TLD CRM BoostPatch 10.5.1

|

Status Filters

  • Added “Not” Support to Lead Statuses and Policy Statuses which works the way that Custom Lead Fields and Custom Policy Fields work so you can exclude by things like User, User Group or Agency. This was a long standing request.
  • User Permissions now respect Active / Inactive User Groups. Inactive groups will not show.
  • Added “In Effect” to Explore Policies Columns and also to Explore Policy Filters to match what is used on Policy Status Filters.

Integrations

  • Moved Validators into Integrations and out of Options -> Validators
    • Black List Alliance
    • Messer
  • Added White List Data Integration (Litigator + DNC Scrub)
    • Go to Settings -> Integrations ->  White List Data
      • Enter your information, click save and toggle on.
    • Litigator Inbound Scrubbing
      • Public Dialer Ready using &wld=true
      • Vendor API under Scrub Options, turn it on and save.
      • Block Script using &wld=true
    • Vendor Data Post under Vendor Sources -> Data -> Scrubbing
      • This Version supports Litigator + DNC and just Litigator Scrubbing

Explore – Calls

  • Added Lead Entry Date and Lead Called Count to Lead Tab Filters

Miscelanneous Fixes

  • Audio Meter should now reset to 0 when you Toggle Off so it stays out of the way.
  • Added 2 minute Cache per Number on IFG Ping to offload the flood of API Requests to Retreaver.
  • Fixed an Error Handling issue on IFG Ping.