09/20/2021
Major Updates 🚀​
Comments​
- Input Form Automator : Automate Applying Input Form sets based on persona, milestone, loan type, user, etc
- Email Trigger Automator : Use a client to run automated emails.
- Task Automator using Blocking Queue : Task Automation that enables rapid creation of automation.
- Home Counseling Automator : Automate first 10 Home Counselors on FE Zip code change.
- Open Input Forms in Separate non Dialog windows : Open Encompass Input Form inside Windows form non dialog.
- Open eFolder Documents : Set custom field CX.OPENDOCUMENT to the name of a Document bucket to open the Document directly.
- Sort Alerts : Sorts Alerts on loan open alphabetically.
- Navigation Buttons : Navigate back and forth between previously clicked input forms
- Disable Services : Disable all or some services.
- Doorbell : Request access to user who locked loan and receive notification when they are out of the loan.
- Settings Grid Search : Adds a Textbox to search any Setting Tree Node with a GridView.
- Loan Folder Loan Count : Counts the number of loans per folder in the Loan Folder Setting node.
- Lock Business Rules over multiple instances : POC to lock business rules over instances.
- VIP Loans : Remove all loans from pipeline if user isn't a member of VIP User Group.
- Open Loans Read Only : Add option to Pipeline Context Menu to open a loan in read only mode.
- Savable Pipeline Advanced Searches : Save advanced search criteria per pipeline view for User Customizable Pipeline Views.
- Pipeline Recolor : Color pipeline based on rules.
- Pipeline Loan Reassignment : Moved the Loan Reassignment tool from Settings to the Pipeline Context Menu so you can select applicable loans in the Pipeline.
- Show FieldIDs when searching pipeline columns : When customizing Pipeline View Columns, add a column that shows the corresponding FieldIDs
- Impersonate another user: Impersonate another user lower on the hierarchy level and return to your rights.
- Extract all settings from Encompass : Extract settings that aren't exportable such as Password Management for services.
- Customizable Loan Side Menu: Static collapsable menu that can hold any user control, dynamic load based on persona.
- AND MORE