Wall Street Systems, Inc. News

March 22, 2010

Credit Applications, Better E-mails, Printable Log Hold List – Version 10.12

Filed under: New Features, Release — Tags: — Chris Marshall @ 1:55 pm

We’ve got some new features for this week’s update to Wall Street Online. We’ve added initial support for Credit Applications, improved the look and feel of the site generated e-mails, plus added a printable version of the Log Hold List.

While not complete, we have released a preliminary version of an Online Credit Application today. When complete, there will be a simple version our Agency Managers can submit with the ability to automatically send a request to the customer for them to complete the full Online Credit App; all automatic and paperless. Until that time, however, we do have the Full Application online and ready to go. Both Agency Managers or Customers can complete the credit app which will be forwarded on to the Credit Department for rapid processing. The Credit Application can be accessed from the home page by clicking on the Apply For Credit link from the top main menu, or by clicking the link at the beginning of this sentence.

Some of you may have noticed that the plain text e-mails generated by the website have simple tables which often get skewed and are hard to read. We’ve fixed that this week by converting e-mails to be encoded in HTML. Basically, this enables us to format the font (style, size, bold, etc.) as well as use a much better table scheme which will align everything regardless of the content. This will certainly help deciphering EFS card load e-mails along with the Log Hold Status. Be sure to keep an eye on your inbox for those! If you aren’t registered with Wall Street Online, don’t miss out. Head to the Registration Page and sign up today!

Finally, sneaking in at the last minute this morning, there is a new Print Log Hold List button on the Log Status Page. This will generate a PDF of all your drivers, their log status, as well as any note from the Log Department. Be sure to check the Log Status List weekly to ensure all your drivers will get their checks.

That’s the bleeding edge. As always, if you notice any bugs or strange happenings on the website or anywhere else (except ghosts in your attic, we can’t help you there), please e-mail us about it.

See the full change log below.

Have a Great Week!

–Chris
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January 6, 2010

EFS Management

Filed under: Help, How To, New Features — Tags: , — Chris Marshall @ 5:10 pm

The EFS Management Page on Wall Street Online is the one-stop-shop for administrating the aftermath of EFS Card Loads. With v10.2, Wall Street Online is able to receive and interpret the response e-mail directly from EFS. We no longer have to dig through the raw output but can easily see which, if any, loads have failed. Plus, we can take actions to correct failed loads from the same page.

Screenshot of the EFS Management Page

EFS Management Page

The EFS Queue has also been moved to the Management Page as well. It still offers the ability to Force Card File Transmission along with being more dynamic than the previous Queue. Whole File retransmission has also been moved from the EFS Summary page to the EFS Management page. If EFS does not receive a file, or did not process it, we can resend the file without entering each individual card load.

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