The release notes for May 2022 are organized as follows:
- Release Overview
- What’s New (5)
- What’s Improved (4)
2022-05 provides a number of new features and significant improvements to DebtPayPro. Note that the acknowledgement of releases that originated as requests via the Forth Aha IdeaBoard are assigned an Aha Number in the following format - "CRM-I-XXX".
Added Mass Processor Change User Interface (CRM-I-384)
We created a User Interface (UI) for Account Managers to move client transactions to a new gateway without the need for support and/or development involvement. This new interface allows you to select a previously constructed contact list; it now allows you to change the gateway for the transactions on those contacts; it allows you to pause or unpause payments or neither; and it also allows you to cancel all contacts in that list. You may also perform any combination of the actions listed above at the same time. Additionally, when a contact list is selected, you can choose to populate and view the list which will be displayed as a table with column headers, based on fields displayed on the contact list. The list displayed is paginated for performance and page size concerns.
Once this feature is enabled by DPP, clients can assign role-based permissions via the Admin Tab. Once enabled for a role, it can be accessed from within the Enrollments Tab by clicking "Mass Processor Change" on the Menu Ribbon. Click here to access a knowledge-based article on this new interface.
Launch of ClixSign 2.1
We launched this new version of ClixSign to add several new features. These included, Company cobranding settings to allow Debt Relief Service Providers (DRSPs) to show their branding inside ClixSign + associated settings in CRM; A fix for date fields size in final documents; Preventing users from sending documents via clixsign when no signature tags exist in the underlying document/package; Added a legal statement that signers must agree to before signing (not customizable currently); Ability for SMS notifications to be sent to up to nine signers (maximum) in the CRM & via API.
Added Option to Create New/Edit Existing Advance Assignments (CTX-I-46)
We added a section called "Advance Assignments" to the Advance settings page (via the Advance Tab) to allow adding or removing advance assignments and selecting assignment type. Assignment "types" are users, companies, or lenders. To add additional assignment options was possible only by requesting such from the development team. This update added a new tab that contains dynamic text fields (titled "Assignment Name") and corresponding drop down menus (titled "Assignment Type") that populate either user, lender, or companies for each assignment. User will populate CRM users to assign to an advance; Company will populate companies to assign to an advance; and Lender will pull from lenders in DPP.
Added Column to display debt a document was generated on (CRM-I-235)
For this update, when uploading a file to a contact, you can now specify which debt/debt account the document relates to. It also added a column titled "For Debt" to the uploaded files table within the Documents Tab (for an individual contact) to show the document's associated debt. This populated information is based on whether or not the document was associated with a debt upon document uploading. The value displayed is the Original Creditor name and the last 4 digits of the original creditor account number (i.e., “Chase1234”).
Additionally, this update automatically adds a note to the file (not just history) that includes the title of the document uploaded, user, and debt name it's associated with.
Added Creditor Selection on QuickMail Window in Contact Dashboard (DPP-14245)
This update added the ability to select a Creditor from a drop down list of enrolled creditors in order to populate creditor-specific tags within the Contact Dashboard via the QuickMail button as well as on the Contact Dashboard's email tab.
Update to User Phone Number Settings CTX-471 (CTX-I-78)
This three-part improvement updates the edit user to contain a new section for SMS notifications; provides a checkbox to enable SMS notifications and a field to input the SMS Number; and, once saved, the “My settings” section gets updated on that user's login to contain that SMS number and the checkbox selection.
Improved Bluerock Search For Contacts Lookup
We improved the Search for Contacts Lookup associated with the Bluerock phone system integration. We have a dedicated API that Bluerock hits that lets them search contacts by status. One of the parameters they post is "status=New Lead". The system then searches for contacts in that status for the account and sends it back to Bluerock.
The improvement is that you can now pass in a List ID instead of a status name. You may now use "status=New Lead" or "status=List:102319". This allows the use of contact list logic/filters to retrieve the contact set. This is valuable to clients that want a more refined set of contact than just status alone. The configuration is on the Bluerock end in their user interface, so a client could edit the value in Bluerock and change from status=“XXXXXX” to status=List:12345.
Insights Launched for All Clients (Group Behavior Update)
This multi-step improvement to our Insights Business Intelligence package was released to provide the power of Insights to all of our clients. It updated the single sign-on (SSO) process. It updated model sharing and data security to prevent privacy and/or user exposure issues. This update also deprecated redundant groups and an Add-On we previously used that limited sharing to users within their own group.
Allowed file URLs to be passed in to Doc Upload Endpoint
We made this improvement by adding a new parameter to the document upload endpoint (which will ingest a link to a file) since for inbound paper mail processing, clients wanted to use the API to post the files, using API user credentials for each user so when notes were posted, they came from that user.
Some inbound paper mail can be 20 pages or more for one document and this improvement relieves clients from having to decode inbound paper mail, which adds processing time as the users are pushing the files. In addition, it will display the file in the uploaded documents section of the Contact Dashboard.