Today, Client Support Software’s CRM has upgraded the default AI Analysis model in our CRM from OpenAI’s o3-mini to the newly released o4-mini. This transition brings significant improvements in performance and efficiency, all while maintaining the current pricing structure.

Why o4-mini?

OpenAI’s o4-mini is a compact yet powerful reasoning model optimized for speed and cost-efficiency. It delivers impressive results in complex tasks, particularly in coding, mathematics, and visual analysis .

Key Enhancements

Improved SQL Generation: o4-mini demonstrates superior performance in coding tasks, achieving a 54.6% success rate on the SWE-bench Verified benchmark. 

Enhanced Analysis of Call Logs and Client Reviews: With its advanced reasoning capabilities, o4-mini excels in processing and analyzing call log transcriptions and client reviews, providing more accurate and insightful summaries within the Client Management Application (CMA).

Multimodal Understanding: o4-mini can interpret and reason with visual inputs, such as charts and diagrams, enhancing its ability to analyze complex data sets.

No Change in Pricing

Despite these advancements, the transition to o4-mini does not affect our pricing. Clients will continue to enjoy the same cost structure while benefiting from the enhanced capabilities of the new model.

We believe this upgrade will significantly enhance your experience with our CRM, providing faster and more accurate analyses to support your client interactions.

As we kicked off 2025, our team has been laser-focused on enhancing your Client Support Software experience. We’re thrilled to share the significant upgrades and new features rolled out during the first quarter (Q1 2025). These updates are designed to boost your productivity, strengthen security, provide deeper insights, and lay a solid foundation for future innovation.

Let’s dive into the highlights!

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Major New Features You Can’t Miss

This quarter brought some game-changing additions to CMA:

• 🛡️ Enhanced Security with Automatic PII Masking: Protecting sensitive client data is paramount. We’ve implemented robust Personally Identifiable Information (PII) masking throughout the application. Sensitive data like SSNs and Dates of Birth are now automatically masked by default. Viewing this information requires explicit action and is logged, enhancing compliance and security.
• 🧠 Introducing the CMA AI SQL Builder: Need custom data insights but find SQL daunting? Our new AI SQL Builder, integrated directly within Document Templates, allows you to generate complex database queries using natural language prompts! Describe the data you need, and let AI assist in crafting the SQL, significantly speeding up custom report creation. (Initial release Jan/Feb, enhanced in March)
• 🔊 AI-Powered Call Log Transcription: Unlock valuable insights from your client interactions! CMA now supports automatic transcription of call recordings (under 25 minutes) using OpenAI’s efficient gpt-4o-mini-transcribe model. Quickly review call content, search for keywords, and improve quality assurance.
• 📚 Your New Central Hub: The Knowledge Base: We’ve launched a brand new, comprehensive Knowledge Base. This modern, easily searchable platform replaces the previous System Documentation. Find it linked in the main navigation!
• 📈 Real-Time Insights: New PBX Dashboard: Get a clearer view of your call operations with the new PBX Dashboard (accessible via the PBX Info page). Monitor key metrics and system status easily.
• 📄 Track Changes Easily: Document Template Revision History: Ever wondered who changed a template and when? Now you can! We’ve added Revision History for Document Templates, allowing you to see past versions, track modifications, and maintain better control over your standard documents.
• 💻 Simplified Troubleshooting: CMA File Log View: System administrators can now easily view CMA system log files directly within the interface, streamlining monitoring and troubleshooting.

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Under the Hood: Performance & Stability Boosts 🛠️

While new features are exciting, maintaining a robust and modern platform is crucial. In Q1, we made significant foundational improvements:

• 🚀 Future-Ready with PHP 8.4: We’ve migrated the entire platform to PHP 8.4, the latest version. This brings substantial performance improvements, enhanced security features, and ensures CMA stays current with modern web standards.
• ⚙️ Core System Updates: We’ve updated key components including FreeBSD 14.2, Apache 2.4.63, and MySQL 8.0.41 for optimal stability and security.
• 🧩 Library Modernization: Numerous internal libraries (like Guzzle, Twilio SDK, Smarty, Google APIs, PHPOffice, Tabler UI components, and more) were updated to their latest versions, ensuring compatibility, security, and access to new capabilities.
• 🏗️ Codebase Refactoring: Significant work was done refactoring the codebase, including implementing namespaces. While invisible to end-users, this makes the code more organized, maintainable, and scalable for future development.

