January 2021

version 1.9.0

Version 1.9.0 is the final release of 1.9.* versions and includes important bug fixes, improvements and a couple of new features.

New Features List of new features
Dashboard

Send letters, emails and faxes.

Letters
Send a one off merged letter or use the new Mail letter workflow to send a batch of merged letter templates.
Added confirm pop-up to mail button.
List of invalid zipcodes.
List of invalid disclosures.
Email
Email one off merged leters or use email letter workflow to send a batch of emails.
Fax
Fax a merged letter or use the fax letter workflwo to fax a batch of merge letters.
Call Summary

Take ACH, Credit Card payments. Request eSignatures

ACH
Supports multiple tokenized bank accounts
Credit Card
Supports multiple tokenized credit cards.
eSignatures
Require signature on payment arrangements.
Reports

Added user performance report.

User performance Report
Tracks the time it takes to display an account.
New Features

Added template letter history.

Account level template history
List all templates merged on an account.
Delete merged template on an account.
Reset merged template on an account.

Session Timeout
Prompts user to stay connected after 15 minutes.
Automatic logout after 20 minutes.

Account Alert
Added back the account alert feature from version 1.0.

Client/Product Details
Added client details pop-over to account page.