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Release Notes 180 - 10/30/24

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Highlights

You can review previous Release Notes to see all of the system enhancements we have implemented.

Various Enhancements

  • Encompass Archived Loans: Update to address Encompass API changes that requires Insellerate to define which archived statuses the org wants to sync back to Insellerate. Contact support to activate this feature for a status.

  • Email Report Contact Type: Contact Type on the Email Report will auto default per the user’s Workflow Type set in Preferences.

  • Primary Agent as a new filter: Primary Agent can now be used as a filter for intouch, custom queues, and custom reports.

Resolved Bugs

  • Calendar Event Completion Failure: users were unable to complete a calendar event. Resolved.

  • Activity Change Error: If user does not have permission for the “move to” activity user was receiving a non descript error code. Error code has been updated to make issue clear.

  • Lead History Filter Bug: Some filter combinations were breaking lead history. Resolved.

  • Calling List Tool lead skipping bug: Some contacts were being skipped during in the calling list tool. Resolved.

  • MyPipeline Field View Un-editable: If the name of a Field View was too long, the user could not select the edit icon. Resolved.

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