Release Overview

2022-11 provides several new features and significant improvements to DebtPayPro. Note that the acknowledgment of releases that originated as requests via the Forth Aha IdeaBoard are assigned an Aha Number in the following format - "CRM-I-XXX".

What's New

Added Tag for Payment Return Reason Tag (CRM-I-632) DPP-15121

This new tag pulls the payment return reason so that companies would be able to pull the last transaction returned reason from an enrollment plan. This tag works for SMS, E-Marketing Campaigns, Document Templates, and Packages. The new tag is {LASTTRANS_RETURN_REASON}.

Added Time Zone in Docs Tab to Match My Settings Time (CRM-I-757) DPP-15450

“My settings” governs multiple attributes of a user's experience including time zone. The time zone can be set to whatever time zone the user is in, and then history events and other elements of the system that display time will update to reflect their current time zone. One area that does NOT get updated is the document date within the docs tab. This has now been added to reflect the time zone a user is in when looking at when docs were generated/uploaded etc.

Added Enablement of Debts Tab for Business Loan File Type (CTX-I-165) DPP-15566

Centrex is branching into more consumer lending domains and as such will require access to credit pull functionality. As a result, the debts tab will need to be available for the business loan file type so when credit is pulled, the debts tab is visible and a user can review debt information on a contact within a business loans file type. This feature only appears for business loan file types when file type is selected and contact debts is enabled for the accounts

This new feature enables debts tab functionality within the business loans file type.

Added Dynamic iFrame Height (DPP-12938)

This new feature provides a way for iframe height to change responsively. This will provide a better user experience on pages that use iframe content i.e. Vue user interface (UI) components. With this update, the window containing a Vue component should grow or shrink with the length of the component. The result is that there should not be multiple vertical scrollbars when a Vue component is too long.

Add Contact ID to Event Reminder Notifications (CTX-I-142) DPP-15346

Clients want to quickly access the contact dashboard when they receive an "Event Scheduled" notification email. This new feature is an update to include the "Contact ID" in the body of the automated system "event reminder" email. It also includes the "Contact ID" in the body of the email.

What's Improved

Update to Available Debt Field Tags (CRM-I-663) DPP-15122

This update involved the creation of new tags that relate to a creditor when they are specified for document generation or any other individual creditor-specific events. This would allow us to pull in additional information on a particular creditor based on the fields in the system. Below are the fields we and the suggested tags for them. These are object-based tags that work with triggers.

POA Sent Date = {DEBT_POA_SENT_DATE}
Court Date = {DEBT_COURTDATE}
Discovery Date = {DEBT_DISCDATE}
Answer Date = {DEBT_ANSWDATE}
Service Date = {DEBT_SERVDATE}
Paperwork Received Date = {DEBT_PAPERWORK_RECEIVED_DATE}
Judgement Date = {DEBT_JUDGEDATE}
Charge Off Date = {DEBT_CHARGEOFFDATE}

Update to ACH Works Integration (CTX-I-124) DPP-15150

Certain Centrex clients are looking to start funding consumer-level loans. In support of this functionality, our ACH integration was updated. This update introduces a new option to allow for the enablement of consumer/PPD type payments; allows for the user to select commercial/consumer transactions if the settings are enabled for "Both" types, and finally sends a new "WEB" and "PPD" transaction type when "Consumer" transaction is set up.

We added a new dropdown menu under the "Funding Info" tab on the Advance page that has options "Commercial Account" or "Consumer Account". Based on the option chosen, the system will pass CCD for commercial or PPD for consumer to the ACH Processor. Web will also need to be enabled which are transactions that come directly from an online sale. The goals of this update were:

Allow for WEB/PPD consumer draft usage within the centrex system
Introduce settings to enable/disable this function
Introduce advance level controls to set an advance to go through as a CCD or PPD client
Clients on the centrex side will fulfill all compliance-related tasks to satiate processor requirements for PPD/WEB-type transactions

API Updates

Added "Whose Debt" Field to API Debts Endpoint (CRM-I-739) DPP-15506

This modification adds an API Endpoint of "Whose Debt", so they are able to pull the debt and whose debt it is - whether the applicant, co-applicant, or a combination of both. This will allow a user to use the existing debts endpoint to call whose debt the debt belongs to, along with the debt amount, at the same time.

To access other monthly release notes, click Here.

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