Patch 6.9.5

Contacts

• Fixed Action Log Tabs
  • Finally!
• New Fields
  • Tax Filing
    • Filing Jointly
    • Filing Separately
• Policy Calculator Correction
  • We were made aware that sometimes the Government Subsidies more than the cost of the persons Monthly premium, but they don’t pay up! (Typical huh?)
    • If any of the calculated fields that subtract the subsidy are less than 0, we set it to 0.
      • Actual Premium
      • Actual Initial
      • Actual Monthly
      • Total Monthly
      • Total Initial
• New Product Validation Option
  • You can now set a Product to Ignore checking for Payment Information when set to Require it, if the Actual Monthly premium is 0 or less.
• New Policy Field under Beneficiaries Section
  • Contingent Beneficiary Name
  • Contingent Beneficiary DoB
  • Contingent Beneficiary Relationship
• New Policy Status
  • Pending: Incorrect Quote
    • Shows up during Application -> Submit
• New Lead & Dependents Section
  • Legal Information
    • This can be used for pretty much any type of policy, but can also be hidden in Options -> Contact Form
  • The fields in this section hide and show based on the type of legal status the client or dependent has. It will show and hide certain fields.
  •  Fields
    • Legal Status
      • Select Menu
        • Citizen
        • Naturalized
        • National
        • Resident
        • Immigrant
        • Undocumented Immigrant
    • Immigration Status
      • Only shows if the person is a Resident or Immigrant
      • Multi- Checkbox
    • Document Type
      • Select Menu
        • Permanent Resident Card, “Green Card” (I-551)
        • Reentry Permit (I-327)
        • Refugee Travel Document (I-571)
        • Employment Authorization Document (I-766)
        • Machine Readable Immigrant Visa (with temporary I-551 language)
        • Temporary I-551 Stamp (on passport or I-94/I-94A)
        • Arrival/Departure Record (I-94/I-94A)
        • Arrival/Departure Record in foreign passport (I-94)
        • Foreign Passport
        • Certificate of Eligibility for Nonimmigrant Student Status (I-20)
        • Certificate of Eligibility for Exchange Visitor Status (DS2019)
        • Notice of Action (I-797)
    • Naturalization Certificate Number (ncf_number)
      • Text
    • USCIS Number (Alien Number)
      • Text
    • Permanent Resident Card Number (Green Card)
      • Text
    • I-94 Number
      • Text
    • SEVIS ID ( Student and Exchange Visitor Information System )
      • Text
    • Passport Number
      • Text
    • Passport Expiration
      • Text
    • Passport Country of Issuance
      • This will auto select USA and not show if the person is a US Citizen.
      • Select Menu of Countries
    • EAD Card Number (Employment Authorization Document
      • Text
    • EAD Expiration
      • Date
    • EAD Category Code
      • Text (max 3)

Lead Posts

Fixed a terrible, unreported and  unnoticed bug with Dupe checking. Now let us never speak of this again…

• Added “Price” as a postable Field. This should help with Vendors that are capable of passing the Bid Price along with the lead, which allows you to overcome the Fixed cost issue when setting on the Vendor. The QT Time feature will still work with TLDialer and remove the cost if the QT Time expires. But the original cost will be logged.
• Added “Debug” to Vendors, which will show you performance on result of a lead post. This will format itself based on the Response Type set.
  • Example: 1 Success: Success|time: 0.1198s|memory: 7.24 MB|peak: 7.53 MB|method: POST|code: 200
• Added a | to the front of successful TEXT based responses. This will allow you to parse it better. Debug information will also be separated by | key values will be separated by :
• Vendor Passthrough
  • Vendor Passthrough is when you use one Vendors Post ID and POST key, but pass in a different Vendor ID in the data parameters. Normally this only works via Uploads and FTP Sync. Now it can work via Posting data as well if enabled.
    • The Passthrough Filters will work with FTP and Uploads if set, but enabling it is not required for these Vendors.
  • You can now set the ability for Vendor Passthrough via POST.
    • The feature can be found in Vendors under Data
  • You can assign a Vendor group of Passthrough to be allowed.
  • You can assign specific Vendors to be allowed

TLDialer

• Fixed a Bug with Agent Emergency Logout.
• Live Agent Report Modifications
  • You will now see 3 Tables when there are Calls in Queue
    • Queue by List
    • Queue Campaign
    • Queue Details

Egress API

• Lead Data has been added to the Egress API

Login

• There was a bug that was preventing the external user whitelist from working. It now overrides all IP Restrictions as it should have.

Options

• Dialer tab is now known as Contact Form
• Contact Form section has been redone to make it a little easier to read and follow. Testing this layout.
• Fixed up some code related to options to save space and be more efficient.

Lead Relational

• Fixed a bug with Lead Relational introduced with PHP 7 that caused it to sometimes not be saved.
• Added Lead Dependent Relational

Users

• Can now search by Multiple User ID’s

Filters

• We can now assign Filters and see all your filters to assist you better with creating reports custom to your user.

Surveys

• Surveys now Support “Status Updates” when clicking a Button. This can be done at any point of a Survey.
  • Statuses will be Saved on the Survey as well as the Lead.
• Reorganized Survey Questions to have Tabs so we can add more features easier in the future. There wasn’t much space.
• Surveys can now be set to “Pop” Open when a Certain Status and loaded, similar to the Script Template Popup feature. Useful for New or Manual Insert Leads from the Dialer. The setting can be found in “Automation” under each Vendor.

Products

• Can now mass update product types.