New Forms Management Tool: Add additional agreements, forms, document construction as part of your credit workflow.
The Bectran Application is now available in Mandarin and Italian
Operations Manager Administrator: Enhanced Sales user seat allows territory managers to see Applications assigned to representatives that are part of their territory.
Follow Up Notes: Ability to send custom notes when sending a Follow-Up email to the customer in the Incomplete Apps Report.
Enhanced Credit Review Module: Capability of creating a Credit Review Setup or requesting a Credit File Update within existing customer account in Account Reviews.
Streamlined Login Page: User login page updated to streamline and improve user access.
Updated Sales User Features: Additional functionality was added to management controls in order to enhance the customization of the sales user experience.
Terms & Conditions Workflow Enhancement: Previously, changes to Terms & Conditions needed to be processed through the creation of a new credit request. This Workflow enhancement enables the addition of updated Terms & Conditions to an existing credit request, eliminating the need to create a new request to make the update.
Integration API updates were deployed.