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Notable Enhancements & Fixes ✨

Beyond the major features, we’ve implemented dozens of improvements based on your feedback and our ongoing commitment to refinement. Here are a few highlights:

• AI & Automation:
  • AI SQL Builder now validates generated SQL and iterates for accuracy.
  • Upgraded AI analysis model to the efficient o3-mini.
  • Improved logic for triggering tasks based on lead status or assignments.
  • Added ability to send Document Templates to custom email/phone destinations.
• Reporting & Data:
  • Enhanced various reports (NFCC, Rejected Proposals, BofA Call Log, Client Balances, Disbursement Generation) for clarity, accuracy, and performance.
  • Added ability to export views directly to XLSX format.
  • Added Client History view accessible via Client Notes.
  • Improved WMA lead tracking (UTM parameters, external IDs) and duplicate detection logic.
• User Experience (UX) & Workflow:
  • Smoother interface interactions thanks to fixes for iframe resizing and scrolling issues.
  • Improved display and handling of creditor information, hardship indicators, and monthly payments in the LMA.
  • Enhanced Task Management with new filters, better visualization (double-click to open tasks from graph), and improved child task logic.
  • Streamlined display of budget items and handling of co-applicant data.
  • Added helpful icons and formatting improvements in various sections.
  • Improved handling of MFA/Passkey logic.
• Integrations & Specific Functions:
  • Updates to Spinwheel profile handling and display.
  • Fixes and improvements for ACH processing (Evans Bank, Seacoast Bank).
  • Enhanced HUD 9902 submission process and validation.
  • Improved BillerID tool flexibility.

(For a complete, detailed list of every change, please refer to the internal technical changelog.)

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Looking Ahead

This busy first quarter sets the stage for even more advancements throughout 2025. We’re committed to leveraging technology like AI, enhancing usability, and ensuring CMA remains the powerful, reliable tool you depend on.

Your feedback is invaluable in shaping the future of CMA. Please explore these new features and don’t hesitate to share your thoughts or reach out to our support team with any questions.

We’re excited to announce that Client Support Software has integrated OpenAI’s latest speech-to-text model, gpt-4o-mini-transcribe, into our platform. This model is now in production for all our customers.

The gpt-4o-mini-transcribe model offers significant improvements over previous models, including enhanced word error rates and superior language recognition accuracy. These enhancements ensure more precise and reliable transcriptions.

One of the most notable benefits of adopting gpt-4o-mini-transcribe is the substantial cost reduction it brings. For calls under 25 minutes, transcription costs are effectively halved compared to the previous Whisper model. This makes high-quality transcription services more accessible and affordable for our clients.

In addition to these advancements, we continue to support private transcription through a custom Whisper endpoint URL. This option provides our customers with flexible choices to meet their specific transcription needs, ensuring both efficiency and data privacy.

By quickly integrating the latest AI models, Client Support Software is committed to delivering cutting-edge solutions that combine accuracy, affordability, and flexibility.

Today, Client Support Software’s CRM has transitioned its default AI analysis model from GPT‑4o to o3‑mini. This change is intended to address operational efficiency by reducing both computational costs and processing latency.

Overview of the Update

The previous model, GPT‑4o, delivered strong performance but cost $2.50/million tokens. o3-mini is more capable and costs $1.10/million tokens. The new o3‑mini model is designed with improved reasoning capabilities while consuming less compute power, which helps reduce both response times and expenses. It is capable of processing 200,000 input tokens whereas GPT-4o was limited to 128,000 tokens.

Operational Efficiency and Cost Savings

The switch to o3‑mini results in lower token costs and a reduced processing overhead. These improvements help the system analyze tasks, generating detailed summaries, and extracting key insights from customer interactions more efficiently. By lowering operational costs, the update may also facilitate future enhancements in the platform without a significant rise in expenses.

Looking Ahead

This update reflects an ongoing effort to refine Client Support Software’s CRM’s technical performance. The focus remains on balancing performance with cost effectiveness as part of continuous improvements in the system. If you have any questions or notice any impact to current analytics, let us know!

New MFA Options, API Integrations, Code Maintenance and More

Welcome to our quarterly System Changelog! This update is packed with new authentication methods, API integrations, UI refinements, security improvements, and various under-the-hood enhancements. Read on for a summary of all the major changes, updates, and fixes introduced over this quarter.

