Patch 8.0.0

Get ready, this is over a years worth of patch notes, we finally got these sorted and are ready to release patch notes on a more regular schedule again. Here we go!

Dashboards

Admin Dashboard

• Added average premium lead to admin dashboard.

Agent Dashboard

• We have prettied up the Agent Dashboard a little and are looking for feedback!
• Updates
  • Moved the link icons to the left side to declutter the screen.
  • Added “Center” and “Right” Columns for adding modules.
  • “Today Module”
    • All % up and down arrows are related to changes between day’s performance and yesterday’s performance from the beginning of yesterday to the CURRENT time of yesterday.
    • Stats
      • Apps Today
      • Policies Today
      • Prospects Today
      • Sales Today
    • Today’s Callbacks
• What else do you think would help your agents at the beginning of the day or for “at a glance” data on the dashboard?

Lead/Policy/Dependent Explorer

• Explore leads now has leads send, email leads, mass edit, merge leads, print leads, move leads functionality.
• Modified explore leads to allow mutliple types of resets.
• Fixed “Sort” and “Group By” in the options tab of the lead/policy/dependent explorer. Thanks for the report.
• Tags are now searchable in explore.
• Added lead and policy tags to explore.
• Added “Active Policies” and “Inactive Policies” on leads table in explore.

My Business

• My CSR’s now will work via user, unassigned and user groups assigned.
• Added my missed calls section for AGENTDIRECT calls and agent misses.
• Fixed CSR calendar query to work with user groups.

TLDialer

• Added a large modal popup that lets the agent know they navigated away from TLDialer, reset their session, and lost their calls. For technical reasons we are unable to show a popup to stop the process because we would lose the ability to properly cleanup the data after the agent does so. We are currently looking into technical workarounds for this but it seems to be a browser limitation.
• Added a “Sync Agent Licenses with State Route” tool in Mass Edit that will allow you to add users to state route groups by prefix based on the user’s licenses set in Users -> Licenses.
• Fixed an issue where an agent dispositioning a lead without saving it could remove the vendor_lead_code from the ViciDial lead.
• Fixed an issue where an agent dispositioning a lead without saving it could ignore the qualification timout.
• Fixed an issue where an agent on a dead call waited longer than the qualification timeout to hangup the call and did not clear the cost properly.
• Fixed an issue where a lead posted in via add_lead_url would not be considered new and start the qualification countdown timer when the inbound was actually taken.
• Added Puerto Rico to TLDialer state lists.
• Added Import Row as the inbound number received on nnbounds since it wasn’t being used for anything else.
• Fixed an issue with the lead switcher where the vendor_lead_code was not being removed from the switched lead due to a ViciDial sync issue.
  • This was causing calls that came back in to still load the incorrect lead and reassociate it yet again.
• Added the original ViciDial lead ID into the lead switcher logs so we know whence it came.
• Fixed an issue when unlinking leads. Now the previous lead automatically becomes orphaned to make things easier.
• Added Count #’s and checkboxes to ingroups table. Mass edit coming soon!
• Search function now works for the inbound groups table.
• Added a giant modal popup Medicare / CMS violation notification that shows to an agent when a client is on hold more than X minutes.
  • The time for the popup is is configurable.
  • Added an extra dismiss button in the middle of the Agent CMS notification.
  • CMS specifications state that a client should be consulted before or at the 2 minute mark if they are to be left on hold for any longer.
  • Agents should unpark the client and notify them of the reasoning for the wait time if necessary.
• Added first contacts filters to TLDialer -> Leads.
• We no longer allow logins to the dialer if you are not registered to every dialer server. This prevents ghost logins.
• TLDialer should now work on Firefox.
• Added more STUN server options.
• TLDialer can now be used for reporting only on a ViciDial System without running the main process queries or allowing the agent to log in.
• Added option to disable the agent interface only to lock out agents if we need to do testing or maintenance.
• Optimized load balance checker query.
• TLDialer will now update a live agent properly when changing ingroups and ingroup settings via TLD User Edit or Mass Edit. Agents no longer need to log out and back in.
• Added lists meta as joinable and searchable in TLDialer -> Leads.
• Added carrier table to calls table as a JOIN on the UniqueID of the call so you can see the carrier response.
• Updated inbound autofill to work on update as well as lead creation on inbound.
• We now prevent users from jumping onto TLDialer before IP authentication has completed.
• Added feedback to TLDialer hangup.
• Manually set called since last reset to inbound leads so they don’t immediately get auto dialed if they are in a list that also autodials. Apparently this is not done by ViciDial itself.
• Fix for blank transfers if an agent forgets to type in a number.
• Added a feature to ring and popup that calls are in queue and harass agents so despite being unable to directly access those calls (as they’re handled by the dialer), they know the phones are ringing.
• On login, we now clear ring Caller ID just in case.
• Added an auto-dial limiter so you can’t hurt yourself accidentally.
• Users can no longer manually dial the number of the same lead that they already have loaded.
• TLDialer queues can now be hidden by specific user groups.
• Mass edit TLDialer lists should no longer clear reset times unless you check the clear reset times option.
• Transfer Presets can now be used per campaign, along side the global transfer presets.
  • One of the transfer preset columns has been reserved for the color of the transfer.

