Introduction

*Please note that the features available to you on the Lofty platform will vary depending on the package you have purchased. For any questions related to your package, please contact our Support Team or your assigned Customer Success Manager for more information.

Release Date

All features in this update are scheduled for release on Monday, September 21, 2020.

Summary

• CRM
  • Transaction Management: Documents
  • Office 365 Email Integration
  • Individual Billing for Call/Text Packages

Transaction Management: Documents

A new "Documents" tab has been added to the transaction detail page. You can upload contracts, CDA forms, etc. and link them directly to the transaction:

Or, if a task exists to remind you to upload a document, you can upload the document directly from the task actions. 

This will sync with the task as well as the documents tab as well so you can easily access the file later.

An option will be available to mark the task as complete after you upload the document:

A few important notes:

• Each file that is uploaded can only be a maximum of 10 MB in size
• There is currently no limit to the number of files that can be uploaded to a transaction

Office 365 Email Integration

Lofty will now support the direct integration of Office 365 Email. Please also note that Microsoft will be ending support for the "Exchange" product (click here or here to learn more). If you have an account connected via Exchange, you will eventually need to disconnect and use the Office 365 Email connection instead. Feel free to do so now with this new integration. 

Office 365 email applies to the following:

• Exchange Online
• Office 365
• Hotmail.com
• Live.com
• MSN.com
• Outlook.com
• Passport.com

More information on how to set this integration up can be found at the following link: Office 365 Integration.

Individual Billing for Call/Text Packages

With this release, individual agent users other than the Team Owner/Admin can also purchase call/text packages for themselves. This is available directly on the "Upgrade" button on the top navigation or when trying to use a feature that would require an additional call/text package to be added to the account. This gives teams more flexibility on how they can divide billing.

After choosing to add a call/text package, the individual agent user will be able to choose the packages they would like

If individual agents try to self-purchase but already have numbers provided by the Team Owner/Admin, they will not be able to upgrade or pay for a package. A message will appear telling them that they are unable to purchase. If they want to set up individual billing, our Support Team (support@lofty.com) can help to manually set this up as needed.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com> or by phone at 1 (855) 981-7557.