Project Detail

Description

- Expansions to AmeriPath posting procedures
- Adjust "company" balance display in listings
- Add individual account balance display to account pages for accounts using shared central balances
- Change top-up balance system to use trigger-balances instead of a monthly top-up schedule
- Expand Extranet system to permit a Master Login system, where one account from a grouped company can switch between all active accounts within that company
- Change activation sequence in Extranet to prevent promo-code based balances being accepted as valid for account funding check
- Remove Monetization/Efficiency columns from reporting to improve report efficiency
- Add tables and make structural changes to improve response times for: Marketing and Revenue Report, Revenue by State Report, Revenue by Type Report, Revenue by Website Report, Revenue by Group Report
- Update non-delivery reasons to include check on weekday holds and date-range holds, to be applied to delivered and undelivered leads within the system

There are a couple of bugs included also that aren't listed; I've compacted down several points into one here to make it a little shorter for the posting.