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Release Notes 136- 2/8/23

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New Features/Enhancements

Highlights

inTouch: Email Task - Primary Agent Selection Optimized

What does this mean to Marketing Managers and Admins?

KAT-12417 - Getting issue details... STATUS

The From Primary Agent checkbox is being removed. The drop-down for From User will auto-populate the Primary agent. You can select the drop-down to change it from the Primary Agent.

Partner Workflow Enhancements

What does this mean to Loan Officers and Sales Managers?

Referral Partner Report Updates

  • Added Referral Partner Status Column
    KAT-14190 - Getting issue details... STATUS
    A column was added for the Referral Partner Status to the Referral Partner Report. This will show you the status section that the lead is currently in on the report.

  • Ability to Group by Column
    The Referral Partner Report results can be grouped by column. This option also exists in the Marketing Report.

Partner Status Grouping in inFlow

  • Ability to Group by Column in the Status Sections in inFlow
    Users can group the results by any of the columns in the status sections in the Pipeline Panel. This functionality is only available in the Partner workflow.

Screen Shots and Article updates

KAT-14306 - Getting issue details... STATUS

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