Highlights

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

Various Enhancements

Encompass Archived Loans: Update to address Encompass API changes that requires Insellerate to define which archived statuses the org wants to sync back to Insellerate. Contact Insellerate Support to activate this feature for a status.
Email Report Contact Type: The Contact Type on the Email Report will automatically default per the user’s Workflow Type set in Preferences.
Primary Agent as a new filter: The Primary Agent can now be used as a filter for inTouch, custom queues, and custom reports.

Calendar Event Completion Failure: users were unable to complete a calendar event. Resolved.
Activity Change Error: If user does not have permission for the “move to” activity, the user was receiving a nondescript error code. The error code has been updated to make issue clear.
Lead History Filter Bug: Some filter combinations were breaking lead history. Resolved.
Calling List Tool lead skipping bug: Some contacts were being skipped in the Calling List Tool. Resolved.
MyPipeline Field View Uneditable: If the name of a Field View was too long, the user could not select the edit icon. Resolved.