February 2022 Release Cliffs Notes

CLEO – February 2022 Release Cliffs Notes

Feature/Enhancements:

1. Reports – Compensation Export

• Improved the naming convention for easier sorting within a folder.

Pre-Release:  CompensationExportWK012022  

Post-Release: CompensationExport2022WK01

2.  Reports – DevX Text Reports

• DevEx doesn't support emojis. Currently we display the “?” that was previously displayed in the text chat box.  The DevEx report will be updated to translate an emoji to its plain-text descriptions ("[grinning face]" instead of a grinning face emoji).

3. Mapping Zip Code Overlay

• Add zip code numbers to the zip code layer

Pre-Release:

Post-Release:

4.  Communications – Opt Out Message

• To stay in compliance with CAN-SPAM regulations, we are adding a franchise wide Opt Out message to all email and text communications. This language will not be able to be removed or edited at the franchise level.


• Email Language: To Unsubscribe Please Reply "Stop" to this email
  


• Text Language: To unsubscribe from text messages, please reply “Stop.”
  

Bug Fixes:

1.  CC Processing – Appearing as there is a saving Issue during tokenization:

• Fixed an issue where the credit card screen can be updated while it was trying to save. You should not be able to do this and it will be locked down moving forward. 

2.  Employee Record – Only Show Tasks in the Task Widget

• Fixed the issue where employee notes were showing in the task widget.

3.  Workflow: Communication Templates – Site Phone Number Issue

• Fixed an issue where the site phone tag with leads it doesn't always populate the phone number.

4.  Workflow: Communication Templates – Two Way Text Log Issue

• Fixed an issue where if someone changes the phone type from cell phone to home phone the text log will disappear.

5.  Mapping – Neighboring Territories on Map

• Fixed an issue where all the Molly Maid territories are showing up on the map, instead of those within a 250-mile radius.


• This is fix will also speed up the mapping in CLEO.

6.  Mapping – Zip Code Layer

• Fixed an issue where some of the zip code boundaries are missing.


• Fixed an issue where all the zip codes were updating each time the map was moved. Now it will only load the ones that have not been previously loaded.