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Release Notes 169 - 5/22/24

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Highlights

Review All Release Notes to see all of the system enhancements we have implemented.

Calling List Tool: Prioritized Alerts added as Audience

Users can now select their Prioritized Alerts as an audience in the Calling List Tool to assist in more quickly calling through open items. Just select “Prioritized Alerts” in the “Audience Type” and then choose if you want to work on Applications or Partners.

image-20240514-155322.png

InFlow: Ability to call through Prioritized Alerts within inflow more quickly

New logic has been added to “Prioritized Alerts” in the new inFlow to assist users to call through more quickly.

  1. When you call a record in “Prioritized Alerts” by selecting the phone number, the record will load and it will remove itself from the list so you know what items are still outstanding.

  2. Every 10 minutes “Prioritized Alerts” will auto refresh to load in new alerts. Note: if recently called records still qualify for “Prioritized Alerts”, they will reload into the section.

image-20240514-155743.png

Email Editor Updates

Several updates where made to the advanced email editor in inTouch and Content Library to improve the user experience.

  1. AI Editor: users can now use AI tools to assist is crafting emails

    image-20240521-152006.png

  2. Redo / Undo button added in case you make a mistake

    image-20240521-152318.png

  3. Image Folders: admins can now set users to view all org images or only view their personal images.

    image-20240521-152407.png

Other Enhancements

  1. inFlow 2.0 Left Side bar: can be set to as “Expanded” or “Collapsed”.

    1. Expanded: Sidebar will stay fixed on the left side.

    2. Collapsed: Sidebar will remain collapsed until user hovers over and then it will auto expand.

  2. Email Reporting: Updated to align with SendGrid changes for more accuracy.

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