What's New On Accountable CRM
Stay informed with the latest features, bug fixes, and future innovations-empowering you to work smarter and faster.
New Feature
Automate the Transaction Anniversary when Loan Purpose is Purchase
Date: June 27, 2025
Transaction Anniversary automations are now specifically triggered only for funded purchase-based loans, ensuring more accurate targeting.
What's Improved?
The Transaction Anniversary automation will now trigger only when:
- Loan Status is Funded, and
- Loan Purpose is Purchase
To ensure the automation runs only for relevant purchase-based funded loans, enhancing precision and reducing unnecessary triggers.
How to Access the Updates?
- Navigate to: Marketing → Automation
- Click on “+ New Automation” to create a new automation and begin configuring your triggers.
Boost Your Automation Power with New AND/OR Trigger Logic!
New Feature
View the Pipeline Contacts on single page for better visibility
Date: June 27, 2025
Added a new feature to view all pipeline Contacts in a single page view, enabling users to easily browse and select all contacts.
What's Improved?
Users can now use the “Select All” checkbox to select contacts across the current page, improving bulk action workflows.
This enhancement makes it more efficient and user-friendly to manage and take action on large sets of pipeline contacts.
How to Access the Updates?
- Log in to your account as a Super Admin or Loan Officer.
- Navigate to Scoreboard > Pipeline.
- Enable the “All” checkbox to view the complete pipeline data.
New Feature
Improved Contact’s Bulk Update process to run in background for better user experience
Date: June 27, 2025
Bulk contact updates are now handled asynchronously via SQS to improve performance and avoid timeouts. A toast notifies users that updates are processed in the background, and the “Select All” UI has been enhanced for better usability.
What's Improved?
When a bulk update is initiated, users receive a non-intrusive toast message:
“Contacts are updating in the background.”
This informs users that the process is running without interrupting their workflow.
The “Select All” functionality has been enhanced for clarity and better user experience, especially when working with paginated contact lists. Users can confidently apply bulk actions across visible or all contacts.
How to Access the Updates?
- Navigate to the Contacts section and perform all bulk updates directly from the same screen — no need to switch tabs or views.
New Feature
Consolidated Follow-Ups items menu list pages
Date: June 27, 2025
Follow-Up items (Suggestions, Follow-Ups, Tasks, Milestones) are now consolidated into a single tab, enhancing visibility and simplifying navigation.
What's Improved?
- Merged Suggestions, Follow-Ups, Tasks, and Milestones into a single unified tab for better visibility and streamlined access.
- Introduced a dropdown filter allowing users to quickly filter items by type (e.g., Tasks, Suggestions), improving navigation within the unified view.
- Added timeframe-based filters (e.g., Today, Past, Future) to help users focus on relevant follow-up items based on urgency.
How to Access the Updates?
Navigate to the “Follow-Ups” tab to view the latest updates, including enhanced visibility for Suggestions, Milestones, Tasks, and Follow-Ups.
Improved
Minor Improvements & Fixes
Date: June 27, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
1) Shipment shouldn’t send to user when user get imported at company level
- Fix: Updated the user import logic to default the Shipment toggle to OFF (or retain the user’s last known preference if applicable). Validate the toggle status post-import and ensure shipment not triggered for newly imported users
2) Turn Off Promoter and Advocate Suggestions for B2C
- Fix: Disabled the suggestion logic for promoter and advocate roles at the backend. Ensure associated workflows are gated by a feature flag for easy reactivation later.
3) Company admin can’t view their user’s contacts in detail
- Fix: Now Company admin can view all of their Company users contacts in Non-editable mode. This will enhance team member’s lead/pipeline visibility to their management
4) Can’t view the email Preview in Companies Automation
- Fix: Added the preview icon UI component to the appropriate section of the Companies Automation screen. Ensure that the icon conditionally renders only when a valid email template exists and is active.
New Feature
Integration: Updated TBD Import Logic to Default to 12 Months
Date: June 27, 2025
The import is now defaulted to only include records from the past 12 months, making the process more focused and relevant.
What's Improved?
Previously, Loan Officers (LOs) could import all available records from the loan system into the CRM without any date range restriction. This often resulted in large data sets, including outdated or irrelevant records.
- The system now defaults to importing only loan records from the past 12 months.
- Helps avoid importing outdated or irrelevant records.
- Ensures that imported data is timely, relevant, and actionable.
- Enhances efficiency and simplifies the import process for users.
How to Access the Updates?
- Log in as a Super Admin or Loan Officer (LO).
- Navigate to Admin → Companies → Integrations → Select Encompass or MeridianLink → Import
New Feature
Integration: Updated Category Logic for Encompass, MeridianLink, and Transaction Imports
Date: June 27, 2025
The Selling system logic for Encompass, MeridianLink, and Transaction imports has been updated to automatically categorize previously “Uncategorized” contacts based on their loan status and selling system, improving data organization and accuracy.