Major Additions

1. Expanded Multi-Factor Authentication (MFA) Methods

We’ve significantly bolstered our security protocols by offering multiple MFA options:

• Passkeys (WebAuthn): Users can now register passkeys for a more secure and user-friendly login experience.

• TOTP Authenticator Support: Popular authenticator apps (e.g., Google Authenticator) are now supported.

• SMS Verification: Receive a short-lived code via text message to verify login.

• Email Verification Codes: For those who prefer it, a code can be sent to your inbox to confirm your identity.

• Deployment to Client Portal: MFA is now available for both internal users and external clients logging into the portal.

2. WMA Stats Merged into CMA

We’ve unified the WMA statistics module with the CMA (Client Management Application) for a more centralized reporting experience. WMA administrators now have direct access to the CMA platform, eliminating the need for separate logins.

3. Peregrin Proposal API (pre-release implementation awaiting testing)

A new Peregrin Proposal API has been introduced for handling comprehensive proposals. This integration allows seamless data exchange between our system and Peregrin’s platform for credit counseling proposals.

5. eFax Corporate API

We’ve migrated from the eFax Developer API to the new eFax Corporate API, offering improved reliability and additional fax tracking. The system also retains logs of successful transmissions for auditing purposes.

6. GitHub Actions for Static Analysis and Linting

To further improve code quality and consistency, we’ve added GitHub Actions pipelines. These workflows run static analysis tools (PHPStan, PHP Mess Detector) and linting (PHP_CodeSniffer, ESLint) on every pull request, ensuring our codebase remains clean and secure.

Updates

Operating System & Software Updates

• FreeBSD 14.2-RELEASE

• PHP 8.3.15 (with additional extensions: php83-bcmath, php83-iconv, php83-session, pecl-imagick)

• Smarty 5.4.2

• Removal of External PEAR Dependencies: We have fully migrated to Composer-based dependencies for a more modern and maintainable environment.

Miscellaneous Front-End & CI/CD Upgrades

• Migrated overlib.js to tabler.min.js for pop-up functionality.

• Upgraded numerous packages to their latest versions, ensuring improved stability and compatibility (eslint, google/auth, google/apiclient, monolog, Twilio SDK, phpoffice/phpspreadsheet, php-mime-mail-parser, etc.).

• Introduced code formatting configurations such as .php-cs-fixer.dist.php.

Selected Notable Changes & Fixes

Below are highlights of the many tweaks and refinements introduced on a near-daily basis:

• Client & Creditor Management:

• Added “No Selected Task” filter in Manager Report to show Clients missing a particular Task.

• Improved logic around NSF fee record creation; avoids $0.00 charges.

• Enhanced “Proposal Print Generation” to allow faxing.

• Extranet & Reporting:

• Introduced Extranet MFA Usage Report.

• Enhanced Extranet ACH parameters to optionally use next payment date.

• Created new “Active” filter in the Creditor Performance Report.

• Document & Form Handling:

• Task descriptions now support inline HTML for more flexible formatting.

• New default status for Disbursements set to “Pending.”

• Upgraded email and form parsing (migrated from PEAR to PHPMailer and php-mime-mail-parser).

• Technical & Performance:

• Completed a broad refactoring of ACH Return logic, Positive Pay file generation, and check-return file processing.

• Improved strict type checking across multiple modules, catching hidden issues early.

• Introduced deeper testing coverage (PHPStan levels 5 & 8).

• Quality of Life Changes:

• Default sorting and better sorting logic in key areas (like Client/Creditors tab).

• New manager and user activity trend metrics for a more accurate view of productivity.

• Numerous UI improvements for clarity, including a friendlier 9902 preview and better linking of call logs.

Each of these changes aims to make the platform faster, more secure, and more intuitive for all users—administrators, counselors, and clients alike.

Looking Ahead

As we continue to refine and expand our services, we remain committed to delivering the best possible platform for client management, budgeting, and financial counseling. Thank you for your feedback and support!

Stay tuned for more updates, and don’t hesitate to reach out if you have any questions or suggestions.

Welcome to our quarterly blog post where we outline the enhancements, updates, and changes introduced to the CMA in version 24Q3. Here’s a comprehensive summary of what we’ve achieved in the past quarter:

Major Additions

• Codebase Consolidation:
CMA, WMA, and TotalCommon code repositories have been merged for improved efficiency and easier management.

