TLD CRM BoostPatch 5.1.5

  • Changed system font to Open Sans. Whole system should have a cleaner look.
  • Added Font Awesome Icon Set.
  • Fixed issue with Changing Columns in Lead Screen
    • Now unsetting all checkboxes will return back to Default Settings.
  • Dialer
    • Lead Page has been Reorganized to be less daunting.
      • Broken into Sections: Main, Medical, Insurance, Marketing and Admin Sections
    • Cleaned up labels to be more vertically even
    • Cleaned up labels to hide on overflow instead of pop down for mobile and smaller screens to keep the input boxes even.
    • Added City and State to Contact Label. If a full address is provided the globe icon will turn into a link to Google Maps.
    • Moved Vendor Labels to Float Right so they are always in the same spot.
    • Unlocked Dialer from being one size. Now is fully responsive no matter the size of the monitor.
    • All Dropdown Selects including Products and Carriers that have been Selected for a Policy, but hidden from the system, will now show properly when loading the dialer. If you select a different carrier and save over it, the hidden product will no longer be re selectable. This is to prevent old Sales from losing data when being managed because admins turned off Products or Carriers they are no longer selling (but still maintaining)
      • Basically the menu makes an exception to the rules based on what was selected in the database.
  • Leads
    • Sort now works by any available field listed.
    • New Fields updated on Dialer Screen and Vendors / Post System:
      • requested_term
      • requested_coverage
      • condition_diabetes
      • condition_cancer
      • condition_heart_disease
      • Creator ID
    • New Mass Edit Fields
      • State
      • Fronter
      • Agent
      • Vendor
  • Dependents
    • Added Annual Income and Occupation Fields
    • Converted Spouse into Selectable Field instead of Checkbox (1 is still Spouse).
  • Policies
    • New Fields
      • Date Issued
      • Date In Force
      • Creator ID
    • Fixed Mass Edit Field Display for Paid and Date Paid
  • Plans
    • New Plan Types
      • Term Life Insurance
      • Life Insurance Changed to Whole Life
      • Property and Casualty
      • Bundle Plan (More than one Plan, ie: Accident, CI, Life all as riders under one.)
      • MAPD (Medicare Advantage Prescription Drug Plan)
      • Prepaid Health Clinic
      • Hospital Negotiaton Service
      • Annuity
      • Automotive Plan
  • Vendors
    • You can now Post creator_id in a Vendor Post. This allows for some Automation with VICI Dial where you want to post to TLD on an Inbound Call based on the User who answers. You would have to set the User ID for TLDCRM in VICI / Dialer.
  • FIxed a Bug with Saving CSR Notes with no Note but having a Agent Scheduled would freeze the button.
  • Automated System Processes now get stamped with ID 0 which is the System User (Not a real user).
  • Coming: Favorites
  • Coming: Callback Manager