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Liquid Latitude Help
What's New in Latitude
For more information about the changes and enhancements in Latitude, see the following:
2020 R1
2020 R1 introduced the following changes and enhancements in Latitude.
Permissions
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Added Allow RDN Case Creation and Updates permission for specifying whether users can create and update RDN collateral recovery cases on the RDN Integration panel.
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Added Allow Collateral Editing Permission for specifying whether users can modify automotive and non-automotive collateral information on the Collateral panel.
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Added Manual Dial Policy to Dialer Permission to allow users to place calls manually through the Genesys Cloud client. (For Genesys Cloud integrations only.)
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Added Phone Type Mapping Permission for mapping phone types to action codes.
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Added RDN Service Configuration for specifying the URL and API key for retrieving RDN collateral recovery case updates.
Genesys Cloud integration
Added ability to integrate Latitude with Genesys Cloud™ for Dialer capabilities that allow collectors to process campaign calls based on call lists that your organization creates using List Builder. For more information, see Latitude Integration with Genesys Cloud.
Reference panels
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Added ability to maintain automotive and non-automotive collateral information for an account. For more information, see Collateral.
Note: This panel replaces the Automotive panel.
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Added ability to open a web page inside a custom reference panel and display mapped content within the web page. For more information, see Add a Custom Anchor Card or Reference Panel.
System codes and settings
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Added ability to specify a user's credentials for a third-party system to log on the user to the third-party system automatically. For more information, see Add a User and Modify a User.
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Added user-defined list codes for the following:
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Bankruptcy Reaffirm Method
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Bankruptcy Status
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Bankruptcy Surrender Method
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Prefix
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Suffix
For more information, see List Codes.
Task panels
Added ability to create and update RDN collateral recovery cases. For more information, see RDN Integration.
2020 R2
2020 R2 introduced the following changes and enhancements in Latitude.
Account Analysis
Added ability to create queries to retrieve accounts that meet specific criteria. Also, allows you to sort, group, and summarize the information for review. For more information about account analysis, see Account Analysis.
Permissions
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Added Access Account Analysis Permission for specifying whether users can create and update Account Analysis Query.
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Added User Restrictions by Conditions Permission to restrict the accounts that the user can modify using Account Analysis.
Account Reactivation
Added ability to reinstate an account and unreturn an account. For more information about reinstate and unreturn, see Reinstate an Account and Unreturn an Account.
Permissions
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Added Access Reopen Account Permission for reinstate an account.
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Added Access Unreturn Account Permission for unreturn an account.
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Added Email Request Permission for email a letter.
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Added Print Request Permission for print a letter.
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Added SMTP Permission for email messages.
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Added Bankruptcy Permission for modify or delete bankruptcy data.
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Added Deceased Permission for modify or delete deceased data.
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Added My Desk Assignment Permission for reassign an account to desk.
Task panels
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Added ability to email a letter. For more information, see Email a Letter.
- Added ability to print a letter. For more information, see Print a Letter.