TLD CRM BoostPatch 6.6.3

Import Data

This patch we added some import fields to the entire system, to preserve information during uploads and make it easier to update erroneous data due to user error. These fields will also be used with Carrier syncs so we can maintain reference information between them when necessary. Often times carriers allow us to sync data via CSV downloads, as opposed to normal push and pull methods, so these fields will take care of it! This also frees up our Reference ID and Referrer field which was being used for this before.

When importing leads into the system, the Import Source and Import Row will be automatically set unless overridden by the Vendor Map and the mapped fields present in the CSV. If no mapped fields are detected it will mark the current filename of the import as well as the row on the lead. The Import ID is optional, but when provided, if no policy, dependent, or note Import ID, Import Row or Import Source is present it will use the leads Import ID. Policies, Dependents and Notes can have their own individual import fields overridden by the Vendor Map if needed.

Leads

  • New fields
    • Dialer ID
      • Any Character (Max 255)
      • This field has been added over using the leads reference_id. We have updated the DB for those who were using this section for the Dialer’s Lead ID. We have made it intentionally ambiguous in case we decide to support other native dialers other than Vicidial.
    • Import ID
      • Any Character (Max 255)
    • Import Source
      • Any Character (Max 255)
    • Import Row
      • Any Number (Max 8 Million)

Policies

  • New Fields
    • Import ID
      • Any Character (Max 255)
    • Import Source
      • Any Character (Max 255)
    • Import Row
      • Any Number (Max 8 Million)
    • Commission Paid Chargeback
      • This is the Chargeback you charged the agent. Eventually Payroll will auto fill this out, but for now you can use it as you see fit.
    • Commission Received Chargeback
      • System use only for now, use Commissions Paid Section under Commissions.
  • Feature: Conversion Lockout
    • In Options -> Dialer you can now find an option called Conversion Lockout Timer.
      • You can leave black or set to 0, or any positive number of minutes.
      • When a policy has been verified or sold, if the policy is still within the lockout timer a regular agent can still edit it. This is useful if you need the Agent to fill out information that they had forgotten to input during verification or submission and the agent is the one contacting the client

Dependents

  • New Fields
    • Import ID
      • Any Character (Max 255)
    • Import Source
      • Any Character (Max 255)
    • Import Row
      • Any Number (Max 8 Million)

Notes

  • New Fields
    • Import ID
      • Any Character (Max 255)
    • Import Source
      • Any Character (Max 255)
    • Import Row
      • Any Number (Max 8 Million)

Options

  • Cleaned up the Options -> Dialer section.
    • Now a lot less messy and friendly to use. So many options!

Users

We gave the user edit interface some love as it has been the same for many years now.

  • Users have been cleaned up.
    • Groups and Permissions have been moved under General
    • Groups, Roles and Abilities have been converted to Multi-checkboxes with filters.
      • This is much easier than the previous role manager, since you had to hunt for the permission you wanted to add or remove.
    • TLDialer Options for User Creation on Adding new users are now much more robust.
      • Defaults have been set but can now be overridden. Some fields are not available as we generate them for you.
    • TLDialer in User Edit
      • You can now see very detailed information on the TLDialer Config panel for the user.

Maintenance & Performance

  • Enabled GZIP Compression for HTML.
    • Site should load much faster now.
  • Combined Fonts CSS into one file, and now hosting Google Fonts Locally
    • Also faster.

Lead Posts

  • Return Types
    • Return Type setting has been added to Lead Vendors
    • We now support both JSON and XML Response Types for Lead Posts. Default is still TEXT as it always has been.

TLDialer

If you have your Vicidial Config setup correctly, you can now automatically create vicidial users and phones while adding a TLD user. A checkbox will show (default checked) as well as a choice of user group and choice of user level for the user. We may add more options in the future, but for now the config options for the user are set to our most common use case. You can always edit the user in Vici later while we merge over the panel to TLD.

  • Qualification Time
    • Qualification Time now updates the lead by removing the price when the call is hungup within the allotted time.
    • The Qualification Time will not be removed if it has been created after the first day. Since leads are in real time, the lead should have been created just before or during the load if it was a live transfer. This is just an extra measure.
    • Once a lead has been qualified or unqualified, it can not be qualified or unqualified again.
  • Automatic User and Phone Creation
    • Vici Username set to TLD User ID
    • Vici Password (Now more secure) creates a hash password for Vici.
    • Vici Phone and Phone Pass remain the same.
  • Automatic Sync of Vici Data when Editing user.
    • If your User account has a User ID from creation of Vici, it will automatically check both the User and Phones settings and update TLD. This is for cases where a manager in Vici made a modification to your extension or your phones. It also allows us to pull most recent information for Updating VICI Users from TLD.
  • Coming Soon: Update VICI from TLDialer
    • When editing a user, it is now possible to modify VICI settings from the TLDialer Tab. Once you update the user, it will check to see if any changes have been made, and if so, will update VICIDial with the users settings.

Bugfix

  • Changed the way user meta is handled. Now all using the same function. Also cleaned up the function to recognize numeric previously sequential arrays and maintain behavior.