TLD Recordings

• Added the ability to mass download recordings in TLDialer -> Recordings in bulk as a .zip file of .mp3’s only. Works with clusters servers.
• Added the ability to download ALL recordings on a contact as a .zip file of .mp3’s only. Works with cluster servers.
• All downloaded recordings get logged in Logs -> Exports, and flagged as PHI and PCI data exports because we can’t be certain what was said on the recordings. Please be mindful.
• Public recording links can now be generated and shared with clients. The link will last for 1 hour and then disable itself. It cannot be downloaded, only played using the browser. Only users with permissions can create these links.
• Added lead entry date and other filters to public recordings.
• Add ability for admin staff at TLD to omni lock recordings if we detect odd behavior.

Live Agents

• Added ability to edit user and state routes from the Live Agents page.
• Added user group role filters for Live Agents.
• Live Agents now has a queue filter.

Agent CPA

• Added average grade and average rank.
• Added Conversions, Conversions/New Leads, Conversions/Calls, and Conversion CPA.
• Added totals at the bottom of the table.
• Added a “Copy to Clipboard” button for easy pasting into Excel/Google Sheets.
• Changed penalty calculation to be accurate.
• When dividing by 0, we now show the infinity symbol (∞). Infinity (∞) and negative infinity (-∞) are now sortable, and work logically.
• Custom filters on this report will now show the proper name and icon when loading.
• List ID now filters first contacts properly.
• Added “Rewrite” filter for sales in Agent CPA report.
• Made TLDialer tab default tab on open for Agent CPA user screen.
• Fixed an issue with ViciDial users in the Agent CPA report.
• Added CSR user group to notes.
• Added ability to edit user and state routes from the Agent CPA report.
• Fixed first contacts and Agent CPA report to work with our new standardized TLDSRVDAD extension for state routing.
• Added new filters in Agent CPA report: First Contact List Filter, Call List Filter, Call Campaign Filter, and Call Status Filter.
• Added wrap up time, wait sec, average wait sec, and active sec to Agent CPA.
• Agent CPA now has user group and TLD user group filters.
• Added Policy CPA to Agent CPA report.
• Added carrier filter to Agent CPA.
• Added to Agent CPA report: transfers, external_transfers, internal_transnfers, appointments, and converted_appointments.

Leads

• Dispositioning leads now generates first contacts instead of relying on the Agent CPA report to do so.
• You can now send an email via lead conversion
• Added “Financial” as a section you can add custom fields to, this section always existed but was not in the custom fields dropdown.
• Added label options and custom sizes for middle name and county lead fields.
• Broke up address row so it doesn’t look ugly.
• Added autosave feature that can be enabled that will autosave before unloading a contact for those who close the window before saving. Only happens if there is a lead saved, not a blank, unsaved contact.
• Added married and wmoker validations. Fixed class issue on drivers license.
• Added “Open in TLD Leads” on TLDialer leads.
• Changed way dispo clear works.
• Changes to custom fields for more reliable inserts and updates.
• Added lead status to callbacks view.
• If a zipcode is present, and the state is not, we can now auto populate the state, city, and even county on saving of a lead or posting into the system. This works well in conjuction with our address validator.
• An option has been added to only pull the first 5 digits of a zipcode both for our own internal data pull as well as third party address validator.
• Added “Make Lead from Dependent” ability which auto links the new contact to the original lead and vice versa.
• Added “Dupe Check” when creating a new lead. A checkbox is required to create the dupe, but it is possible to force the agent to open the dupe depending on how the options are configured.
• Added household annual and monthly income calculation fields.
• Made address and state sizes resizable. Poor man’s option to making the whole contact page customizable.
• CC validator now works with Visa, American Express, JCB, Mastercard, and Discover, as you type the number, even if hidden.
• New lead users feature: Appointer, date appointed, and foster to leads.

