Welcome to the February 2026 update! We’ve hit the ground running this year with a series of updates focused on automation precision, data security, and enhanced visibility. These improvements are designed to streamline your daily operations and provide a more intuitive experience across the Centrex Software platform.
- Automations and Triggers
- Data Management and User Experience
- Compliance and Security
Automations and Triggers
Trigger Events Based on Script Completion: Enhance your workflow continuity with the new "Contact Script Finish" event. Triggers can now be configured to fire specifically when a user clicks "Finish" in a script pop-up, allowing for seamless transitions to post-call automations or webhooks.
Greater Transparency in Contact History: To make troubleshooting a breeze, the system now records both the Trigger ID and Execution ID directly in the contact history. This allows users and support agents to trace automated actions back to their specific source with zero guesswork.
Data Management and User Experience
Self-Service Package Deletion for Support: We introduced a new utility that allows authorized users to delete document packages and their associated templates via CSV upload. This reduces the wait time for backend updates and gives your administrative teams more independence.
Self-Service Contact Recovery with the Recycling Bin: We introduced a Recycling Bin that stores deleted contacts for 30 days. It also tracks the "Deletion Source" (UI, API, or Bulk), giving your team the power to review and recover records independently without needing to contact support.
Streamlined Program Snapshots on the Dashboard: Agents can now see payment frequency and draft patterns (e.g., "Monthly – 15th") directly in the Program Snapshot. This eliminates the need to dig through payment schedules during live calls, significantly reducing call handling time.
Introducing the Consumer Loans File Type: Tailor your dashboard to your specific business model with the new "Consumer Loans" file type. This version removes business-centric fields while keeping all relevant loan and advance tabs, ensuring a clean and focused workspace for consumer lending.
Feature Flagging for AI Call Summaries: To support controlled testing of our upcoming BlueRock AI integration, we’ve placed AI-generated call summaries and transcripts behind a feature flag. This allows for seamless enablement and testing of automated call documentation within the contact record.
Compliance and Security
Detailed Clixsign Signing Certificates: We updated our signing certificates to include notification methods (SMS/Email), standardized timestamps, and sender time zone information. This provides a more robust audit trail for improved legal compliance and accuracy.
Flexible Certificate Download Options: Admins can now choose to download Clixsign-signed documents without the completion certificate attached. This saves time for teams who previously had to manually parse PDFs for creditors who reject documents containing third-party certificate pages.
Enhanced ACH and API Security: In our ongoing commitment to security, we have updated ACH file security standards and migrated to the newest USPS API catalog. These updates ensure your data transfers and address verifications remain secure and uninterrupted by industry retirements.
Strict Webhook Access Controls: Webhook visibility now follows company hierarchy and explicit sharing rules. Users will only see, edit, or delete webhooks they created or those shared with their specific role, enhancing overall data security.