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LeadExec Patch Notes July 24th, 2024
LeadExec Patch Notes July 24th, 2024

Patch notes for order system and UI updates; bug fixes.

Chris Arenas avatar
Written by Chris Arenas
Updated over 3 months ago

Enhancements

  • Updated the order details screens to display the total payment amount to include tax, when applicable. The tax option is available only for Stripe users.

  • Added additional functionality around delivery account options for orders. Previously, users had the option to select either a single delivery account or all delivery accounts. Users can now multi-select the delivery accounts to be used for an order.

  • Added export functionality to the master Distribution List Assignment window in the main account settings.

  • Added a new popup warning on Require Order and Enforce Quantity Constraints settings in Delivery Accounts to help users confirm they want to change these settings.

  • Added a popup warning on Require Order and Enforce Quantity Constraints settings in Delivery Accounts to help prevent users from making unintended configuration changes.

  • Added functionality to allow users to approve returns that were previously denied.

  • An export option was added to the master distribution list assignments setting.

  • Added a new API call: Auto Process Delivery. This call will allow users to process lead delivery by Force ID.

Bugs

  • Fix an intermittent issue causing the Transfer to Client feature in the Distribution screen to not function as expected in certain cases.

  • Fixed a UI issue in the client portal where the Apply Payment spinner would freeze after processing a payment in the invoice details slide out.

  • Fixed a bug that caused orders not to close when hitting the dollar item fill limit in certain instances.

  • Fixed a bug that caused invoices for renewed orders not to apply tax.

  • Fixed a bug with dollar-based orders where orders would not close when reaching the dollar item fill limit, and the lead was delivered using the Resend option on the View Delivery Information screen.

  • Fixed an issue relating to updating client portal passwords.

  • Fixed an issue that prevented users from being able to change the hold in the Check Coverage node of the call flow editor.

  • Fixed an issue in the web UI, causing the DNC list to not load in certain instances.

  • Fixed an intermittent issue that caused the Transfer to CLient functionality not to work as expected in the Distribution List screen.

  • Fixed an issue in the Delivery Groups screen that caused the Remove Group button to not work as expected.

  • Fixed an issue that caused LeadExec to create multiple client accounts in Stripe in certain cases.

Maintenance

  • Scheduled routine backend maintenance.

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