Patch 4.95

• New Lead Fields
  • Fields have been added to Vendor Mappings and Relay Mappings as well as show on the dialer screen under Contact.
    • annual_income (number)
      • Fixed ACAExpress Integration to use Annual Income.
    • newsletter (checkbox) used to mark the client has opted in for a newsletter
    • marketing (checkbox) used to mark the client has opted in for other forms of marketing (email etc)
  • Newsletter and Marketing are both searchable in the leads section.
• New Policy Fields
  • points
    • This must be enabled under “Options” under the section “Points System”
    • Points are arbitrary. The sales board will soon use points if desired.
  • max_out_of_pocket (coming)
  • coinsurance (coming)
• New CSR Fields
  • You can now select a CSR Agent if you are a Manager or higher.
  • CSR Agents can search for their name or other CSR agents to sort through their requests.

Server Upgrades

Our servers were updated and maintenance performed on 10/26/2015 to increase performance and add new features.