Release Update: Enhanced Call Attribution & Sales Tracking This release introduces a long-awaited fix to call attribution and sales tracking. Call attribution has been a longstanding and complex problem in the system, and this update represents the first complete and reliable solution. We will be rolling out compatibility with this new attribution logic across additional […]
In Partnering with OnScriptAI, we have now launched a native integration and first entrant into our AI Suite, TLIntel Dialogs Features Include: Access to Dialogs in TLD Agent Dashboard + Agent Coaching Admin Dashboard PHI Redacted Recordings PHI Redacted Transcripts These are just the few initial features on our baseline launch. We will be collecting […]
Status Filters Added “Not” Support to Lead Statuses and Policy Statuses which works the way that Custom Lead Fields and Custom Policy Fields work so you can exclude by things like User, User Group or Agency. This was a long standing request. User Permissions now respect Active / Inactive User Groups. Inactive groups will not […]
Patch 10.5.0 TLDSIP – WebRTC Updates We’ve taken a pass at the core WebRTC Module for TLDCRM and have made some changes to hopefully overcome some edge-case connection issues experienced with Spectrum Routers, and T-Mobile Home Internet. We were able to test and successful connect on our own Sample T-Mobile Home Internet router successfully with […]
Vendor Ping API – Ping Concurrency Limits We’ve added a new parameter to the Vendor Ping API: max=x, and mas=x These values Define how many ACCEPTED Pings you want to accept within an X Time Frame Window. So for example if you have MAX set to 1 and MAS set to 5 If a Vendor […]
IFG API Integration We have implemented a standardized version of the IFG Suppression Ping that works in the following areas if configured: Block Script &ifg=true Public Dialer Ready API &ifg=true Vendor API via Configuration Settings under Scrub Numbers ADG This API rejects pings and calls if found on their global list. See Settings → Integrations […]
Minor Fixes and Updates Centered Tags on Users and Vendors, it was slightly off. The Quick Search in Vendors now allows you to search by DID in any Phone Format. Interruptions Tab has been Added to the Agent Dashboard To turn this one go to Settings -> Options -> Dashboard and set it the setting […]
Documents Added Ability to Move Document from a Lead or Policy to any Lead or Policy. This logs in Change Logs Added Remove Document function, currently this is staff only currently. Deletes the Document Reference and the File. This logs in Change Logs Esignatures Added checkbox Icon in Template Builder, allows client to Check off […]
TLMessenger – Inbound SMS / MMS Blocking A little flag now exists on the TLMessenger Window. Clicking this flag will allow you to Block / Unblock a Contacts Phone numbers from inbound SMS. A popup will ask you for a “Reason” Any further inbound messages will not notify the agent, and will not store any […]
Next up for the Vendor API’s is the Vendor Call Log API, which allows you to limit and customize what a vendor can pull. By default it is disabled, once you set it up, vendors will be able to use the URL provided in the Call Log API to query data out of TLD similar […]
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