New Features/Enhancements
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What does it mean for Admins?
The export function for User Registration is being enhanced to include all fields and inactive users.User Registration Edit
inTouch: Engagement Report
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Excludes Webhooks
What does it mean to Marketing Managers, Sales Managers, and Admins?
The engagement report Engagement Report option was added not to include webhooks when running the report. Turing Turning the webhooks off while running the report will significantly improve improves the speed of loading the report. Very few Engagements include the use of webhooks. Engagement Report Edit
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inSight: My
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Reports
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Adding Report Name
What does it mean to Marketing Managers, Sales Managers, and Admins?
The My Reports grid will have include an additional column added to the table to show the Preset Report Name to in the table grid. This will make it easier to reference the report you pulled when you are ready to download or delete it.
My Reports Edit
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inTouch: Path | Template
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Added to Email Report Grid
What does it mean to Marketing Managers, Sales Managers, and Admins?
This enhancement will add adds a column to the Email Report Grid to show the Task Name } | Template Name to the grid. This will allow you to preview the report content without going back to inTouch for review.
Email Report Edit
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Bugs
inTouch Signature Blocks: Branch Phone Number
Issue: The formatting of the Branch Phone Number was different from other phone numbers in the signature block.
Status: Resolved
inTouch: Engagement Report Totals
Issue: When you sort a column, the total row at the bottom disappears.
Status: Resolved
Lead History | Email report content preview for engagements
Issue: The content preview in the Lead History and Email report Report was not displaying the tokens that reflect the custom data included in the engagement.
Status: Resolved
Custom Filters: Less than Filter
Issue: The less than filter was including less than or equal to in the logic.
Status: Resolved
inFlow navigation : Navigation to Marketing Report
Issue: Users could not navigate to the marketing report Marketing Report from the inFlow tab in Insellerate.
Status: Resolved
SMS: Partner SMS
Issue: When a partner has two applications with a borrower, if a borrower responds to an SMS, it is routed only to the newest application.
Status: Resolved
iCalendar Downloads of Follow-Ups
Issue: When a client downloads an iCalendar, it is not displaying within the user's calendar when using a Mac.
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inTouch: Updating a Template with an Email From the User
Issue: When removing an Email From the User when updating an inTouch template, an error occurs.
Status: Resolved
inTouch: Updating a Template with an Email From the User
Issue: When removing an Email From the User when updating an inTouch template, an error occurs.
Status: Resolved
inTouch: Partner Drop DownsPartner Dropdowns
Issue: When adding an inTouch Task using , the drop downs dropdowns for partners were not displaying all results with search and scroll options.
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Issue: Some SMS messages were coming in out of order. Research indicates the problem results from carrier error in sending the SMS.
Status: Resolved
Do not announce but requires video updates:
AgentConnect: Remove fields- User Registration
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Enable flyer notifications: Default to true
Profile Picture URL: Moved
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User Profile Fields Removed:
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User Profile Added:
display user profile link
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panel size increase
Branch Configuration Changes:
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Rename Secondary Branches to Additional Branches
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