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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 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.
TPO integrations and Partner Creation API will now check for duplicates by Partner Type
When a new partner is created, the system will check for duplicates based on Partner ID (typically NMLS# or MLSID) and Partner type. There are use cases where partType.
MeridianLink and LendingQB LOS
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Issue: Notes were not expanding so the user could reach historical notes.
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