• System Rules for Task Management:
New system rules now enable automatic task reassignment, closure, or deletion during field changes, increasing flexibility and reducing manual effort.

• Custom Task Creation for RPPS Returns:
Tasks created from RPPS Return file imports can now be customized based on specific return codes, offering greater control and clarity.

• Multi-RPPSID Support:
Enhanced support for multiple RPPSIDs per client and RPPS files to accommodate complex billing structures.

• Customizable Billed FairShare Invoices:
FairShare invoices can now be customized to align more closely with client requirements.

• Smarty Upgrade: Migration from Smarty 4.x to 5.x brings performance improvements and new features.

Core Technology Updates:

• Upgrades to FreeBSD 14.1-RELEASE-p5, PHP 8.3.12, MySQL 8.0.39, and apache 2.4.62.

• Various front-end library updates, including @tabler/core, chart.js, fullcalendar, jquery-ui, and tablesorter.

• Enhanced compatibility and performance improvements across several components, including new versions of PEAR::Net_SMTP, xpdf, and GPT-4o.

Changes:

• Improved Reporting:

• A new User Activity Trend Report and export capabilities for Task and CallLog reports.

• Updates to disbursement and FairShare reports, including additional columns and improved filtering options.

• Task Management & Field Updates:

• Refined task management logic for automatic task handling during field changes.

• Enhanced task creation for RPPS Return file imports with better customization options.

• Housing & Income Documentation:

• Added links for FreddieMac, FannieMae, and USDA Rural Area Eligibility lookups, along with pre-selected state filters in income limits documentation.

• General Fixes & UI Enhancements:

• Fixed issues with RPPS Biller Import, secure messaging, user availability scheduling, and income display.

• Updated UI components, styles, and navigation for better user experience, including new icons and tablesorter styles.

Welcome to our quarterly blog post where we outline the enhancements, updates, and changes introduced to the CMA in version 24Q2. Here’s a comprehensive summary of what we’ve achieved in the past quarter:

Major Additions:

1. AI Task Analysis Engine:

• A new feature that allows tasks to trigger dynamic AI prompts.
• Evaluates tasks using a Large Language Model and stores the results in ClientMessages.
• Supports a new DocumentTemplate type: AI_PROMPT_TASK.
• Enhances task management by providing AI-generated insights directly linked to client interactions.

2. Dynamic DMP Payment Rule:

• Introduces a dynamic rule system for computing Debt Management Program (DMP) payments.
• Utilizes Smarty syntax within Creditor records for rule definition.
• Automatically computes payments for ClientCredit records based on these dynamic rules.
• Provides example rules and integrates loan term and account opening date fields for comprehensive payment calculations.

3. Link CallLog Records with ClientTasks:

• Automates the linking of CallLog records with the most relevant ClientTasks.
• Adds a new field callLogClientTaskID for this purpose.
• Enhances the Call Log Detail Report with new columns and filters for linked tasks.
• Improves performance and relevance by ensuring only related ClientTasks are considered.

Core Technology Updates:

• Upgraded to GPT-4o for better performance and cost-efficiency.
• Updated Apache to version 2.4.59 and PHP to 8.3.8.
• Integrated Smarty 4.5.3, @tabler/icons-webfont 3.6.0, ace-builds 1.35.0, jquery-ui 1.13.3, chart.js 4.4.3, and fullcalendar 6.1.14.
• Updated https://simplemaps.com/data/us-zips to version 1.85 (2024.04.30) for the latest ZIP code data.

Changes:

1. Data Management and Reporting:

• Added new education level options and a marital status option.
• Improved error messages and added information icons for better user guidance.
• Enhanced various reports with new fields and columns, including Phase TimeLine Report, Client Balance Report, and DMA Income Report.
• Updated Spinwheel Credit Profile and Credit Card columns for better organization.
• Introduced new filters and columns in LocateLead search view and other reports.

2. Task and Client Management:

• Enhanced logic linking CallLog records with ClientTasks for improved relevance and performance.
• Added more verbose error messages for CallLog transcription failures and optimized cron job performance.
• Improved scheduling logic for appointments, including fixing availability issues and optimizing the display of ‘Next Available Times.’
• Refined task outcome displays based on the taskOutcomes field, and updated default sort order of ClientTasks to show the most recently created open tasks first.

