This month's edition highlights changes focused on making your sales and servicing operations more streamlined and cost-efficient. For a comprehensive view of all the new features released, click the link at the end of this document. Get ready to elevate your journey with Forth!
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What's New (11)
- Add Service Users to Sharing Dropdown for Documents
- New Tags Added
- Create CoApp via Data Source UpdateRecord Function
- Global /Account Wide Clixsign Phone Number Subscription Management
- SMS Opt-In via Clixsign Landing Page
- Update Pay Frequencies Without Editing the Enrollment Plan
- New Forth Descriptors
- ONB ACH Return Process
- Mass Edit Tasks When Mass Edit Occurs For a Contact List
- Modify Creditor Portal and SFTP To Provide Customized Data Views
- My Settings Modal Updates
What's New (11)
Add Service Users to Sharing Dropdown for Documents
With this feature, Service Users are now selectable options in the sharing dropdown for documents so that they can access and generate documents that are not shared with "Everyone." This will allow for more efficient document management and ensure that Service Users can perform their tasks without encountering errors related to template access.
New Tags Added
Add {Note Type} Tag
We added a new tag, {NOTE_TYPE}, that allows the Forth system to populate the note type specifically during triggered events related to Note. This was done to communicate important note information via webhooks to Slack or other communication channels, providing more refined and event-specific data without manually pulling recent note details.
Added {ROLE_X_USER_ID} Tag
We created a new tag {{{ROLE_X_USER_ID}}} that will populate the user ID number of a secondary assigned user in the {{{ROLE_X}}} series. This was done to avoid using name-based webhooks for identifying users, as this introduced potential issues with users having the same name.
Tags for Assigned To User First and Last Name
We added new tags to populate an assigned user’s first and last name.
Create CoApp via Data Source UpdateRecord Function
We added this feature to allow webhooks to support creating and updating co-applicants when updating the main applicant's contact record. We enhanced the {{UpdateRecord}} webhook parameter to allow the creation of a co-applicant record when updating the main applicant's contact record in the CRM.
Global /Account Wide Clixsign Phone Number Subscription Management
We updated the Forth CRM to store a phone number's SMS subscription status (subscription status) to comply with regulatory requirements.
SMS Opt-In via Clixsign Landing Page
We made this update to require Clixsign to provide documentation signer(s) with an option to opt-in to receive SMS communications. We updated the Clixsign landing page with a checkbox to enable document signers to opt-in to future SMS communications.
Update Pay Frequencies Without Editing the Enrollment Plan
We updated the Adjust Payments form to display the pay frequency dropdown menu on page load, independently of whether a frequency is selected on the enrollment plan. lf no frequency was selected on the enrollment plan, the default selection is Monthly.
New Forth Descriptors
We updated the Descriptors used in monthly Forth Pay statements for Gershfeld 143, Mediator 177, and Mediator 2583.
ONB ACH Return Process
We improved the efficiency of ACH returns to Old National Bank by automating and initiating the ACH return process. This saves time and streamlines the manual process which involves email communications with the bank. This modification is only applicable to Forth Pay customers.
Mass Edit Tasks When Mass Edit Occurs For a Contact List
We added a new "Re-assign primary assigned tasks" option to the mass edits page, allowing users to automatically transfer primary assigned tasks to a new user when contacts are updated. This feature, available via a checkbox (disabled by default), ensures that all tasks assigned to the current user of a contact are reassigned to the new user upon mass edit.
Modify Creditor Portal and SFTP To Provide Customized Data Views
With this update, we provide a way for Forth Pay to provide customized data views of creditor payments for the following products: Creditor Portal and associated downloaded csv files; SFTP site folders; and Creditors attributes or some other new setting page to allow Forth Pay to set up custom files
My Settings Modal Updates
We've improved the look and feel of the My Settings Modal to include email settings, common configurations, and user information.
What's Improved (2)
Update Edit User Page To Show Google Connection Status
We updated the edit a user page in the CRM to include a connection status indicator, as well as options to set a preferred connection option (Gmail or SMTP etc).
Requiring the Offer Valid Date in Settlement Offers
We updated the "Offer Valid Date" field in the Settlement offer to be configurable as a mandatory field to ensure that a valid date is always entered. This will help prevent errors and ensure the accuracy of the settlement offers. If the "Offer Valid Date" field is made mandatory, an error should be triggered if the user tries to save a settlement offer without entering a date.
API Enhancements
To learn about the latest updates to the Forth API, click HERE: