new feature 
Monevo 1.0

This feature expands capabilities and streamlines processes, enabling BDS users to directly access Monevo's comprehensive range of financial products through logixx CRM.

feature update
Dialogixx Web Phone

Enhancements to the user call log interface and functionality and general updates for performance and user interface improvements.

improvement

Tasks & Calendar Events Default App View

User Feedback:

Users have reported that upon accessing Tasks & Events within the app, the statuses "Overdue," "Upcoming," and "In Progress" are automatically displayed.

Update:

The auto-populate feature has been disabled, allowing all events to be displayed by default. This update affects both the Tasks and Events sections.

new feature 

Direct Mail Look-up via API

Several updates were made to support the API lookup of a direct mail caller's "marketing or benefit ID."

Data Groups

The campaign typesetting has been renamed to Data Groups, and pre-configured labels have been assigned to the most commonly used labels. This update will support a better structure of marketing data regarding reporting. 

Data Sources

-Campaign settings have been rename to Data Sources.
-A new optional feature was added in Data Source settings "via DM API." This feature is exclusive to the Print & Mail Marketing Data Groups if using API for mailer lookup instead of uploading direct mail data to logixx CRM.  

Add New Lead Update

The Add Lead pop-up menu now includes an update to facilitate direct mail ID searches. To search for a mailer/benefit ID, enter the ID given by the direct mail caller and select the search icon. If the ID matches, the caller's information will automatically be filled in, and the campaign will be assigned automatically.

And more...

feature update

Enrollment tab: Bi-weekly and Semi-Monthly Payment frequency

The enrollment tab has been updated to offer more payment frequency options, including semi-monthly and bi-weekly. With the bi-weekly option, you can schedule payments based on the specific day of the week.

The semi-monthly Frequency indicates two separate payment occurrence schedules on two different days of the month.

feature update 

feature update 

Additional Debt Types

The “Secured” option has been added and is now available in the following locations:

• UW Policy Settings
  
• Auto-Enrolled Creditor Settings
  
  
  
• Creditor List View for manual selection by users

fix 

Payment Method Update:

• Resolved an issue where leading zeros in payment methods were being deleted.
• Users can now enter payment methods that include leading zeros, ensuring accurate recording and processing of payment details.