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)
- annual_income (number)
- Newsletter and Marketing are both searchable in the leads section.
- Fields have been added to Vendor Mappings and Relay Mappings as well as show on the dialer screen under Contact.
- 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)
- points
- 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.