Vendors

• Inbound price should now show on vendors table.
• Added response codes to the “Print Vendor Post Instructions” form.
• Added mass edit dupe settings to vendor sources.
• Added clone vendor dropdown to vendor mapping edit screen.
• Reset rules can now reset a lead, reset and change status, or just change status.
  • Changing status ALONE will effect all leads that match the criteria, regardless of reset or not.
  • Changing status WITH reset will effect only leads that must be reset.
  • Clone vendor now should clone post map fields. Unsure why it never did after all these years.
• Fixed up clone vendors when cloning and adding a new list.
• Added price per acquisition model for vendors. Updates lead cost when converted, or one policy in a specific status.
• Added age min and max to reset logs and cascades.
• Added feature to copy list resets from another vendor while editing a vendor.
• Cloning vendors now clones reset rules.
  • Cloning vendors does not clone cascades.
• You can now mass edit reset rules by copying from a vendor.
• Added date of birth in uploader dupe check criteria.
• Clone vendors now rehashes the POST key instead of just copying it.
• Dupe attach notes feature added to vendor POST and upload.
• New option added to accept leads without phone numbers on vendors.
• Lead resets can now reset the called count. Be careful with this!
• Added feature: Allow dupe but flag as dupe.
• Mass edit PPA (Price Per Acquisition) and stage.
• Mass edit ViciDial name sync for vendors.
• Set converter to fronter on lead entry option added for vendors.

TLD Lead Posting

• We can now accept leads in XML and JSON formats.
  • Setting your POST content-type to application/xml or application/json will automatically consider the entire POST body as XML or JSON respectively, and parse it if the POST type is set to HTTP.
  • Setting the POST type to XML or JSON will force an XML or JSON parse on the POST body if no object key is provided.
• We can now accept leads on object keys inside a form-data or x-www-form-urlencoded POST data.
  • The object key should be in dot notation (ex: mydata.lead).
  • This only works with POST method, not GET.
  • Respects the post type selected on the vendor: HTTP, JSON, or XML.
  • Example:
    • Lead exists in array in POST mydata[lead]
      • The object key should be set to mydata.lead
      • If the POST type is HTTP, it will just load the data point.
      • If the POST type is XML, it will require mydata.lead to be an XML string.
      • If the POST type is JSON, it will require the mydata.lead to be a JSON string.
      • If the content type is x-www-form-urlencoded, we will encode the data for processing automatically.
• Added lead limits to lead post system. This means you can now limit how many leads a vendor can send you per hour, day, week and month,
• Vendors can now accept nested data fields via POST by using dot notation for complex arrays and objects of data sent via POST, JSON or XML.
• Added vendor autofill capability. You can now automatically have vendors add data when a lead comes in, in case you have some critical information that needs to be placed on each lead coming in.
• POST system now supports nested data and nested fields using Dot (.) Notation for mapping.
• POST system can now lookup user information for lead user fields by email.
• POST system can now set callbacks, by user or by user email.
• Added “name” field that when present will auto split name into firstname lastname, or lastname, firstname if there is a comma present.
• POST system now accepts phone_part1, phone_part2, phone_part3 for older systems that separate them, and will combine them into a phone number.
• SFTP lead sync is now possible along with FTP and FTPS.
• POST system and uploads can now reject based on ViciDial DNC And FPG (Filter Phone Group)’s based on vendor settings.

