Minor Fixes and Updates Centered Tags on Users and Vendors, it was slightly off. The Quick Search in Vendors now allows you to search by DID in any Phone Format. Interruptions Tab has been Added to the Agent Dashboard To turn this one go to Settings -> Options -> Dashboard and set it the setting […]
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 […]
TLMessenger – Inbound SMS / MMS Blocking A little flag now exists on the TLMessenger Window. Clicking this flag will allow you to Block / Unblock a Contacts Phone numbers from inbound SMS. A popup will ask you for a “Reason” Any further inbound messages will not notify the agent, and will not store any […]
Next up for the Vendor API’s is the Vendor Call Log API, which allows you to limit and customize what a vendor can pull. By default it is disabled, once you set it up, vendors will be able to use the URL provided in the Call Log API to query data out of TLD similar […]
We’ve just released a major update to our Vendor system with the introduction of the new Vendor Availability Ping and several UI/UX improvements across the Vendor ecosystem. Here’s what’s new: 🚦 New: Vendor-Specific Availability Ping This new Ping system is tied to individual Vendors and allows you to log availability pings without including phone numbers, […]
Patch 10.3.5 📲 TLMessenger Updates Added Send vCard feature (enabled for all accounts): vCard will use your User Profile and Account / Agency Profile to create a vcard with your Name, Company/Agency Name, Nickname( if Set ), Phone Number, and Email. For SMS Numbers it will mark them as mobile, For email it marks them […]
Data Risk in Vendor Relationships: The Hidden Costs of Sharing Too Much When partnering with vendors—especially in marketing, lead generation, or call analytics—it’s easy to overlook how much data you’re handing over and what that really means for your business. While data sharing is often necessary for optimization and performance, it also opens the door […]
Multi Checkbox Optimization On larger accounts with lots of data, particularly users, Chrome would cause browser hangs when there were too many multi-checkbox elements on the page with lots of options. These have been rebuilt using a custom virtual scroll methodology and replaced system wide. They SHOULD FUNCTION EXACTLY, the same except be faster, if […]
New Report – Policy Persistency Report Find this Report under Reports -> Manage All under the Sales Area. Note: There is no Direct Menu Link for this Report, you must load it from Reports-> Manage All Report Updates – New CPA Reports Added the following Fields as well as Formulas related to them Verifications Submissions […]
This is a Minor Patch, it’s mostly for lazy third party data vendors and web forms posting policy data into TLD, refusing to use the Ingress API and refusing to actually provide any data so making us assume alot of it to make it work. Posting in a Policy with just a Product will auto-look […]
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