DD 3517 - FX WORKCARD - Enhanced the Account Lookup by adding the ability to lookup by demographic Email Address.
DD 3613 - FX WORKCARD/DEMOGRAPHICS - Enhanced the demographic information in the work card by adding an Email Ok field with options Yes or No to flag a demographic as Ok to be emailed. This field can be found in the Add/Edit Demographics screen below the Email address field.
DD 3731 - CLIENT TABLE - Corrected issue in the Client Table where the Save and Next button would not work correctly if you filtered the client list before editing a Client Code.
DD 3755 - CLIENT PORTAL - Corrected an issue in the new client portal where the Custom Fields tab was not properly spacing the label and value columns
DD 3756 - CLIENT PORTAL - Enhanced the new client portal by adding buttons to allow the user to export data displayed in a grid to Excel, CSV, PDF, Print or Copy directly from the current tab. This will replace the "Action" drop down available in previous iterations of the Client Portal
DD 3764 - EDI TOOL - Fixed the DB ENTITY Fixed Width setup on the IMD Manager
DD 3769 - FX WORKCARD - ACCOUNT INVENTORY now only include clients the USER has access to under the CLIENT ACCESS tab on the user set up, same as what they have access to work.
DD 3785 - FX WORK CARD/SCHEDULER - When adding account to calendar, it now shows the default day as the current date and the default time as 10:00:00am like the legacy work card.
DD 3797 - PROMISES - Fixed promise logic when there are two promises entered on one account. When the first promise was deleted but also paid, the second promise will now be flagged as Broken instead of Kept if no payment made for the second promise
DD 3804 - DIALER - The minimized dialer panel now auto expands if the name is more than 30 characters.
DD 3807 - FX WORKCARD/LEGAL INFO - Changes made to the CJE window now refreshes when a LAW executes and the account refreshes, same as all other legal windows/tabs.
DD 3809 - FX WORKCARD/LEGAL INFO - The ENTER JUDGMENT GRID and the VIEW JUDGMENT popup now include the DLC ID (Demlgl counter id) and the CASE PARTY name.
DD 3811 - PAYMENT ARRANGEMENT - Fixed MASTERS from holding its own Payment Arrangement with no Links selected
DD 3813 - FX WORKCARD/LEGAL INFO - The judgment indicator has now been carried over from the account level to the legal docker Case level and then the Case Party level so that upon opening the legal docker the User can easily see exactly which case and case party have judgments entered without having to open each and every judgment and vacate tab.
DD 3814 - CLIENT TABLE - Tax Exempt field has been made functional. If set to YES, Impact will not calculate tax on the commission amount during transaction entry. if set to NO, Impact will calculate tax on the commission amount during transaction entry based on the transaction code setup TAXABLE field set to YES and the Tax Table filled out with tax percentage
DD 3818 - FX WORK CARD/PHONE HISTORY - Now updates when POE (place of employment) phone number is changed
Added DNCPHN table for phone numbers with phone status of 3-DNC
If a phone number is marked for DNC then one of 2 scenarios can happen:
If this Phone exists in the DNCPHN table, then do nothing.
If this Phone does NOT exist in the DNCPHN table, then insert a new record
If a phone number is marked for anything OTHER THAN “DNC” then one of these actions will happen:
If this Phone exists in the DNCPHN table, delete record
If this Phone does NOT exist in the DNCPHN table, then ignore.
DD 3833 - FX WORKCARD/LEGAL INFO - 1. Once any field in the VACATE SECTION of the Judgment/Vacate tab is populated and saved, the user will no longer be able to enter a judgment for that case party. User will ahve to delete the VACATE information to enter a new judgment. 2. Judgment information will not be cleared at any level unless both a VACATED FILE DATE and VACATED REASON have been populated. 3. When a judgment is vacated and the information deleted at the account level, IMPACT will now automatically check for another judgment on the same case, different case party and then a different case, and if any exists, account level judgment fields will be populated with that information.
DD 3851 - DIALER MISC FILE TRANSLATION TABLE - Extended the Translation Code field form to 50 characters
DD 3852 – DIALER -
If ph1 – then execute the dialer disposition code returned as CODE-P1 if it exists in the dialer translation table, if not execute the CODE as normal
If ph2 then – then look to execute the dialer disposition code returned as CODE-P2, if it exists in dialer translation table, if not execute the CODE as normal.
If not equal to either phone 1 or phone 2, then execute the CODE as normal.
DD 3854 – DIALER - Failed records are now logged and can be resubmitted
DD 3865 – STRATEGY ON DEMAND - Bug on Cache Eval and Update Datastores in the Nested portion of the WRKFLO SOD Activity Type is now fixed.