Filters Fix for Complex Keys Since the new Analytics Section uses Array Keyed Report (ex: &calls[call_direction]=10 filters, we have finally fixed saving Filters in sections like “Users – Manage All” while filtering for TLDialer. They will also work when copy pasting links to others. Other Changes and Bugfixes Added “Primary Beneficiaries” to Policies, which is […]
Ingress API Users API Add User You can now fully create and configure a user via API. POST /api/ingress/user Commissions API We did a little cleanup of Add Commissions Received and Paid and added bulk inserts into the API. We are eagerly awaiting feedback. Add Commission Received POST /api/ingress/commission/received Add Commission Paid POST /api/ingress/commission/paid Both […]
Relays What is a relay delay? A relay delay queues a relay to send after X minutes from the trigger of a relay. As an example, if you wanted to send a relay to the dialer to get the first few dials on a lead and then 60 minutes later automatically send it to another […]
Minor Patches and Updates Agency Messaging Agency Messaging Section now allows Agency Managers to see their Agency text messages. Requires Agency Manager Role or View Agency Messaging Abilities. For Export, Export Agency Messaging. Other Fixes Fixed a bug preventing more than 100 lead statuses to show on the contact form ( I know, but why? […]
TLDialer – Queryless Ping Third Party Vendors are consuming our Dialer Ready API ( Agent Availbility Ping ) at alarming rates. We are seing massive spikes especially around 11 – 2 PM EST as well as around 4 – 6 PM EST. Alot of this has to do with inefficiencies in RTB ( Real-Time Bidding […]
Fields Egress API /api/egress/fields Added /api/egress/fields which gives you a directory of all internal system and account custom / customized fields allowed to be pulled via the API that often only can be seen as joined / imported column data via other tables. Example Fields Lead Status (status) Policy Status (policy_status) etc. /api/egress/field/{field_name} This will […]
Minor Patch with Various Fixes and Changes ADG ADG Can now have the popup optionally removed Added Index Query Modifiers to you can “Start Fresh” without Deleting all data and progress. ADG now Accepted hs_member_identifier as a storable field Policy Statuses Policy Statuses can now be Filtered by Agency Product Bundles and Ancillaries Products can […]
Rewrites & Renewals To foster easier tracking of Rewrite and Renewals we have added two fields that automatically update when a Rewrite is Refused. This action occurs when a Policy is Saved and is not tied to dispositions. While it is already possible to find Policies sold within a certain range and filter out those […]
Minor Fixes this patch. Fixed Legacy Lookups for Recordings on Contact Record Removed a Feature from Client Display that can cause Recursion in Inbound Calls from Ingroups crashing the Dialer with thousands of calls if configured improperly. Fixed an issue with Masking Emails on Tables where the user portion of the user is only 1 […]
SMS Double Opt In SMS Double Opt in is now Available even when not fully configured. The button should now show on the TLMessenger Window. We have created Default Opt In Request, Opt In Confirmation, Opt Out Confirm, and SMS Help that are Compliant with 10DLC and uses the recommended Limited Character length. If you […]
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