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Edit button moving to the left side of the screen for easier access when editing campaigns.
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inTouch
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Now Mapping Branch
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Information to the Sender
Currently, the communication will reference the branch information from the Primary Agent when using InTouch. This This enhancement will pull the branch information based on the sender of the InTouch communication.
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Lead data posted into Insellerate will now enforce accurate values for the Loan Type and Loan Purpose Type. Lead providers were sending bad data so additional filters and logic have been put in place to handle this more effectively.
User Profile will
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Hide the On/Off Toggle for SMS, Email, and RVM
The User Profile will automatically hide the inTouch on-off On/Off toggles for SMS, Email, and RVM from the user. A new User Preference selection will allow entitled users to update these settings. Please contact support Insellerate Support to enable selected users to view the marketing controls in their User Profiles.
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This will allow marketing managers more control over engagement communications |
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SMS Consent for External Contacts/Partners
SMS consent for an external contact/partner now will only be required once. If the external contact/partner is added to a new application the consent will transfer automatically.
Inbound Call Routing:
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All Agents are Unassigned when Existing Lead is Won by Another Agent
When a user wins a call via Inbound Call Routing for an existing lead in the system, the winner will be auto-assigned to the as the primary agent. All other former users assigned will be removed.
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Campaign and User Level Lead Caps
Currently, Campaigns and User level leads caps show a Level Leads Cap show zero (0) if no lead cap has been defined which can cause confusion. The enhancement removes the zero (0) and will show blank for Campaign and User lead caps Lead Caps when no defined lead cap exists. If If a user/admin updates the lead cap to zero (0), then no leads will be distributed to the campaign or individual user.
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As a reminder, User lead cap settings override Campaign lead cap settings. |
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Bugs
Content Management
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Issue: If the inTouch on-off On/Off toggle updates, the system removes the Agents agents from the content.
Status: Resolved
inTouch Filters
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Issue: When trying to remove a single inTouch filter, all selected "Status and Activities" were removed.
Status: Resolved
Post Date
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Issue: The post date was showing up in the incorrect date format.
Status: Resolved
inSight Internal Call Routing Reporting
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Issue: When a call comes into a Primary Agent on an account that goes unanswered and moves to a forwarding number, those calls were incorrectly being reported as Routed to Primary Agent.
Status: Resolved. These calls will now report as Missed Calls.
New Lead Notifications
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Issue: New Lead notifications were displayed in alphabetical order instead of newest to oldest.
Status: Resolved
Engagement Report Email Attempts
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Issue: The Engagement report Report shows the number of attempted emails. The attempted email number should match WebHook the Webhook attempted number and it was not accurately populating.
Status: Resolved
My Pipeline Field Errors
Issue: My Pipeline fields were not pulling up with the following fields in use:
Program3Offer1InterestRate
Program3Offer1DiscountPoints
Program3Offer1APR
Status: Resolved
inFlow Follow-Up iCalendar
Issue: When scheduling a follow-up in inFlow using the Add to Calendar function selecting iCalendar File, the follow-up is created, but the pop-up does not close.
Status: Resolved
inFlow Assignment to Primary Agent
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Issue: When assigning a lead in inFlow, the assignment did not update the primary agent.
Status: Resolved