3. System and Performance Improvements:

• Optimized Peregrin Balance refresh and the computation of ClientCredit balance.
• Increased Disbursement Group range for better flexibility.
• Fixed various system errors, including those related to sending text messages, validation errors, and backend payment logic.
• Updated several system components and libraries for better performance and security, including PHP, Smarty, and various UI tools.

4. User Interface Enhancements:

• Improved the display of ClientTask notes, Client ACH records, and HUD Activity Type fields.
• Added color-coding for ‘No Show’ events and CSP Percentages for better visual management.
• Enhanced Appointment Calendar functionality with new features and better event visibility.

5. Error Handling and Security:

• Improved error messaging across different modules, including CallLog transcription, Equifax Credit Report responses, and Lead Import.
• Added security enhancements, including Subresource Integrity hashes and better security checks in EmailActivity.php.
• Fixed various display and logic issues, ensuring smoother user experience and system reliability.

This release brings continued enhancements and optimizations and furthers the system’s integration with the latest AI tools. Explore the new features and updates to maximize your productivity and streamline your workflows.

Welcome to our quarterly blog post where we outline the significant enhancements, updates, and changes introduced in version 24Q1. Our continuous effort to improve our platform has led to numerous additions and improvements that aim to enhance functionality, increase efficiency, and improve the overall user experience. Here’s a comprehensive summary of what we’ve achieved in the past quarter:

Major Additions

• Client Forms: A significant leap forward in custom data management, allowing the storage of custom data using JSON. This addition is aimed at providing a flexible solution for capturing and storing client-specific information in a structured format.
• Appointment Tasks with User Availability Schedule: We’ve introduced a sophisticated system to manage appointment tasks, which now incorporates user availability schedules. This feature ensures that appointments are scheduled efficiently, taking into account the availability of the involved parties.

Updates

We’ve made several updates to our technology stack and integrated tools to ensure our platform runs smoothly and securely. Notable updates include:

• Updates to PHP, including the new PHP 8.3.4, ensuring our platform is running on the latest, most secure PHP versions.
• jQuery updated to version 3.7.1.
• Fullcalendar updated to version 6.1.11, enhancing our calendar functionalities.
• ACE editor updated to version 1.32.8, providing an improved code editing experience.
• Chart.js updated to version 4.4.1, ensuring better and more versatile charting capabilities.
• Updates to PEAR packages, including Mail 2.0.0 and Mail_Mime 1.10.12, enhancing email functionalities.
• Updates to front-end libraries including @tabler/core and @tabler/icons-webfont, bringing new features and icons to the user interface.
• Other updates include htmldoc 1.9.18, qpdf 11.9.0, and Smarty 4.5.1, each contributing to improved document processing and template management.

Changes

Changes this quarter span across various aspects of our platform, from error handling and user interface improvements to backend logic enhancements. Highlights include:

• Enhanced error handling capabilities, particularly for Peregrin errors, improving the platform’s stability and reliability.
• A series of user experience improvements, such as adding dynamic headers to Manager Reports, and refining the paperwork process.
• Significant backend updates, including migrating from PHP 8.2.x to PHP 8.3.4, to ensure compatibility and take advantage of the latest PHP features.
• Changes aimed at improving user interface and interaction, such as adding logic to register Smarty classes and functions, fixing SQL errors, and improving the layout and functionality of reports and forms.
• Numerous fixes and enhancements targeting specific functionalities, such as Client Budget, Client Doc management, and Appointment Scheduling.

This quarter’s updates underscore our commitment to providing a robust, efficient, and user-friendly platform. We’re excited about the positive impact these changes will have on our users’ experience and look forward to continuing to evolve and improve in the coming quarters.

Stay tuned for upcoming changes in 2024 Q2 as we add further integration between Task workflows and AI analysis/feedback.

Welcome to our 23Q4 software update summary! This quarter, we’ve introduced several major additions and updates, alongside various changes that aim to enhance user experience and system efficiency. Let’s dive into the highlights.

Major Additions

Enhanced Document and Extranet Package Management

We’ve overhauled our Document and Extranet Package Management system for improved usability and flexibility. This refactor provides a more intuitive interface for managing documents and extranet content, ensuring that users can easily navigate and utilize these features.

