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What does this mean to Loan Officers and Marketing Managers?
A new button was added to Step 1 of the Task Creation process. A Send a Test Email was added to enable users to send a test email to see how the content is displayed before sending it out to the selected audience.
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An Edit Content option is available for the Content Library. Users can edit the email template in Step 1 of the Task process by clicking the ‘pencil’ icon. Depending on the user’s permissions, the content may or may not need additional approvals. The history of the template versions is stored in an Insellerate.
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Templates are permission-based and can be set to editable or non-editbale. |
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Bugs
inSight
inSight - SMR V2 Value Display Inconsistency
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