TLD CRM BoostPatch 10.3.4 – More Faster

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Multi Checkbox Optimization

On larger accounts with lots of data, particularly users, Chrome would cause browser hangs when there were too many multi-checkbox elements on the page with lots of options. These have been rebuilt using a custom virtual scroll methodology and replaced system wide.

They SHOULD FUNCTION EXACTLY, the same except be faster, if you notice any oddities or issues please let us know. After our testing we were able to load 15 x boxes with 15,000 elements with very slight load lag but no performance lag once the site was fully downloaded.

For the oldest and largest accounts this performance difference should be pretty significant.

Load Filter

Sending someone a link that was associated with a Filter and includes the load_filter parameter in it should load columns on your table up as it was set in the filter. This allows you to load a filter, change the query, and copy paste the link to someone else and they should see exactly what you sent. Refreshing the browser or duplicating the tab will not modify your colums, but ocpying and repasting a link or clicking on one that includes load_filter will. This is an alteriative to the “Ctrl + Click” to send Direct filter to someone.

New CPA Report Updates

  • Fixed an issue where Query Modifiers weren’t saving in filters for SubQuery Filters.
  • Forgot to add the new First Contacts base fields into the Schema, so the Calculations related to those all showed 0 or infinity. This is now fixed.

API Updates

  • Made Ingress Trash Callback a little bit more robust in terms of it’s return messaging.
  • Added API Logs to API…very meta…
  • Ingress Recordings now supports a “Find” Object Parameter. If no Lead ID is provided with the payload, it will attempt to find the lead based on these parameters.

Other Updates

  • Added Carrier, Plan, Product filters to Policy Persistency Report
  • Added Paid ID to Filters on Commissions Paid
  • Added Recevied ID to Filters on Commissions Paid
    • Moved Amount to the Amounts Tab

Other Bug Fixes

  • Fixed an issue with granting a single user access to “Just Explore Callbacks”.
  • Fixed an issue where Relay User Group filter was showing Users instead.
  • Fixed an issue where after Cloning a User, we requeried for the User via ID, but Replication could sometimes be behind. This would cause the user to not have roles, TLDialer, or User Groups Attached. Switched to Primary for that Query.
  • Trying to add a single number to the FPG from the FPG Update Screen was erroring out and is now possible.
  • The Products Schemas had Product ID, Plan ID, Carrier ID accidentally marked as “strings” instead of numbers causing UI / API Issues when searching for CSV Array Data since it wasn’t a number and needed the implicit “IN” TQL Mod or suffix.
  • Fixed an issue with Explore Sections where Group By and some other special parameters were not being preserved on links / reload.