Patch 9.1.0
This is a minor release due to Esignatures now being supported on Leads.
Esignatures
- Refactored to allow Esignatures to be used on leads, not just policies.
- Added new Esignature Setting: Allowed Context
- Choose Policy (default), Lead or Both.
- Esignature Button will show in the Contact Toolbar Section near Scripts.
- Added new Esignature Setting: Allowed Context
- Fixed an issue with SMS Confirmation PDF
- Fixed Filter Issues with Lead Tag and Lead Vendors
- FIxed an issue where the Lead ID wasn’t attached to the SMS Messages.
- Fixed an Issue related to the document not being able to be sent over MMS.
OnScript AI Integration
- Fixed a mapping issue for call disposition.
Documents and MMS
- Added a new Document Status “Ephemeral” which can make a document public for one hour from it’s last modified date.
- MMS Messages have been set to use this Status when sending a file or image so that the SMS provider can temporarily download the file and it closes itself after an hour.
- For Files Larger than 1MB they get converted into a link so they must be public.
- Added “Public” flag and filter for Documents to find them easier. Looks for Both Active Ephemeral and Public Documents.
Other Changes
- Fixed an issue with Admin123 Error Handling.