TLD CRM BoostPatch 4.80

  • Call Detail Records (CDR) report now shows its intended data: a log of calls.
  • Talk Time report added and shows what CDR once did, with more reliable results.
  • Recordings section should now allow retrieval of recordings prior to January 2015 when we underwent a phone system change.
  • Scripts and Rebuttals now populate lead data dynamically using bracket fields {first_name}. This works similar to emails. Does not work with policy fields as we do not know which policy the agent is verifying in the script.
  • Added tracking_id and campaign_id to policies section exports.
  • Added dashboard option to show X last touched leads w/ and w/o phone numbers for agents
  • Added single page mode option for Dialer section to remove tabs if desired. Will show as a flat one page list.
  • Added “Logs” section on dialer screen for manager’s or above.
    • Added Action Log as a regular table to Logs section.
    • Added Relay Log as a regular table to Logs section.
  • Added “Dynamic Headers” options in Relays so you can auto fill in lead fields for SMS messages and other relay data.
    • *Pending Relay Server Testing and Restart for this to work.