Highlights:
- Addition of the "Allow" fields to the Customer/Member Listing report
- Addition of "Survey" filter to the Survey Responses report
- Additional filters/options for the Matching Customer/Member Identifier Report
- Addition of seconds to the "Date Updated" in the Contact Preference Changes report
- Addition of "More Info" tooltip for "Provide Category Opt-Out" field when editing e-mail templates
- Minor updates/corrections
Detailed Notes:
- Addition of the "Allow" fields to the "Customer Listing"/"Member Listing report": Users will now see the "Allow Email", "Allow Mail", "Allow Texts" and "Allow Calls" fields when they export the Customer Listing/Member listing report:
- Addition of "Survey" filter to the Survey Response report: Users now have the ability to filter the "Survey Responses" report by Survey:
- Additional filters/options for the Matching Customer/Member Identifier Report: Users now have three additional filter/selection options for the report
- Is Employee
- Is Director
- Age Range
- Phone number (Type of Identifier Supplied)
- Addition of seconds to the "Date Updated" in the Contact Preference Changes report: Users now have the ability to see the date/time stamp with seconds on the contact preferences report. Note: You will need to use a Custom format mm/dd/yyyy hh:mm:ss if you want to see seconds:
- Addition of tooltip for "Provide Category Opt-Out" field when editing e-mail templates: Users will now see a new "More Info" tooltip when editing the settings on e-mail templates that further clarifies the toggle's functionality.
- Minor updates/corrections
- Updated print fees to reflect the most current invoicing fee structure.
- Corrected display issue when editing service groupings when no description has been entered for the service.
- Corrected grammatical error in the Banker Identification "More Info" content on Core Import Setup Screen.
- Corrected typographical error on the Loan Listing report criteria screen.
- Corrected typographical error on the "More Info" content on the Communication Plan screen.
- Added clarification for allowed file types to "More Info" content on "Branding" tab in Bank/Credit Union Core Import Setup
- Corrected error that occurred when the "Last 7 Days" or "Last 6 Months" Timeframe options were selected on the My Workplan & Communication History screen.
- Corrected error that occurred when writing survey campaigns and carriage returns existed in the free-form response fields.
- Modification to Outbound Communication Status screen filter which resulted in inconsistencies with the My Workplan & Communication history screen.
Questions about this release? Contact support@onovative.com.
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