Excited to announce the latest round of updates and enhancements, which brings new features, important fixes, and other changes to ensure smooth and efficient functionality. Below is a comprehensive breakdown of the recent modifications.
- New Reports and Columns:
- Added Spinwheel Usage Report.
- Added links to view Sent and Returned RPPS DMP records within the Client Credit page.
- New Creditor column: Date Last ClientCredit Created added.
- Added Last Clear Payment column to Client Balances report.
- Added ‘Date Opened’ column to the LMA/Creditors tab.
- New File and Format Support:
- Support for new file types in ClientDocs (heic, heif) added.
- Added ACH Return CSV file format for Seacoast Bank.
- Additional Features:
- New feature to show multiple matches message during the ClientCredit Automatch process.
- Improved billerID Automatch tool for better handling with Chase and Bank of America.
- Added CoApp emails to Client/Email Activity section.
- Enhanced Call Queue with new dispositions and filters.
- Added ‘Show num ClientTask Links’ filter to Task Management report.
- Added CoApp and CoID columns in various views and reports.
- Error Resolutions:
- Fixed Manager Report error related to client’s timezone determination.
- Fixed error in Custom Reports and Automatch BillerIDs.
- Fixed issue with recomputation of $Totals variable.
- Fixed errors related to ClientTask and CMAForm formatting.
- Logic Corrections:
- Closed Spinwheel accounts with a balance are not automatically marked as Charged Off.
- Corrections in Spinwheel class, Creditor name formatting, and Spinwheel account status determination.
- User Interface Adjustments:
- Checkbox in ACH Batch is hidden when Routing Number is invalid.
- Resolved issue with display of Balance information in Client/Creditors tab.
- Software Updates:
- PHP updated to 8.2.11
- htmldoc updated to 1.9.17
- netpbm updated to 11.03.05
- MySQL updated to 8.0.33
- Smarty updated to 4.3.2
- Logic Updates:
- Updated Spinwheel and Equifax Credit Report import logic.
- Updated Call Queue and Client/Creditors display and functionality.
- Enhanced Manager Report layout and columns.
- Other Updates:
- Updated ClientSpinwheelID and Spinwheel API.
- Updated CSP Stats section and various other fields and sections for improved performance.
- Functionality Enhancements:
- Removal of certain system tasks and requirements for smoother operation.
- Adjustment in Client/Creditors and Payment views.
- Enhancements in Task Management and Manager Reports.
- New logic for handling Closed Leads and Spinwheel leads.
- Sync with TotalCommon for various updates.
- Util::getDurationIntervals() updated to accept more values.
- Added description to Client/Include in Payment Batch field.
- Adjusted SMS message sending times according to the client’s timezone.
- Enhanced support for SIP Endpoints and WebRTC phones.
Thank you for your continued support and feel free to reach out with any questions or concerns about the latest updates!