Velocify LeadManager 23.2 Release Notes

• SMS Chat

  • Lead View (VEL-56824): SMS chat capacity limit increased from 30 to 100 in Lead View

  • Chat Window Updates:

    • Full Search (VEL-57382): Velocify Chat support searching by LastName or PhoneNumber

    • Unread Only filter (VEL-57281): Ability to filter leads in lead view so only leads with unread messages are displayed.

  • SMS Opt-Out Revamp (VEL-23196): SMS Opt-Outs will now be phone-number-centric instead of Lead-Centric. Each phone number field in a lead record can be opted out individually. When a phone number appears in multiple lead records, if opted out, it will be opted out in all leads where it occurs. Opt-Ins will likewise apply. Ensure that any unreachable phone number is opted out.

• Information Security (VEL-55972): Prior to this release, users were able to view the log history of leads not assigned to them from the View Logs/Take Action window. A new security setting in Roles & Permissions has been implemented to block this type of access by default.

• Encompass Integration Enhancement (VEL-44145, VEL-53599): As part of the ongoing integration with Encompass, a new feature has been created to enable Velocify instances to inherit licensing information from their corresponding Encompass instance.

• Duplicate Management (VEL-6249): More system fields have been added for use with de-duplication.

• Performance (VEL-52287): The field delete process timeout has been increased from 30 seconds to 3 minutes (180 seconds) to accommodate Velocify instances with large amount of data.

• Call Recording Billing (VEL-49355): This enhancement improves the way call recording minutes are calculated during a billing period where the feature has been enabled or disabled.

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• Feature Enhancements
• Fixed Issues

Next Section: Feature Enhancements