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 Centrex!
What's New (9)
Auto Clear Credit for Payees
A new setting, "Automatically Clear Credits for Payee," is now available in Advance Settings. Administrators can select companies whose associated payees will have credits automatically cleared when processed from the payment schedule, simplifying credit handling for syndicated advances.
Control Over Transaction Deletion
A new role permission, "Allow Delete Transaction," has been added. This gives administrators finer control over which user roles can access the "Delete" option within the Edit Transactions modal, enhancing transaction integrity by preventing accidental or unauthorized deletions.
Send External Forms via SMS
We've added a new "Send External Form Via SMS" trigger action. Alongside the existing email option (now "Send External Form Via Email"), you can now send forms via text message, provided you have a valid SMS integration and synced phone numbers.
New {LAST_CALL_NOTE} Tag
A new {LAST_CALL_NOTE} tag is now available. This tag captures the most recent call note from a client's log and can be used in triggers, templates, documents, and webhooks. This enables affiliates to receive the latest interaction details in real-time.
Credit Score Trigger Condition
You can now automate workflows based on a contact's credit information. "Credit Score" and "Bureau" are now available conditions within the trigger system, evaluating the most recent score if multiple exist.
Note Template Trigger Condition
For the "Note Created" event, a new "Note Template" condition is available. This allows you to trigger actions based on the specific template used when adding a note, enabling more granular automation like assigning tasks or sending context-specific communications.
Clixsign Default Enforced Signing Order
Enhance compliance by setting default preferences for 'enforce signing order' in Clixsign. This can be configured globally or per document template, ensuring documents consistently follow required signing protocols.
Enhanced Document Type Display
For improved clarity, the 'Doc Type' column is now displayed in all 'Docs' tabs within the contact dashboard. To avoid redundancy, this column has been removed from the 'Clixsign Docs' tab.
Configurable Customer Portal Access
Gain greater control by enabling the disabling of customer portal logins based on account addon status, allowing access management aligned with your business requirements.
What's Improved (2)
Standardized Date of Birth Filter in List Builder
The List Builder now features a standardized "Date of Birth" filter with familiar conditions like "Between" or "Equal to Past," enabling more precise and intuitive contact targeting.
E-Marketing Email Templates Table Update
The user interface (UI) for the E-Marketing Tab > Email Templates page has been updated. The search field is now on the left, and all columns are sortable for easier navigation and management.
API Enhancements
To learn about the latest updates to the Centrex API, click HERE: