Mailer Send Welcome Email button has been modified and improved. It will now choose to send a normal email or marketplace email based on the Marketplace checkbox on a policy, as is configured in the Options section under Settings The Send Marketplace Welcome Email button has been removed now that the system detects which email to send. We […]
Commissions Received This is a new feature that has been a long time coming. This is part 1 of 3 parts regarding commissions. The parts are: Commissions Received from Carriers Commissions Paid to Agents Commissions Estimation from Carriers (Hardest part) Today we launched our first rendition of the Commissions Received module in manual mode. The […]
Login Changes Redirect to Admin Profile Page now works again. tldcrmdev.wpenginepowered.com is no longer the main login page. login.tldcm.com is the new page. We are moving info.tldcrm.com to tldcrmdev.wpenginepowered.com. tldcrm.com will redirect to tldcrmdev.wpenginepowered.com as well. tldcrmdev.wpenginepowered.com will be a marketing and FAQ website as it is now and will be improved in the future. […]
Callbacks You can now set more than one callback per lead, and you don’t need to clear the previous callback. Callback Maximums are still in effect. Login Login attempts are now logged in the system, along with the session they were logged in on. We record all information regarding the login source. Login now has […]
Changed system font to Open Sans. Whole system should have a cleaner look. Added Font Awesome Icon Set. Fixed issue with Changing Columns in Lead Screen Now unsetting all checkboxes will return back to Default Settings. Dialer Lead Page has been Reorganized to be less daunting. Broken into Sections: Main, Medical, Insurance, Marketing and Admin […]
New Payment Type Check New Field: check_number in relation to Check. *Must be enabled under “Fields”. Disabled by default. New Filters All new filters that have multi checkboxes include the NOT feature, which allows you to search for selections that do NOT included what is selected. Users Roles Abilities Status Language Modified Date Created Date […]
Added Language, Language Code on Lead and Policy Exports Added Product, Carrier and Plan Descriptions to Exports Fixed an issue with Date Effective Filters in Policies Vendors You can now redirect successes or errors when posting to Vendors to whereever you like. A Success and Error URL must be provided The URL will be appended […]
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 […]
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