Highlights
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You can review previous Release Notes to see all of the system enhancements we have implemented. |
Various Enhancements
Encompass Archived Loans: Update to address Encompass API changes that requires Insellerate to define which archived statuses the org wants to sync back to Insellerate. Contact support to activate this feature for a status.
Email Report Contact Type: Contact Type on the Email Report will auto default per the user’s Workflow Type set in Preferences.
Primary Agent as a new filter: Primary Agent can now be used as a filter for intouch, custom queues, and custom reports.
Resolved Bugs
Calendar Event Completion Failure: users were unable to complete a calendar event. Resolved.
Activity Change Error: If user does not have permission for the “move to” activity user was receiving a non descript error code. Error code has been updated to make issue clear.
Lead History Filter Bug: Some filter combinations were breaking lead history. Resolved.
Calling List Tool lead skipping bug: Some contacts were being skipped during in the calling list tool. Resolved.
MyPipeline Field View Un-editable: If the name of a Field View was too long, the user could not select the edit icon. Resolved.