• New Payment Type
    • Check
      • New Field: check_number in relation to Check.
      • *Must be enabled under “Fields”. Disabled by default.
  • New Filters
    • All new filters that have multi checkboxes include the NOT feature, which allows you to search for selections that do NOT included what is selected.
    • Users
      • Roles
      • Abilities
      • Status
      • Language
      • Modified Date
      • Created Date
      • Activated Date
      • Deactivated Date
      • Level
    • Vendors
      • Default Lead Status
      • Relays
      • Status
      • Dupes
      • Creator
      • Last Modified By
      • Modified Date
      • Created Date
      • Inbound Phone
      • Price
  • New Exportable Tables
    • Users
    • Vendors
    • Mailer Campaigns
    • Mailer Logs
    • Products
    • Fields
    • Relays
    • Templates
    • Exports
  • Optimizations to Model Data and Logic
  • Exports Log has been Enabled for Super Administrators so you can see who has exported what.
  • New Abilities
    • Complete CSR
      • Allows a user to complete a CSR. Normally reserved for Managers or Higher.
    • Assign CSR
      • Allows a user to assign a CSR Request to a particular agent.¬†Normally reserved for Managers or Higher
    • View Reports
      • Allows access to the Entirety of the Reports Section.
    • View Users
    • View Products
    • View Fields
    • View Relays
    • View Recordings
    • View Templates
    • View Products
    • View Leads
    • View Policies
    • View Mailer Campaigns
    • View Mailer Logs
    • View Vendors
    • Export All
    • Export Users
    • Export Products
    • Export Fields
    • Export Relays
    • Export Recordings
    • Export Templates
    • Export Products
    • Export Leads
    • Export Policies
    • Export Mailer Campaigns
    • Export Mailer Logs
    • Export Vendors
  • Surveys
    • We now support Surveys via IVR. Currently the implementation has no front end but a report will be available soon. This allows us to use the IVR to setup Survey campaigns with questions attached, allow us to have the questions answered by the client, and then be able to run statistics and logs based on the answers.
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