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Viewed Integration, CRM and Roster integration enhancements, and Bug Fixes

We're delighted to announce a suite of new integrations and updates that enhance our platform's efficiency and address recent user feedback.

Viewed Integration

  • The new “Viewed” integration is now available in our email editor! Users can add a “Viewed” view to a template or marketing email, and recipients can play the video in their email inbox.

CRM and Roster Integration Enhancements

  • Office Integration Enhancement: Updated office integrations with non-unique shop names to include city and state information.

  • CRM Sync Enhancements: Further improved performance and scalability of the CRM syncing process.

  • Roster Integration Enhancement: Admins can now view and enable their Roster Contacts lists on the Contacts page of their Agent profile.

Bug Fixes

  • Contact Count Accuracy: Resolved discrepancies in the count of filtered contacts displayed in the Options menu.

  • BoldTrail CRM Connection: Addressed interruptions in CRM syncs caused by unexpected data formatting.

  • BoldTrail CRM Engagement Reporting: Fixed an issue resulting in some engagement data not being reported back to the Agent’s BoldTrail account.

  • Thumbnail Fix: Fixed an issue where thumbnails didn't display correctly on marketing piece previews.

  • Agent search duplication: Fixed an issue where some Agents could appear twice when searching for them on the Agents page as an Admin.