In this minor release of Zorzees V2.9.1 we released the follow miscellaneous items:
Enhancements
- The area page received a revamp and is organized more logically for lead owners to set specific lead owners for different lead sources.
- Now providing a warning if a prospect already exists for lead owners.
- Lead owners are now notified immediately when prospects complete a full application.
- Now supporting multiple scheduler partners for franchises in the pet industry.
Bug Fixes
- Operations links will now redirect automatically if pages are renamed.
- Fixed issue where in some cases the area was not assigned to prospect applications on the reports page.
- Fixed issue where search was not working on active leads in reports.
- Fixed issue where the first enrolled bank account was not selected by default when enrolling in ACH
- Fixed issue where some commas were not escaped when exporting reports.
- Fixed issue where sorting was not working on some report columns.
- Fixed issue where extra fields were being populated in new prospect email sent to lead owners.