2025-03 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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- Remove Special Characters for Account Numbers during Forth Credit Pulls
- Hiding SSN's in KBA Popups
- Prevent Users from Multiple Clicks of "Save"
- Enforcement of 2FA on All Login Attempts
- Create Permissions for Task Reassignment
- Share Documents Between Accounts via Webhook Based on Doc Type
- RingCentral User Setting Page
- RingCentral Authentication & Authorization
- Call Dispositions and Call Logs
- Add User Restrictions to Note Types
What's New (10)
Remove Special Characters for Account Numbers during Centrex Credit Pulls
Centrex Credit now removes special characters from the debt account number before loading it into the CRM after parsing the credit report response message: These special characters include: {{/[^a-zA-Z0-9-]/}} Now, you may only use Uppercase and Lowercase letters, digits (numerals), and hyphens. ??????
Hiding SSN's in KBA Popups
We removed the display of the SSN entirely during the KBA workflow, and noting that it is being pulled from the contact. When credit is pulled via Centrex Software Credit the full SSN is sent to Spinwheel on the back-end, regardless of the users permission. ??????????
Prevent Users from Multiple Clicks of "Save"
We implemented a preventative measure within the CRM, disabling the "SAVE" button upon clicking, to eliminate the creation of duplicate or multiple ACH debit transaction when adding/inserting transactions to a consumer file.
Enforcement of 2FA on All Login Attempts
Admins can now ensure that two-factor authentication (2FA) is enforced on every login attempt so that user accounts remain secure and unauthorized access is prevented.
Create Permissions for Task Reassignment
We introduced a new permission, "Task Reassignment," in the CRM that restricts task reassignment to authorized users. Clients can assign this permission to any appropriate roles. A history event will create system logs on task reassignments to enhance accountability.
Share Documents Between Accounts via Webhook Based on Doc Type
Users may now specify which types of documents should be transmitted between Centrex Software accounts via webhooks, so that only relevant documents such as contracts are shared.
RingCentral User Setting Page
Admins can map CRM users to RingCentral extensions through a dropdown lookup using names and extension numbers, so that they can accurately associate each CRM user with their respective RingCentral profile without performance issues during page load. This feature allows the look up of users by extension numbers and direct numbers to facilitate an easy mapping process.
RingCentral Authentication & Authorization
Users can now connect their RingCentral account to the Centrex Software CRM using the OAuth 2.0 authentication method, so that they can enable the integration and utilize RingCentral’s API features for seamless communication management.
Call Dispositions and Call Logs
CRM users can now view and manage detailed call logs (including call duration, type, direction, and participants) and categorize call outcomes with predefined dispositions (e.g., "Left Voicemail," "Connected") within the Centrex Software CRM, so that they can track, analyze, and improve call performance.
Add User Restrictions to Note Types
CRM admins can manage note types, note templates, and permissions efficiently so that the system remains organized and secure, ensuring that users have appropriate access based on their roles.
What's Improved (1)
Gray Out Past Dates on Tasks within Client's Profile
We modified the Centrex Software CRM Due Date selection feature in "Calendar > Tasks" and "Contacts > Tasks" to grey out and disable past dates.
API Enhancements
To learn about the latest updates to the Centrex Software API, click HERE :