New Features/Enhancements

inFlow: Bulk Tagging Loan Amount Filter

A Loan Amount column has been added to the filter selection columns available in bulk tagging.

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ICR: Internal Call Routing State Licensing Verification

When an inbound call comes in, and the system finds a matching application or prospect where the property state is blank, the system will use the caller’s area code to drive the distribution for state licensing verification.

Admin Custom Queues and My Pipeline Filters Allow Edits

Users can now modify the list of fields used in the custom queues and My Pipeline Field Views.

Bugs

Scroll bars

Issue: The scroll bars on some screens were overlapping.

Status: Resolved

insight: App Created Date Filter

Issue: When selecting a date range for the Application Create Date, the dates were not correctly saved. This impacted reports where the Application Create Date was used as the filter.

Status:  Resolved

inTouch: Engagement Report

Issue: On the Engagement Report, the column for the Email Body was not displaying the email content.

Status:  Resolved

inTouch: Task Flows

Issue: inTouch was allowing a task to be created without selecting at least one campaign or status filter.

Status: Resolved

inTouch: Removing Status Options from Tasks

Issue: When removing a single status from a task, it would remove all status associated with the task.

Status: Resolved

inTouch: Campaign Task Error

Issue: An error for Max 30 selection was shown before choosing over 30 campaigns when selecting campaign filters.

Status: Resolved

Admin: Custom Queue

Issue: The Application Create Date was not converting to the user’s timezone in custom queues.

Status: Resolved

Double Scroll Bars

Issue: Double scroll bars were displayed on reports and screens.

Status: Resolved

Removing a Referal Partner from a Lead

Issue:  When trying to remove a referral partner from a lead, use the X on the screen. It clears the field but does not remove the referral partner.

Status: Resolved

Review: INS2864