Deluxe Check Disbursement Batching

A significant addition this quarter is the support for disbursement batching into a single Deluxe Check. This feature streamlines the payment process, allowing for more efficient fund distribution and reduced processing times.

Refactored Client Budget Support

The Client Budget system has been refactored to include comprehensive support for income, deductions, and CoApplicant details. This update ensures a more detailed and accurate representation of client financial situations, enabling better budget planning and management.

Peregrin API Integration

We’ve introduced support for the Peregrin API accountStatus refresh, enhancing our system’s ability to remain synced with current account information. This integration ensures that account statuses are up to date, providing accurate data for decision-making processes.

Updates

This quarter, we’ve updated several core components and libraries, including FreeBSD 14.0, Apache 2.4.58, PHP 8.2.14, MySQL 8.0.35, and many more. Noteworthy updates include the ARMv6.0.2 SDK, the GPT4-Turbo 128K model, and various frontend libraries like Bootstrap 5.3.2 and Chart.js 4.4.0. These updates ensure that our platform remains on the cutting edge, offering robustness, security, and the best user experience.

Changes

We’ve made a series of changes aimed at refining existing features and addressing user feedback. Some of the notable changes include:

• qpdf and PHP Updates: The qpdf library was updated to 11.7.0, and PHP to 8.2.14, ensuring compatibility and security.
• Enhancements to Client and Creditor Views: New columns and filters were added to improve data visibility and navigation.
• Document Template Refinement: DocumentTemplate types were renamed, and the unused documentTemplatePath field was removed, streamlining the document management process.
• Initial Support for Peregrin API: Beginning 2023.12.18, we started supporting Peregrin API accountStatus refreshes, marking a significant step towards improved data accuracy.
• Interface and Usability Improvements: Updates were made to the user interface, including migration to Bootstrap 5.3.x and enhancements to report views.

Stay tuned for more updates as we continue to evolve and enhance our platform to meet and exceed the expectations of our users. Thank you for your ongoing support and feedback, which play a crucial role in shaping our product’s future.

The integration of OpenAI’s GPT-4 Turbo 128k model into Client Support Software’s CRM system marks a technical advancement in handling customer interactions. This model allows for the processing of longer call transcriptions, which is particularly useful for organizations that require detailed records for compliance and monitoring purposes.

For ISO call recording monitoring, the CRM’s ability to process and analyze lengthy call transcriptions in full helps businesses ensure that their customer service complies with ISO standards without having to manually review recordings.

In the realm of financial counseling, the CRM now aids in generating NFCC detailed notes from calls, which can be used for maintaining compliance and for reference in subsequent counseling sessions.

Calls can be analyzed to provide detailed and helpful feedback to counselors after they have completed a counseling call.

Housing counseling services, which often involve complex conversations, can benefit from the CRM’s summarization capabilities. This tool condenses long calls into concise summaries, thus streamlining the review process for counselors.

The GPT-4 Turbo model’s key attributes include a larger memory span, which gives it the ability to process much larger text summaries, up to around 1/2 million characters. This unlocks the ability to create a DocumentTemplate in the CMA with full customer history and utilize GPT to perform multiple kinds of previously unavailable analysis. The turbo version is much faster than the previous version of GPT-4, reducing wait times for analysis to complete and increasing productivity.

We are excited to see how you will use these new capabilities as we continue to enhance the tools available for you in order to provide outstanding financial counseling to consumers.

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.

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Feature Additions:

• 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.

Fixes:

• 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.

Updates:

• 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.

Other Changes:

• 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.
• Synchronization:
  • Sync with TotalCommon for various updates.
  • Util::getDurationIntervals() updated to accept more values.
• Miscellaneous:
  • 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!

Many changes and enhancements have been made to the CMA during Q2. Details are available in the internal CMA Changelog. 

Feature Additions:

• Added Spinwheel User Profile and Liability Refresh support.
• Updated design of Extranet.
• Introduced support for custom endpoint for Whisper call recording transcriptions.
• Introduced support for using oobabooga/text-generation-webui as an API endpoint for CallLog sentiment analysis.
• Implemented Google Workspace Gmail messages display within the Client record.
• Introduced Round Robin Lead Assignment.
• Added DocumentTemplate Send To/Send From options.
• Implemented formatting of call transcriptions for inbound voicemails.
• Added Settlement Amount field to ClientCredit record when Hardship Indicator A or C is selected.
• Enabled Task: Job Creation SQL to associate tasks with clientCreditIDs.
• Introduced new System Setting: DMP_MIN_ACCOUNT_AGE_MONTHS that specifies the minimum account age for participation in a DMP.
• Added new userPhone field to be used as the destination of DocumentTemplates sent via SMS.
• Added round robin lead assignment functionality within Auto Import To Lead.
• Added ability to view CallLog details through the EditCallLog form.
• Added ability to store $Contract variables on the Extranet Contracts.

