LeadExec Patch Notes May 23rd, 2024

Updated the create order popup window to include the Dollar Item Fill Limit setting on the front page.

Updated the AI model for validation and profanity checks on lead type settings.

Updated the UI of the client details page to include tax in the totals displayed in the amount columns for the Invoices and Payments tabs.

Added additional logging for full address lead field parsing.

Added a new status "Pending" to the order system for declined payments. The functionality will keep orders with failed payments open, but in the new Pending status. This provides users the new option to manually approve orders and reprocess failed payments. Clients will not be able to receive leads until the order has been unapproved.
More details can be found in this KB article: Orders With Declined Payments

Fixed an issue that prevented issuers from being able to manually create invoices for dollar-based orders in certain instances.

Fixed a UI issue that caused the Send Information window not to resize correctly.

Fixed a UI issue in the Ping Order screen where column filters did not display enumerated values correctly.

Fixed a UI issue in the Orders screen that caused the date range selector to display orders outside the selected timeframe.

Updated the system to rescan and credit orders when leads have delayed rejections.

Fixed an issue causing the Run Automation function to deliver to clients with automation disabled in certain instances.

Scheduled routine backend maintenance.