Some minor changes in the patch today and one critical fix for documents in public or ephemeral mode. Documents Fixed an error introduced in last patch that was not allowing public documents to be used publicly in some cases. Fixed an issue with shortcodes rejecting ephemeral documents. Dialer Ready Dialer Ready Generator now generates parameter […]
CMS has implemented stringent new guidelines to combat a surge in unauthorized consumer enrollment changes by agents and brokers. While these measures aim to protect consumers, they also create an opportunity for increased phishing attempts when obtaining consumer consent. To safeguard consumer information and enhance trust, TLD offers essential tips for effective communication and security […]
This is a minor release due to Esignatures now being supported on Leads. Esignatures Refactored to allow Esignatures to be used on leads, not just policies. Added new Esignature Setting: Allowed Context Choose Policy (default), Lead or Both. Esignature Button will show in the Contact Toolbar Section near Scripts. Fixed an issue with SMS Confirmation […]
Release 9.0.0 Arrives, and with it, more consistent patch notes. We will, going forward, be consistently publicly releasing patch notes here on the main tldcrm website, as well as updates and other posts related to the industry. This particular patch note may change or be updated with cumulative notable patch notes from the past while […]
Reaching out to customer support can be a daunting task. Whether you are a seasoned user or totally new, navigating through an unfamiliar system or encountering tricky issues can be frustrating. But fear not! Here at Total Lead Domination, we want to empower you to get the most out of our support channels. In this […]
You may have noticed that more messages than usual have been getting blocked in TLMessenger. This is happening due to some policy changes with 10DLC that is targeting brokers and sales agents in all industries. While these changes are frustrating, our team is working hard to help you navigate through them. What is 10DLC and […]
A new Windows 11 update “Feature” has begun throttling all browsers including Google Chrome called “Windows Efficiency Mode”. To Disable it ALL Shortcuts for Chrome will need to be updated. If not updated, every shortcut will open in Efficiency Mode. This includes shortcuts Quick Launch, Desktop Shortcuts, and Start Menu. If you are experiencing Tab/Browser Crashes, or […]
TLMessenger Text Message (SMS) Canned (Preset) Responses is finally here…it’s finally here. You asked for this one for quite a while, so here it is! With some advanced features as well! FYI, for details, open up a SMS window, click the “?” icon next to the chat tab in TLMessenger. Canned Responses ( Present Text […]
Our latest updates introduce some new features and functionality and some Qualify of Life updates. Most of these are edge cases. SMS A List of Banned Words and Phrases can be added to your account now under Settings -> Options -> Features. Please enter a comma separated list of the words you want to return […]
Get ready, this is over a years worth of patch notes, we finally got these sorted and are ready to release patch notes on a more regular schedule again. Here we go! Dashboards Admin Dashboard Added average premium lead to admin dashboard. Agent Dashboard We have prettied up the Agent Dashboard a little and are […]
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