Fixes:

• Fixed linking of CallLog records to Clients when more than one phone number matches.
• Fixed computation of Program APR in Creditor Hardships when the hardship indicator has a null APR and specifies an APR Term.
• Fixed Unread Message Count in the Client Portal.
• Corrected the use of 0.00% APR in Creditor Hardships.
• Fixed Client Balance Report: Payment Filter frequency when Monthly is selected.
• Corrected processing of email attachments in jobs/ParseEmail.php.
• Fixed parsing of email attachments emailed to CMA.
• Fixed refererURLs when viewing the ClientTask Log.
• Fixed Manager Report LMA CallLog Duration (minutes) for current Leads.
• Corrected permissions for Global Report Filters.
• Fixed formatting of names with special characters in Navigation search.
• Fixed Phase TimeLine report filtering.
• Fixed CallLog detail Ext Name filter when filtering by Agency.
• Fixed saving of Report Filters as Global.

Updates:

• Added icons to actions and tabs throughout the system.
• Enhanced the import process of Call Log records by cleaning WebRTC shadow extensions.
• Enhanced LMANavigation to include agencyID (aID) column and advanced search functionality.
• Updated description for Fax Transmission Status in the ClientCredit form.
• Updated Find Inbound Caller to handle webrtc shadow extension prefixes.
• Updated call icons in the Client record.
• Updated Call Queue Report to display current dispositions.
• Updated Payroll report to filter the Agency by the Client and not the User.
• Updated DataRetentionCleanup.sql queries to include Clients without Payment or ClientLog records.
• Updated the Deluxe specifications to truncate payee names in excess of 50 characters.
• Updated CallLog report to allow filtering by any date range.
• Migrated Extranet steps to use Bootstrap 5.3.

Other Changes:

• Enhanced CallLog report and CallLog detail with additional filters, columns, and percentage breakdowns.
• Improved the readability and functionality of various reports by adding new columns and filters.
• Enhanced ClientCredit details with a more detailed explanation for “Date to Queue” field.
• Improved functionality of Agency fields and calculations in the budgeting process.
• Enhanced the transcription process with Whisper models to exclude consecutive lines of similar text.

Many minor changes and enhancements have been made to the CMA during Q1. Details are available in the internal CMA Changelog. 

The following is a highlight of changes:

🔧 Improved check handling and money-matching magic, making your financial tasks a breeze!

🌐 PHP 8.2 is here to stay, future-proofing for the next 2 years.

🧹 Data cleanup just got smarter, keeping your information fresh and tidy.

🔍 New dynamic filters for SQL Reports make your documents more versatile than ever.

⏱️ Track your breaks alongside your sessions with enhanced Session Log Calendars.

🔎 Dig deeper into client balances with new filter options.

🎨 Out with the old, in with the new Bootstrap Icons for a sleeker look!

📅 Task views now come with a handy Calendar view for a fresh perspective.

📈 Visualize your Task workflow like never before with our directed graph layout.

⏳ Customize Imported Lead waiting times with ease.

💰 Take control of extra funds allocation with our new customizable settings.

• – add Setting::DISBURSEMENT_EXTRA_FUNDS_ALLOCATION_LIMIT to allow customization of the amount of extra funds that are automatically allocated when generating Disbursements
• – add Setting::DISBURSEMENT_EXTRA_FUNDS_ALLOCATION_ALGORITHM to allow customization of the order in which extra funds are allocated if an account is not explicity set.
  Avaiable options are:
  • 1=Lowest APR,
  • 2=Highest APR,
  • 3=Lowest Original Balance,
  • 4=Highest Original Balance,
  • 5=Lowest Payment,
  • 6=Highest Payment.

📞 Transcribe Call Log recordings using OpenAI’s Whisper API.

😀 Call Log records with Transcriptions now display the sentiment of the conversation with top 3 emotional tones to save you time when analyzing calls!