Release in progress: This release is in the process of being rolled out. It can take several working days before it is available to all clients. This note will be removed when this release is available to all.
Admin Renewal: Deals
As the first step in an ongoing process to refresh some of the important pages in the Admin interface, we have updated the Overview page's Deals subpage. No options have been removed, but the filters are now accessed from their own button, and you have the option of hiding table columns that aren't useful to you.
How to use it
- Go to the Overview page.
- Go to the Deals subpage.
- Click the filter button
to apply filters to the page. All the filters available in the old Deals page can still be used, but we have added some quick buttons to select date ranges like Last 7 days, and This month.
- Click the settings icon
to the right of the table headings to hide any columns you aren't interested in. For example, in the above, we have hidden the column for Sponsor.
Recording consent passed to conference calls in Outbound
The recording consent information from the Rec. Consent applet was always passed along when the agent transferred the call to another agent. Now the caller's preference is also passed to (and respected by) conference calls in Outbound.
How it works
- If the inbound call passed through a flow where recording consent was captured, if the agent converts the call to a conference call, that recording preference is passed to and respected by the conference call.
Bug fixes and functional improvements
As well as security updates, this release features:
- Outbound - Fixed a bug where the manuscript could fail to load, or show stale data, when switching between projects.
- Omni - Fixed a synchronisation issue that could result in new notes and categorisation not appearing in the enquiry but still being visible in the contact's history.
- Omni - Fixed an issue where moving between tabs while writing an email could clear or replace the recipient information.
- Omni - Fixed an issue where Transfer Case agent list could be empty in environments with Agent Profiles enabled and mixed legacy agent settings.
- Improved compatibility for clients enabling Agent Profiles after initial setup.
- Fixed a rare problem where a failed transfer from one agent to another could result in the receiving agent being marked as unavailable for further calls. Affected all agent interfaces.
- Improved the process of reconnecting agents after VoIP connection problems. This will reduce the already rare case where agents could end up in a state where they are not offered calls even when marked as ready.
Follow release notes to keep updated
You can stay up to date with the latest releases by following the release notes section of the support pages.
- Go the LeadDesk Software version history section of the support pages.
- Click the Follow button to the right of the section title.
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