Embedded Files
General Notice:
This update release occurred on the morning of December 13th, 2022.
CRM
CRM - Added the Ability to Make Changes to the Lead Type, Contact Source and Source Detail for Phone Up, Lot Up and Internal Lead Types
Added the ability to make changes to the Lead Type, Contact Source and Source Detail for Phone Up, Lot Up and Internal Lead Types.
To access: Log into CRM > select Dashboard from the Dashboard dropdown > within the Lead Book, select any Lead > within the Customer Profile, click on the “Edit Customer Profile” link to edit the data in the Customer Profile
CRM Texting Pilot Feedback | add logic to Sold customer to post a LoanNote for CNAC
Added logic to post text messages sent and received within CRM Texting to the Loan Notes so that CNAC has visibility into text conversations between the Sales Team and customers.
To access: Log into Discover > select Store/Location = CNAC > click on “Finance Applications” > navigate to Collections > Collections > use search to bring up customer account
CRM Texting | update Text Notifications to send a notification to the assigned Sales Person and the person who sent the previous text message
Added a subscription model to Text Notifications that will allow multiple CRM Users to receive text message notifications. The current implementation will automatically subscribe the assigned Sales Person and any CRM User who sends a text message to the customer.
NOTE: The ability to subscribe oneself to receive text notifications will be implemented in Q1 2023.
CRM Issue | Profile screen does not load when selecting Lead by Phone Number or email on Search Dashboard
Fixed an issue so that a phone number or email Search in CRM sends an SANum instead of “undefined” URL parameter to the Customer Profile. This will correct the issue where the “undefined” URL parameter was causing the Customer Profile page not to load.
A.R.E. 4.0
Short Job Time rule
Updated the ShortJobTimeV1Tetra rule to remove the previous month logic (previous month end >= 30 days and previous employment <6 months) and decline applications with a Risk score below 0.6 and a current job time <3 months
Insufficient Total Investment rule
Updated the InsufficientTotalInvestmentV1Tetra Rule Set to have Low Balance rolls use this rule which would remove any exclusion for Low Balance.
Recent Repo rule
Updated the Recent Repo rule to decline all applications with a recent repossession (< 3 months) for risk scores <.60.
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