Some minor updates this patch and some QoL (Quality of Life) for TLDialer Campaigns. TLDialer Campaigns Added Mass Edit Campaigns Multi-Checkbox Fields can be added / removed / replaced / dropped for simplicty. Pay attention to the Label headers! Integrations & TLDialer Passthrough Triggers Integrations that require TLDialer Passthrough now have a Button on them […]
Klaviyo allows you to connect with customers through a seamless email, SMS, mobile push, and reviews experience as well as guiding your marketing with built-in AI, automation, predictive analytics, and benchmarks. Our Klaviyo Intergration allows you to Create a Profile And Subscribe a Profile to a List in real time upon Posting Lead Data to […]
Replacing the Wheel of Death – New Loading Spinner The TLD Loading Spinner, often comicaly known to many as the “Wheel of Death” due to it’s many jarring spokes and tendency to stick around too long at times…has been a staple in the CRM for a long long time as our defacto Loading animation. Recently […]
TLDialer Call Logs & Advanced Pricing Added new Pricing Feature: Billable Agent Order First Billable Agent Will Credit only the First Billable Agent if there is more than one agent in a Call Flow Last Billable Agent Will Credit only the Last Billable Agent if there is more than one agent in a Call Flow […]
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 […]
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 […]
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 […]
Request a demo to see if Total Lead Domination is right for your insurance business.