Patch 2.73

Mailer Interface

Campaigns

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.

Logs

Mailer logs allow you to see and filter results regarding your mail campaigns.

New Policy Status: Insufficient Data

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.

Optimizations & Fixes

Filters

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.

Exporting

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.

Policies

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.

Table Formatting

First pass at standardizing the look of tables and buttons, as well as specific column placement to give the system a more seamless look.

TLDCRM Phone System Update 01/16/2014; New Extension Patterns & More Info

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.

Frequently Asked Questions / Situations

What is a queue?

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.

I want to Live Transfer calls to my agents on one of my inbounds.

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.

Extension Patterns for your Office

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”).

Extra patterns:

_00XXXX Esotech Inc. ex. 001 for Sales, 002 for Support.
_0YXXXX Interoffice (Request List of Offices for Y)

Legend:
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 support@esotech.org. Phone calls should be reserved for emergencies. Please note that we may create a ticket for you if we are experiencing high call volume.