Lead Statuses The Sidebar now updates immediately upon dispositoning a lead. This prevents people trying to press other buttons after they have had final dispositions. Unconvert You can now Unconvert a Lead that has been converted. It will set the lead to the last known lead status. When you unconvert an Relay Transfer Conversion it […]
Lots of visual updates in this patch. It may cause some confusion for some but will be easier to navigate in the long run. Due to the amount of features we have been adding everything was getting jumbled up into the “Settings” section. We have added a new sidebar to remedy this situation! IMPORTANT: Changes […]
User & User Groups In the Users section you can now see a button next to Add User and Mass Edit that says User Groups. You can create as many user groups as you like. You can set a name, description, and skill level to keep track of the agents in your group and organize them. […]
Vendors Vendors has been restructured into a tabbed format for ease of use. Contact Section has been added to Vendors You can use this section to keep contact info on your vendors. Sales, Billing and Support Emails Fields have been added In the next few patches, these emails will be used to optionally send daily […]
Options Page Options page has been changed to a tabbed format to be easier to use Product Customization Product Edit Page has been changed to a tabbed format for be easier to use. Moved Mail settings into the Mail Tab Added Support for All Languages to Mail Tab. (Not just English Spanish, inquire for new […]
This is a Major Patch. Every part of the system is affected. We have done tons of internal testing but please keep an eye out for any strange behavior. The patch will go live Thursday 7/27/2017 There may be additional changes added in these patch notes after this initial post. Please check Tuesday for changes. […]
Rewrites / Renewals A user reported that a renewal wasn’t showing up in the renewals section, this was due to the renewal being a renewal from a previous policy. The renewal Checkbox was being used as the filter to decide wether the system would look for a rewrite or not. This has been removed in […]
PCI / PHI Updates Separation of Concerns -> Data Entry and Exporting Data Entry is now prevented with the “Disable PHI / Disable PCI Data Entry” Options The current option to Hide Sensitive PCI and Sensitve PHI Data works for exporting information You still have to check Show PCI and PHI data to get this […]
Favorites We added a new way to find your leads and allow your agents to find leads by introducing the favorites system. The favorites system is a quick way to bookmark a lead and go back to it later. It shows up on as a star next to the name of a lead when enabled. […]
Policies Added admin_fee to the system Admin fee is non commissionable fee that is charged on top of the premium by the carrier You can now split the actual premium from the admin fee. This will reflect in the commissions system in the future New Summary Calculations You can now see calculations split into groups ALL […]