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Users can now upload images and videos to Insellerate and allow team members to post to their Instagram account via Reels. This is a BETA release so please know updates and enhancements will continue based on client feedback.
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There are a few prerequisites to use this integration:
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Partners:
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Ability to
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Upload Logos to Partner Branch and Company Profiles
Users can now upload a logo for Partner partner companies and branches to use in signature blocks or co-branded Content Library templates. See the
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New Filters:
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Ability to
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Filter on Borrower and Co-Borrower Email Addresses
Users with inTouch and Custom Filter access can now create filters based on the Borrower and Co-Borrower Email fields. Read the Filters Setup article for more information on how to define filter logic.
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Preferences:
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Define Font,
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Color, and
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Size for inTouch and Workflow
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Pages
Users with access to inTouch and Workflow pages can now define the font type, color, and size to assist to improve the usability for users with vision impairment. Users can set these definitions in the Preferences section:
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. See the Preferences article for details.
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SMS Enhancement:
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User Must be
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Assigned to a
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Lead to
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Send SMS
Per customer feedback, users now must still be assigned to a lead/application in order to send new SMS messages. Use case: . The SMS text box will be grayed out if a user opens the SMS text box but is no longer assigned to the lead.
For example, if a user is assigned to a lead and has a an SMS conversation with the contact . However, company lead rules have but the lead is re-assigned to someone else. The , the original owner can will no longer be able to send SMS messages to the contact. The SMS text box will be grayed out if a user opens the SMS text box but is not longer assigned to the lead.
See the SMS article for details.
Email Task Creation: Email “From” View Permissions Updated
When a user is creating an email task from the Content Library, in Step 3 the user can define the From, To, CC, and BCC for the emails. The From dropdown will now only show people the user has permission to view. This will mimic the logic in the Team/Agent dropdown.
Read the Team/Agent Dropdown or Content Library: Emails articles for more detailed information on each feature.
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