Users
- Users can see in User Section users from other Accounts. They can now also kick them out.
- Highest Role is now shown along with Level, for both Users and Non account Users.
Users
Dialer
System
Leads
Relays are now live.
Dialer integration have completely changed in form and functions in terms of how data gets from TLD to Dialers (Genesis).
It is now possible to send a lead from TLD to multiple dialer posts or other dialer vendors. This allows you to resell your leads should you choose to in real time.
Please see the section on using Relays for more details.
As a courtesy all accounts have been updated to use Relays based on the “Third Party” settings that was used previously.
Lot’s of Patch notes! New Technologies! Make go more faster!
Mailer campaigns allow you to pair a Mail Template (From the Templates Section) as well as add a subject, filter criteria for Lead or Policy, and the age of the lead at which you want to send an e-mail.
Emails are sent once per hour on the hour and filter age criteria based on the exact moment the lead came in. This formula has proven to work well as it is often synced with the time a person was already seeking and inquiring health insurance. It also allows us to stagger emails to prevent flooding the email service.
Mailer logs allow you to see and filter results regarding your mail campaigns.
Added Insufficient Data section for when you havbe submitted a policy but are missing data. Works as a queue for your agents to fix the data. Added a button for this status as well.
Combined JS methods for Filters into one patterned script for better performance. Removed “click” filtering when using multi-checkboxes and checkboxes. You must now press Go to filter. This will increase performance in some cases when selecting multiple checkboxes.
Exports work across Leads and Policy sections properly. There was an issue where if you were on anything but the “All” section in Clients, it would not export based on the section you were on.
Fixed an issue where you could “Reactivate” a policy before Submitting it, leaving it with no Date Sold.
Now displaying Policy Date information at the bottom near the buttons. This includes Created, Modified, Verified and Sold Dates. This will be editable by Admin or higher in a later patch for now it is just display. Will include Cancelled and Kicked Dates as well.
First pass at standardizing the look of tables and buttons, as well as specific column placement to give the system a more seamless look.
Our development team has been hard at work creating a state of the art drip campaign mailer using the newest technologies.
A combination of NodeJS, Amazon SES and PHP.
In order to better service VOIP needs of our clients we have done a complete reconfiguration of the Asterisk server.
TLDCRM now Support Mozilla Firefox!