[I] New Overview Design for Clients Dashboard:
A new designed Clients Overview tab have been introduced which will provide overall health of the client within a glance of it.
- Initial Setup & Onboarding
- Current Status & Next Steps
- Average Score Progress for All Bureaus or each individual Bureaus
- Latest Scores & Updates table for each of the bureaus which includes Latest & Total Results
- Status table with details of all the items from each individual Bureaus
> Initial Setup & Onboarding:
This section will mark the progress status for the clients actions as and when they get completed, these actions are Client Details are added, Client sings in the Agreement, Any/ All required documents have been submitted from the client, importing of the report from the monitoring agencies is made.
> Current Status & Next Steps:
Depending upon the current round progress of the client this section will show the progress of all such completed rounds with their dates and the Next Action indicates the action which is to be taken next like for example, Re-Import, Proceed with Disputes and so on...
> Average Score Progress for All Bureaus or each individual Bureaus:
This is the graphical representation of the score of all three bureaus during the course of time; By default it will be showing the mean average value of all three bureaus but you can click on 'All Bureaus' link, which is at the top right of the graph section, then it will show the scores of all three bureaus individually.
> Latest Scores & Updates table for each of the bureaus which includes Latest & Total Results:
This section will show the comparative score if its incremented/ decremented w.r.t. its previous import and it will also show you the Total change in the score from the first import onwards till the latest import. It will show these comparative scores for all three bureaus.
> Status table with details of all the items from each individual Bureaus:
This section will show the total count of each status, for example, total count of Deleted, Repaired, Positive, Negative and so on...
[II] Ability to upload files via webform, the uploaded files would be automatically added under Documents section at CRM as well as Client Portal side:
A new variable 'Upload Document' has been added with which the user can now attach and upload the documents with the webform submission. One can add more than one of this fields while designing the webform with the intent to get more than one document from the end user. Of course these fields can be set as 'required' or kept optional depending on ones need!
How to use the new field 'Upload Document':
i. Go to Settings -> Web Forms -> Add New Web Form button, you can choose from any of the three options available i.e. Add New Web Form, Affiliate Registration Form or Affiliate Lead Form.
ii. Form the left side grid, drag and drop the new variable 'Upload Document' within the form at the right hand side panel.
iii. If you want this field as mandatory then click on 'Required' checkbox while configuring it.
All set! this is all you need to do; you can add more than one 'Upload Document' field as per requirement,
iv. All the uploaded documents can be seen under Documents section of the client at 'Client Uploaded Documents' section.
(img. drag and drop the Upload Document field on design form)
(img. click on 'Required' checkbox if this fields needs to be set as mandatory)
(img. actual webform where the user has attached document)
(img. Client Uploaded Documents section where the uploaded document can be seen)
[III]: Autofox Speed Booster:
This is an enhancement to existing Autofox functioning where in the Assigning and completion of Autofox takes seconds for New Client and New Lead Autofox which does makes significant impact on Client and Lead welcome emails.
[IV]: Repeat Assign Limitation of assigning Autofox:
Now there is no chance of assigning any autofox in a loop since we can limit the recurring assignment of any autofox for a single client record. This will help in maintaining the ambiguity of the overall moto of the autofox campaign.
[V]: Dashboard Metrics:
There has been change made in the logic to calculate and plot the Total Revenue, Affiliate Sales and Invoices Due figures on the Dashboard.
[VI] Autofox: Task/ Reminder Due In:
If the Task or Reminder is Due within the same day then it is now possible to set the interval like Before 1 Hour, 2 Hours till Before 23 Hours. The autofox campaign can be scheduled accordingly to trigger the tasks/ reminders which are Due on Same Day!
[VII] Variable [dispute_item_and_explanation] appended with Inquiry date:
Now the variable [dispute_item_and_explanation] will also append the Inquiry date as well!
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