TLD CRM BoostPatch 5.3.9

Favorites

We added a new way to find your leads and allow your agents to find leads by introducing the favorites system. The favorites system is a quick way to bookmark a lead and go back to it later. It shows up on as a star next to the name of a lead when enabled. The star will be filled in when it is a favorite or empty when it is not.

When you favorite a lead it keeps the order in which is was favorited on the dashboard under the Favorites tab.

This feature is default disabled. You can enable it in Settings -> Options under Dialer Configurations by changing the Max Favorites to any number greater than 0. If an agent tries to set more than the allowed favorites it will return an error.

By default phone numbers are shown on the Favorites tab, you can change this under Dialer Dashboard Configurations by changing Favorites Phones.