Welcome to the latest monthly release notes for Centrex Software. We are excited to share this round of updates designed to streamline your daily workflows and enhance data privacy.
These updates are organized into the following sections:
- Reporting and Data Management
- Workflow and Task Automation
- Security and Compliance
Reporting and Data Management
Filter Test Contacts Out of System Reports: You can now easily exclude test contacts from your reports using the new "Exclude Test Contacts" filter toggle. This ensures your operational, debt, and accounting reports reflect only true production data, giving you cleaner analytics without manual data cleanup.
Optionally Hide Test Contacts Across the UI: Administrators can now control the visibility of test contacts across the entire CRM with the new "Show Test Contacts" system setting. When disabled, test records and their associated offers are hidden from daily operational modules and searches, reducing clutter and preventing accidental actions on test data.
Workflow and Task Automation
Set Task Statuses Automatically via Workflows: When setting up automated triggers that create tasks, you can now specify the initial status for the generated task. This gives your team more granular control over task tracking from the moment a trigger fires, reducing the need to maintain redundant workflows across multiple accounts.
Security and Compliance
Enhanced Social Security Number Privacy Controls: To safeguard sensitive client information, SSN fields are now masked by default across contact profiles, lists, and the settlements module. Administrators can manage visibility through a dedicated "Unmask SSN" permission, ensuring full numbers are only exposed to authorized user roles.
Accurate Timeline Tracking on Clixsign Documents: Clixsign document cards now display actual transaction timestamps ("Sent At" or "Signed At") instead of the original template creation date. This gives compliance and operations teams an accurate audit trail of document progress without needing to cross-reference file details.