New Features/Enhancements

Highlights

Admin: Organization Settings

What does it mean for Admins?

The Organization Settings show only the options that the administrator has permission to manage.

Open

Admin: User Registration Option to Separate Lead and Admin Permissions at the Branch Level

When setting up a user, you can now define the branch association and, if applicable, grant branch administration permissions.

For example:

• If a user needs ONLY to see leads from a branch, then you give them the Branch permission.

• If a user needs to perform Admin functions for a branch, you will give them the Branch and the Admin Branch Permission.

Open

inLead: Marketing Campaigns

Why it Matters to Marketing Managers

Branch Association Required

• A branch association is now required for all Marketing Campaigns. You can target specific branches with a marketing campaign. If none is selected, it will default to All branches.

Open

Inbound Call Routing (ICR) to Branches

• You can now associate marketing campaigns to send calls to specific branches.

Open

Associated Branch Tooltip

• A new tooltip has been added to the associated branches field stating, “Defines branch view/access permissions for all areas that lead campaigns are used: open leads, unassigned, ICR, and reporting.”

Open

inLead: Distribution Groups

Why it matters to Marketing Managers and Admins

You can now add branches to distribution groups to use in Marketing Campaigns.

Open

Bugs

inTouch: Task Creation

Issue: No error message was displayed when a task was created, and a required field was blank.

Status: Resolved

inTouch: Task Templates

Issue: Tokens to pull in data were getting cut off in the user display.

Status: Resolved

Admin: Custom Queues

Issue: Users without all branch permissions were able to add and/or remove all branch permissions.

Status: Resolved

Integrations: Quantum

Issue: The Quantum integration was not pulling in the loan number.

Status: Resolved

Integrations: Byte

Issue: Data discrepancies pulling data from Byte.

Status: Resolved

Integrations: TPS

Issue: The scroll bar was not functioning.

Status: Resolved

inSight: My Pipeline

Issue: My Pipeline results were not being filtered by branch permissions.

Status: Resolved

inSight: Inbound Call Routing (ICR) Report

Issue: The report was not populating accurately when the user has “All” branch permission.

Status: Resolved

inLead: Default Agent Routing

Issue: The default agent routing was not properly routing.

Status: Resolved