Relays

• Added relay support for custom fields, user information, nicknames, and aliases.
• Updated relay maps to now allow for mapping of agent information for all user fields on a lead.
• Added ability to send policy data via relay and all major respective fields along with the lead.
• Policies can now trigger relays.
• Added many missing fields to relay maps related to user information.
• Policy relays are now possible.
• Added JSON relay support.
• New Feature: Relay Groups

Users

• Added Licenses section so you can quickly see and filter what licenses your agents have.
• Added NPN and FFM ID to users query tables.
• Added middle name, nicknames, and aliases to users.
  • Nicknames will be seen on the users table when set.
  • Aliases will be used at a later time for chat and other applications.
  • Added these fields to user profile page.
• Added level permission for blind dialing to be disabled for agents
• Added user group leaders.
• Added “Agency” to users. Agencies can have multiple settings that will be expanded on in the future including default email domains, etc.
• Added agency to mass edit.
• Added “Vendor ID” to users, so they can have leads in their own vendor if set.
• Created an alternate new contact form that works with the vendor ID to automatically add a new lead to the users vendor for special reporting. Also checks for dupes!
• New permissions: View unowned leads, and quick search unowned leads.
• SSN reveal for admin and superadmin in user personal section only.
• Added user fields: cms_username, and cms_password.
• Licenses and contracts as well as CMS infomation shows on user profile.
• Users can now be limited by their own user group to only see their respective allowed viewable groups in ViciDial user group.
  • If not limited, Live Agents can now be filtered by User Group
• New permissions tldialer_view_timeline and view_contact_logs.
• Added employee ID to users for external payroll systems.
• Added “Delete Dependent” capability. This is one of our few actual “Delete” functions.

Templates

• Fixed an issue with template link insertion in templates system. It was not showing the popup.
• Fixed an issue with incorrectly labeled dynamic fields in templates section.

Data Tools

• Added this new section. This will house some data manipulation tools to make your life easier as we get requests for them over time. This section can be found under Media -> Data Tools.
• If you have a file that contains JSON formatted data for your leads in a column in an Excel spreadsheet, you can now use our Spreadsheet with JSON Column Data to CSV Converter tool.
  • It works with CSV, XLS, and XLSX Formats.
  • Will return a UTF-8 Encoded CSV.
• New data tool: Spreadsheet to ViciciDial CSV converter tool.
  • This tool will take a column as the phone number and clean it of invalid numbers, remove duplicates, and only include phone numbers that are 10 digits.
  • This will give you a CSV with the country_code, and phone_number which is exactly the minimum ViciDial needs for an upload.
  • If your column DOES NOT have HEADERS, please type the number of the cell that the phone number is in, starting with 1.

Logs

• Added view logs to CRM. This allows you to see who opened a lead, and when, as well as how they got there. May require some technical skill to understand it. View logs section can be found in Logs -> Views or by opening a contact and clicking Logs -> Views if you have access to it.
• Added conversions to vendor log for the full vendor log report.
• Quick reset for lists now logs properly to ViciDial admin log.
• Added TrustedForm code filter to TrustedForm logs.
• Added lead status on recording log.
• TLDialer logs now also include vendor lead codes.
• Added searching recording log by alt phone.
• Fix to monitor logs so they are more consistent.
• Added public city and public conversions only to vendor public log.
• Vendor public logs can now be password protected.
• New feature: TLDialer transfer logs and user call log custom modifications.
  • Added “Qualified Transfer” field.
  • Added “Transfers” to TLDialer logs on contact.

Reports

• Added breakdown by state to vendor performance report.
  • Split vendor performance into different sections and allowed export of the different reports with different CSV names.
• Added contest sort capability to the sales board.
• Removed a limit on vendor performance report.
• Added zipcode breakdown to vendor performance report.
• Cleaned up the look and feel of vendor performance reports.
• Cleared export buttons for vendor performance report so you know what you are exporting.
• Fix to price per acquisition in vendor performance report as the date acquired needs to change based on the converted date, not the created date.
• Added CID calls report – experimental and hidden.

