Overall Common Features

Features added in Overall Common.

The following features have been added:

Enhanced Duplicate Entity Detection 

This enhancement optimizes the system's duplicate detection process by refining how entities are compared. Now, only the primary email or primary contact number of one entity will be considered in comparison with those of other entities, along with essential identifiers like SSN, First Name, and Last Name. By focusing solely on primary contact details, the system can more efficiently and accurately identify duplicate entries, reducing unnecessary matches and improving the precision of the duplicate detection process. This approach minimizes duplicate records, ensuring a streamlined and reliable entity management process.

Snapshot Arrow Button Visibility and Data Access Control

The snapshot arrow button is now designed to enhance user efficiency and clarity within the application. This button will only be visible when the associated navigation ID is present in the directory, ensuring that users are only presented with relevant options. Furthermore, snapshots will be hidden from users who do not have access to the corresponding data, thereby eliminating any potential confusion regarding what information can be accessed.

When users hover over a snapshot, the arrow button will appear only if the navigation ID exists in the directory. For users lacking data access permissions, snapshots and any associated navigational elements tied to restricted data will be completely concealed. This approach streamlines the user experience, ensuring that users interact solely with data they are authorized to access and enhancing overall operational efficiency.

Contact Type Column in Text Sub-Navigation

Now, within all Text sub-navigations, users will see a new Contact Type column in the Contacts dropdown, providing clear identification of each contact's phone type for easier selection when sending texts. This update ensures that the primary phone number appears at the top of the list, followed by other contacts in ascending order, with only active contacts displayed. Any contacts who have opted out or are blocked are listed at the bottom of the hierarchy, and the newly added State column indicates Opt Out and Blocked statuses. This organized view enables quick, accurate communication while keeping contact details transparent.

Push Notifications for Incoming Text Messages

Now, office staff can send push notifications for incoming text messages to relevant recipients, ensuring prompt communication. With each new text message, recipients linked to the default office will receive a notification stating, "You received a new text message from (X)." This feature simplifies the notification process, keeping everyone updated in real time without needing manual follow-ups.