TLD CRM BoostPatch 6.5.5

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Sales Board

  • You can now set the beginning of the week to any day, not just Sunday or Tuesday.
  • On Fire now has a Fire Effect. Please let us know if you receive any retina damage.
    • Moved On Fire to top right corner of the cell it belongs in to keep the layout data cleaner and more even.
  • Added “Stack Columns” capability so you can see two rows of data per agent.
  • Added “Size” capability so you can change the font size of the main table for easier visibility.
  • Reordered the Carriers Summary + the Sales Summary so Sales stacks on top of Carriers naturally, which makes for a more even table when there is too much data.
  • Fixed an error when there was no results for the week.

Filters

  • UX Update: I was getting annoyed adding columns then pressing backspace and having it auto-delete what I just added. So I made it require you press backspace 3 times before it starts deleting columns.

Policies

  • Fixed an issue with the “Is Active Customer” column and search.
    • Our original query was not working correctly
    • An Active customer is a lead with at least one active policy
    • An Inactive customer is a lead with at least one policy that has been active before, but has no active policies
    • Other results will not show (Unsold Quotes, Kicked Policies that were never sales, etc).
  • Added “Has and Doesn’t Have” to Premium, Enrollment Fee, Admin Fee, Deposit, Policy Number, Application Number, Deductible, Terms, Current Term, Lapses In. Thanks new query system!

Products

  • You can now mass edit product validation rules.
    • If you set no rules in any validation section, nothing will be updated
    • If you set no rules in a section, nothing will be updated in that section.
  • Added “Copy All From”
    • Will copy all validation rules from specified product for every section: Conversion, Verification, and Submission, including State Validation rules.
    • This also works with Mass Edit
  • Added Copy All but State”
    • Will copy all validation rules from specified product, EXCEPT the state validation rules. This is useful for mass updating while maintaining state validations.
    • This also works with Mass Edit