We are excited to share a fresh wave of features, security upgrades, and user interface enhancements designed to optimize your workflows, protect your account data, and improve customer communications. Let's dive into the updates we have rolled out this month.
These updates are organized into the following sections:
- Document Management and Clixsign
- Core Platform and Security Controls
- Advanced Triggers and Automation Tools
- Financial Ledger and Amortization Controls
- Reporting, Prospecting, and System Maintenance
Document Management and Clixsign
Full Spanish Language Support for Clixsign
Spanish-speaking clients can now seamlessly navigate the entire document signing process with fully translated interfaces, instructions, and email notifications. Users can easily manage language preferences directly from intake forms and contact dashboards to deliver a highly personalized and error-free signing experience.
Enhanced Transparency with Voided Document Tracking in Contact History
The system now automatically captures and displays the full name of the internal user who voids any Clixsign document directly inside the Contact History log. This audit trail prevents confusion and ensures immediate accountability by detailing precisely when and by whom a file was canceled.
Chronological "Sort by Date" Filter for Uploaded Documents
A "Sort by Date" option has been restored in the uploaded files section of the contact dashboard's document tab. This lets team members immediately view files from newest to oldest, regardless of doc type, making it simple to find recent uploads.
Core Platform and Security Controls
Proportional Session Timeout Warnings and Cross-Tab Synchronization
To boost account security and protect sensitive data, users now receive a clear session timeout warning modal with a live countdown once 75% of their session has elapsed. Session activity is synchronized across all open browser tabs simultaneously, meaning extending a session in one tab updates them all, while an expired session instantly wipes the screen to secure data.
Mandatory Acknowledgement for Critical Contact Alerts
Accounts can now activate a setting that launches a mandatory pop-up modal the moment a user opens a contact record with active alerts. This ensures critical operational updates - such as legal status or urgent expirations - are physically acknowledged before agents can proceed with standard file tasks.
Immediate Routing Number Validation for Bank Account Management
The bank account creation and editing interfaces now execute immediate routing number validation against our master database before allowing changes to save. This upfront check prevents invalid or unrecognized numbers from entering your system, safeguarding payment reliability and preventing downstream enrollment disruptions.
Granular Role Permissions for Mail Lead Deletion
Admins can now safely restrict the ability to permanently delete entries within the Mail Leads module via a new checkbox under Admin Role Permissions. This provides stronger protection for high-risk data actions while ensuring your existing team configurations remain completely unaffected by default.
Advanced Triggers and Automation Tools
New Merge Tags for External CFT Debt and Settlement Synching
Users can now easily insert dedicated CFT mapping tags into document templates, scripts, triggered messages, or webhooks. These tags automatically resolve to the precise synced identifier from CFT, allowing external platforms to cross-reference records with complete accuracy.
Real-Time Payoff Quotes with the Advance Recoup Tag
A dynamic advance recoup merge tag is now available across emails, SMS templates, and phone scripts to automatically calculate outstanding cash advance balances. By pulling real-time ledger data, this tag prevents financial shortfalls and ensures early payoff quotes are completely accurate.
Clutter-Free Workflows via Filtered Trigger Event Options
The trigger event setup dropdown now dynamically filters out irrelevant business loan events for dedicated debt settlement accounts. This tailored view removes operational confusion for FORTH CRM users while keeping specialized business triggers safely reserved for Centrex users.
Financial Ledger and Amortization Controls
Flexible Billing with Independent Monthly Amortized Fees
A new "Monthly Amortized Fee" option lets you spread total service fees evenly over a custom calendar range. Because the automated credit transactions are securely un-linked from their underlying debits, you can confidently reschedule active client payments without disrupting the overall amortization timeline.
Accurate Funds Visibility via Inactive Transaction Amortization Scheduling
A new account-level setting allows users to display inactive transactions directly within the amortization scheduler. Color-coded in purple for clear identification, these entries are factored into the running calculations to show a client's true available fund balance.
Data Integrity Safeguards for Transaction Synchronization
We have removed automated deletion actions during the enrollment page load sync process with your payment processor. If a transaction record is missing from the processor payload, the system will securely retain the entry and flag it for manual audit rather than removing it, protecting your financial records from API timeout errors.
Reporting, Prospecting, and System Maintenance
Tailored Prospect Snapshots with Advanced Quick Quote Debt Fields
The Quick Quote calculator tool has been enhanced with a new field allowing users to input a hypothetical number of debts or trade lines. The tool dynamically filters and suggests eligible enrollment plans based on this parameter, providing accurate program cost snapshots during early prospecting stages.
Purchase Status Filters for Advanced Settlement Prioritization
Users can now filter the "Ready to Settle" report by a multi-select "Purchase Status" field to quickly organize data by purchase classification. This filter translates seamlessly into visible data columns and exported formats, ensuring continuity and seamless file migrations for key accounts.
Automated Bank Connection Monitoring and Error Handling
System processes have been upgraded with robust error-catching and automated alert emails that trigger if critical file transfers from banks are not received on schedule. A smart retry mechanism safely connects via SFTP and alerts stakeholders with manual execution guidelines to eliminate administrative delays.
Deprecation of Legacy Mail Data Endpoints
To streamline our core platform infrastructure, we have permanently deactivated old public search and data posting endpoints associated with the legacy mail manager. These outdated components have been fully replaced by the more powerful, fully supported Mail Leads module.
To access other monthly release notes, click Here.