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New Features/Enhancements

Highlights

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InTouch ability to use additional profile fields in Engagements

What does this mean to Marketing Managers?

The additional fields added to the profile for AgentConnect can be used in inTouch Emails using tokens. To access available tokens your can use the dropdown containing a list of all fields per organization that can be used in the email body.

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Expand
titleExpand to see additional added tokens
  • About Me

  • Optimal Blue BC

  • Brand Admin

  • User Disclaimer

  • Facebook Link

  • Linkedin Link

  • Logo

  • Non Bank: No

  • Optimal Blue UID

  • User profile Picture

  • Special Disclosure

  • Website Link

  • Address 1

  • Address 2

  • City

  • State

  • Postal Code

Review: Not sure if should be added to release

Jira Legacy
serverSystem JIRA
serverIdafce1aff-af6f-34f7-9349-c9e9b4a5d69b
keyINS-3412
Jira Legacy
serverSystem JIRA
serverIdafce1aff-af6f-34f7-9349-c9e9b4a5d69b
keyINS-3521

? SMS Visibility Borrowers with More than One Application (I didn’t see this one)

What does it mean to Loan Officers and Sales Managers?

SMS messages will show all text exchanges between a client and partners. This includes when the client has more than one Application. You will see the messages displayed from most to least recent.

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Bugs

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Discuss not sure if I should add looks like no changes:

Jira Legacy
serverSystem JIRA
serverIdafce1aff-af6f-34f7-9349-c9e9b4a5d69b
keyINS-2995

Partners Duplication Check

Issue: Partners will be checked for duplicates at the branch level

Status: Resolved

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Issue: 

Status: Resolved

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Issue: 

Status: Resolved

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Issue: 

Status: Resolved