed to sift through the event log for such information. This is great when applying contracts or just to get an idea for the time period in which a customer has billed
Webservices and API
A great way to extend EngageIP and even to create your own backend software for it is to use our API methods. For more detail on using this for your own programs or to customize the customerportal, please see KB article #73
Need To Open An Invoice Again?
You now have the ability to open an invoice even if it has been sent to the customer. Only when an invoice is open can transactions be added to it or adjusted. This functionality should only be available to administrators or managers to avoid having many invoices that have been sent to the customer already and being updated.
New Credit Rating Email Token For Balance Due
There are now three new balance tokens to be placed in emails primarily for credit rating emails but are also available to regular canned emails. For more information, please see KB Article #242
