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Users can now upload a logo for partner companies and branches to use in signature blocks or co-branded Content Library templates. See the
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New Filters: Ability to Filter on Borrower and Co-Borrower Email Addresses
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Users with access to inTouch and Workflow pages can now define the font type, color, and size to improve the usability for users with vision impairment. Users can set these definitions in the Preferences section. See the Preferences article for details.
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SMS Enhancement: User Must be Assigned to a Lead to Send SMS
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For example, if a user is assigned to a lead and has an SMS conversation with the contact but the lead is re-assigned to someone else, the original owner will no longer be able to send SMS messages to the contact.
See the SMS article for details.
Email Task Creation: Email “From”
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View Permissions Updated
When a user is creating an email task from the Content Library, in STEP Step 3 the user can define the From, To, CC, and BCC for the emails. The “From” From dropdown will now only show people the user has permission to view. This will mimic the logic in the “TeamTeam/Agent” Agent dropdown.
Read the Team/Agent Dropdown or Content Library: Emails articles for more detailed information on each feature.
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