CustomerService
Mar 2023
Member statistics dashboard: Detailed comparison in period section
(RTL-4518)
The "detailed comparison in period" section of the Member Statistics Dashboard has been added.
Member statistics dashboard: Average age section
(RTL-4515)
The "average age" section of the Member Statistics Dashboard has been added.
Improvements
Create customer group and customer group details in CW
Customer groups can be created in CW by clicking the button "New customer group" inside the customer group list view.
Its also possible to view customer group details by clicking on the name of the customer group.
Member segmentation
(RTL-7669)
The first version of member segmentation is available in CW and can be found by opening the Loyalty menu and clicking on "Member segmentation" sub menu.
Clicking the "new segment" button starts the flow of creating a new segment. After segment is created it is possible to view and edit details by clicking on the name of the segment.
Improvements
Header | Description |
|---|---|
| 500 error when PUT identity member (RTL-7252) | When trying to update a member card with a number that already exist on another member, response code 400 is returned with a message describing what went wrong. |
| Deadlock on PUT api/Identites (RTL-7552) | Resolved an issue with deadlocks happening in certain situations when using the PUT api/identities endpoint. |
Currency support in loyalty programs
(RTL-6861)
When creating a new loyalty program it is mandatory to set the currency that should be used within this program. Once the currency is set it is no longer possible to change it.
The currency will be used in other modules t.ex Bonus Service to determine currency for issued bonus checks.
Supported currencies:
- DKK
- EUR
- NOK
- SEK
Improvements
Header | Description |
|---|---|
| Support delete of customer relationships (RTL-6596) | Customer relationships are deleted if the customer is deactivated. Orphaned data is deleted based on removal policy. |
Issue new bonus check from member details UI
(RTL-5998)
A new button has been added to the lower right corner of the member details UI which allows for issuing new bonus checks.
For this button to be visible the user must have the user role "Issue new bonus checks" which can be found under "Bonus management".
Improvements
Header | Description |
|---|---|
| Customer groups UI: Change status column from drop-down to check box (RTL-6115) | The status column inside the customer groups UI has been changed from a drop-down to a check box to better fit the existing UI patterns in other grids. |
| Improved documentation of the Identity.Import contract in swagger (RTL-6622) | The "PersonalIdentifiers" field is no longer marked as mandatory in the swagger documentation |
Member details UI
(RTL-5894)
The first version of the member details UI has been introduced and can be found by clicking on the member Id number in the member UI
This version do not support multiple memberships meaning we only show membership data for the first membership created. We will support multiple memberships in a future version.
Loyalty program: Create new
(RTL-6210)
It is possible to create new loyalty program by going to the list view and clicking "Create new loyalty program".
After filling out the necessary fields and clicking "create" you are redirected to the loyalty program details view, and the status of the loyalty program is "Inactive"
Loyalty program: Edit stores
(RTL-5436)
It is possible to edit the stores that are connected to a loyalty program by clicking the button "Edit stores". It takes you to a new page where stores can be added or removed.
Loyalty program: Edit details
(RTL-6384)
The role for editing loyalty programs has been added, making it possible to edit loyalty program details, activate and deactivate and edit stores
Confirmed field for social security number
(RTL-4927)
A new field has been added to Identity, making it possible to set confirmed on a members social security number.
The new field can be set through the Identity methods in CustomerService API
Loyalty programs: Details view
(RTL-5406)
The details view for loyalty programs has been added, together with a user role giving read access only.
Improvements
Header | Description |
|---|---|
| Customer view filtering out valid customers (RTL-6263) | All valid customers are now shown in the customer view |
| Business customer import contract in Swagger (RTL-6269) | All mandatory fields are marked as such. Min and max length of fields burdened by that is also updated |
| Member statistics dashboard (RTL-6360) | The '%' sign behind gross profit, in the "Detailed comparison in period" section was removed. This row shows gross profit in amount, not in percentage |
Loyalty program list view
(RTL-5408)
A simple view showing a list of loyalty programs have been added to the loyalty module.
A simple view for customer groups
(RTL-5804)
A simple view showing a list of customer groups have been added to the customer module.
Joint view for private and business customers
(RTL-5810)
The business customer view has been extended to include private customers, and the name of the menu entry has changed from "Business customers" to "Customers".
Improvements
Header | Description |
|---|---|
| Member cards: Change status row from drop down to checkbox (RTL-5959) | The status row in the member cards view has been changed from a drop down to a check box to fit the overall pattern in cloud. The name of the row has changed from "status" to "Inactive" |
| Extend private customer with credit fields (RTL-6090) | The private customer data schema has been extended to also support credit and balance, |
Member statistics dashboard: Loyalty program access support
(RTL-5840)
The drop down list in the filter section is only visible if the user has access to multiple loyalty programs.
