Suburban CSC Locator - Administrator Login

E3/SmartConnect - user self management of email and phone numbers that updates E3

Admin login configurable help/failure text
Automatic Notifications/Marketing System (ACE)
Consolidated System Email Management
Menu/Category Assignment Page Improved
E3/SmartConnect - simplified document display setup
Destwin API

Version 1.6

Customer login password reset via one time use link emailed to user
General security improvements
E3/SmartConnect - option to enable preauth attached to fuel order for automatic charge
Cargas API - tiered pricing in realtime

Admin login password reset via one time use link emailed to user
Automatic logout upon configurable inactivity time limit
Will Call Setup - improved interface
Will Call Log - improved interface
Customer Signup Setup - new interface
Tank Gauge Setup - improvements
Divisions Management - improvements
Login Log/App Log - improvements
Admin Landing - improvements
Statistics - improvements

Version 1.4

Available improvements to transaction display including download of data for customer
Cargas API - update customer invoice/statement settings
Cargas API - create contracts in Cargas Energy
Payments - option to ask user to enter bank account number twice as verification to limit mistakes

Autopay Log - find active rules without active customer account
Contracts Setup - display improvements
Document Management - bulk delete option
E3/SmartConnect - logging of more calls
E3/SmartConnect - posting codes display management
Marketing Console - improved campaign message rotation
Memberships log - show user who performed action
Payment Log - additional optional filters (division, type, category)
Payment Log - filter by app/portal if applicable
Will Call Log - speed improvement
Will Call Log - filter by app/portal if applicable

Version 1.4

E3/SmartConnect - integrated paperless email management
My Payments page option for displaying receipt information for payments made via portal
Tank Gauge options

Cargas API - option to pass pricing id on fuel order
Cargas API - setup screen improvements
Cargas API - customer raw data lookup
E3/SmartConnect - customer raw data lookup
Improved logging of contract budget calculation
Membership usage statistics
Payment Log improvements
Logins Report improvements
Status of records display improvements
Product code checker added to product setup page

Version 1.3

Option to show both recommended and maximum gallons on price protection contract
Performance improvements for E3/SmartConnect realtime mode
Performance improvements for marketing groups
Available Cargas E-docs from XML data module
Will Call credit limit check option
E3/SmartConnect - option for loading spinner while downloading data from E3
Credit Card only surcharge option
Cargas API - more batch name options
Cargas API - tank pricing realtime option

Autopay Daily Report for recurring payments set up through portal
Option to save space on CSR search by hiding search criteria upon selection
Site Specific Will Call Discounts
Improved Display Fields Order Management
Scheduler - editable comments on scheduled job
User Settings improvements
Paperless log download option, display improvements
Cargas API - option to re-send fuel order if first attempt not successful
E3/SmartConnect - option to re-send fuel order if first attempt not successful
E3/SmartConnect - improved logging of certain requests
E3/SmartConnect - option to attempt re-send of payment if not successful
App Statistics screen added
Customers Logins report (portal and app)

Downloadable CSV file of forward purchases

Version 1.3

E3/SmartConnect - send email into E3 upon registration
Cargas API - autopay status lookup
Cargas API - invoice option set upon paperless option

Admin users' personal settings page
Automatic version release notes display upon first use
E3/SmartConnect - improved connection setting for multi-database systems
Cargas API - option to attempt re-send of payment if not successful
Cargas API - setup screen improvements, logging of requests and responses
Manage Tank Gauge Options - improved usability
Monthly Statistics - includes number of logins
Will Call Setup - additional settings, including easier ability to allow customers by credit status to bypass payment

Version 1.2
My Account - View Service Plans Page
My Account - View Price Plans Page
My Account - Tank Info Page
Tanks - Nicknaming tanks option
Configuration - Call to Action Buttons on Dashboard
Configuration - Transparent Quick Action Menu
Configuration - Space on Bottom for Quick Action Menu
Configuration - Display Account Number in corner.
Info - Link to Instagram, Youtube, Facebook, Google Maps
Info - Telephone Numbers Tap to Call
Info - Show extra account info on Dashboard.
Form Wizard - Display Form Wizard Forms in App
Statements - Open PDF Statements
Seasonal - Falling Leaves on Login Page

Price/product grouping for prompt contracts
Integrated gallons ordering rules for forward contracts
Account management page

Complete rebuild of Budget Calculator
Contact phone number by division
Tank Gauge able to be added to marketing messages

Advanced Site Parameters - option to show 'all', even ones not entered
Advanced Site Parameters - logging of changes and displayable change history
Cargas - Diagnostic and Setup Screen
Categories Management - hierarchical display of categories that are currently used
Configurations Mgmt - logging of changes and displayable change history
Configurations Mgmt - downloadable as tab-delimited file
Service Plans - option to set individual ones as CSR only
Margin Matrix - example account finder
Monthly Statistics - year over year data display
Batch Payments - input field reordering
Will Call Setup - improvements to make settings easier and product specific controls
Will Call Coupons Management

