Encompass CRM 23.1 Release: Fixed Issues
This section describes the issues that have been fixed in this release.
Why we fixed these issues: These issues were fixed to improve usability and to help ensure Encompass CRM is operating as expected. The issues that are chosen to be fixed are based on the severity of their impact to clients and client feedback.
Issues Resolved with This Release
The following issues were fixed with this release:
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Advanced Search:
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Marketing Activity Advanced Search did not yield any results for Marketing Activity although emails were sent during the selected time frame
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Filter Selection Issues:
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Category boxes shifted as filters were selected
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Issues with selecting and clearing check boxes
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Encompass to Encompass CRM Sync:
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Sync failed when the appraiser name exceeded the max character limit. To fix the issue, when the data coming from Encompass to ECRM for Appraiser Full Name exceeds the maximum length acceptable, the additional length is now truncated so that the data syncs successfully.
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Error displayed due to County and Country field names in Encompass and Encompass CRM
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For usernames with apostrophes (such as O’Brien), letters after the apostrophe were not included during the Sync and had to be typed manually
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Opt-Out List: For one instance of Encompass CRM, opt-out file remained in the SFTP folder and email addresses could not be pulled from the list
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Contact View: State was not displayed in Contact View addresses
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Campaigns:
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Recurring Campaigns:
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All Recurring Campaigns were missing, and MARs created for these campaigns were not assigned to contacts
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Recurring Campaign approvals did not display up to date information
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Campaigns unassigned using Milestone Marketing did not include the History Log
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Closed Loans Reports: Discrepancy in the number of loans between Detailed Report and Summary Report for closed loans, on one Encompass CRM instance
ECRME-13326, ECRME-12524, ECRME-8160, ECRME-12036, ECRME-12924, ECRME-13252, ECRME-13040, ECRME-13192, ECRME-13096, ECRME-13060, ECRME-10431
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