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June 2021 Newsletter

  • Updated

Contents

Newsletter
2021 | June
2021 | June

 

 
New Triggers Release Update

Back in March we introduced you to the new DebtPaypro triggers system. We are happy to announce that your account manager will be contacting you via email by the end of July with instructions on how to activate and use the new functionality.

This product enhancement comes at no cost to you, but at a great increase in productivity!

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The ideaBoard Exposed

The ideaBoard is where you can go to share and see ideas submitted by other Forth users. This helps Forth plan future product enhancements and projects better so we can benefit our entire community. 

This is what the ideaBoard currently looks like. We are working on upgrading the site and will let you know as soon as it’s ready. 

The Process

Before we discuss the process, it’s important to understand that Forth has projects and feature goals created in advance for the coming year. With that in mind, the process is simple. You submit the idea, then every 2 weeks the Review Board goes over all the newly submitted ideas and assigns an action type to them. Action types are:

Planned - we are able to put the idea into our current development plans
Needs Review - idea submitted, but not yet reviewed
Future consideration - the idea will be considered for a future roadmap
Completed - idea developed and live in system

If an idea is archived, it doesn’t mean it won’t eventually be put on our roadmap. The Review Board re-evaluates archived ideas from time-to-time. If however, the idea is extremely important to your business, we offer additional options:


  1. Contact your account manager or support team to find a work-around; or
  2. We can discuss custom building your idea just for your company for a fee. Contact your account manager to learn more.

Please keep your ideas coming -
we are reviewing and using as many as we can!

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Monthly ideaBoard Highlights

Beginning with this newsletter, every month will contain a  Monthly ideaBoard Highlights section. Here you can find the previous month's idea submissions by status and category. 

For example, the June newsletter includes the ideaBoard's information for April as May's information was not up to date in time for the June release. This is what it will look like:

 

 

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AFCC Conference Recap

 

On May 16th and 17th, DebtPaypro’s leadership attended the American FairCredit Council Conference in Miami, FL. The AFCC is the only Credit Advocacy Association that fights for consumer rights for debt settlement. It is the largest debt settlement industry specific conference in the U.S.

“The event was very valuable and well attended,” said Carrie Brown, Director, Client Services. “It was the largest crowd I think this event has ever had and I think many people still didn't show because of Covid which is an indicator of the industry growth.

AFCC_ipad_winner.jpg

We'd also like to acknowledge, Tony Provenzano, CRO at Acquire Interactive for being this year's DebtPaypro ipad winner.

 

 

 

Kris Kehler, DebtPaypro CEO with Tony Provenzano

Feel free to view our booth presentation below.

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Feature of the Month: Tasks
 

DPP-Newsletter-June-Tasks__1_.png Did you know that tasks can be extremely helpful in tracking key events that take place in a contact record, and identifying who is responsible for completing those tasks? This functionality is great for both users and managers. 


For users, creating a task can be based on a trigger as part of a workflow, meaning that when you activate, call, etc. a client, a task will automatically be initiated making sure the user completes the next step properly. 

bluetask.png

The users can also create custom tasks, which can be assigned to themselves, a team member, an entire team, or even a contact. You can enable email notifications in the task settings containing the details of the task to be sent to the user or team, as well as a copy sent to their manager in the task settings.

orangetask.pngFor managers, all of the above applies with a few additional benefits. This includes being copied on all tasks, specific tasks (usually pertaining to a workflow), tasks created by selected users, etc. They can be set up to be added to the manager’s calendar, setting up alerts to get a status on the task, and more.

 

TIPS

  • From the Tasks tab, in the Client Dashboard you can sort the tasks by new or completed. In addition, since tasks are created with due dates, you can sort them by ascending or descending order.
  • From the Calendar tab > Tasks you can view the notifications for tasks. You can adjust the settings so tasks are displayed for the day, user, etc. you want to view.

To learn more about tasks and task settings, check out our help articles and videos.

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Supervest

DebtPay Inc
1900 E Golf Rd, Suite 550
Schaumburg, IL 60173
www.setforth.com

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