Products

• Added [Carrier ID] Name multi-checkbox to filter to make it easier to search.
• Added vendor ID filter to vendor performance report.
• Updated vendor performance report to break down and filter by state.
• Updated vendor performance report to break down and filter by status.
• Updated vendor performance report to break down and filter by county.
• Updated vendor performance report to break down and filter by specific field and field Values.
• Added county on zipcode in vendor performance report.
• Added lead % to vendor performance report.

Performance Enhancements and Optimizations

• Optimizations to HTTP content delivery.
• Added user and account level caching for faster reports.
• Optimizations to lead quick search.
• Optimizations to policy quick search.
• Removed generate first contact, it’s no longer needed. Agent CPA report MUCH faster as a result.
• Added indexes to date converted, date fronted, date appointed. Makes Agent CPA and other reports much faster.
• Massive changes to ViciDial service with new query methods, caching, and more.
• Added compression to partials and JSON output as well for faster serving and less bandwidth usage.
• Added account level caching for some reports to reduced query load on commonly loaded reports.
• Refactored way TLDialer interacts with the TLDialer emitter. This helped a lot with transfer issues and getting stuck in transfer.
• TLDialer now does direct URL lookup instead of piecing it together itself. This made loading leads faster.
• Optimizations to TQL core.
• Optimizations to API authentication.
• Optimizations to dispo API.
• Optimizations to API logs.
• Optimizations to user logins.
• Offloaded lots of parts of the system to read-replicas or optional ViciDial read replicas.
• Changes to uploader to remove blank leads and not even bother processing them.
• Limited dialer ID lookups on lead open to 10 max; This was due to someone who has a vendor that cannot change their callerID so the same number had thousands of ID’s attached, crashing the agents browser.
• Added more data to be able to be used for recordings backup.
• Vendor Logs now has a “Sales Mode” which changes the conversions calculation to be a sales calculation only.
• Added Help Articles for TLDialer Troubleshoot and TLDSIP Audio Troubleshoot.

Bug Fixes

• Fixed an issue we introduced for iOS table loading, which only showed up for a day.
• Minor fixes to modal error handling.
• Fixed a report filter for lead scorecard.
• Fixed an issue with length of some tables.
• Fixed up some infinity signs (∞) on new lead limits.
• Fixed a seat count issue preventing adding new users when an account had enough. Don’t forget to deactivate both the users’ TLDialer users and phones!
• Fixed issue with new PHP money format.
• Fix for uninitialized users.
• Fix for first contacts errors.
• Fixed a color and utility error.
• Fixed large dialer bar causing problems with footer on small screens.
• Fixed no limit on first contacts limit.
• Updated some TQL functions to use proper timezones.
• Fixed issue with timezones and reset call times feature.
• Change to use account timezone, not user timezone in some PHP Functions.
• Fixed minor visual issue with logout tooltip.
• Fixed TLDialer report buttons to always be stuck to left when open since some tiny screens can’t see them all.
• Fixed an issue due to the new TLDialer method for the lead qualification countdown. Should show properly now.
• Major fix for multi-user write issues when admins are present. Some of the inputs were missing critical classes, causing all sorts of issues with agents suddenly being removed from leads as agents, etc.
• Fix to yesterday and tomorrow calculations by timezone.
• Fixed users removing their user groups on profile page accidentally. My bad.
• Fix to TQL resolvers.
• Fixed an issue with beneficiaries excluded.
• SSN-9 (9 digit Social Security Number) validation no longer requires a SSN when one is not being provided, unless you choose to require SSN as a field.
• Fixed an Admin123 validation error message not showing up when it should have.
• Increased PHP Timelimit for Admin123 function causing timeouts during Admin123 processing delays.
• Fixed an issue with public recordings causing it to try to pull the entire database of recordings when there was no leads. Whoops!
• Fixed issue with TLDialer Download Recordings permission.
• Fixed an issue with Tranzact FTP Backups pulling 0 lead recordings.
• Fixed an issue with SMS Timestamps and East Coast Account. Time should be correct now.