What's Improved?
Previously, contacts imported through Encompass, MeridianLink, and Transaction sources were sometimes left “Uncategorized”. This enhancement introduces intelligent categorization based on the Loan Status and Selling System used.
- Contacts that were previously “Uncategorized” are now automatically categorized based on loan status and the source system (Encompass, MeridianLink, or Transaction Import).
- Reduces user effort by eliminating manual categorization after import.
How to Access the Updates?
Log in to your Accountable CRM as a Super Admin or Loan Officer.
Navigate to Scoreboard > Pipeline to view updates across the following contact stages:
TBD
Active
Post-Closed
Post-Canceled
New Feature
Allow Company Admins to Assign Contacts to Users from Contact Modal
Date: June 20, 2025
Company admins can now assign new contacts directly to specific users at the time of creation using a new “Assigned To” field in the contact modal. This helps streamline the assignment process and ensures better ownership.
What's Improved?
A new field called “Assigned To” has been added to the contact creation modal, visible only to company admins:
- The dropdown lists all users within the company, allowing company admins to assign contacts at the time of creation.
- If no user is selected, the contact is automatically assigned to the company admin.
- This streamlines contact management and ensures better team coordination.
How to Access the Updates?
Log in as a Company Admin, then click the Quick Action button and select Create Contact.
In the contact creation modal, you will see a new dropdown field labeled “Assigned To”.
Use this field to assign the contact to a specific user within the company. If left unassigned, the contact will default to the Company Admin.
New Feature
Add Indicator for Email Creation Method
Date: June 20, 2025
We’ve added a new indicator to help users identify how emails were sent to contacts whether via campaigns, automations, or manually. This is now visible in the email section of each individual contact page.
What's Improved?
A new “Sent Via” column has been added to the email table on the contact page to improve email traceability:
- This field shows whether an email was sent via a campaign, automation, or manually.
- If the email was sent via campaign or manually, clicking the preview icon opens the email template.
- If sent via automation, clicking preview redirects the user to the respective automation.
How to Access the Updates?
Use the Global Search to find the desired contact, and click on the contact name to open their profile.
Go to the Emails tab, where you’ll see a new column titled “Sent Via”.
This column will indicate whether the email was sent via Campaign, Automation, or Manually.
New Feature
Ability for Automation Triggers to be combined using AND/OR
Date: June 20, 2025
Previously, automation triggers only supported OR conditions. With this enhancement, users can now configure automations using both AND and OR conditions, allowing for more precise and powerful workflows.
What's Improved?
Automations now support more flexible conditions by allowing both AND and OR logic:
- The automation UI has been redesigned to offer a more user-friendly experience.
- Users can now add multiple conditions within a single trigger using AND/OR operators.
- This update applies across all automation types: individual, company-level, and global.
How to Access the Updates?
Navigate to the Marketing tab in the top navigation bar and go to the Automations page.
Click New Automation, enter a name for your automation, and you’ll be redirected to the builder page.
Click Add Trigger to configure the conditions using AND/OR logic, then define the corresponding Actions.
Improved
Minor Improvements & Fixes
Date: June 20, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
1. Improved contact custom field loading during campaign sends
- Reduced database load by fetching custom fields in bulk instead of one-by-one.
2. Optimized contact fetch for Smart List counts
- Fixed high CPU usage by improving the query used in Smart List filters.
3. Fixed bulk operations issue
- Resolved a bug where bulk actions weren’t executing as expected.
4. Resolved tag filter glitch
- Fixed an issue where tag-based filters weren’t applying correctly.
5. Added assigned user column to company imports CSV
- The import template file now includes the assigned user for each contact.
6. Renamed “Immediate List” to “Company Campaigns”
- Updated the label in the company’s campaign screen for better clarity.
7. Fixed custom group deletion issue
- You can now delete a custom group after removing all its custom fields.
8. Fixed missing profile images in company user list
- User avatars now load correctly on the company-level user table.
9. Updated rate formatting to 3 decimal places
- Rates now support and display up to three decimal places consistently.
10. Added clear icon to company automation filter search field
- A clear (×) icon is now available to quickly reset the search input in the automation filter section.
New Feature
Update "Categories" to "Selling System"
Date: June 10, 2025
Update “Categories” to “Selling System”: A more intuitive, sales-aligned label that better fits standard business terminology and workflows.
What's Improved?
The term “Categories” has been updated to “Selling System” throughout the platform—standardizing terminology to align with industry best practices in contact management.
Here are some key examples of the UI changes:- Automation Screen – Trigger
When contact is added to a selling system category
When contact is removed from a selling system category- Automation Screen – Action
Add contact to selling system category
Remove contact from selling system category
How to Access the Updates?
Selling System: Changes are reflected across all areas where contact categories were previously displayed.
