New Features/Enhancements
Highlights
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Social Media:
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New Activity Report
As part of our continued expansion of compliance reporting tools, users with access can open the Social Media History Report found in the inSight dropdown list. This report allows users to view all social media post activity and download it to one excel file to share an Excel file. This can be shared with others as needed.
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Improvements
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Email Report
Improved Email Report : improved email report performance to account for larger data sets.
New Custom Fields
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Added another 50 additional custom fields for client use.
Lending QB LOS
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Now reads which borrower is defined as “Primary” Primary on the Lending QB application.
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Bugs
Task Management Page Email Report
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Issue: The link was failing to load the report. Resolved
Status: Resolved.
My Pipeline Customer Type
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Dropdown
Issue: The Partners customer type was causing an error. Resolved
Status: Resolved.