Option for 'Update Data' button to do a full recalculation of projections

Version 1.1
Login - Show Password option, improved layout
Forms - More forms from the portal
Payments - Display info showing where to find the security code

Outgoing emails log additional information for historical display
Optional donut graph on My Price Plans showing delivered vs remaining gallons
Cargas - realtime paperless billing signup
E3/Smartconnect - automatically test connection; if failing, fallback to nightly batch data and send alert
Saved Card Expiring Soon marketing group option
More forms can have captchas on them including: Feedback, Paperless Billing, Tuneup Request, Service Plan, and others.

Category management - can remove subcategory from display ordering page
CSR info box on search page shows membership signup date (if applicable)
Admin System Usage Report
Admin Users/Password Management status bug fix
E3/SmartConnect - editable connection settings
Will Call Setup - displays sample of accounts belonging to each group, also option to search for an account to get its group
Will Call Setup - displays Advanced Site Parameters related to will call/fuel request system
Marketing Console - Sources page added to allow new group rules
Marketing Console - Improvements in pages page filter, and general bug fixes

Initial Release

Optional alternate login page with tabbed interface
Esys split deliveries display improvements
Loyalty Points - optional multiple item redemption

Marketing console - Added mailing lists in the Customer portal - customers can add themselves to a mailing list
Marketing console - Unsubscribe from mailing list - Dealer can unsubscribe some of the emails in the mailing list for a particular message
Marketing console - Preview button in the pages page goes to the right page with slots
Marketing console - Page filter and some stylistic improvements
Configurations Mgmt - shows all possible configurations even if not entered, as a reference
Contracts Not Submitted Graph/Info - shows customers that visited contracts page in the last week but did not submit a contract
Margin Matrix change history logged and displayable
NACHA setup screen improvements
Monthly Statistics of key usage and submissions automatically tracked and graphable
Context specific menu simplified setup screen
E3 SmartConnect diagnostic/information screen

Authorize.net vault functions upgrade
Fuel purchase form improved validation
Customer tank deliveries bar graph

Email History Log - searchable, filterable log to find outgoing emails to customers/internal addresses
Membership log to record information of who registered/performed action on membership
Configurations filterable by type
Advanced site parameters filterable by type
Loyalty Points configurations screen added
Marketing Message previewing bug fixes
Product/Backend Product code setup screen improvements
Log for SmartConnect based will call prices
Device usage statistics

Ability to add a product
Purchases list displays more sortable columns

E3/SmartConnect Realtime Scheduling - allows realtime appointment lookup, availability checking, booking appointments for service by end users
E3/SmartConnect Contact Class Improvements, allowing emails being sent to E3
Payment Screen submit button repositioning
CSR display of reason why a customer cannot place fuel order online
Interface to Live Help Now 3rd party chat system
Payments 'Round Up for Charity' feature

E3/SmartConnect dealers - improved contract log columns lets dealer have better indication of SLPP status from Destwin created contract
MMS messaging setup screens for service call status, tech names/images, manual sending on demand
Margin Matrix layout upgrade
Improved admin system saved card vault management screens
- Able to compare saved cards Destwin knows about vs what is in the gateway (for some gateways)
- Expiring card report
Recurring Payments report showing upcoming expiring rules
Contract delivery report screen (by account)
Admin left side orange bar width reduction giving a little more space to main content
Admin navigation is now responsive to accommodate smaller browser windows
Marketing Console Improvements:
- Bug Fix - hidden scroll bar on marketing console pages now visible
- Improvement - able to delete groups
- Improvement - Organize AIM messages by date last modified by default
- Improvement - Pages screen - 'slots in use' drop down
- Improvement - drag and drop image uploader

Realtime quote/purchase of paper hedges strip via CWXRS/MunichRE API
Realtime wet barrel purchase from enabled EWS systems

Enabled FDS dealer can quote/purchase strips of wet barrels from EWS system
Alternative source of commodity options allowing 3rd party import/upload of futures pricing for comparison with standard futures source and allows choice of 'active' source at any time
Active Users system - monitors which end users are logged in and browsing the site and shows who/where they are in an admin screen
Basic 'reverse' CSR chat functionality where a CSR watching the Active Users page could ask the browsing end user if they want to chat
Admin Quote Panel integrated Prompt & Future Ordering without having to go into the customer portal
Heat Curve contracts available as another order type
Lifting request option to let truck drivers schedule their pickup of contract gallons
Mobile compatibility for prompt orders