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Release Notes 169 - 5/22/24

Release Notes 169 - 5/22/24

Highlights


You can review previous Release Notes to see all of the system enhancements we have implemented.

Calling List Tool: Prioritized Alerts Added as an Audience Option

Users can now select their Prioritized Alerts as an audience in the Calling List Tool. This will help in calling through open items more quickly. Just select Prioritized Alerts in the Audience Type and then choose if you want to work on Applications or Partners.

image-20240514-155322.png

inFlow: Call Through Prioritized Alerts within inFlow More Quickly

New logic has been added to Prioritized Alerts in the new inFlow to assist users to call through more quickly.

  1. When you call a record in Prioritized Alerts by selecting the phone number, the record will load and then remove itself from the list so you know what items are still outstanding.

  2. Every ten minutes Prioritized Alerts will auto refresh to load in new alerts.
    Note: If recently called records still qualify for Prioritized Alerts, they will reload into the section.

    image-20240514-155743.png

     

Email Editor Updates

Several updates were made to the advanced email editor in inTouch and the Content Library to improve the user experience.

  1. AI Editor: Users can now use AI tools to assist is crafting emails.

    image-20240521-152006.png

  2. Redo/Undo button: Added in case you make a mistake.

    image-20240521-152318.png

  3. Image Folders: Admins can now set users to view all org images or only view their personal images.

    image-20240521-152407.png
    New permission in User Registration

     

Other Enhancements

  1. inFlow 2.0 Left Side bar: Can be set to as Expanded or Collapsed.

    • Expanded: Sidebar stays fixed on the left side.

    • Collapsed: Sidebar remains collapsed until the user hovers over it and then it will auto expand.

  2. Email Reporting: Updated to align with SendGrid changes for more accuracy.

 

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