Highlights

Calling List Tool

Several enhancements/updates have been made to the Calling List Tool. Read the Calling List Tool and Webphone articles for more information on this feature.

Define which custom queues can be used only in the Calling List Tool

When creating a custom queue, admins can now define in the System View Permissions dropdown where each custom queue can be viewed:

• inFlow Only

• Calling List Tool Only

• All: inFlow and Calling List Tool

This will enable admins to create custom queues for each business purpose and limit the number of queues a user has in inFlow.

Open

Enhanced Filtering

Calling List Tool audiences will only bring back the first 5,000 records. When users filter the columns, they can reload the page by selecting the Load with Filters button, and the system will go back to the database and find the first 5,000 records that match that criteria.

Open

Other Enhancements/Updates

Custom Date Filters: now filters can be applied at the hour level

Whether using inTouch or Custom Filters, users can now define date filters down to the hour. A key way to use this enhancement is in calling lists to exclude any record that has been called in the past “X” hours.

Open

Content Library: Tokens selected will now be placed immediately where the cursor is located

The email editor was placing newly inserted tokens at the top of the page. Now, field tokens will be placed where the user’s cursor is located.

MeridianLink and LendingQB LOS

Insellerate expanded the integration functionality by adding:

• Ability to create records on the LendingQB “Lead” object

• The LendingQB “ID” attribute as an Applicant tag

Bugs

Inflow 2.0

Issue: Notes were not expanding so the user could reach historical notes.

Status: Resolved.