Highlights:
- Addition of new fields to Outbound Communication Status Report
- Addition of phone number to Matching Customer/Member Identifier Report
- Addition of new banker forwarding rules for deleted bankers
- Fix for broken links in Claritas P$ycle Cross Sell Opportunity Report
- Fix to honor sender setting on opportunity edits
Detailed Notes:
- Addition of new fields to Outbound Communication Status Report: Users will now have the ability to view the "Communication Source" on the results screen. The Source, Campaign Name, Audience Name, and Touchpoint have been added as new columns on the export:
- Addition of phone number to Matching Customer/Member Identifier Report: Users will now have the ability to select "Phone" as a "Type of Identifier Supplied":
- Addition of new banker forwarding rules for deleted bankers: When bankers are deleted communications will now waterfall to the branch manager or utilize the banker forwarding rules if present. Note: This change will also update the assigned banker on the account/profile.
- Fix for broken links in Claritas P$ycle Cross Sell Opportunity Report: There was a sporadic error that occurred when customer links in the results screen were clicked. That issue has been resolved.
- Fix to honor sender setting on opportunity edits: Opportunity edits were not honoring the "Referral Email Sender Address" when set to noreply@onovative.com in Bank/Credit Union & Core Import setup. That issue has been resolved.
- New alert when editing communications: A new alert has been added notifying users that waterfall capabilities (sending to backup templates) will be disabled when communications are edited during processing.
- New informational message on Branding page: A new message has been added to the branding page in Bank/Credit Union & Core Import setup notifying users that they need to contact support to update survey branding:
- Minor Updates
- Additional pricing corrections for Communication Spend Summary report
- Spelling and display corrections in user interface
- Fix for additional criteria filters on campaign finalization screen
Questions about this release? Contact support@onovative.com.
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