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The following new fields have been added and can be used in application sections, custom queues, intouch inTouch logic, or anywhere else application field data is present.
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External Contact/Partner Data: ability to use more related fields for marketing logic or custom queues
65 Sixty-five existing partner fields can now be used in applications, custom queues, intouchinTouch, custom filters, and anywhere application fields can be included in logic. View the full list here.
Other Enhancements / Updates
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Admins/users can now set a filter or action based on the last Action action associated to a lead or the date that action occurred. Lead History summarizes all the actions that have occurred on a lead. Any of those in the list can be used. Review a list of all the different actions that can occur.
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When a new partner is created, the system will check for duplicates based on Partner ID (typically NMLS# or MLSID) and Partner typeType. There are use cases where part
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Issue: Notes were not expanding so the user could reach historical notes.
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