Patches

• Document Uploader
  • You can now attach documents to individual policies (To Contact / Lead coming next)
  • Documents can be downloaded after uploaded.
  • Documents can have descriptions.
  • Max 10mb Files
  • File Types Accepted: pdf|doc|docx|xls|xlsx|zip|7z|rar|jpg|jpeg|gif|png|bmp|txt|tiff
  • Files are stored on our server securely and backed up nightly. There is no direct access to files you must go through the CRM.
• Pending Approval
  • There is a new status called Pending Approval that will show up if the option is checked in the Options section. This will appear after Submissions.
  • Pending Approval Customer section coming next patch
• Marketplace Welcome Email
  • You can configure an alternate Welcome Email for the Marketplace in the Options Section. It will appear near the latest Welcome Email.
• Marketplace Tools
  • We have added a document tracker for Marketplace sales. Once Marketplace is selected you will be able to check boxes to determine which documents are remaining or needed.
  • The Customer section has been updated with options to search for present or missing documents individually or in any combination.
  • The Marketplace section has it’s own well once marketplace is selected for future Marketplace tools.

• Call Detail Records (CDR) report now shows its intended data: a log of calls.
• Talk Time report added and shows what CDR once did, with more reliable results.
• Recordings section should now allow retrieval of recordings prior to January 2015 when we underwent a phone system change.
• Scripts and Rebuttals now populate lead data dynamically using bracket fields {first_name}. This works similar to emails. Does not work with policy fields as we do not know which policy the agent is verifying in the script.
• Added tracking_id and campaign_id to policies section exports.
• Added dashboard option to show X last touched leads w/ and w/o phone numbers for agents
• Added single page mode option for Dialer section to remove tabs if desired. Will show as a flat one page list.
• Added “Logs” section on dialer screen for manager’s or above.
  • Added Action Log as a regular table to Logs section.
  • Added Relay Log as a regular table to Logs section.
• Added “Dynamic Headers” options in Relays so you can auto fill in lead fields for SMS messages and other relay data.
  • *Pending Relay Server Testing and Restart for this to work.

Relays

• You can now see your Relays under Settings -> Relays, Relay Logs and Relay Mappings
  • You can not edit active relays unless deactivating
  • You can not add active relays, it will default to inactive when adding.
  • You can not clone relays
  • You can not activate relays
  • You can deactivate relays
  • You can edit mappings to set prices and phone numbers. (Be careful what you touch!)
• Added API Keys and Public Flag to Relays
• Relays now have public links that allow searching and exporting for clients.
• Relay Report
  • The relay Report is in Reports under Outbound -> Relay
• Dialer Interface
  • On load of the dialer, or change of the state checkbox on the lead, it will hide Relays that has states checked that don’t match the lead.
• Coming soon
  • If there is one or more states selected in a relay the relay will scrub out the lead and give an error. (Requires Relay system update)

Reports

• Mailer and Relay report have been grouped under “Outbound” until we can think of a more clever name.

Recordings Section added.

• Search by date, as well as phone number or extension

Relays

• Added Integration Fields:
  • Phone / Transfer Number
  • Max Monthly
  • Max Daily
• Modified Dialer Integration
  • Shows only Buyer Relays
  • On Change of Relay, shows / hide button with phone number and TEL: link to call on click via TLDSIP or Zoiper. You may call before or after relaying the lead.

Leads

• Added “Budget” field to Leads
• Updated Dialer, Vendors, Relays

Accounts

• Accounts now can and will be disabled for non payment. You will not be able to log in if your account is disabled.
• Accounts now have tiers
• Accounts have new fields added regarding pricing and plans. These will be visible to clients in a future patch under a “My Account” section for administrators only.

New Features

• Added “Policy Name” to policies. This is a text field. It is useful for sending e-mails to clients about their product but wanting to show a different policy name than the official names in the system. It is usable in templates as {policy_name}
• Product Public, or Public Name is a field you can use to show clients a different name for a particular product. You can customize this in the Products section. It is usable in templates as {product_public}
• Added Hide Cancelled Policies into Options. This makes it so the agent cannot see their cancelled policies on their dashboard to improve morale.
• Allowed manual override of cancel dates.
• Added Maximum Callbacks Option.
• Added Policies Paid Checkbox

Changes

• Changed way ON and OFF buttons work in Options. When it is on it is now green and says ON. when it is off it shows red and OFF.

Fixes

• Unkick was setting to “Submitted” instead of “Quoted”. Now sets to “Quoted” and removes kicker ID.
• Lead Vendor Scorecard now shows % * 100 for Conversion Rate.
• Callback Default # (When not configured) had an error.
• Query error fixed for policies when introducing product_public

Recordings:

• Download as WAV for Recordings.
• Downloads Passthrough system (private) instead of serve from subdomain (public).
• *Recordings domain will be removed soon.

