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Release Notes 153 - 10/11/23

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New Features/Enhancements

Highlights

Content Library

Filter Tag(s): AND/OR filter capabilities

Users can define filter logic for tags in the Content Library using a new AND/OR toggle option. The default filter logic is set to AND.

Admin Controls

User Impersonation: A new administrative control is now available allowing a user to impersonate any user per their branch admin permissions. Please contact the Insellerate Support Team to activate this feature.

Last Outbound Call Field: A new field has been added that will always show the date/time of the last outbound call made to the contact. The field can be used as a filter for inTouch, custom queues, or preset reports.

Example: Show me all leads where the last outbound call was > 30 days ago. The field can also be added to the inFlow application.

Outlook Integration: Linking Outlook Invites to Insellerate Contacts

Invitations corresponding to an application or contact in Insellerate will be automatically linked in the Outlook integration. The user must be assigned or have access in order to view the application or contact for the event to be associated. Read more about the Outlook Calendar Integration.

Notes

  • The system will only attempt to link invitations containing a single invitee.

  • In instances of multiple matches, the system will link the invitation to the most recent lead with activity.

inFlow

The Take button has been relocated to the front of the table in Open Leads, Custom Queues, and Prospect Search Results. This will provide enhanced convenience and easier accessibility.

AgentConnect*

  • New Menu Bar
    The menu bar now contains links to the following:

    • inFlow

    • Content Library

    • AgentConnect Training

  • New Help/Support Icon

  • My Network Search Bar
    When searching for a realtor using the My Network search bar, the results are listed in alphabetical order.

 

*AgentConnect information is added early to accommodate the varied time between standard releases.

Bugs

InFlow Partners

  • Issue: The Team/Agent dropdown was not working.

  • Status: Resolved

Content Library

  • Issue: The email from Search in task creation was not working.

  • Status: Resolved

Mobile App

  • Issue: Sound was inconsistent for new SMS or lead (if this feature was turned on).

  • Status: Resolved

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