TLD CRM BoostPatch 10.4.3

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Documents

  • Added Ability to Move Document from a Lead or Policy to any Lead or Policy.
    • This logs in Change Logs
  • Added Remove Document function, currently this is staff only currently. Deletes the Document Reference and the File.
    • This logs in Change Logs

Esignatures

  • Added checkbox Icon in Template Builder, allows client to Check off the box when signing and does preserve to the PDF, however currently does not validate on Submit.
    • Will add required to that later, we have some planned improvements for multiple signatures, timestamps, inputs, required checkboxes, etc.
  • Esignatures can now be Revoked if the agent is allowed and the esignature allows revocation. Allowing Revocation is retroactive.
    • Revocation is for someone who calls in and says they no longer give consent or want to follow the agreement.
    • Popup will ask for Revocation Reason and Log Revoker and Date Revoked.
  • When a Signing Block occurs due to IP Address Protection, we now log the Event. These events happen before Finalizing Signing and will be in the backpage.
  • When a Download Block occurs due to IP Address Protection, we now log the event. These events happen after Finalizing Signing and will NOT be in the backpage.
  • Downloading an Esign PDF now logs to the Esignature.
  • Esignature Logs now has Link to the PDF and Backpage.
  • The Esignature Popup on Contacts now has the Link to PDF and Backpage.

Onscript AI Integration

  • Added Feature: Passthrough Enabled / Disabled ( Manual Send Only ) / Duration Limited. Default Enabled.
    • Configurable Pass through Minimum Seconds.
  • Improved Job Handling of Mass Send to Onscript.
  • Standardized Payload Mapping for future Features:
{
    “url”: “recording.url”,
    “call_timestamp”: “call.call_date”,
    “client_phone”: “lead.phone_number”,
    “remote_id”: “account.account_id”,
    “agent_id”: “user.user_id”,
    “agent_name”: “user.full_name”,
    “team_id”: “user.user_group”,
    “team_name”: “user.group_name”,
    “call_center_name”: “user.agency_name”,
    “affiliate_name”: “call.vendor_id”,
    “first_name”: “lead.first_name”,
    “last_name”: “lead.last_name”,
    “client_city”: “lead.city”,
    “client_state”: “lead.state”,
    “client_address”: “lead.address”,
    “client_zipcode”: “lead.zipcode”,
    “call_direction”: “call.call_direction”,
    “call_type”: “call.call_type”,
    “call_disposition”: “call.agent_status”,
    “call_duration_sec”: “call.talk_time”,
    “hangup_direction”: “call.term_reason”,
    “sub1”: “call.vendor_lead_code”,
    “sub2”: “call.lead_id”,
    “sub3”: “call.uniqueid”,
    “sub4”: “recording.recording_id”,
    “sub5”: “call.campaign_id”,
    “sub6”: “call.list_id”,
    “sub7”: “call.did_pattern”,
    “sub8”: “user.agency_id”
}

Bugfixes and Improvements

  • The ACA Number can no longer be added to DNC.
  • Fixed a permissions issue with Adding Commissions Paid
  • Revealed the Policy Pending Approvals Menu for all accounts, no longer an option to turn it on.
  • Added missing Permissions to Explore Dropdown
  • Ingress Update Policy now returns an error object in status when status validation fails, instead of just showing 0.
  • Fixed a bug causing TLM Block to Check on every Page Load even when not on a contact
  • Fixed an issue with Browser Desktop Notifications where the HTML was being preserved and looking bad. Now should look like normal text and a normal notification.
  • User ID wasn’t being logged in Jobs.
  • Added Filters in Logs -> Jobs
  • Jobs now show Link to Job Log on it’s Completion notification.