Feature Enhancements

New Custom Report for Audit Logs

Industry-standard audit functionality for Priority Queues and Distribution Programs is now available with this release. Examples of audited items include changes to program filters, user filters, enabled/disabled, and user max leads. Audit logs can be retrieved by administrators using the new Custom Report Base Data System Change Logs. Log results include Log Date, Change Type, Program Type, Program Name, Log Actor, Item Changed, the Previous Value, and the New Value. The report can be filtered by Log Actor and Log Date.

  1. Log into LoanEngage as an administrator.
  2. Point to the Menu tab, point to Reporting, and then click Custom Reports.

  1. Click the Create New Report button.

  1. From the Base Data drop-down field, select System Change Logs.

 

  1. In the Report Title field, type a name of the report.

This is a mandatory field.

  1. Click the Step 2 button.
  2. In the Step 2: Add Filters window, go to Column> System Fields drop down field, and select one of the following values:
    • Log Actor
    • Log Date

  1. Select an operator, value, and then click the Save and Run button.

For more information on Custom Reports, see: Custom Reports: Detailed Review.

VEL-6210

Privacy and Security Enhancement

Starting with this release, you have the option to encrypt all call recordings for enhanced privacy and security.

This feature is not available out of the box. Contact your Client Manager for set up and activation.

VEL-6526

Usability Updates

Prior to this release, the Available For selection box and the Selected Items box on certain pages such as Manage Actions were of dissimilar sizes with readability issues.

Starting with this release, the Available <Items>, and the <Items Selected from the Available Items> boxes have been updated so that both the boxes are of the same size, and wider than earlier versions of the application, for an enhanced usability experience.

The selection boxes have also been updated to be dynamically responsive so that the boxes adjust their sizes according to the size of the browser window.

VEL-5660

Prior to this release, Velocify admin-facing pages had blue and yellow arrows that you could click to move items up and down in a table.

Starting with this release, the arrows are being replaced with drag handles (six-dot icon) to indicate that the fields are draggable.

  • Similar to prior functionality, you cannot drag fields and drop them outside the group/section to which they originally belonged, or sections out of the groups to which they belonged.

For example, in the screenshot below, when you drag the Refi (Yes, No) field listed under Product Information, you can only drop it to a location that is also within the Product Information section. If you attempt to drag and drop a field outside of its section, the field will move to the row closest to the section to which you wanted to move.

To move a field out of its section, use the Edit field option.

  • Groups and sections listed on the Form Builder page are expanded by default. You can collapse the panel for easier dragging and dropping.
  • You can also click the Collapse All button on top of the Form Builder page to collapse all panels.

  • To drag and drop rows, click the columns that do not include actions/links such as Edit, Delete.

  • Drag and drop on the script elements page will be available in a future release. All other admin pages with the arrows have been updated with this release.
  • Sample of admin pages where this feature has been enabled:
    • Form Builder
    • Lead Distribution
    • Lead Prioritization
VEL-7762

SMS Updates

The following SMS enhancements are included in this release:

  • Conversation with lead no longer displayed when lead is unassigned: When a lead is no longer assigned to you, existing conversation with the lead is deleted and an Agent is not assigned to the lead message displays.

  • Preview of New Messages: If you are in the SMS List View, and receive a new message, a preview of the message is displayed above the List View window.

  • You can click the notification/preview to go to the conversation to which the new message belongs.

  • Consolidate and improve SMS management, so that SMS-related features are treated as a single functional group
VEL-9392, VEL-2649, VEL-10140

Email Enhancements

Email body is now a mandatory field. If you attempt to send an email with a blank body, the following error message displays and you cannot send the email:

An email body must be specified for the chosen format.

VEL-10095

 

 

Proceed to Fixed Issues

 

Back to Starting Page