New Features Insured Premium (Field Existed, was not on Lead Form). Insured Carrier (Select what Carrier the current lead has). Insured Intent (Does the insured intent to keep or switch their insurance). NOT Checkboxes on lead Multi-checkbox fields. Allows the user to select which items are NOT in a specific selection. Added NOT Checkboxes to […]
User Abilities There is now a section on the User Permissions called “Abilities” which is split from roles. Abilities allow for fine grained permission in the system. “Verify” allows an agent to self Verify and Submit policies. This does not allow them to cancel them. “Cancel” allows and agent to Cancel policies. It does not allow […]
Options Options menu switched to Radio Dials for ease of use. Hide Client Menu Option for those who don’t want certain tabs. Agent of Record Added as Option to Policies (As opposed to selling Agent, to help determine who it is written under) Bill Me Later on Policies can be Hidden Paid on Policies can […]
New Lead Fields Fields have been added to Vendor Mappings and Relay Mappings as well as show on the dialer screen under Contact. annual_income (number) Fixed ACAExpress Integration to use Annual Income. newsletter (checkbox) used to mark the client has opted in for a newsletter marketing (checkbox) used to mark the client has opted in […]
Document Uploader You can now attach documents to individual policies (To Contact / Lead coming next) Documents can be downloaded after uploaded. Documents can have descriptions. Max 10mb Files File Types Accepted: pdf|doc|docx|xls|xlsx|zip|7z|rar|jpg|jpeg|gif|png|bmp|txt|tiff Files are stored on our server securely and backed up nightly. There is no direct access to files you must go through the […]
Sell your live transfers through TLDCRM! We make integration between your lead sources and clients easy and transparent, from our relay system to our reports, tracking charges, expenses, and costs has never been easier. We’re here to let you focus on selling your leads in real time as they come in, or as live transfers with […]
Relays You can now see your Relays under Settings -> Relays, Relay Logs and Relay Mappings You can not edit active relays unless deactivating You can not add active relays, it will default to inactive when adding. You can not clone relays You can not activate relays You can deactivate relays You can edit mappings to set […]
Recordings Section added. Search by date, as well as phone number or extension Relays Added Integration Fields: Phone / Transfer Number Max Monthly Max Daily Modified Dialer Integration Shows only Buyer Relays On Change of Relay, shows / hide button with phone number and TEL: link to call on click via TLDSIP or Zoiper. You […]
New Features Added “Policy Name” to policies. This is a text field. It is useful for sending e-mails to clients about their product but wanting to show a different policy name than the official names in the system. It is usable in templates as {policy_name} Product Public, or Public Name is a field you can […]
Recordings: Download as WAV for Recordings. Downloads Passthrough system (private) instead of serve from subdomain (public). *Recordings domain will be removed soon. Posts and Uploads Fixed issue with Dupe Check inside Vendor. Added Upload Table to record Uploads to keep track of data. Standardized error and processed filenames for Uploads. Processed uploaded files can be downloaded […]
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