Email

• Increased max size of Emails to 16 MB (Adding response codes to the Print Vendor Post Instructions resulted in hitting the previous limit, and broke some email instructions).
• Added quote email button and quote email selector to products and account Options.
  • Quote email button will not show when there is no default option set.
• Allowed agents to send Welcome Quote and CSR emails from their email address on their user instead of the default system set email.
• Enabled domain emailing capability. You can now authorize your domain with our SES Server and have the system send emails from your domain instead of ours to prevent spam or rejections from our domain.
• Added Email Notifications for TLDialer backups.
• Vendor system now supports inbound email lead posts.
  • Format for email post is {vendor_id}.{post_key}@{subdomain}.app-mailin.tldcrm.com
  • Requires “Delimiter” field such as ” : ” to find the keys and values.
  • Will split the email by new lines, and check for delimiter within each line.

API

• Minor quality of life changes for egress API.
• Notes can now be added via ingress API.
• Added XML API capability.
• Strengthened API IP address lockdown.
• Added commissions paid and commissions received into egress API.
• User licenses egress API added.
• Update for CORS validation for some internal API’s.
• Added user contracts to API docs and egress API.

Commission Alignments

• Tracks when a Policy has “Aligned” with your agency, via CSV Upload
• Allows Mapping of CSV Fields to Alignment Fields
• Updates via Policy ID or Policy Number.
• Will update Policy Number or Application Number if missing or different.
• Allows Mapping of Statuses
  • Statuses that are mapped will update policies if they are different.
• After Alignment Upload, will check previous alignment date to find missing policies not included in the current upload.
  • Will mark the previous alignment as missing and when.
  • Will generate a file with missing alignments after upload so you can research what happened.
• Added “Commission Alignments” section with filters and export.

