This month’s Release Notes are focused on the great work performed by our Forth Development and Quality Assurance Teams to enhance your user journey. Get ready to elevate your CRM Experience with Forth!
What's New (9)
Auto Payment Advance Start Date Picker
For Centrex Business Finance accounts, this new feature adds a calendar input next to the ACH on/off toggle, allowing users to set a “Start Date” for the ACH/CC payments. If the input is left empty, the behavior will stay as it currently exists, if a date is entered into the textbox, the system that creates daily payments will check if the current date is greater than or equal to the selector date. If yes, proceed with the creation of a payment.
Mass Debt Uploader for CRM Users
This new feature provides super admins with the ability to mass import debits via formatted CSV into the CRM via the existing ACH debit uploader modal, available to Centrex Business Finance accounts. We created a new role permission under the “Advances” section called “Import ACH Debits”, and tied the “Import ACH Debits” button in the Advances tab menu to the new permission. If the user has this permission and clicks the “Import ACH Debits” button, the ACH Debit importer tool appears.
Adjust Settlement Payments to Direct Pay for Other Gateways
This new feature provides users the capability to input detailed payee information directly within the "Edit Payment" window for settlement payment transactions when the payment method is switched to DirectPay. When DirectPay is selected as the payment method within the Edit Payment Window, the system now displays the appropriate required fields for detailed creditor information associated with the CFT Gateway, GCS Gateway as well as the Forth Custodial Gateway.
Update Debt Types via the Credit Report Parsing Tool
This new feature creates a read-only API endpoint that enables them to retrieve a list of all debt types. This allows users to accurately reference debt types by ID within the credit parsing tool, ensuring data consistency and facilitating easier updates to debt information. This provides a reliable and efficient means of accessing debt type information and simplifies the update process within the credit parsing tool by streamlining the process of updating debt types using debt type IDs.
Allow CX_SUMMONS Tag to Pass via Webhook
With this new feature, we enabled a CX_SUMMONS tag (the summons tag for creditors) to be usable on webhooks and data sources. We added the {CX_SUMMONS} tag as a field (named "credx_summons") that can be passed via webhook from one FORTH system to another or outside the CRM. This both enables broader capability with the webhooks functionality; and allows customers to increase the number of debt fields they pass via webhooks. The Yes or No passed in this fashion will update or add the debt with the summons and judgment field selected based on the value passed. This would mark the debt as a legal debt as a result of the value passed. On the webhooks page, an example mapping would be cred1_summons={C1_SUMMONS}.
Add Clixsign as an Available Email Template Category
With this new feature, we have enabled the selection of "Clixsign" as an available email template category. This update allows users to easily select the appropriate email template for "Clixsign" requests by creating a dedicated "Clixsign" category in the template selection dropdown menu. This streamlines the email template selection process for "Clixsign" requests and creates a logical and easily accessible category for "Clixsign" email templates.
Bluerock Call Logs Posted to Main Applicant Only
This new feature for clients using Bluerock phone systems and Forth CRM, allows for incoming call logs to be uniformly assigned to the primary applicant's Contact record when a phone number is shared between a primary applicant and co-applicant. It modifies existing system logic to ensure that when a shared phone number provided by Bluerock is identified for both a primary applicant and a co-applicant, the call log is systematically posted to the primary applicant's Contact ID. For two primary applicants sharing a phone number and/or for two co-applicants sharing a phone number, pre-existing logic will be applied.
Update Veritas API with the Client ID Field
With this update to the Veritas Integration API, a field was added a field in their software to allow for their affiliates' client IDs to populate, to improve reporting. This update establishes a data mapping from the CONTACTS.CUSTOMERID to the “customerId” field within the Veritas API, and then transmits the Customer ID data element in the “customerId” field as part of the standard Veritas API payload. This feature will augment Veritas' internal reporting capabilities by integrating client data from affiliates.
Tag for "Mailer Campaign Source"
With this new feature, clients can now incorporate Campaign Source data into their consumer communications through the use of the newly created {CAMPAIGN_SOURCE} tag. This new tag will fetch the CAMPAIGN_SOURCES.TITLE data associated with the Contact's CONTACTS.CAMPAIGN_ID. Previous to this, there was no mechanism to embed this data into CRM-derived email, document templates, etc. using Tags. The new tag can be embedded and used by Email templates, Document templates, Triggers, and Webhooks. The use of this feature assumes that the contact is associated with a Campaign and that the Campaign has an associated Campaign Source.
What's Improved (2)
Standardize Gateway Pause Behavior
This new feature introduces an update for our clients who use multiple gateways. This update standardizes how contacts that are paused behave in the Forth CRM, regardless of the gateway, ensuring a seamless experience. In optimizing the pause process for clients using multiple gateways, we refined how we handle API calls, transaction halts, manual payment cancellations, and skipped transactions, all with a focus on providing a smooth and consistent experience. Additionally, our update ensures that settlement payments are processed only when sufficient funds are available in your Escrow account. This smart feature prevents payments from being processed when there are insufficient funds. Finally, all actions related to the pause process are now meticulously logged in your client dashboard history and the system activity log. This means you can easily track and communicate any actions initiated during the pause. The enrollment label has also been improved to now provide a clear indication of the action taken, facilitating easy identification and understanding of the pause-related activities. This update does not affect existing transactions that are currently being processed.
Improved String Search Filtered Capability
With this update, we are introducing enhanced filtering capabilities that allow you to apply multiple filters of the same field and adopt OR logic when needed. We have updated the list builder functionality to allow multiple of the same filters to be saved and when saved inherit OR type conditions. This logic works for all field types (multiple choice, multiple select, text, etc.). In addition, multiples of the same field filters can be for a contact list.