Patch 6.9.8 – Post Haste!

We are hitting the new year running! I haven’t slept since New Years Day! Hour 60 here I come! Lots coming soon in the following months!

Thank you for your patience with the new Policy Status buttons method, we promise you will love it in the end. We made some quick patches the past couple days to correct some minor issues with some of the buttons not showing during the right Policy Stages. It’s actually working much better than it used to now!

We added a few more filter features for Policy Statuses and have one more change coming to allow you to reorganize your Buttons!

Policy Workflow Fixes

  • Interrupting a a Sale will now properly Remove the Date Reactivated and Reactivator.
  • In a sleep deprived stupid, I decided to change some of the button names, but they were not easily recognized, so I changed them back.
  • Re-added a block of missing buttons to Sale Stage.
  • Post Dates now always show Red when in the Future, regardless of Status or Stage.

Custom Lead Statuses

This section got a Heavy Rework and prep for an upcoming change that will allow you to organize the Button layouts yourself!

  • New Filters for when the Button Shows Up
    • Vendor Filter Updates
    • Vendor Group
    • Lead Tag
    • Roles
    • Abilities
    • Level
    • User Group
  • You can now set Button Icons! Default is none.
  • You can now set Button Colors! Default is White
  • As you type or change the Description, the previous icon on the top right should automatically update. This also works when selecting an icon and selecting a color.

Custom Policy Statuses

  • New Filters for when the Button Shows Up.
    • Vendor Group
    • Lead Tag
    • Policy Tag (Not even launched yet!)
    • User Group
    • Level, Role and Ability
    • Carrier, Plan, Policy
  • As you type or change the Description, the previous icon on the top right should automatically update. This also works when selecting an icon and selecting a color.

Custom Fields

  • Fixed calculation of the next available ID, after breaking it…myself…
  • Date Interrupted is now Default for Uncustomized or Custom Policy Statuses
  • Fields Edit are now Full Size Modals

Other Changes and Fixes

( For the tech nerds… )

  • We now have a script that we can run (Internally at Esotech), to sync your Dialer Lead Statuses with TLD’s statuses, translated into Vicidial Statuses. It even logs the results in case we need to undo creatively (Undo not yet written). We have fine Grain control over this module.
  • Lead Validation should no longer Trigger on “Resets” or “Unconvert”
  • Removed setting headers when not echoing HTML.
  • Disable gzip when not echoing HTML.
  • HTTP Response code now setable from Controllers, not just API. Boy, that was a long time coming.
  • New Save and Refresh JS Method to allow editing and adding things to a modal without having to close and reopen it.
  • Fixed a bug with Unclicking Radio Menus that were clicked on page load. What a pain that was…
  • New User Roles, Meta and Groups storage. Getting ready for some multi-account madness!
  • Skills is now a thing, but not used for much. Highest skill from your user groups gets set.
  • We can not more easily check if you are a member of a user Group
  • Fixed a bug in Renewals…actually Policies. The name for Has Renewal Refused was not correct. Those Pesky refusals should find their way out of your Queue…