Skip to end of banner
Go to start of banner

Release Notes 134- 1/12/14

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 2 Next »

New Features/Enhancements

Highlights

InTouch ability to use additional profile fields in Engagements

What does this mean to Marketing Managers?

The additional fields added to the profile for AgentConnect can be used in inTouch Emails using tokens. To access available tokens your can use the dropdown containing a list of all fields per organization that can be used in the email body.

 Expand to see additional added tokens

  • About Me

  • Optimal Blue BC

  • Brand Admin

  • User Disclaimer

  • Facebook Link

  • Linkedin Link

  • Logo

  • Non Bank: No

  • Optimal Blue UID

  • User profile Picture

  • Special Disclosure

  • Website Link

  • Address 1

  • Address 2

  • City

  • State

  • Postal Code

Review: Not sure if should be added to release INS-3412 - Getting issue details... STATUS INS-3521 - Getting issue details... STATUS

? SMS Visibility Borrowers with More than One Application (I didn’t see this one)

What does it mean to Loan Officers and Sales Managers?

SMS messages will show all text exchanges between a client and partners. This includes when the client has more than one Application. You will see the messages displayed from most to least recent.

Bugs

Discuss not sure if I should add looks like no changes: INS-2995 - Getting issue details... STATUS

Partners Duplication Check

Issue: Partners will be checked for duplicates at the branch level

Status: Resolved

Add

Issue: 

Status: Resolved

Add

Issue: 

Status: Resolved

Add

Issue: 

Status: Resolved

  • No labels