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General Notice:
This update release is scheduled to occur on the morning of September 27th, 2023.
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Collections | Payments | Update failed rerun time and day
The logic to re-run failed ACI Autopayments has been updated to include payments with the following messages
Credit card payment declined. Do not honor
Credit card payment declined. Invalid card number.
Credit card payment declined. Invalid amount.
Credit card payment declined. Refer to the card issuer.
Token ID not found
Credit card payment declined. Transaction not permitted on terminal.
Credit card payment declined. Invalid merchant.
Failed to process credit card authorization request. Re-enter transaction
System error; please try again later
Additional logic has also been added to remove automatic payment re-runs if the following apply::
If the account has 2 failures of any time we will not run it a third time.
Payments that have a record applied to the loan payment table.
Payments that failed and then later had a successful payment.
Last update is to have the Automatic re-run happen twice Daily - at 11:00 am and 5:00 pm.
Podium
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Solutions-By-Text
SBT | Monitor Status updates and Resubscribe
Upon receiving a message back from Sbt indicating that the customer is not Subscribed the system will automatically subscribe the customer.
This ‘behind the scenes’ process will not affect users.
CRM
Lead Book | Filtering & Sorting
The Lead Book tab now has the same filtering and sorting set up that Customer Follow up and Pipeline have.
IMPORTANT UPDATE: The filtering for the To Do column (aka the fire and star column) logic change. The operator is “is”, meaning if you search for “is Fire” you will only see leads with the Fire selected. You will NOT see any leads with both fire and star select. Same with “is Star”, you will only see leads with the star selected. If you want to see leads with both star and fire selected you will select the “both” option.
Lead Book | Persistent Filtering and Sorting in new Lead Book views
Lead Book | Customer Follow up "duplicate" lead functionality not working as expected
If a customer is in the customer follow up tab they should only show up with one event unless it is the customer’s birthday, then they should have a Birthday event AND the other most recent event.
If a customer is in the low balance status, this event should supersede any new event that happens besides the birthday event. If there is a birthday event, they should have a low balance event AND a birthday event, just for the day of their birthday.
Lead Book | Move "Dead Deal Pending" Tab to Manager Dashboard
Forms
Forms | 08010-MI Application for Title and Reg - Affects MI Locations
The 08010-MI Application for Title and Reg (RD-108) form can no longer have the Lien Code ID handwritten on it. A new prompt was added to allow for entry of this data.
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