Storable CRM and Collections Knowledge Base

Release Notes: 2024

Storable CRM

December 18 2024

Lead and Tenant Sync Optimization

  • We improved the data sync time between Edge and Storable CRM (Storable CRM) to improve the conversion of your leads to customers. Now, when specific lead or tenant data changes occur within Edge, such as a new reservation, lead move-in, or lead cancellation, the data is available within seconds in Storable CRM.

Updated PDF Receipts

  • We’ve enhanced Storable CRM (Storable CRM) receipts with comprehensive, transparent payment information. When your customers are sent a receipt through e-mail or text, they receive a PDF link that breaks down all their charges. Instead of a basic HTML webpage format, Storable CRM pulls the receipt directly from Edge and presents the data in a PDF file, so your customers get a consistent look into charges regardless of which system sends the receipt.

October 8 2024

Auto Collection Call Recording

  • We resolved an issue that prevented auto-collection calls from being recorded by tenants’ voicemail systems.

September 2024

Agent Queue Prioritization

  • With Agent Queue Prioritization enabled, you can assign priority for inbound calls and callbacks to any or all call center agents. Calls will be presented to agents based on their priority number (1 = prioritized first, 5 = prioritized last). Agent Queue Prioritization works for Creating Call Queues and Editing Call Queues.

August 2024

Move-in Enhancements for users on SiteLink FMS

  • Enhanced Move-In experience for users on SiteLink FMS, including updated Text Permission and Lead Note functionality. Storable CRM has built a new, improved save process for new leads. Text Permission is now part of the lead and is a required field in the interaction card. For Lead Notes, the Add button is disabled for new leads; one note is available. For existing leads, there’s no change and users will still be able to add multiple notes. See Creating a New Lead from a Walk-In, Creating a New Lead from an (Unrecognized) Inbound Phone Call, and Creating a New Lead from an Existing Customer for updates.

May 2024

Move-in Enhancements for users on Edge FMS

  • Enhanced Move-In experience for users on Edge FMS, including updated Text Permission and Lead Note functionality. Storable CRM has built a new, improved save process for new leads. Text Permission is now part of the lead and is a required field in the interaction card. For Lead Notes, the Add button is disabled for new leads; one note is available. For existing leads, there’s no change and users will still be able to add multiple notes. See Creating a New Lead from a Walk-In, Creating a New Lead from an (Unrecognized) Inbound Phone Call, and Creating a New Lead from an Existing Customer for updates.

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