Announcements

Where we announce new features, updates, fixes, and other improvements as they come. https://tratta.io/Β 

  1. Settlement Offer Setting Improvement + Waving Fees on Payments

    Improvement

    Enhanced Settlement Offer Metadata Integration 🏷️

    • We've refined the flow for setting up Settlement Offers based on metadata amounts. This update enables you to specify a custom settlement amount for each debt account in your file, which can then be utilized in configuring offers.
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    • We updated the Offer Dates block to allow the setup of Start and End dates separately. Each date now supports three modes: Not Limited (Immediate for Start or None for End), Absolute date, and Based on Metadata date with a shift in days.
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    Waving Fees for Console Payments πŸͺ™

    • Now, agents can exclude fees for specific accounts in the Console Create Payment section. Simply uncheck the fee on the Payment Summary to waive it and see an instant update in the payment setup totals.
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    • This is a permission-based feature. It’s easy to grant or revoke access on the single User Page (under Transactions Permissions Group > Waive Fees).

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    Fixes & Maintenance πŸ”§

    • A few bugs were fixed πŸ›, and several minor improvements were added πŸͺ΄.
  2. Closed Account Notice management

    New Feature

    We added a new Settings section > Account Notices πŸͺ§

    This section enables you to set up and manage the notice content displayed for accounts with a closed status and specific External Statuses.

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    Creating notice and control notice content is easy now!

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    Please, find more information in Help Docs.

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    Console Settings > Notifications > Email Footer > State rules πŸ“§

    • Added new variable for customization of the inclusion of the Universal Footer in the State Specific text (more details in Help Docs)

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    Bug Fixes & Maintenance πŸ”§

    • Various bugs πŸ› were fixed, and system improvements πŸͺ΄ were implemented.

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  3. Customer Updates report change

    Improvement

    We’re updating the structure for Customer Updates report πŸ—‚

    As part of our effort to streamline the report, we are removing the following filters/columns:

    • ❌ Account Type
    • ❌ External ID

    (πŸ‘†these will be removed in two weeks)

    Instead, we are placing them all on one line, similar to our Customer Analytics report:

    • πŸ†•Β Account External Ids
    • πŸ†•Β Sub Account External Ids
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    Other Reports updates πŸ“ˆ

    • Scheduled Charges report: speed up the report by adding a database indexing for the Charge Date column.
    • Transactions report: added External Account Number column.
  4. Notifications: Dynamic Footer Text

    New Feature
    Compliance

    We've added state-based footer text rules to email notifications πŸ“§

    Navigate to Settings > Notifications and discover the new Email Footer subsection. This feature allows you to create rules for dynamic notification email footer text based on the customer's address state. It's designed to help you more easily meet local compliance requirements.

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    Check out Help Docs for more details!

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    Console: Customer Page Update πŸ‘¨β€πŸ’Ό

    We've enhanced the Customer Page to make it more structured and user-friendly:

    • New "Registered" Badge: see at a glance if a customer has created a username on the portal, indicated by a "Registered" badge next to their name. Usernames are now displayed directly below the customer's name for easy reference.
    • We've grouped information into Personal Details and Activity sections.
    • Two new timestamps have been added to Activity: Registered & First Active - indicates date and time of registration and first customer activity on the platform, which can include actions like guest payments without registration or verified IVR calls.
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    Bug Fixes & System optimization πŸ”§

    • We've updated the import logic and structure for locations (creditors) to support a broader range of data cases more effectively.
    • We've addressed various bugs to improve system stability and performance πŸ›

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  5. Account Status Mappings

    New Feature
    Improvement

    New Settings section to manage Account Status Mappings πŸ–‡οΈ

    This section grants you control over how your System of Records' account statuses are mapped to Tratta statuses. Essentially, it allows you to determine which status will be applied during file import (active, closed, or archived) based on External Account Status.

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    The section provides the capability to:

    • View and modify current status mappings.
    • Observe newly detected statuses in your files (automatically assigned an active status mapping) and adjust their mappings if necessary.
    • Import of Status Mapping from .csv or .txt files, streamlining the initial setup process.

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    For further information, please check the Help Documentation.

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    Sandbox Environment πŸ–οΈ

    • We added "Sandbox Mode" notice at the top of the Console and Collect (Customer Portal) in the test/sandbox environment to prevent possible misunderstandings.
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    Bug Fixes πŸ”§

    • As usual, different bugs and system maintenance updates were addressed πŸ› πŸ₯·
  6. Amounts in Customer Sessions Analytics + Locations parameters in reports

    Improvement

    Customer Analytics report - added amounts columns πŸš€πŸ“ˆ

    • Paid Amount: The total amount successfully charged during the session.
    • Promised Amount: The amount set up as scheduled payments for the future, including Payment Plans (Regular or Settlement) and One-Time scheduled payments.
    • Total Amount: The sum of Paid and Promised Amounts, representing the total financial value of the session.

    These columns were added to all aggregated views, allowing users to see amounts with breakdown by any available Group By feature column.

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    New Location parameters in reports 🏷️

    Columns for Product Types, Original Creditors, Current Creditors were added to Accounts, Payment Plans, Transactions, Scheduled Charges, and Customer Analytics reports.

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    Bug Fixes and System Enhancements πŸ”§

    • Implemented correct US phone number validation across all Tratta subsystems.
    • Upgraded to the latest PHP version.
    • Addressed numerous bugs πŸžπŸ›πŸ and implemented various system improvements πŸͺ΄

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    Stay tuned for more updates!

