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Production Release v12.3

The following new features, bug fixes, and general enhancements have been added to the Agent 12.3 version. The majority of these updates are available to use/implement immediately, but as noted some may require specific software subscriptions and/or services to deploy.

PCEmail Hotfix Release Notes October 2024

Update Type

Update Description

User Impacted

Project Reference

Support Ticket Reference

Bug

Fixed an issue in PCEmail where emails sent in using Graph could be duplicated if the web server didn’t send in a response.

System/Infrastructure

A11-2037

#338482, #338753

Summary of new features/enhancements

New Feature Description

Area/User Impacted

Project Reference

Support Ticket Reference

Added new AI features that leverage Emplifi's platform AI/generative AI capabilities:

  • AI Assistant (for Letters/Emails)

  • AI Conversation Summary

  • Case Text Translation

Note: These features use third-party services and require configuration to be enabled.

Agent

A11-1936, A11-1941

The integration between Agent and Emplifi Knowledge (aka Agent Assist) has been revamped to use a built-in widget available from Emplifi Knowledge. This replaces the API version previously used and provides access to additional capabilities in Emplifi Knowledge such as user feedback (aka "star surveys") and document searching.

Knowledge

A11-1816

Added a new "Run Duration" column to the Scheduled Report Results, as well as added new filtering to the page to allow the admin to search for reports that exceeded the estimated run time.

Reports and Utilities

A11-1795

Add the ability to show images and URLs to the Layout Editor for items in the Caller/Product/Store card.

This will more easily allow relevant reference information to be displayed to agents in ESP without the need to manually edit layouts or define Catalog InfoCenter entries.

Admin

A11-1380, A11-1927

Updated the My Favorites page so that favorites can be right-clicked and opened in a new tab.

Reports and Utilities

A11-1932

Updated the Case Export (Detail Mode) Utility to allow for the results to be in the Transfer folder. This allows the output to be placed in the 'Transfer' folder that is accessible via the File Maintenance Utility.

Also added the ability to export to a zip file.

Utilities

A11-1922

When changing case status in Agent, the state change will be sent to Care.

Integration

A11-1857

Added an 'Ignore mailing address verification' checkbox when creating a batch to allow enclosures to ignore mailing address verification. (RC2)

Reports and Utilities

A11-419

Bug fixes and general updates

These bugs, enhancements, and general updates are available in 12.3.

Update Type

Update Description

User Impacted

Project Reference

Support Ticket Reference

Bug

Updates some links in ESP layouts that were not displaying a pointer on cursor hover.

Agent

A11-1957

Refinement

Added the ability to work with a static metadata file from SSO providers.

System / Infrastructure

A11-1750

Refinement

Updated language packs to include various standard labels/elements that are stored in the database, but are not user translatable.

General

A11-1945

Refinement

Allow the custom folder to be on an S3 path. This capability is not end-user configurable. It can be leveraged by Emplifi's deployment team.

System / Infrastructure

A11-1931

Refinement

Updated layouts selected by default when "Generating All Layouts" to include the current user's Company, Configuration, and Language to better match typical usage (reducing clicks for administrators)

Admin

A11-1928

Bug

Fixed the Case Detail Export Utility so that long text (*.txt) attachments don't get truncated in the generated PDF file.

Utilities

A11-1926

Refinement

Fixed some issues where the Case Detail Export would occasionally not work when scheduled.

System / Infrastructure

A11-1923

Bug

Updated the validation for the eGift Card Number so that numbers larger than 2147483647 are supported. This was preventing the ability to use giftcard numbers in the Search Case function.

Agent

A11-1910

321274

Bug

Fixed an issue that could occur when typing into the Company/Config/Language fields of the Layout Editor that would cause the browser to hang.

Admin

A11-1908

Bug

Updated the default "Groups per page" so that the Process Batch Utility Exceptions do not default to 1 row per page.

Utilities

A11-1904

Refinement

Translation files (language packs) are now stored in the Agent database. A tool is available for the Emplifi operations team to import translation files/packs.

System / Infrastructure

A11-1901

Refinement

Can make ESP layout fields support labels by editing manually.

Example:
<STDLogic Type="STDInsert" Element="Address" Attribute="accumulated_goodwill" Name="ListElement" METAColumnType="DisplayOnly" METADynamicName="DisplayOnlyWithTitleWithLabel" METAClass="espItemStartNewLine espItemBold espCardBlueText" METALabel="Goodwill:" />

Admin

A11-1900

Bug

Fixed an issue where in certain circumstances the dropdown list of users on the Manage Favorites page didn't work.

Reports and Utilities

A11-1897

309845

Bug

Updated the application to enforce the character limit in the category on Category Code Rename.

Admin

A11-1891

317858

Bug

Updated the security check in several places to no longer be case sensitive when comparing a user name to the user name in their responsibility.

General

A11-1890

Bug

Fixed an issue where a field could sometimes not get saved with the case. This was observed in a small number of situations for a small number of customers.

Agent

A11-1889

Refinement

Made warnings and errors in Layout Regeneration more noticeable by changing the color of the background of the message to orange for warnings and red for errors.

Admin

A11-1887

Bug

If the Receive Email checkbox on the user's options had a null value (instead of "N" for an unchecked box), the check for sending an email on Password change would fail, preventing the password from changing. This check has been updated now to instead look at whether the email has been defined for that user.

Admin

A11-1882

Refinement

Improvements for the stability of PCEmail.

System / Infrastructure

A11-1881

Bug

Updated the phone number on save so that if there are 10 digits and the country is US/CAN, we reformat the phone number to be in the format 123-456-7890

Agent

A11-1878

319943

Refinement

Improved the way translation packs are delivered to improve performance and delivery.

System / Infrastructure

A11-1876, A11-1945

Bug

On new cases (prior to save) the Repeater Code Description wouldn't show up in ESP Caller Details for callers that had a repeater code set.

Agent

A11-1865

Refinement

Fixed the context sensitive help to link to the correct topic on the User Inactivity Utility.

Documentation

A11-1862

Bug

Fixed an issue where if a Suggested Action has been created that “Applies To” “Single Issue Only”
and if the “Prompt if Suggested” is NOT checked and if the suggestion is triggered on the issue before the case is saved
an error was thrown on Dismiss.

Agent

A11-1858

Refinement

Increase size of files that AIS allows to be uploaded

System / Infrastructure

A11-1842

Bug

Fix casePopService return value that breaks some custom features

Integration

A11-1838

Refinement

Updated the Address Cleaning and Verification Service ( using Melissa Data, aka Mailers) to return the zip code (if available) if the address, city, and state are provided.

Agent

A11-1835

Bug

Permanent solution for Trashcan icon not always being displayed (replaces the temporary solution delivered for 12.2)

Agent

A11-1834

Bug

Updated the Category Code Search to be able to search for codes with square brackets in the code.

Admin

A11-1833

Refinement

Update the Data Import Utility and the Data Export Utility to allow for uploading a file to the category_code_translations table.

Note: Since all the rows would already exist, for the “category_code_translation” table ONLY, the utility will allow for updates (not just inserts). It will not delete the data first…whatever is in the file will overwrite the data. This means that for the category_code_translation table ONLY, the “Delete current data first” and “Restrict delete to current company” values are unchecked and read-only.

Utilities

A11-1829

308794

Refinement

Improved the network file capturing in the Support Tools.

Admin

A11-1825

Bug

Fixed an issue when trying to re-prep a letter when using a language other than English.

Agent

A11-1783

Bug

Updated the New Translation Language Dialog box to be able to use a scrollbar if there are a lot of languages defined in the system.

Admin

A11-1755

Refinement

Address Cleaning and Verification has been updated such that the US Zip code will now automatically generate (including the zip+4 when availble) when necessary data elements are provided (such as when entering the street address, city, and state only.

Agent

A11-1724

Bug

Fixed an issue where Notification Subscriptions couldn't be added if there is no responsibility on the Profile.

Admin

A11-1706

305730

Bug

Improved the ability to edit Message Center Groups in companies other than SYS.

Admin

A11-1699

Refinement

Updated the Caller section to be able to shrink as necessary if there are not a lot of fields displayed.

