Embedded Files
General Notice:
This update release occurred on the morning of October 11th, 2022.
Forms
Form - F5605-WI Notice of Assignment Updated
Per WI DFI, the F5605_WI Notice of Assignment is being changed to show the finance entity legal name followed by the actual CNAC dba name” instead of what is currently printed. This programming requires the dropping of the city field from the CNAC dba name in the form.
Looker
Looker - "Add Vendor Name" Column
The vendor name has been added to the Inventory related dashboards so that the data shows both the vendor name and code.
CRM
CRM - Updated the Badge Count Icon for Unread Messages in the Text Notification Inbox
Updated the Badge Count icon to display the count for unread notifications only within the Text Notifications inbox.
Example showing Badge Count for Sales Person Lead Book Text Notifications
Example showing Badge Count for Sales Manager Dashboard Text Notifications
CRM - Updated CRM Application to pick up the new Job Type of "Temporary"
Updated the dropdown list for the CRM Application to pick up the new Job Type of “Temporary” that was added per the Credit Committee.
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 “Application” tab > click on the “Employment” tab > under Job Type, select “Temporary”
CRM - Texting UI now Displays that a Text Message is being Sent
Updated the CRM Texting UI to immediately update the UI with the sent message text when the Send Text button is clicked. A loader displays showing that the text message is being sent and will stop displaying once the text message is received.
General Instructions to access Text tab: Log into CRM > select Dashboard from the Dashboard dropdown > select any Lead from the Lead Book > under Take Action, select the Text tab
CRM - Added "Text Attempts" to the Lead Record in the Lead Book
Added “Text Attempts” to the lead record in the Lead Book. Displays the number of successful text attempts, i.e., does not display text attempts that have failed, such as a text to a landline.
General Instructions to access: Log into CRM > select Dashboard from the Dashboard dropdown > scroll through the list of leads in any Lead Category
CRM - Removed Texting Statistics from the Goals & Forecast Section for Non-Opted In Texting Locations
Removed texting statistics from the Goals & Forecast section for locations that are not configured for CRM Texting.
Goals & Forecast section for location with CRM Texting
Goals & Forecast section for location with no CRM Texting
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