We are pleased to announce the following product updates for June 2025. This month's product releases introduce a wide range of new features, improvements to existing functionality, and several key bug fixes. 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!
- Loan Module
- Clixsign E-Signature Platform
- Core CRM, Platform, and ForthPay
- Transaction and Backend Processing
Loan Module
- Loanosity Integration Update: The Loanosity integration has been updated to allow for the resubmission of loan applications that are in an "Applicant Withdrawn" or "Ineligible" status, creating a new application while preserving the original record.
- Loan Lender Trigger: A new, distinct trigger has been created specifically for loan lender submissions. This allows for more granular control and automation of workflows related to loan applications.
Clixsign E-Signature Platform
- System-Wide E-Sign Update: All features and settings related to DocuSign and EchoSign have been removed from the system. The platform has been fully transitioned to our native Clixsign solution. As part of this, the "E-Signed Docs" tab on the contact dashboard has been renamed to "Clixsign Docs."
Core CRM, Platform, and ForthPay
- Enhanced Creditor Information in Dropdowns: To improve accuracy when managing contacts with similarly named creditors, the creditor dropdown menus in the "Generate Document" and "Send Email" modals now display the Creditor Name, Debt Balance, and Full Account Number.
- Detailed Debt Change Logging: The contact history log for debt updates has been enhanced. The system now logs specific changes to the Debt Type and any Debt Custom Fields, showing the previous and new values, the user who made the change, and a timestamp.
- Secondary Assignment in Trigger Conditions: The Trigger engine now supports conditions based on the Secondary Assignment field for a contact, allowing for more complex and targeted automation rules based on team or role assignments.
- New Tags for External Company Contacts: New system tags have been created to pull contact information (COMPANY NAME, ADDRESS, PHONE, FAX, EMAIL) for the {ASSIGNED_EXTERNALCOMPANY}. These tags can be used in e-marketing and document templates.
- Customizable Debt Fields in Client Portal: Administrators can now configure which system debt fields are visible within the Customer Portal, allowing for a more tailored client experience.
- Balance Forecaster UI Updates: The Balance Forecaster interface has been updated with a cleaner design, including the removal of scroll-within-a-scroll behavior, improved tab selection for schedules, and a clearer layout for the forecast graph.
- MAVIS Gateway Check: The MAVIS document scanning system will now automatically flag a document for manual review if the contact's payment gateway is not set to ForthPay, adding an extra layer of validation.
- Enrollment Details Transaction Tables Update: The Enrollment Details page has been enhanced to provide a more comprehensive view of a contact's financial status. Key information, including the current stage, status, and enrollment date, is now prominently displayed, alongside two new tables: "Recent / Upcoming Transactions" and "Pending Settlement Offers."
Transaction and Backend Processing
- Comprehensive Transaction Sync with CFT: The continuous sync feature with CFT has been upgraded. In addition to status, the sync now updates amount, sub_type, process_date, and cleared_date. When creating a settlement offer, CFT transactions now automatically load when the Settlement Module page is opened. The sync will also now process deletions, ensuring data in the CRM is an exact match with CFT.
- New Handling for CFT Reversed Transactions: To provide a clearer audit trail, fee reversals from CFT will now create a new "Fee Reversal" (RV) transaction linked to the original payment, rather than modifying the original cleared transaction.