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New Features/Enhancements
Highlights
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Login: New Login Process
What does it mean for all Insellerate users?
You can continue to use your last email and password to login into log in to Insellerate. If you have any issues logging in, follow the password reset process.
(Insert Job Aid)
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inTouch: Inactive Paths
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Do Not Count Toward Your Allotted Total
What does it mean for all Marketing Managers and Admins?
Now when a Path path is marked 'Inactive” Inactive,” it will not count towards toward your total of 35 allowed paths.
User Preferences:
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Borrower Default Type
What does it mean for Loan Officers and Sales Managers?
In the user preference User Preference section, you can now set the inFlow default to either show the Customer or the Partner view. (Insert updated User Profile Video)
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inFlow: Partners Other Field Customization
What does it mean for Loan Officers, Sales Managers, and Admins?
When an organization uses an Other Field for a Partner, that field will show the custom name in inFlow and inTouch engagement tokens. Visibility to the custom field name will improve the user experience by seeing the category name for the data contained in the field.
inSight: Referral Partner Report
What does it mean for Loan Officers, Sales Managers?
You can now see the Primary Agent as a column in the Referral Partner Report.
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Bugs
inSight: Call Recordings
Issue: Ring Central calls were not playing back entire calls.
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Status: Resolved
inSight: SMS Report Team/Agent Selection
Issue: The SMS report was pulling pulled in the correct data when using the Team/Agent drop-down.
Status: Resolved
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