Agent

A11-1680

278204

Bug

Fixed an issue that would prevent accessing a scheduled Favorite that was created in one company, but scheduled in another. Favorites can only be scheduled in their creating company.

Agent

A11-1678

302947

Bug

Fixed an issue where the breadcrumbs in the Layout Editor would disappear after saving a sub layout.

Admin

A11-1659

279273

Refinement

Updated Code Migrations to be able to type in a number such as +123 to add 123 days into a date.

Admin

A11-1656

Bug

Fixed the issue where you couldn't remove fields from the Distribution tab of the Case Import Utility.

Utilities

A11-1653

Refinement

Updated the application to be able to support the plus sign (+) in codes (particularly useful for SMS numbers)

Note: Updates were only made in Category Code maintenance. The Category Code Rename Utility does not support renaming with a '+' in 12.3.

Admin

A11-1636

Refinement

Updated the Time Frames to be able to enter the dates manually (without clicking on the calendar icon.)

Admin

A11-1539

267522

Refinement

Emplifi Knowledge Auto Search can now be triggered by Address (A) or Case Enclosure (F) category values. This uses the 'Agent Assist' tab on a Topic in the Knowledge authoring tool combined with the

Knowledge

A11-1529

Bug

Unable to save changes to Subscription tab of Notification Profile

Admin

A11-1520

Refinement

Changed the appearance of the checkbox on Suggested Actions with AutoRun w/o prompt to visibly show that the checkbox is disabled.

Agent

A11-1438

Refinement

Update the case navigation to be Bold for all selections.

Agent

A11-1369

Refinement

Improved the look and feel of the Layout Editor for smaller resolution screens.

Agent

A11-1364

Refinement

Added a new checkbox to Action Definitions so that an action may be suggested multiple times.

Admin

A11-1362

270786

Refinement

Updated the Data Import Utility to give an error if the import file is a .jpg or .png

Utilities

A11-1337

Refinement

Fixed an error message that appears when trying to change a password without filling in all the fields.

Agent

A11-1289

Refinement

Updated the Address cell on the table on the Recipients tab of the Notification Definition to be a drop-down to make it easier to know what your options are.

Admin

A11-1154

Refinement

Improved a message when a Notification Profile had an invalid category associated with it.

Admin

A11-1152

Refinement

Updated the New Case button to show a message if the system is actively loading a case, to ensure that all the initialization logic is executed.

Not properly initializing the case data can cause seemingly unrelated issues (such as suggested actions not properly appearing).

Agent

A11-1047

Bug

Fixed an issue where adding a letter and then deleting it prior to saving would save the letter to the case.

Agent

A11-1039

Refinement

Updates have been made to the Agent Shopify integration based on initial customer deployments.

Integration

A11-989

Refinement

Added a warning in the check-in Address Cleaning and Verification so that if an apartment number is not in a valid range, a warning message will appear.

Agent

A11-527

233973

Bug

Fixed the Case Contact Method Home Page widget to show data if the system parameter time was not set to hh:mm AM/PM.

General

A11-260

161628

Refinement

Added a warning if trying to schedule a report/utility in the past.

Reports and Utilities

A11-69

143198

Bug

Updated the Full Text Search to allow for square brackets to be in the search criteria. (Some codes or descriptions may have square brackets, and previously searching with a square bracket would throw an error.)

Agent

A11-1209

265531

RC2 Update

Fixed an issue in RC1 where an error appeared if the system had no Knowledge Configurations.

A11-1977

332891, 333116

RC2 Update

Fixed an issue where you can’t specify a file name AND a new folder at the same time in the Case Detail Export

A11-1976

RC2 Update

Added the checkboxes back in so that you can delete rows out of the Notification Subscriptions.

A11-1975

RC2 Update

Fixed an issue with scheduling reports/utilities when the system had different date formats.

A11-1974

RC2 Update

Fixed an issue where some sites were unable to click "Update -> New Issue" in Agent Assist.

A11-1973

RC2 Update

Added the ability to schedule the Data Import and Data Export Utilities.

A11-1964

RC2 Update

Fixed an issue where Layout Editor Generate Layout dialog may not have automatically selected the current user's language and configuration.

A11-1959


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