TLD CRM BoostPatch 10.3.5 – vDay is here, just not in February

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Patch 10.3.5

📲 TLMessenger Updates

  • Added Send vCard feature (enabled for all accounts):
    • vCard will use your User Profile and Account / Agency Profile to create a vcard with your Name, Company/Agency Name, Nickname( if Set ), Phone Number, and Email. For SMS Numbers it will mark them as mobile, For email it marks them as work.
    • vCards create a file with the following format first-last-user_id.vcf
    • vCards are created once and reused.
    • Auto-publication of vCard files if needed.
    • vCards do not get attached to the lead / contact
    • Regeneration requires trashing and account admin support.
  • Added Click to Copy phone number from sender name.
  • Fixed message popover issue on client messages.
  • Autofill options added for 10DLC Campaign Registration
  • Inbound DIDs now properly assigned to users on install.

🛠 General Fixes & Improvements

  • Fixed an issue with Users Mass Add Licenses.
  • Fixed an issue with Bundles.
  • Fixed some layout issues with TQL Box Sizes and standardized the box heights across filters.
  • Fixed MultiCheckbox margins and an issue where it wouldn’t reach the bottom of the list.
  • Fixed contextMenu Copy not respecting filtered items.
  • Fixed Policy Tags dropdown overlap when too many tags are present.
  • Usernames are now limited to 50 characters to avoid issues.
  • Removed invalid characters from emails (', ", !, %) that caused compatibility problems.
  • Scrubbed special characters from certain TLDialer tables that conflicted with dialer operations.
  • Refactored Top Navigation to improve responsiveness on small screens and mobile devices.
  • Adjusted TQL Explore Filters for better usability on mobile.
  • Added Sales Metric Filter to the Agency Salesboard.
  • Copy/Paste Multi Check now supports:
    • A new “Filter Format” option.
    • A “Filter Format Reader” for exact match selections.
  • Fronter Field on policies can now be hidden.
  • The Relay Dropdown in Contacts now only shows if Buyer Relays exist.
  • Disabled profile editing UI when user lacks permissions.

📈 Analytics & Reports

  • Fixed the CPA Metric in Beta Analytics CPA Reports.
  • calls renamed to calls_all in CPA Reports for consistency with dynamic naming.
  • TQL Reports (Analytics CPA Reports) now support:
    • Native TQL
    • Streaming
    • CSV & Document Generation (Note: Aggregates not supported)
  • Deprecation Notice: Legacy “Inbound” and “Outbound” CPA reports will be removed. Please migrate to the updated reports.

🔁 State Routing & Vendor Features

  • Added Click to Copy feature for State Route Prefixes in the State Route Panel.
  • State Route menu is now full-screen and horizontally scrollable.
  • Vendor posts now auto-convert long state names to short names.
  • “Allow Duplicates” on Vendors is now restricted to existing allowed vendors only.

📤 Cloning & Product Tools

  • Fixed issue where cloning items with tabs broke tab functionality.
  • Added Fuzzy Product Search to API.
  • Added CAMPAIGNMETA to TLDialer Admin Logs Filters.

👤 User Data & Autofill

  • Added to Autofill:
    • Leader ID, Leader Name, Leader Full Name
  • Added Leader ID to User Groups system query.
  • Added pseudo columns for leader details.

🔐 ADG (Active Dupe Guard)

  • Cross-Check Feature:
    • Accounts can contract with others to check for duplicate policies.
    • Modifies &pol=true behavior on Inbound Block and Public Dialer Ready Ping.
    • Requires signed agreement between both parties and TLD.
  • ADG Status menu under Settings shows current ADG configuration.
  • On 6/2/2025, ADG was broken for 2 hours due to a missing index flag. Promptly restored. No effect on Messer Mode.
  • By Default now when configuring the ADG we set Allow Block and Allow Ping to Yes by default, but this can be overridden.

📞 TLDialer Call Logs

  • Fixed a longstanding bug where early dispo caused incorrect logging.
  • Added manual reprocessing of call logs via mass edit.
  • complete field updated:
    • 0 = Incomplete
    • 1 = Complete
    • 2 = Reprocessing
  • Removed the old TLDialer Admin Link (request access if still needed).

⚡️ Performance & Backend

  • Added Agent State Checker to reduce queries and improve dispo speed.

🔌 OnScript API Integration

  • Added V2 API support using a single key (vs campaign/ingroup selection).
  • Manual sending now supports V1 or V2, auto-detecting as needed.
  • Integration Settings UI supports adding multiple keys via + button.

🔐 Ingress API Updates

🔏 Esign API

  • Ingress Esign API added.
  • Due to potential abuse since our esign is currently free of charge, we had to add the following rules for this API. Please understand our business model is per seat, if you try to circumvent this and use our system inappropriately this violates our terms of service and we will take appropriate action.
    • user_id must be provided and valid
    • User must be active
    • User cannot have been modified in the last 1 minute
  • Full documentation at: https://api.tldcrm.info

🧬 HIOS Map Support

  • Global HIOS Mapping Table added for policies.
    • This is a Global Table to map HIOS Codes from CMS to Carriers and Products in TLD. We are maintaining this table internally.
  • Sending hios_id to /api/ingress/policies auto-maps Carrier & Product ID.

📜 Logging

  • Commissions Received/Paid now log to API Logs.

Have Questions? Reach out to our Support Team via Slack or at [email protected]