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Product Version: PEO – Release 48 Notes - The following Tasks have been completed/fixed in this release.


Task 37259 - ENHANCEMENT                                                                                                                                     

HE/SE Rules by WC Policy Type    

Resolution:                                                                                                    

Two new methods have been created that allow you to create soft errors based on contract type and Dataform table and field requirements.   

  • "SE_RequiredTablePerContractTypeEngine" allows you to configure a soft error based on the Contract Type on the Client Master which requires a specific data form to be present in the workspace.
  • "SE_RequiredFieldPerContractTypeEngine"  allows you to configure a soft error based on the Contract Type on the Client Master which requires a specific field on a specified data form to be completed in the workspace. (accepts a comma delimited list of fields on the form)  

 If you would like to request help in configuring rules using these new methods, please create an extranet case for your NetWise account manager.

Task 37257                                                                                                                                      

Add % of Admin Table to main Pricing Breakdown    

Resolution:                                                                                                    

% of Admin has been removed from the Profit popup in the Pricing Console matrix and added to the main Matrix view. 


Task 37252                                                                                                                                      

Client Team User Removal    

Resolution:                                                                                                    

Updated the "CheckChangedFields" business rule on the Client Team dataform so that it appropriately removes users from the Workspace security group (Client Team) when they are not selected as any of the  client team members.  If the user is also not a valid user on the template that the workspace was created from, they will be removed from the Workspace Users as well.   


Task 37337 (NEXT)                                                                                                                                      

Contact Widget in Next    

Resolution:                                                                                                    

Resolved an issue with the Client Contact Widget on the Workspace Landing Page if the Primary contact on the Workspaces associated org was inactive. 


Task 37332 (Classic)                                                                                                                                      

Client Master Exception     

Resolution:                                                                                                    

Resolved an issue where an error could be thrown if a workspace was created from a template that had no Valid Contract Types associated with it. 


Task 37339                                                                                                                                      

External Client Service Case Bug    

Resolution:                                                                                                    

Resolved an issue where some external users would receive a "String Conversion" error when using the Quick Search functionality in the NEXT external Client Service Case dashboard. 


Task 37414                                                                                                                                    

Expose Outlook Add-In on the Admin Workspace Landing Page in NEXT    

Resolution:                                                                                                    

The latest installer has been added as a link on the Workspace Landing Page of the Admin Workspace in NEXT.  This alleviates the need to revert to classic when installing the Outlook Add-in.


Task 37256                                                                                                                                      

Pricing Table (Admin Fee)    

Resolution:                                                                                                    

New business rules ("DefaultAdminFeeID") have been added to the Pricing Batch, Pricing State and Pricing Comp Code which are designed to run during Quick Create and Reprice.  These rules stamp the ID (in a hidden pricing batch field) of the Default Admin dataform used to set the Default Admin Fee based on the thresholds configured on the Default Admin Fee dataform.  Only occurs on batches where the Status does not equal "Activated".


Task 37422                                                                                                                                      

Required Surcharge Soft Error Message    

Resolution:                                                                                                    

Resolved an issue where the message output to the user from the rule SE_ValidateRequiredSurcharge reflected the Surcharge Code value of the surcharge, which was not always user friendly.  This method has been changed to now  output the Surcharge Type value instead.


Task 37397 - ENHANCEMENT                                                                                                                                        

Visits Module-Add column Location to the grid    

Resolution:                                                                                                    


The Visits dashboard in NEXT has been enhanced - Location has been added as a hidden column in the Location search module list. Location Name has also been added as a search parameter in the "More" filter drop down.                                                     


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NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm