Product Details

Advanced Communication Manager

Product description

The Advanced Communication Manager (ACM) tool is a dynamic, "floating" conversation log. By simply pressing F7, users can bring up a more advanced conversation log and status manager. In this tool, a user can search through all loans or enter the current loan to update notes and a status field on a file. The user can also send an HTML email with an eFolder attachment to a file contact on the loan or any custom email address. In addition, this tool allows a user to upload attachments to the eFolder. Lastly, the user can now save the Convo log entry to the Encompass Loan Log. For many, this replaces: • Work queues • Memos • Milestone comments • Manual emails outside the system, and more… Benefits Include: • Real-time messaging & notifications for users and groups • Sending and tracking email communication • Built-in HTML email templates • Adding or managing efolder documents • Sending documents to borrowers form the efolder 19.8.1 Updates Include: Recent updates to the tool’s admin settings (in the KM Tools Utility Manager) include: • Global / Personal Email Templates options added • SMTP options added under Configure Email Settings • Notification Area and Settings / Usergroup Notifications added • Conv Log Access area (Remove all access by Personas) (Conv Log Read-Only by Milestone) added

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