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New Feature/Enhancements

Marketing Communications Control Settings

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The user can override the User Level Profile settings at the Lead Level by selecting the inTouch Action Tool for a specific lead.

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When first opened, the Lead Level Control settings all are defaulted to No Selection which means the User Profile Settings will be used.

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The user can then select a specific communication type and decide if marketing will be sent “Yes” or “No” for that lead. Any settings added/updated on this popup will be applied to the lead.

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Users can now filter the Marketing Report by Branch.

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SMS Responses: Added to Engagement Report Detail Popups

Nowhere in the Engagement Report is the user able to see the actual SMS sent and the response. A response was not available prior to the release on this report.

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Fixes

Partner Branch Fields:

Several partner branch-related fields where showing were shown as checkboxes. All are now showing as their correct field type.

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Inactive users can now be selected if a global search by the user is completed.

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