Release Date: Jul 29, 2023
Highlights:
- New Claritas P$ycle Cross Sell Opportunity Listing Report
- Ability to filter for "Upcoming" communications on the Outbound Communication Status screen
- Fix for Google Analytics / UTM Tracking
- Fix for template proofs not sending when creating a campaign
Detailed Notes:
- Claritas P$ycle Cross Sell Opportunity Report: A new report named "Claritas P$ycle Cross Sell Opportunity Report" has been introduced. This new report includes the ability to filter by Claritas data.
- Outbound Communication Status Screen: A new "Upcoming" timeframe option has been added that allows users to view upcoming outgoing communications.
- Fix for Google Analytics / UTM Tracking: Resolved an issue that resulted in missing analytics.
- Template Proof Issues: Resolved issue with recipients not receiving emailed template proofs.
- Beta - Cross Sell Opportunity Listing Report Update: The report was not functioning properly when the "Total Charged Off", "Total Deposits", and "Total Loans" filters were selected from the "Sort On" field. These options have been removed for smoother operation.
- Core iQ Web UI Typos: Addressed various typos in the user interface, enhancing user experience.
At CoreIQ, we view our relationship with our clients as a true partnership. Every piece of feedback, every suggestion, and every interaction is an opportunity for us to learn, grow, and further tailor our platform to your needs. We want to reiterate that we always want to hear from you. This collaborative spirit fuels our innovations and drives our shared success.
Please don't hesitate to connect with us. Together, we can ensure that CoreIQ remains at the forefront of industry solutions.