  7. Verify More Accounts! Improved Verification Matrix!

    New Feature
    Announcement

    Streamlined Verification Flow on the Customer Portal πŸ”

    We've revamped the main verification process on the Customer Portal, consolidating it from two pages (for verification with Account/File number or First and Last name) into a single, streamlined page. Customers can now easily select their preferred first and second verification methods from a dropdown menu, simplifying the process and aiming to improve the overall verification rate.

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    • Verification Method 1: Choices include Account/File Number, Last and First Name, and a new option, Full Phone Number (this can be enabled in the Console under Settings > Customer Portal Settings).
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    • Verification Method 2: Remains the same with options like ZIP Code, Date Of Birth, Last 4 of SSN.

    This update is designed to make the verification process more user-friendly and efficient. We'll be closely monitoring its impact on the verification rate in the coming weeks.

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    Console Updates πŸ›°οΈ

    • The Payment Plans and Accounts reports' Product Types column now reflects Location Product Types from Children for parent accounts, enhancing clarity and detail.

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    Bug Fixes & Development Infrastructure Updates πŸ”§πŸ—οΈ

    • We've updated Tratta's backend libraries to the latest versions.
    • Addressed minor issues with the Service Fee feature.
    • Implemented fixes for various other bugs πŸ›.

    This suite of updates is part of our ongoing effort to enhance user experience and maintain high security and operational standards.

  8. New report: Customer Sessions Analytics

    New Feature
    Announcement

    Track customer journeys and campaign results with a new Customer Analytics report πŸ“Š

    We're happy to introduce our latest major update: the Customer Analytics report.

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    Re-engage RPCs based on 38 data points that enable you to track your outbound efforts and deploy high-value follow-ups. This report offers transparency into Tratta's ability to verify a greater number of consumers looking to make a payment and provide valuable insight into their behavior.

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    This report illuminates the customer journey, each row representing a single Customer Session. It captures crucial details about the customer's path, including the origin of their journey (email, SMS, QR code, direct visit, etc.), their success in verification and checkout, and comprehensive data on verification and checkout attempts.

    Marketing Slide for Email

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    This report is a valuable tool for:

    • Analyzing the results of outbound campaigns and adjusting strategies accordingly.
    • Understanding and enhancing customer experiences.

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    A few report highlights

    Verification Rates: Analyze verification rates in aggregated and individual session formats to gain insights into single-session verification details.

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    Checkout Information: Access detailed information on checkout types, statuses, and specifics. This helps in understanding the conversion rate of sessions into payments or payment arrangements.

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    UTM Data Integration: Enhance your analytics by adding UTM data to URLs sent to customers. Utilize this data for in-depth breakdowns in the report.

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    Check the full report documentation in our Help Docs for a comprehensive understanding. The report is also available in the Console Reports Section. Should you have any questions, our support team is ready to assist.

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    Bug Fixes πŸ”§Β and minor improvements πŸͺ΄

    • We've added a date and time picker πŸ“… to the Reports Filters, eliminating the possibility of errors in date formatting.
    • A few minor bugs were fixed 🐝

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  9. Download .eml Files and See All Email History

    New Feature
    Compliance
    Customer Service

    New Feature: Emails block on the Customer Page πŸ“¨

    We're excited to introduce a new block on the Customer page featuring a list of emails sent to the current customer. Now, you will know and have access to the exact emails that your consumers were sent.

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    This addition provides complete visibility into the notifications sent to customers. Each email is downloadable in .eml format and can be viewed with any mail program.

    In line with our commitment to continuous enhancement, we have planned a few minor updates for the email block:

    • Add the block on the Parent Account page to display emails related to the current account.
    • Modify email file titles to include the Account Number at the beginning.

    These updates aim to simplify email reviews at the account level.

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    Bug Fixes & Minor Improvements πŸ”§

    • πŸͺ΄ Refined the logic for automatic status changes based on balance fluctuations, covering scenarios where the balance reaches zero or rises above it again.
    • Various bug fixes have been implemented. 🐞

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  10. Time Zone Settings, Payment Methods Management Improvements

    New Feature
    Improvement
    Customer Service

    Introducing Time Zone Setting: Display Dates and Times in Your Local Time πŸ•

    We're pleased to introduce a valuable addition - the Time Zone setting. You can locate it in the Settings > General section.

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    With this new setting, you can customize how dates and times are displayed throughout Tratta Console, ensuring they align with your local time zone. This enhancement also extends to scheduled reports, providing greater convenience and accuracy.

    Experience the convenience of viewing timestamps in your local time zone!

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    The default will remain in UTC, and when changed, it will impact all other users.

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    Payment Methods Management Enhancements πŸ’³

    We've introduced significant improvements to streamline payment methods management for Console users:

    For One-Time Scheduled Payments:

    • You can now change the payment method for one-time scheduled payments.
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    For Payment Plans:

    • You have the flexibility to change the payment method for payment plans.
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    Customer Payment Methods List:

    • We've added badges to payment methods to indicate their usage, whether for Payment Plans or Scheduled Payments.
    • You can now delete payment methods as needed.
    • Assigning a primary payment method is now supported.
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    These enhancements make managing payment methods more efficient and user-friendly.

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    Other minor updates

    Imports From File Improvement 🐣

    • We've updated our file import process: new debt accounts are now imported first, regardless of their position in the file. This change ensures faster availability of new accounts in the payment portal, significantly improving efficiency, especially when handling large files.

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    Bug Fixes πŸ”§

    • Multiple updates have been implemented in the parent-child account πŸ‘¨β€πŸ‘§β€πŸ‘¦ logic to ensure smoother and more efficient operations.
    • Other minor bugs were fixed. 🐝