Welcome to the November release notes! We have enhanced 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:
Loans Tab
Security and Audit Logs
Document Generation
Contact Management
Integrations and Tools
Administration
Loans Tab
- Loan Origination (LOS): Originate loan opportunities, loan data, loan docs, e-Sign, broker management, and more.
- Loan Servicing: Service your entire consumer/corporate loan portfolio with ACH payment processing integrations. Payoff balance calculator, manual payments, Auto payments, and API endpoints.
- TimeValue Software Integration: Native integration with TimeValue Software, the leading amortization calculation engine in the United States.
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.
Document Generation
We've introduced updates to the document section
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.
Contact Management
We've introduced updates to improve contact data management.
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.
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.
Administration
We have refined our backend logic for better data accuracy:
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.