- 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.
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.
The envelope button on Zoiper now accesses your office’s voicemail menu. Please request your password if emails are insufficient, we can change the password from the default and even recommend it.
All TLD members are now using the same config style and as a result we can more easily troubleshoot and solve problems that may arise.
A queue is a line (or queue, if you will) of callers that will ring all members until the call has been picked up, in which case the next caller in line is advanced and proceeds to ring all the members. Often these are attached to at least one of your inbounds. Queues can be added, customized, fixed, or changed by contacting Esotech via support ticket or phone call. Queue changes are not considered urgent unless they are preventing calls from being received.
Live transfers MUST be reported to Esotech so that we may optimize the DID or Toll Free in question to prevent queue usage due to live transfer policies.
With the aforementioned config changes comes a new extension pattern some are already familiar with, but with extra features now added:
_1XXX Stations. ex. 1001 dials station01
_3XXX Verifiers. ex. 3003 dials verifier03
_7XXX Managers ex. 7005 dials manager05
_9XXX Admins ex. 9002 dials admin02
1000 Station Queue. Rings all stations.
3000 Verifier Queue. Rings all verifiers (“Internal Verification”).
_00XXXX Esotech Inc. ex. 001 for Sales, 002 for Support.
_0YXXXX Interoffice (Request List of Offices for Y)
Y represents client ID digits of the TLD office you wish to contact. You may request a list of offices if you need to contact another office.
X represents extension digits, ex. stationXX or stationXXX
Custom extensions are possible.
Please contact Esotech for more information and/or your request via a ticket, email, or phone call.
For all support requests please use our support system at http://support.esotech.org and create a ticket or email us at email@example.com. Phone calls should be reserved for emergencies. Please note that we may create a ticket for you if we are experiencing high call volume.
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!