LeadExec Release Notes 2025

Improvements made to Weighted and Percentage Distributions for more accurate and consistent lead allocation.

Fixed an issue where the Lead Type editor AI address parser failed to extract County information correctly for certain counties.

Fixed an issue when saving Criteria for custom values in certain instances.

Fixed an issue with Distribution List exports where leading zeros in ZIP codes were not being preserved.

Fixed an issue where the Delivery Account Criteria setting would error when attempting to save certain values.

Updated the PureCaller ID integration to support the updated API response.

Updated the Trestle integration UI.

Fixed a display issue with the lead details screen map

Added the new Trestle integration.

Updated the PureCaller ID integration to support posting non-system fields in outbound API requests.

Added enhanced backend logging capabilities to the Outbound Ping Activity Report screen for improved visibility.

Refactored the ping client scanner to improve response times for the ping receiver.

Fixed filter issues for number fields across the All Leads, Distribution, Inbound Ping Report, and Outbound Ping Activity Report screens.

Resolved a display issue affecting calculated fields within the All Leads and Distribution screens UI.

Refreshed the Integrations page with an updated UI for improved usability.

Added a new Integrations tab to the Lead Details screen to display results from enabled integrations.

Enhanced system reports to freeze the Grand Total row when viewing large data sets for easier analysis.

Fixed an issue where filtered results in the Send Information column on the All Leads screen were not displaying correctly.

Resolved a problem that caused the Post Sent column in the Outbound Ping Activity report to show incorrect data in certain scenarios.

Addressed a bug that prevented campaign criteria from saving correctly when using the "Is Not Any Of" operator.

Improved the Send Information column results and filtering in the All Leads screen

Improved the Client column results and filtering in the outbound ping activity report

Resolved an issue with the "Allow New Client Registrations" setting that prevented it from being removed from the client portal login screen when disabled.

Updated the retry logic for internal processors handling duplicate services.

Resolved an issue that occurred when importing distribution list assignments using the append option, allowing updates without assigning a client.

Resolved an issue that caused campaign call flow settings to revert to their default values.

Resolved an issue that prevented call status updates from functioning correctly in the IVR system.

Resolved an issue in the delivery processor that triggered the error message "Invalid URI: The URI is empty."

In the API for "Retrieve Order Details or List,"

Resolved an issue that caused the Condition Node lead field criteria settings to malfunction.

Resolved an issue that caused the email delivery system to not include the body of the email template on delivery for CSV email delivery methods.

Added addtional back logging for the credit card payment system.

Updated PureCaller ID integration campaign criteria settings UI.

Fixed an issue that allowed users to delete client group delivery methods that were in use by a delivery account.

Updated the importer tool for distribution list assignments.

Added "Is Any Of" and "Is Not Any Of" operators to the phone field criteria settings in delivery accounts.

PureCaller ID phone validation service was added as an available integration.

Fixed an issue causing the system not to recognize the updated delivery count for returned leads.

Fixed an issue causing the system not to save the default delivery method setting as expected in client groups.

Fixed an issue that caused an error when attempting to open the lead source portal through the UI of the lead source details page.

Fixed an issue that caused an error message when attempting to open Canadian leads that used a text field type on the lead type for the Province field.

Updated the Create/Modify API to include settings for Offers.

Fixed an issue causing newly added values to criteria and field mappings to not display as expected due to a delay in the cache system.

Fixed an issue that allowed inactive clients to access the client portal when the setting "Disable Access to Portal for Inactive Clients" was enabled.

Fixed an issue causing an error message when some users attempted to access the Quality Control screen.

Fixed an issue with delivery methods that caused data to not deliver in the expected format when JSON schemas used only an array rather than an object.

Improvements to inbound and outbound ping order screens loading and filtering capabilities.

Fixed an issue causing the system to yield error messages for users in certain instances when logging into the system with the Remember Me option checked.

Increased character limits for distribution list settings.

Updated the account API to include campaign offer settings for the Create/Modify Campaign API call.

Added the split values option to the insert request viewer on ping order screens.