TLD CRM BoostPatch 10.1.6

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 now have other Products set as Bundled Products with their own Pricing
    • Note: The “Bundle” Calculations that show when using this feature are real time and not stored in the database until the Bundle is Converted into an Ancillary Package
    • Note: This is not the same as the “Bundle” concept when related to Policies, which is the Ancillary + Primary
    • Bundles do respect State and Zipcode Validation Rules
  • Bundle Products can have a Trigger Set to convert them to Ancillaries after a specific Stage.
    • Policies created this way are automatically attached to the primary, you can have the products follow the stage of the primary as well. The only options for these policies are to Trash them.
  • Admin123 Integrations can Submit Ancillaries as Bundles with their own Product ID and Benefit ID in the same API Call.
  • TLDialer Surveys now support “Ancillaries” in logic as well as readouts of “Ancillary1_”, “Ancillary2_” as well as all ancillary and bundle calculation fields.

Contact Form Options

  • Added “Show Last Date Sold” to Contacts Page when Toggled to show the last date a Product was Sold.

TCR / 10DLC

  • Finalized Number Adding for 10DLC Campaigns
  • Registration Page now shows True Status of 10DLC Campaign
  • Campaign Sync Function added and working for DCA Statuses.
  • Registration Page now shows Statistics on Numbers and how many are registered or not.

Fixes

  • Fixed a Broken Import on some Policy Data due to too many joins
  • Some Cleanup of Policy Submission Process.
  • Fixed an issue with IVR where sometimes the Verifier wouldn’t set, this was related to the previous cleanup fix above.
  • Fixed some Misaligned Filter Dropdowns.