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 […]
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.
Dialer Mutiple Fixes to Dialer jQuery Added Trash Status Removed Transfer and Hangup Buttons Removed Limitation on Dispositioning leads since it is no longer connected to Asterisk Moved insertLog into lead model instead of dialer controller. allows for logging in other areas of the system (like lead edit page) Moved Verification and Status Updates into […]
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 […]
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