New Features/Enhancements
Highlights
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Knowledge Center | Major Mobile App Release | Web Application Release 123
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Mobile Application Major Update- App version v1.9.22 (126)
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Why it Matters
We understand that being able to manage your leads from anywhere can make the difference in getting a deal complete.
SMS
The SMS feature now includes a Call Now button to allow that allows you to start a call from the SMS screen.
Clicking on a lead from the SMS screen will take you directly to the client lead details screen
Assignments
Users with permission to assign leads can now assign leads through the mobile appclient’s Lead Details screen.
Search
When search results are displayed, you can now see the primary agent.
History
Calls placed in the mobile app application will now display in the history.
You can filter the history to call activity to see just only those calls made to the client.
If you have permission to listen to recorded calls, you can click on the link displayed as a time value to play back the call.
Partners
You can now see associated applications in the mobile application showing all leads associated with the partner.
Assignments
Users with permission to assign leads can now assign leads through the mobile application.
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Web
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Application v123
Duplicate Management
When applying a filter in duplicate management, the filter was only applied to one of the records in the duplicate group. This enhancement applies the filters to ALL records within a group.
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The original assignee was displaying as the User ID. The system has been updated to show the user name.
User Profile Update
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Additional fields were added in anticipation of future featurefeatures.
User Registration Update
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Order of fields being redesigned. Some clients are piloting AgentConnect. If you have this feature enabled, users will see an additional section on the right-hand side of the screen.
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Bugs
Open Lead CAP Cap Exceeded
Issue: Users did not display an error when they attempted to “Take” leads beyond their set lead cap. The following error displays: “The daily open lead cap has been reached. Please try again tomorrow.”
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