If the drop down list is visible it only contains the loyalty programs the user has access too. Loyalty program access is based on store access in User management.
Improvements
Header | Description |
|---|---|
| Member identities: Remove the status field (RTL-5960) | The status column is removed from the Member Identities grid. Only active members are shown in the grid. |
Member statistics dashboard: Loyalty program support
(RTL-5776)
Support for loyalty programs has been added to the Dashboard.
For the time being all users with access to the dashboard has access to all loyalty programs
Member card view
(RTL-5731)
A new view for displaying member cards has been added to the Loyalty module.
Member statistics dashboard: Rework of the Subscriptions section
(RTL-5722)
A third graph was added to improve readability. Percentage of member total was also added to all three graphs
Member statistics dashboard: Detailed comparison in period section
(RTL-4518)
The "detailed comparison in period" section of the Member Statistics Dashboard has been added.
Member statistics dashboard: Average age section
(RTL-4515)
The "average age" section of the Member Statistics Dashboard has been added.
Export of Private customer
(RTL-5753)
CustomerService exports private customers in a separate blob type instead of exporting it together with members. The contract for Members and Customers are the same for both import and export, but they will arrive in different blobs so that external systems (like EG POS) can listen to customer changes without receiving members at the same time.
Also a new Import contract was added and the old one was removed from Swagger. We will still support the old contract, but it was renamed from MemberIdentity to Identity.Import since it includes both members and customers.
Improvements
Header | Description |
|---|---|
Member identities view times out (RTL-5244) | Performance has been improved |
Deleted Association in CW (on-premise) does not sync to Cloud (RTL-5560) | Deleted associations are correctly removed from member identity in customer service. |
Values in LinkedAssociationsID in MemberService are deleted on update from CustomerService (RTL-5357) | Updates from CustomerService no longer delete Associations that shouldn't be deleted |
Merge timeouts causes Integration Platform to abort and stop the jobs (RTL-5762) | Merging exception of BusinessCustomerMerger and CustomerGroupMerger does not abort job but is handled gracefully with failed batch and error message in staging. Failed merging batches are retried when caused by timeout |
Header
Description
Member identities view times out (RTL-5244)
Performance has been improved
Deleted Association in CW (on-premise) does not sync to Cloud (RTL-5560)
. |
Member statistics dashboard: Age groups section
...
There was added a new view in Chain Web where business customers are listed.
Improvements
Header | Description |
|---|---|
Member identities is not scrollable for mobile screen (RTL-5535) | The Member Identities view is scrollable in mobile mode, and the fields in the grid are evenly spaced. |
...
Tenant config for MemberInfoServer: The IdentityDataProvider parameter determines which provider to use for getting and setting identity/member/customer data in the API. The default provider is "Hybrid," which uses the MemberService as the master for members and stores a copy of members in the database. The provider "Standalone" fetches and stores everything in the database.
Improvements
Header | Description |
|---|---|
Missing association name from MemberService(on-prem)(RTL-5440) | When returning identity from MemberService ExternalNumber is passed as default association name. |
Remove loyaltyprogram from membership (RTL-5320) | LoyaltyProgramNumber was removed from MemberIdentity. |
...
The new Loyalty icon has been implemented and applied for the loyalty main menu entry and the old loyalty icon is applied for the customer main menu entry.
Improvements
Header | Description |
|---|---|
| Remove dependence to Organization number (RTL-5112) | An organization number is not required when creating a member in MemberInfoService. It is possible to have no value in this field: NULL. |
| Member Identities View Missing Members (RTL-5042) | All members are displayed in the member grid, and it is possible to filter on them. |
...
There was added a new view in Chain Web where member identities are listed.
Improvements
Header | Description |
|---|---|
| Fetching LpMember with no existing loyalty program (RTL-4525) | Loyalty program number is validated when calling MIS API GetMemberIdentity.
|
| Timeout do not cause FlatBatchJson to retry (RTL-4851) | Upon page validation exception batch lines are marked as failed (and ready for retry), and not as processed ok. |
...
It is possible to add an association without an uploaded logo.
Thus associations without ImageURL are synchronized correctly to the cloud and are available on the webshop without a logo.
Improvements
Header | Description |
|---|---|
| MemberIdentityMerger aborted as a deadlock victim (RTL-4262) | Deadlock during merging of data does not abort MemberIdentityMerger. Deadlocked merging data is marked as faulted and retried on another run |
...