2025-02 Release Notes
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 Software!
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What's New (7)
- BlueRock User Mapping in My Settings
- Limiting Credit Pull Options Based on User Role '
- Push to Prior Business Day Settings
- Specify Exact Minutes and Seconds for Contact Creation
- Role-Based Tags for Company-Level Custom Fields
- Record Contact Delinking in the History Log
- Clear Default Sort Field Due Date = Today from Task Page
What's New (7)
BlueRock User Mapping in My Settings
We now allow users to map their BlueRock User IDs directly in the "My Settings" section (under the "Phone Systems" category) so they can manage their BlueRock integration without requiring admin access or intervention.
Limiting Credit Pull Options Based on User Role
We added a section within the role management interface titled "Integrations", which displays all available credit pull providers *enabled on the account* (e.g., Forth Credit, Meridian Link) as Check Box options for Admins and Super Admins.
Push to Prior Business Day Settings
We created a new "Push To Prior Business Day" setting that moves ACH debit payments to the prior business day if the original date falls on a weekend or holiday.
Specify Exact Minutes and Seconds for Contact Creation
This feature allows users to specify minutes and seconds in the Contact > Created Date > Equals > Relative-Custom trigger condition to allow firing the trigger as close to the contact creation time as possible, improving response times.
Role-Based Tags for Company-Level Custom Fields
We allow users to create and use tags for company-level custom fields based on their role and permissions. This allows users to use company-specific data dynamically in emails, templates, automations, and webhooks.
Record Contact Delinking in the History Log
A new "General" event in the client dashboard history will now populate when an applicant and co-applicant are unlinked from each other, such as when a co-applicant is removed from the program. This will enable greater visibility into key contact events on the contact’s history.
Clear Default Sort Field Due Date = Today from Task Page
We cleared all default filters on the Task page (except for pre-selected fields), so that all incomplete tasks are displayed upon page load, ensuring users do not miss tasks due on other dates. We also added a "Use as Default Filter" checkbox that allows agents to save their preferred filter configuration. or modified.
What's Improved (0)
API Enhancements
To learn about the latest updates to the Centrex Software API, click HERE :