Project Detail

Description

- Under Tracking Companies, add the ability/option to delete a given tracking company from the list

- Under the general lead views, expand the lead view panel to display the conditional checks against deliveries in cases where a lead has been delivered, but has not been delivered exclusively and has not been delivered to the full maximum number of possible recipients for that lead type or subcategory.

- Create system option in the admin side to allow for duplication of contact details from one agent to a new agent, and for ease of changing contact details for grouped companies should it be necessary, also allow for importing contact details from one agent into an existing agent account.

- Upgrade systems to support a single, centralized balance for any account, which is tied to the parent account. This system is to be applicable in all areas; account views, automation, extranet, overstock, and so on. Balance tools are required to be supported for the parent campaign company, while payments continue to be managed through the child accounts.