PULSE Version 0.37.0 Release Notes

🚀 PULSE Version 0.37.0 Release Notes


Hello Pulse Community!

We're excited to share the latest updates and improvements in Pulse Version 0.37.0! Here’s what’s new:


New Features and Enhancements:

  • Customizable Lead Communication Log Flow: Our Lead Communication Log Flow is now overridable. This means you can make changes to the package flow when customizations to your Salesforce instance prevent the component from functioning properly.

  • Standardized Rate Fields: We've standardized the Rate fields on Lead and Loan objects, allowing these fields to be mapped upon Lead Conversion.

  • Improved Follow-Up Scheduling: When you use the "Schedule a Follow Up With Borrower" button on the Communication Log, the corresponding Event will now automatically include the Borrower's name in the Event Subject for better clarity.

  • Enhanced Activity Flow: We've reconfigured the "Set Today's Activity" Flow to prevent errors when the flow is scheduled to run.

  • New "Submitted to UW" Field: A new "Submitted to UW" field has been added to the UWM Loan Info Object, making it easier to map insights for this data point.

  • Opportunity Member Flow Adjustments: We've reconfigured default Opportunity Team Member Flows to resolve an issue where Users, who were added to multiple File Contacts and then removed from the most recent addition, were losing record visibility even if they were still present in other File Contacts.

  • UWM Insights Mapping for Tolerance Cure: We've added the availability of UWM Insights Mapping for Tolerance Cure, enhancing data insights.

  • Updated Call List Formula: The Call List Formula now references the correct Last Contact Attempt field on the Opportunity Object, ensuring Opportunity Call List accuracy.

  • Enhanced Notes Visibility: The text color in the Enhanced Notes component has been modified for improved visibility, making it easier to read.

    We hope these updates improve your workflow and enhance your experience with Pulse. If you have any questions or need further assistance, please don’t hesitate to reach out to our support team!

    Regards,
    - The Pulse Development Team