New Features/Enhancements

Highlights

Social Media: New Activity Report

As part of our continued expansion of compliance reporting tools, users with access can open the Social Media History Report found in the inSight dropdown list. This report allows users to view all social media post activity and download it to an Excel file. This can be shared with others as needed.

Open

Open

Improvements

Email Report

Improved Email Report performance to account for larger data sets.

New Custom Fields

Added 50 additional custom fields for client use.

Lending QB LOS

Now reads which borrower is defined as Primary on the Lending QB application.

Bugs

Task Management Page Email Report

Issue: The link was failing to load the report.

Status: Resolved.

My Pipeline Customer Type Dropdown

Issue: The Partners customer type was causing an error.

Status: Resolved.