General Updates

• Agents available PING/POST no longer requires a key.
• Filters should now preserve and load custom labels.
• Added a move lead feature for TLD Admin use only on request between accounts. Please make these requests on Slack so we have them in writing.
• Added relative weeks and months to date picker relative time sections
• Added save buttons to different areas of the contact form for quick access.
• Permissions update to verify and submit buttons.
• Added CSR triggers to leads and policies. You can now auto generate and assign CSR’s on status press.
• Disabled ability to add custom products to prevent duplicates. If you don’t see the product you need, please consult us on Slack.
• Added ability for state route editor to support N-levels of complexity based on tldialer_meta setup on the system.
• Added state route rank and grade to quick edit all state routes ingroup ranks for an agent. Also shows the average of each. Please note, depending on your configuration you use Ranks OR Grades, not both.
• Added ability to auto fill last callbacks description if you are setting a new callback due to a non-answer and want to show completion.
• Added state route editor to users section.
• Added “Counties” table for reference in reports and the rest of the system.
• Added ability to disable customer stats.
• Removed Medicaid levels hidding from agent view on contact form.
• Surveys can now trigger callback modals if a status update calls for it.
• Contact email now shows in billing info on policies for quick reference. This field is non-editable.
• TLDOBIWAN – “This isn’t the list you are looking for” added to State route script overrides for logs as outbounds.
• Added commissions paid and received to policies schema imports.
• Added logic for surveys.
• Added “Transfers” to contact TLDialer log.
• Added global state license requirements for sales based on contact state and user’s state license.
• Increased Admin123 timeouts to 60 seconds to account for it soemtimes being really slow.
• Doubled timeout for Admin123. They are getting slower every day.
• Policies and dependents can now be disabled for those of you using the CRM in more creative ways. Also reduces query load.
• Major changes to ViciDial epoch used in TLDialer CRM scripts.
• Better data dumping on TLDialer reports function.
• Modifications and updates to TrustedForm log and report.
• Fields builder now filters by field name as well as label.
• Cleaned up field builder to be less messy and take up less horizontal space. Organized between base table fields, other, aggregates and pseudo columns.
• Slack channel functionality added for direct TLDialer reports into Slack channels.
• Added agents to load balancer stats on live agents.
• Added setting to disable whisper, barge, and monitor individually.
• Made Medicare scorecards dynamic for printing.
• Added policy holder name and zipcode to medicare scorecard.
• Added “Move Policy” capability for when a policy is on the wrong lead.
• Lists meta can now be seen and edited on TLDialer lists.
• Added “At a Glance” customer summary option. Only works when it is set as default in options.
• Removed Google STUN/TURN servers and moved to Telnyx after a catastrophic failure dubbed, “The Event.”
• Put in a fix for live transfers not being seen as new.
• Added experimental TQL documentation section.
• Campaigns can now have their own manual dial prefix from ViciDial settings.
• Made installing cross account users and phones a bit easier on our staff.
• Added notify when dialer ID updates so form doesn’t overwrite it.
• Added force touch mod status option. Forces a “touch” on status update.
• Fixed an issue with payment copy.
• Allow admin users group to see all recordings, regardless of limit.
• Hardening of dates if some dates are missing and need to be fixed on policies when they next update.
• PPA now changes first contact, cost, user, and call date for correct attribution. Leaves command PPA as well to be able to find it. First contacts no longer continues if TLD lead is not found since we don’t have cost if that is the case. First contacts now supports user and user group filter which excludes users from the log queries and also unsets the call_number_dialed_has setting to be able to attribute a transfer if needed.
• Tags can now be set on policies.
• Tags can now auto add, drop, or remove on status update.
• Tags now show on the contact. Click the tag icon to see them.
• Added option to show vendor ID in info window.
• Added click to copy on public label.
• You can now assign a specific agent for assignment buttons.
• Turned legacy paid into a select box with new options.
• Added state filter to custom model so a field will only show for a specific state.
• Added TrustedForm result to explore, filters, etc.
• Added total fronted and total converted to lead schema.
• Added new basic password requirements.
• Added optional strong / stronger password requirements settable by admins in the options section.
• Added support for custom field modifier ID, name, and date modified searches.
• Custom fields can now be validated against product validations.
• Added Product Validation feature to check for Dupe SSN’s on Policies not related to the current lead.
• Remove hopper delete limit.
• Added grab calls to TLDialer timeline.
• Mass edit now logs and emits changes better than before. Status updates now run the full status functions, validations, etc. Skips auto SMS and a few other automated functions to prevent accidental spam.
• Added policies sold to leads schema.
• CID history can now be exported.
• Fixed issues with agent time stats on live agents.
• Made it possible to show state full names for people who don’t remember the abbrevations.
• Added “Lifespan” to lead policies schema.
• FEMA eligibility based on zip code is now searchable.
• Added no transfer state overrides per vendor.
• Tightened security on TLDialer phone registration passwords.
• Added autoretry to TLDialer backups.
• Added PGP encryption support for TLDialer backups for Tranzact.
• Refactor: Uploader
  • New uploader protections. New uploader emit method.
  • Still one pending optimization for memory usage.
  • Fixed issue with results for uploader as well as see leads button.
• Refactor: Dispo lead and dispo policy
  • Skips
  • SMS
• Special feature: TranZact FTP backup.
• SMS Notifications will now show name of Client in the Popup.
• Dispo API can now update by clients Email Address.

New Features

• New third party feature: Balto controller.
• New feature: TLDialer hopper beta.
• New data tool: Deduper.
• New feature: TLDialer audiostore.
• New feature: SMS on disposition.
• New feature: Select agent on conversion.
• New report: Agent activity.
• New report: Agent dispositions.
• New feature: FEMA eligible.
• New feature: Manager phone.
  • Manager phone is now a separate form base TLDialer phone.
  • You can be logged into TLDialer and the live agents manager phone at the same time.
  • Manager phones are auto created upon opening live agents.
  • You still can’t run multiple live agent phones at the same time, as they will fight for registration, so please be mindful of that.
  • When building the manager phone, you will be bounced out temporarily until it is done. This will last for about a minute.
• New feature: Transfers in live agents.
• New feature: Grab direct call.
• New feature: Notifications system.
• New feature: TLMessenger.
• New feature: Guides.
• New feature: TLDRECORD.
• New feature: TLDSRXHLD.
• New feature: Remote agent panel.
  • Added Remote Agent Panel for working with Hard phones. Uses the same Emitter as TLDialer. Auto Dispos.
• New feature: TLDialer avatars.
• New feature: TLDialer campaigns editor.
• New feature: TLDialer DIDs editor.
• New feature: Bundle policies.
• New feature: User contracts.
• New feature: Commission Alignments
• New feature: Email Post Leads