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An overview of last night's updates is below:
Preferences:
- In some cases, the Search Auto-Redirect preference was not honoring users' indicated preference, i.e., you would not be carried to a contact record when you'd set this preference to "yes" and the record was the only one that met your search criteria. Redirection should now occur, should that be your indicated preference. Automatically.
Reporting:
- If you had accounts in your database with an Account Type one of your database users deleted (prior to updating any accounts associated with that Type), you would encounter a 500 error when running the Account Renewal Reminders report. This has been addressed.
Search:
- The Value dropdown menu for the Account Held Away field now offers True or False as your available selections.
- The Servicing Advisor search values available were not alphabetized. They are now more alphabetized than you would have believed to be humanly possible! Like, next-level alphabetization!
- Searching for a contact's Employer, when that field has a null value for a contact, would produce an error. This is no longer the case.
Speak Module:
- When users deleted a phone number from their database that was associated with a Client Room, the Client Room would become inaccessible. You can now re-associate a Client Room with a "new" phone number, which is actually the same, or original, number.
- The Speak history for a Client Room will now include more detailed text to clearly specify when advisors have disbanded rooms or clients have declined invites.
- We've added an additional confirmation and disclaimer to make it more explicit that the database phone number you are selecting for Speak is permanent. YOU CAN'T CHANGE IT!
- We've added a 5,000 advisor texts per day cap to all databases. Keep in mind that if you have the maximum number of database users (15), this still allows each of them to send up to 333 texts via Speak per day. That's 41 per hour, every working hour, for everybody. That's a lot!
Speak Mobile:
- We've resolved a random logout issue that was occurring for some users.
- We've resolved an issue where the badge count for unread messages was sometimes out of sync between the app and your device's home screen.
- URLs tapped in messages will now open up in your device's default browser.
- Messages can now be copied to your clipboard for pasting in browsers or other applications.
- Disabled database users now display an indicator that they have been disabled in your Direct Message user search list.
- You can now leave Client Rooms within the app, just as you can within the Speak Module in the CRM.
- Within a Chat Room's settings, you can now see the members of that room displayed.
- You can now resolve phone number changes easily! When the contact's phone number has been updated, you'll see options to either 1) send an invite to the new number or 2) revert back to the original number.
User Interface / User Experience:
- We've clarified the error message produced when entering data that exceeds the maximum length in the Contact Important Information and the Workflow Task Description fields.
- Bulk addition of activities had begun producing errors for some users. We've fixed this.
Hope you're having a great day!
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