Patch 6.2.2

Alexander Conroy | October 3, 2017 7:46 PM

Multi Checkboxes

You can now use shift + Click to select multiple items in the Multi Checkboxes

Return Reason

• We added a special relational field for Return reasons for Medicare
  • This is useful for telling your lead vendors why the lead was rejected. It should work for Live Transfer leads as well.
  • This is not a status, and you can select more than one value.
• You can enable this under Options -> Dialer -> Return Reasons.
  • This will show under the medicare section in the Contact Screen.
  • It will show up under Leads in the Contact Section as a multi-checkbox.

Favorites & My Favorites

• You can now search through favorites in the Favorites section and remove others favorites
  • Roles: Manager+
  • Ability: View Favorites
• You can now see your own favorites in the My Favorites section as well as the date favorites and search through the dates.

New Lead Statuses

• Language Barrier
• Deceased

Bugfixes

• Fixed issue with new contacts having no statuses and only the trash button.
• Fixed issue with notes and csrs not selecting all notes.