Settlement Offers Metadata Filter and More

Hello! Here are the latest features and improvements from the first part of October:

🏷️ Settlement Offers - Metadata Filters

• We've enhanced Settlement Offers with metadata properties filters. Utilize advanced targeting capabilities to tailor offers based on specific parameters like scores or other metadata.

🔢 Transaction ID in Payment Confirmation

• We've added Transaction ID to the Payment Confirmation screen on the Portal and in Email Transaction Notifications. This feature helps customers track their payments, verify transaction details, and resolve discrepancies efficiently. Customize this feature in Console > Settings > Property Labels, where you can change the label and toggle visibility (visible by default).

📊 Reports Enhancements

• Accounts Report: Added an Archived At column.

• Customers Report: Added a Registered At column.

These additions enhance sorting, filtering, and grouping capabilities, making it straightforward to generate reports on daily registrations or archived accounts.

🌐 Spanish Localization

• Introduced the option to disable the Spanish language version for the portal, available under Console > Settings > Customer Portal.

🏦 ACH Payments - Ownership Type

• Added a new field to the ACH payment method form: Ownership Type (Personal/Business), supported in Collect, IVR, and API.

🔧 Bug Fixes and Minor Updates

• IVR: Enhanced error handling and responses in the Payment Method capturing module.

• Payment Portal: Updated the flow for changing the Payment Plan Payment Method.

• Addressed various other bugs 🐛.