TLDialer – Total Lead Dialer (Native Integrated Vicidialer)

Changes and Improvements

  • Developed and Launched TLDialer Socket Server
    • Speed Improvements: Now relies on Server pushing data, instead of requesting it. Should be much faster.
    • No More Throttle: No more throttled tab when quoting in another tab. Google Chrome does not throttle tabs with Websockets open, as opposed to setInterval and setTimeout events which for some reason Chrome stops running or slows down causing tons of issues.
    • Server Efficiency: Now we run 1 query per account per second to check on the Dialer and push to the active users, instead of checking every second for every user on the system. This also frees up PHP processes and offloads it to two different node servers (TLDialer App and TLDialer Socket Server) using Redis memory store to pass event data.
    • Finally! This should resolve the following last few issues:
      • Auto Pause when waiting in Other Tab, or immediately clicking away after Dispositioning the lead.
      • Crossed Lines (due to the same Throttling, we assume).
      • Odd States while Quoting in another Tab.
  • Made it so that the Reload Lead button shows during After Call Work.
  • Added Leave Voicemail Button, go ahead. Press it! It works like a blind transfer.
  • Our Pseudo-Disconnected Status no longer exists, so you won’t be kicked if your local SIP channel suddenly disappears or changes.
    • This fixed a big bug where sometimes you would leave a transfer and it would disconnect your session due to your SIP channel vanishing for some random reason we have yet to discover. (Can’t find it in the Vici code base yet).
  • TLD Query System now works with all Vicidial Schema. We will be adding new sections in the coming months as we flesh it out and eventually connect TLD Data to these reports.
    • Dynamic Recordings Section Added under TLDialer Tab with Column Builder.
  • Recordings Tab added to Browser. You can play or download from there. Sorry, MP3 Only for now.
    • Found a way to circumvent the Apache HTTP Auth for downloading and playing recordings. You can now rely on TLD Permissions and not have to worry about Vici permissions to download recordings.
  • Changes to some JS Dialer Events for better workflow.
  • Removed Initial JS Check f0r Session existing. Now done in PHP on page refresh. This prevents unwanted Disconnects.
  • Added Call Agent button in case you didn’t pick up the phone or accidentally hang up. It should keep your session going and reconnect you without a problem.
  • We are experimenting with a free WebPhone so that TLD Can be 100% Web based and not required even a softphone.
  • Vendors & List Sync
    • Lead Vendors now have multiple Add, Update, and Mass Update options for TLDialer Lists
      • Create List with Default Parameters
      • Update List with New Parameters
      • Mass Drop List Associations
      • Mass Update Lists
      • Mass Create or Connect Existing Lists to Vendors by List ID.
      • Reset List
      • Change Campaign (Clears Leads from Hopper)
      • Enable Audit Comments
  • Users & Phones Sync
    • Users now have multiple Add, Update and Mass Update Features.
      • Create User with default Parameters
      • Create Extension with default Parameters
      • Mass Drop User and Phone Associations
      • Mass Update Users and Phones
      • Mass Create or Connect Existing Users and Extensions to User by User
      • Change User Group
      • Sync Users and Phones (For when data gets messed up like this morning).
      • Coming Soon:
        • Assign Campaigns
        • Mass Assign Campaigns
        • Assign Ingroups
        • Mass Assign Ingroups

TLDCRM

  • Vendor Automation
    • You can now have a Vendor change it’s Vendor ID on a specific status.
    • You can now have a Vendor Pop open a Script automatically on load so your agents can get right to the pitch. Remember, template scripts Work with all our dynamic fields! It is a very underused part of the system!
  • The Salesboard should now keep your settings across sessions as it is saving to user meta instead. This is just a usability feature. It can still be reset.
  • New Fields
    • Policies
      • Billing Middle Name
    • Leads
      • Drivers License Expiration
  • Made Insured Carrier show all carriers regardless of setting on Uploader.
  • New TLDialer Left Menu Section
    • Dialer Link
    • Recordings Link
  • Fronter Owner
    • Fronter Owner has an Option panel to determine how it behaves.
      • Default:
        • Creator if Unsold and Unfronted.
        • Fronter if Sold or Fronted.
      • Optional:
        • Fronter Only.
  • My Fronts
    • Shows a list of Fronted Leads for a Fronter based on the Fronter Owner Data settings.
  • Vendor Group Options
    • Vendor Group Menu Display
      • Shows Name or Description in Menus for Vendor Groups
    • Vendor Group List Display
      • Shows Name or Description in Lists for Vendor Groups
  • New Notifications System.
    • We can not push multiple notifications from single actions (such as modal actions, editing things, etc).
    • This became Necessary with our Vici integrations into our core modules.
  • Reworked Mass Edit Vendor Notifications and Workflow
  • Reworked Mass Edit User Notifications and Workflow
  • Cleaned up some UI Elements, tightened up the filters section. Added a responsive Icon.
  • You can now search by Greater Than, Less Than, etc by clicking the icons in the date pickers under filters.
    • This should give you some robust reporting power.
  • You can also search by Relative Time by clicking the little calendar icons in the date pickers under filtrs.
    • These relative times can be saved as filters and even added as menu items!
  • Improved DateTime Function
    • Now will auto reverse your dates if you put them in the wrong order.
    • Supports Many nice new formats without requiring the primary date set.
  • Improved Int, String, Like, etc functions
    • Now does not require primary field to be set. For example user_id_in_not can be used alone as opposed to requiring user_id_in and user_id_in_not being set to 1. You can now just set user_id_in_not to whatever you want and it will pick it up. This opens up a lot of options for us!
  • Improved Schema Query Building Method.
    • Inspired as we started building our Vici Schema. We will eventually format TLD Data to work the same way as it works with relational data in a nicer, faster and more efficient way, but leaves the user experience the same.

Bugfixes

  • Fixed a massive bug that went unnoticed and didn’t really effect anyone, where fieldname_not was not properly switching the operator from = to !=
  • Fixed an aggregate Query issue in the Stats section of Policies. Should now show accurate results. The beneficiaries calculation was skewing numbers, so we separated that into a separate query.
  • Disabled Debug Mode on TLD Live. Was causing massive Delays. Whoops.
  • Added some new Debugging Tools
  • Disabled My CSR’s from Agent Dashboard. Something is causing it to Jam up, we are investigating.
  • Fixed a bug with the system determining wether or not a schema is pulling a single record or not.
  • Fixed a Chrome Issue that throttles the TLDialer tab with the new Websocket Method. This is slowly being released.
  • Introduced a bug that overwrites all your phones with the same Full Name and Password
  • Fixed a bug that overwrites all your phones with the same Full Name and Password
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