New Features/Enhancements
inFlow: Bulk Reassignment Loan Amount Field Added
The Loan Initial Amount column has been added as a column selection for bulk reassignments in Bulk Actions. You will be able to use this as a filter when selecting reassignments.
Date and Date/Time Fields
The datetime data fields will apply consistent formatting and export structure. When these fields are displayed within the system, they will show the date and time of the current user’s system timezone. Data will convert and save to UTC format when saved in the system.
Lead Distribution: Verification for State License
When verification for state licensing applies, the system first looks to the property state on the lead and then to the available area code for a phone number. If the system finds a matching application or prospect where the property state is blank but where a phone number is present, the system will use the caller’s area code to drive the distribution of the lead. If both home and mobile numbers are available, the logic will prioritize the home number.
Admin Custom Queues and My Pipeline Filters Allow Edits
Currently, custom filters are not editable. This enhancement will allow users to modify the list of fields used in the custom queues and My Pipeline Field Views.
If the custom filter was used in a My Pipeline task, the filter could not be updated. The user would need to replicate the filter and save it as new. This will ensure that historical data for the tasks will report correctly.
Nightly Batch Process Enhancement
For clients with professional services including configuration to allow for SFPT batch updates, the system was enhanced to monitor batch errors and retry the uploads.
Bugs
Scroll Bars
Issue: The scroll bars on some screens were overlapping.
Status: Resolved
inSight: App Created Date Filter
Issue: The dates were not correctly saved when selecting a date range for the Application Create Date. 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