Welcome to the November release notes! As we head into the end of the year, we are excited to introduce a major upgrade to the FORTH Pay Customer Portal login experience, alongside enhancements to system security and audit trails. These updates are designed to make your daily workflows smoother, more secure, and more efficient. This month's releases are listed within the following categories:
FORTH Pay Customer Portal
Streamlined Login & Account Linking (DPG-2391) We have completely overhauled the Customer Portal to support a modern, passwordless login experience. Users can now log in using their email address and a secure, one-time link sent to their inbox—eliminating the need to remember passwords. Additionally, customers with multiple accounts can now link them under a single email username, allowing for easy navigation between accounts without logging out and back in.
Security and Audit Logs
Comprehensive System Activity Logging
Transparency and security are top priorities. We have expanded our audit logging capabilities across several areas to give Admins better visibility into system activity:
Document Security: A new audit log tracks every time a file is downloaded, recording the user, timestamp, and IP address.
Call Activity: Deleting a phone call record now creates an entry in the Contact History, ensuring a complete trail of activity. Additionally, the History Log now displays the specific "Call Event Type" rather than a generic "Call Log Added" message.
User Management: When a new user is created, the system now permanently records who created that user profile.
SMS Settings: Any changes made to SMS settings (such as character limits) are now fully logged, showing the old value, new value, and the user who made the change.
Notification Tracking in Debt Notes
To improve accountability, the Debt Notes log now explicitly displays which users were notified via email when a note was created. You will see a clear "Notified: [email]" entry within the log, ensuring you can verify exactly who received critical updates regarding a debt.
Document Generation and Tags
New & Improved Data Tags
We have added several new tags to make your automated documents and emails more precise:
Settlement Summary: The
{ENHANCED_SETTLEMENT_SUMMARY}tag now includes a totals row (summing balances and savings) and displays the Original Account Number.Refunds: A new
{REFUND_AMOUNT}tag is available for cancellation emails, automatically populating the specific refund amount entered within the Issue Refund section during the "Cancel Program" process.ACH Counts: Use
{NUM_ACHDEBIT}to show total ACH debits and{NUM_ACHOPEN}to show only open/pending ACH debits.Debt Notes: A new
{LASTDEBTNOTE}tag allows you to pull the most recent note specifically attached to a debt, ensuring workflows don't accidentally pull general contact notes.
Dynamic Document Titles
You can now use dynamic tags (like {FIRSTNAME} or {SYNDICATOR}) directly inside Document and Package titles. This allows generated files to be automatically named with specific client details, making them easier to identify and organize.
Enrolled vs. Unenrolled Debt Selection
When generating documents that require selecting a debt, the dropdown menu now clearly separates debts into "Enrolled" and "Not Enrolled" categories. This helps prevent errors by ensuring you select the correct debt status immediately.
Contact and Enrollment Management
Language Visibility in Enrollments
Managing a multilingual client base is now easier. We have added the ability to display a Language column directly in the Enrollment Tab data table. Furthermore, a new "Language" filter allows you to quickly view only clients who prefer a specific language, saving you from having to click into individual dashboards.
Return to Previous Tab After Scripts
To improve your workflow continuity, the system now remembers where you were before you started a Script. Once you click "Finish" on a Script, you will be automatically returned to the specific Client Dashboard tab you were viewing previously, rather than defaulting to the History tab.
Shareable Contact Lists
We introduced a new "Share Lists" permission. This allows specific roles to share and re-share contact lists they have access to without requiring full Super Admin privileges. This promotes better collaboration while maintaining strict control over who can edit system settings.
Integrations and Tools
External Credit Pull Button
For clients using external credit systems, we added a dedicated "External Credit Pull" button within the Debts tab. This triggers your configured webhook to initiate a credit check outside of Forth CRM, complete with permission controls and audit logging to track usage.
ClixSign Auto-Scroll Settings
Admins can now control the auto-scroll behavior for ClixSign documents. You can enable or disable auto-scroll by default at the account level, providing a smoother signing experience for documents with many optional fields.
New Trigger Conditions: Enrolled vs. Unenrolled Debt
You now have more precision when building triggers. Instead of relying on a combined "Total Debt" figure, you can now set trigger conditions specifically for "Total Debt Enrolled" and "Total Debt Unenrolled." This allows you to create distinct workflows that react differently based on how much of a client's debt has actually been enrolled.
View-Only SMS Template Sharing
Parent companies can now share SMS templates with affiliate sub-companies in "View-Only" mode. Affiliates can use these templates but cannot edit or delete them, ensuring brand consistency while still allowing affiliates to manage their own private templates.
Task ID Context for Webhooks
We have enhanced the Trigger System to support passing the Task ID ({TASKID}) through webhooks. This ensures that when a task triggers an external automation, the specific task record is correctly identified, allowing for more precise integration with your external systems.
Payment Processing and Administration
Smarter Transaction Syncing & Fee Processing
We have refined our backend logic for better data accuracy:
CFT Sync: The continuous sync now excludes "past open" transactions, preventing outdated or invalid transactions from being sent to processing erroneously.
Fee Processing: We extended the look-back period for validating fees from 5 days to 30 days, ensuring that open fees associated with cleared settlements are captured even if there is a timing delay.
SouthState Bank Control Totals
To comply with new security procedures from SouthState Bank, we are supporting the transition to their new Automated Control Totals application. This replaces email-based submissions with a secure portal upload or API connection.
Selective SMS Template Copying
When using the Copy Data tool, you no longer have to copy every SMS template at once. You can now choose specific SMS templates (by entering their IDs) to migrate between accounts. This mirrors the existing functionality for email templates, giving you cleaner account setups and ensuring you only move the content you actually need.
Unique Custom Field Names
To prevent data mapping errors, the system now enforces unique names for Custom Fields within an account. You will no longer be able to create or rename a field if that name already exists, ensuring your tags and reports remain accurate.
Helpful Intake Form Error Messages
If a user attempts to edit a contact but no "Default Intake Form" has been set, the system will now display a clear, helpful error message with instructions on how to fix it in the Form Builder, rather than a generic error code.