During the scheduled maintenance window, we released the following items to the production environment for Realm.

New Features, Services, and Enhancements


Concierge Investors

  • New “Company” Custom Fields – Investors can now customize the company section of their client profiles by adding custom fields. These fields help users collect and store client data related to the companies they do business with.
  • In addition, new Custom Fields types have been added to ALL custom field objects – Number, Phone Number, Email, Multi-Select, Percentage, Dollar Amount, Date, and Yes/No.
  • Link: https://o.comergencesupport.com/solution/articles/8000033511-custom-fields
  • Contact Lists – All Concierge Investors now have the ability to create client contact lists based on predefined criteria. These lists can be exported to be used for anything they choose! Whether it be email marketing or other internal systems.
  • Note: New Permissions added for new feature have been defaulted ‘Off’. If you’d like to use this feature, you will need to update your permissions.

Link: https://o.comergencesupport.com/solution/articles/8000060382-contact-lists

API Services

Lender (formerly TPO)

Comergence Social Media Compliance 

  • Global Archive – Archive of all social media posts & findings identified for all company/individual accounts added by Comergence and/or Lender.
  • Print – Social Media Reporting print option available to share internally for audits, management, etc.
  • Internet Scan Option – Added to Company Digital Media and Individual Contacts to pull in data for monitoring of public posts based on trigger terms.
  • Link: https://o.comergencesupport.com/solution/articles/8000053568-digital-media-

 

All Users