Posts and Uploads

• Fixed issue with Dupe Check inside Vendor.
• Added Upload Table to record Uploads to keep track of data.
• Standardized error and processed filenames for Uploads.
• Processed uploaded files can be downloaded with date, information and who uploaded.
• After Upload, any errors and dupes now create an error file that can be downloaded along side the processed file.
• Files are downloaded via passthrough (not public).

Mailer

• Mailer Logs now show Open Date
• Mailer Campaign Performance Report (With Open Rate!)
  • /reports/mailer
  • Tracking Pixel was installed about a Month ago. Older emails won’t have the pixel.

Users

• Users can see in User Section users from other Accounts. They can now also kick them out.
• Highest Role is now shown along with Level, for both Users and Non account Users.

Dialer

• Mutiple Fixes to Dialer jQuery
• Added Trash Status
• Removed Transfer and Hangup Buttons
• Removed Limitation on Dispositioning leads since it is no longer connected to Asterisk
• Moved insertLog into lead model instead of dialer controller. allows for logging in other areas of the system (like lead edit page)
• Moved Verification and Status Updates into appropriate Models.

System

• Fixed Remote IP Login Issue.

Leads

• Changed Lead Model to Search by Trash Status.
• Removed Queue Log from Edit Lead
• Added Lead Cost to Mass Update
• Added User Account and Status in Checkbox Menus

Lot’s of Patch notes! New Technologies! Make go more faster!

• NodeJS
  • Many functions in TLD were recreated in NodeJS. Node is a state of the art asynchronous back end and front end system running on the server. It currently is running timed processes, websockets and other minor routes. We are moving toward more heavily relying on Node in the future due to it’s speed and memory efficiency.  Many of TLD’s core features, queries and more are being recreated in Node.
• Mail
  • Mail is now working as intended and is ready for affiliate use.
• Mailer Campaigns
  • Mailer campaigns are now active. Setting up a mail query will run every hour and look for leads or policies within an hour and X days based on campaign settings.
• Mailer Queue
  • The mailer queue was rewritten to be lighter on the database. Efficiency increased by 1000%. Mail that is queued will not go out until after a minimum of one minute as the queue is checked every minute. We also have to respect Amazon SES limits for bulk mail sending which is currently about 300 mails a minute. Regular mails such as CSR E-mails, Campaigns and even Vendor Post instructions insert into the queue as opposed to mailing direct.
• Redis Sessions
  • Redis is a very fast state of the art open source keystore memory database system.  It is now running on the server.  It is excellent for if we ever have to shard the server (Use multiple servers to host the site).
  • Sessions are what authenticate a user and store data. We switched from mySQL Database based sessions to redis sessons to free up the database from having to deal with them.  This increases performance from any ajax based checking functions. However most of these were removed with the websocket optimization.
• Recordings
  • Websockets! Recordings is our first implementation of Websockets. Now whenever there is a new recording, instead of checking constantly to the server every second, the server emits events to each client that there is a new recording and checks to see if it matches the numbers on the lead. This is 10000% more efficient than the previous method. Active Recordings are now checked on lead load, when the phone number field changes, and when a recording starts on the server. We are working on a method to automatically check for archive recordings and insert into the page when a new one is found.
  • If the socket server somehow cant be accessed or crashes the old AJAX method of checking recordings is still active as a fallback.
    • There was a bug in the AJAX method that whenever you hit save, it would start double to triple to quadruple checking for the recordings. This was fixed since it is still a fallback method.
• Query Logger
  • Installed a query logger for development that we can enable and disable in the config. Had a side effect of being very strict with PDO’s  bindParam and bindValue. All queries were updated to bindValue to correct the issue. 
• Removed Duplicate Queries
  • Found multiple instances of duplicate queries and pushed them into memory when being requested. In some instances this fix drastically increased performance.
• Profile Report Index
  • Found 3 indexes not being used properly. Combined them into 1 index which allows the profile page to run much faster. Also makes insertions into lead database faster.
• SSL Log
  • We had a few crashes due to the SSL Log being overfull and filling the hard drive. The reason this happened was due to the AJAX method in the dialer. Now that we are using websockets it should not occur.
• Time Clock
  • Was removed as we find a better way to deal with users logging in and out from multiple machines and browsers. Expect more strictness.
• Server Updates
  • The server was updated to PHP 5.5+ as well as all other software updated. This was much needed. We will be scheduling weekly updates from now on.

What’s Next?

• Clock
  • An accurate clock method
  • Auto log out based on inactivity. (Javascript)
  • Auto log out if you login elsewhere.
    • More annoying but more secure, more accurate clock data.
• Carrier API Integration
  • SMIG
    • Sync Policy Notes and Statuses
  • HII
    • Sync Policy Statuses
    • Sync Recordings via FTP
• Genesis
  • Allowing Multiple Posts per Account (Multi Config)
• Mailer
  • Increase Mailing Limit to allow Affiliates
• Reports
  • Moar Reports!
• Post System
  • Ability to Send Data to multiple third party Posts per Vendor.