1. New Additional Variables for Credit report:
We are glad to inform you that the new additional variables to plot more details regarding the Credit report have now been published and we request you to kindly check the same from your end as well;
Below are the new place holders to get info from a credit report:
Letter Library --> VARIABLE --> Dispute Extensions +
2. Affiliate Type:
We have provided a new option to add Affiliate Categories which can be used to categories affiliate user records.
You can find this new feature at Settings & Configurations--> Field Setup --> Affiliate Type section;
A new dropdown field 'Affiliate Type' can be seen at the Affiliate's 'Account' tab section where you can find this dropdown with the values added in it from the Settings section.
3. Letter Library:
New improved and user friendly version of the letter template dropdown have been released in the latest deployment;
now the letter template dropdown will is grouped as per their categories they belongs do with all these categories sorted in the alphabetic order and
the letters under each of these categories will be further sorted in the alphabetic order.
4. Customer Portal Settings --> Your Customer Portal Link:
Customer portal link is now shown at Settings & Configurations --> Portal Settings --> Customer Portal from where you can easily copy-paste or directly open it in a new tab by clicking on it.
5. All the ID docs under the client's "Documents" tab will show at below sections. Check each file you want to be included with selected letters.
Under Freeze Letters and Dispute Letters & Print sections:
Step 2 - Download Letters | Step 3 - Active Letters, Print & Fax | Upload & Send
6. Reset Due In Counter:
This action will reset the current Letter Due In Counter, which is set at
Settings & Configurations --> Credit --> Letter due in;
Note: there will be no undo once reset is done.
Letter Due In Counter: