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Release Notes 127- 9/29/22

Release Notes 127- 9/29/22

Owned by Tristy Lee (Unlicensed)
Sept 27, 2022
1 min read

New Features/Enhancements

Highlights

InSight: My Pipeline Export Allows for Additional Fields

What does it mean for Loan Officers, Sales Managers, and Admins?

An additional 39 fields were added to the My Pipeline Export option. They were allowing users to create reports to get to expanded data sets.

  1. Email Alias

  2. Email ALias Enabled

  3. Caller ID

  4. Phone User Id

  5. Apply Now Link

  6. Other Link

  7. Lead Cap

  8. Open Lead Cap

  9. Unassigned Lead Cap

  10. Loan Types

  11. Loan Purpose Types

  12. State Licenses

  13. Custom 1 (User Profile)

  14. Custom 2 (User Profile)

  15. Custom 3 (User Profile)

  16. Custom 4 (User Profile)

  17. Custom 5 (User Profile)

  18. Custom 6 (User Profile)

  19. Custom 7 (User Profile)

  20. Encompass Username

  21. Funding Suite Username

  22. Agent Connect Branch NMLS

  23. Agent Connect Brand ID

  24. Agent Connect User ID

  25. About Me

  26. About Blank

  27. Brand Admin

  28. Non Bank

  29. Enable Flyer Notification"

  30. Office Phone

  31. Profile Picture Url

  32. Optimal Blue Business Channel

  33. Optimal Blue User ID

  34. Facebook Link

  35. LinkedIn Link

  36. Website Link

  37. Logo Link

  38. Special Disclosure Link

  39. User Disclaimer

 

Bugs

 

Integrations: Lending QB

Issue: The complete export update was not showing in green when the export was finished.

Status: Resolved

 

inLead: Campaign

Issue: On the view, all page for Campaigns, the marketing channel was incorrectly displaying mail for all campaigns

Status: Resolved

 

inLead: Distribution Group

Issue: When adding or updating a distribution group, the preview was on accurately pulling in data.

Status: Resolved

 

Admin: Custom Filters | Preset Reports

Issue: Custom Filters and Preset Reports' ability to differentiate between the organization and user levels

Status: Resolved