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Change Log

### Added

  • Lead history user agent logging (Desktop SMS Tablet)
  • Lead history SMS/Email/Direct logging – checks the number of times the agent gets to the website through email, sms or manage all my leads
  • ENV Support for changing default Currency
  • Plugin support for turning off auto triggering product details on close


### Fixed

  • Disabling all Geolocations no longer makes agents ineligible for all geolocation based leads
  • Long unbroken lines will now wrap on lead pages instead of running off the side of the screen
  • followup email supports different followup field setups for plugins

### Added
– Super Admin Email preview controller for seeing what accepted, new lead, manual intercepted, and followup email should look like.
– Meta headers to followup,
– Support for refreshing hints on intercepted leads
– Support for plugins adjusting geolocation
– Support for plugins adjusting hints
– Accepted and declined countdowns
– Unsubscribers email to unsubscribe blade
– added a declined reason form for all the companies with 2 default reasons ( bad timing and dont want it) and companies can add their own reasons to the list
– added a migration which adding 2 new columns in the companies table (followup_declined_reasons, followup_declined_reasons_enabled) and one in leadhistories (declined_reasons)
– improvements to logs page
– Mandatory tags – tags that apply to everyone in a company.
– Company settings import/exporter
– Add child companies to lead map
– added plugin support for putting text in 3 different locations within the lead in the plugin.
– added actions to icons lookup into lead history
– soft delete to reach paths
– Browser based unit testing
– Followup declined reason feedback section
– added company name to manually assign lead view on reach
– Tag aliases
– Action to icon lookup table
– Ability to export reach tags, and reimport them
– Dusk env to git ignore
– Dusk Unit testing Tags, Agents, lead creation, catchall
– Link in Super Admin settings screen to get to the followup customizations page
– external id to dashboard stats export

### Changed
– get lead type call to use plugin names as part of the call to prevent accidental use of internal functions
– Allowed special characters in SMS name
– boiler plate – support over ride at page level
– filters for user role and availability
– billable tags, stripe not set up will now redirect to billing page
– spacing of dashboard stats grid system

### Removed
– Call to replace partner profiles wit best agents call from user chooser (old cross server version of reach)

### Fixed
– Profile not self error message validation and alert
– Profile not self error message display
– Deleted profiles/lead histories on getTable were still displaying
– dashboard stats when using reach
– abstract lead permission crash when company slug provided
– abstract tag permission crash when company slug provided
– wrap handle lead in a redis lock to prevent duplicate run to two different agents
– speed of data migrate up on parent child companies to histories
– sidebar double notification issue
– Agents fix double view issues
– Fix to assigning reach tags in child companies when assign to all agents is used at the top level
– tag assigned to agent twice will no longer score twice – Example mandatory tags, vs assign tags
– wording on could not find user for lead
– Lead handler running on deleted leads now stops and bugsnags instead of retrying 12 times
– customer email was not included in lead export
– outlook bug, accept decline links query arguments are backwards
– + sign is now a valid character for email parsing (Gmail aliases use these)

### Added
– Added copy paste support on user tags
– Added Parent/child company fields for tags.
– Added support for reach into other companies and pulling out agents
– Added support for exporting reached leads
– Added support for viewing reached leads in child companies
– Added support for reach leads in the marketing lead exporter
– Added support for assigning tags from parent companies to agents
– Added support for viewing all parent company tags on tag screen, and use of apply to all/assign to multiple leads
– Added support for viewing agents in child companies in dashboard stats – for parent company leads, and in between company leads
– New reach settings page for child companies to allow parent companies to access their roster for routing
– Added Tags apply to all agents (mandatory tag settings)
– Added support for apply to all agents fall through on child companies
– Added Required Tags (Every required tag on the lead must match the same agent to be offered to that agent, extension of exculsive tags)
– Added Required Tags to agents CSV import and export
– New child company profiles now initialize themselves and their reach settings
– Added lead hop plugin – unused
– Added lead hop blade – unused
– child company id into profiles table for easier tracking of parent company to child company
– Reach Path table for tracking permissions of leads in child companies and inbetween companies
– Comment if admin presses call/sms/email on a lead
– ajaxFunctions.js to better segment out files by their purposes for tags javascript
– sidebarhelpers.js to better segment out files by their purposes for tags javascript
– Test mode banner when force email/sms is enabled
– support for manually reassigning a lead into a child company
– Force notify admin on unsubscribe
– Next steps into followup email
– API Lead csv export support
– Ability for super admin to force send an email to an agent (new lead, accepted, followup) No Ui for this – must know a lead history key and the url. Used for testing purposes
– Additional Day Hour minute time from seconds call for new lead.blade time to acceptance
– New email icons for email templates
– Outlook support to email templates
– 3 second skippable timer on accept or decline pressed to allow agents to cancel on a miss click.
– admin unsubscribe notifications
– added a new lead flow page for each lead. To goto that page click on the link “view lead flow” in lead detail sidebar
– for new lead flow feature it adds a new entry in db for all the possible routes for each lead history to reach from your company to the agent company
– added a new column name child_company_id in reach_path table to save the paths and parent child relation

### Changed
– tags sidebar weight field now lines up better with the existing UI
– tags grid has additional columns for exclusive and weight for at a glance viewing
– ID from slug call to try to get an exact slug first as this should be faster
– Users grid UI – child companies our now marked with a company role instead of a user role
– Users grid UI – Auto Accept (A) or reach (R) are now flagged on users in the grid
– Adjustments to leads page side bar to show/hide particular information on child company leads
– Increase timeout on check new lead from 20 seconds to one minute
– Accepted Email template
– New email template
– Followup email template
– Unsubscribe email template
– Catchall email template
– Comment notification email templates (both admin and user)
– General email layout changes
– unsubscribe (why am I receiving this)) now appears on all new email blades
– made manage all my leads far more prominent### Changed to [RLP]
– init child company profile in parent company on importer
– made manage all my leads far more prominent

## Removed
– Phased out id on reload comments call
– Removed old unused blade files
– Auto complete on comments
– Coalesce Auto-accepted email blade
– Super admin ability to comment on leads outside of their company

### Fixed
– Requeue on reached leads
– Meta headers only available after lead acceptance