New Features/Enhancements
Highlights
Admin: User Registration Export
What does it mean for Admins?
The export function for User Registration is being enhanced to include all fields and inactive users.
User Registration Edit
inTouch Engagement Report Exclude Webhooks
What does it mean to Marketing Managers, Sales Managers, and Admins?
The engagement report option was added not to include webhooks when running the report. Turing the webhooks off while running the report will significantly improve the speed of loading the report. Very few Engagements include the use of webhooks.
Engagement Report Edit
inSight: My Pipeline - My Reports adding Preset Report Name
What does it mean to Marketing Managers, Sales Managers, and Admins?
The My Reports grid will have an additional column added to the table to show the Preset Report Name to the table grid. This will make it easier to reference the report you pulled when you are ready to download or delete it.
My Reports Edit
Insert Screen Shot
inTouch: Path | Template added to Email Report Grid
What does it mean to Marketing Managers, Sales Managers, and Admins?
This enhancement will add a column to the Email Report Grid to show the Task Name } Template Name to the grid. This will allow you to preview the report content without going back to inTouch for review.
Email Report Edit
Insert Screen Shot
Bugs
inTouch Signature Blocks: Branch Phone Number
Issue: The formatting of the Branch Phone Number was different from other phone numbers in the signature block.
Status: Resolved
inTouch: Engagement Report Totals
Issue: When you sort a column the total row at the bottom disappears
Status: Resolved
Lead History | Email report content preview for engagements
Issue: The content preview in the Lead History and Email report was not displaying the tokens that reflect the custom data included in the engagement.
Status: Resolved
Custom Filters: Less than Filter
Issue: The less than filter was including less than or equal to in the logic
Status: Resolved
inFlow navigation to Marketing Report
Issue: Users could not navigate to the marketing report from the inFlow tab in Insellerate.
Status: Resolved
SMS: Partner SMS
Issue: When a partner has two applications with a borrower if a borrower responds to an SMS it is routed only to the newest application.
Status: Resolved
iCalendar Downloads of Follow-Ups
Issue: When a client downloads an iCalendar it is not displaying within the user's
calendar when using a Mac.
Status: Resolved
inTouch: Updating a Template with an Email From the User
Issue: When removing an Email From the User when updating an inTouch template, an error occurs.
Status: Resolved
inTouch: Updating a Template with an Email From the User
Issue: When removing an Email From the User when updating an inTouch template, an error occurs.
Status: Resolved
inTouch: Partner Drop Downs
Issue: When adding an inTouch Task using the drop downs for partners were not displaying all results with search and scroll options.
Status: Resolved
inFlow: SMS Displaying Out of Order and Delayed
Issue: Some SMS messages were coming in out of order. Research indicates the problem results from carrier error in sending the SMS.
Status: Resolved
Do not announce but requires video updates:
AgentConnect: Remove fields- User Registration
Enable flyer notifications: Default to true
Profile Picture URL: Moved
User Profile Fields Removed:
User Profile Added:
display user profile link
panel size increase
Branch Configuration Changes:
Rename Secondary Branches to Additional Branches
