New Features/Enhancements

Highlights

Admin: User Registration Export

What does it mean for Admins?

The export function for User Registration is being enhanced to include all fields and inactive users.

inTouch: Engagement Report Excludes Webhooks

What does it mean to Marketing Managers, Sales Managers, and Admins?

The Engagement Report option was added not to include webhooks when running the report. Turning the webhooks off while running the report significantly improves the speed of loading the report. Very few Engagements include the use of webhooks.

Open

inSight: My Reports Adding Report Name

What does it mean to Marketing Managers, Sales Managers, and Admins?

The My Reports grid will include an additional column to the table to show the Report Name in the table grid. This will make it easier to reference the report you pulled when you are ready to download or delete it.

Open

inTouch: Path | Template Added to Email Report Grid

What does it mean to Marketing Managers, Sales Managers, and Admins?

This enhancement adds a column to the Email Report Grid to show the Task Name | Template Name to the grid. This will allow you to preview the report content without going back to inTouch for review.

Bugs

inTouch Signature Blocks: Branch Phone Number

Issue: The formatting of the Branch Phone Number was different from other phone numbers in the signature block.

Status: Resolved

inTouch: Engagement Report Totals

Issue: When you sort a column, the total row at the bottom disappears.

Status: Resolved

Lead History | Email report content preview for engagements

Issue: The content preview in the Lead History and Email Report was not displaying the tokens that reflect the custom data included in the engagement.

Status: Resolved

Custom Filters: Less than Filter

Issue: The less than filter was including less than or equal to in the logic.

Status: Resolved

inFlow: Navigation to Marketing Report

Issue: Users could not navigate to the Marketing Report from the inFlow tab in Insellerate.

Status: Resolved

SMS: Partner SMS

Issue: When a partner has two applications with a borrower, if a borrower responds to an SMS, it is routed only to the newest application.

Status: Resolved

iCalendar Downloads of Follow-Ups

Issue: When a client downloads an iCalendar, it is not displaying within the user's calendar when using a Mac.

Status: Resolved

inTouch: Updating a Template with an Email From the User

Issue: When removing an Email From the User when updating an inTouch template, an error occurs.

Status: Resolved

inTouch: Partner Dropdowns

Issue: When adding an inTouch Task, the dropdowns for partners were not displaying all results with search and scroll options.

Status: Resolved

inFlow: SMS Displaying Out of Order and Delayed

Issue: Some SMS messages were coming in out of order. Research indicates the problem results from carrier error in sending the SMS.

Status: Resolved