A list of recent changes to turboDial are recorded here, most recent first.
The following summary emphasizes only the more significant changes in turboDial:
May 23, 2020
turboDial users who use the Google Chrome browser can now manually select the microphone and speakers that will be used with turboDial. The support guide for this feature can be found here.
May 22, 2020
As part of the Hot Lead Alerts feature, now when an Alert is “claimed” an API Goal can be triggered and can be used to begin automation after the lead is claimed.
May 17, 2020
A feature block unwanted inbound phone calls from specific phone numbers is now available as part of the Enhanced Inbound or Hosted Voice add-ons. Instructions for blocking a number can be found here.
May 10, 2020
A feature to Move Call Recordings from Twilio to the Infusionsoft Contact Record File Boxes is now available. Depending on the number of recorded calls you’ve made this feature could achieve a significant reduction in your Twilio charges. Access to the upgrade is available here.
May 5, 2020
Hot Lead Alerts that use the “Claim” option can now be configured to set the owner of the associated Contact Record to the User who claimed the Alert.
Hot Lead Alerts that use the “Claim” option will add a Note Record to the associated Contact Record documenting the Alert and indicating the User who claimed it.
Alerts displayed in turboDial can be clicked to turn them back to “clicked” status with a yellow background.
An additional delete button is added to allow clearing of all Alerts that have been clicked while saving Alerts that have an unclicked status.
December 2, 2019
Agent Scripts – custom sales scripts can be automatically displayed according to tags applied on the Contact Record.
Added an enhancement to allow users to restrict the list of Saved Searches from Infusionsoft that are made available in turboDial.
If any Saved Search in Infusionsoft (Contact Search or Opportunity Search) is given a name that begins with td:: then turboDial will only display the Saved Searches from your Infusionsoft account that are named with a name that begins with td::For example: td::Hot Leads
June 22, 2019
Added a feature for uploading audio files (.wav. .mp3) into turboDial for use as Recorded Messages that can be dropped into voice mail systems, and for any other use of a Recorded Message in turboDial.
Added an enhancement to allow users to limit the tags available in the “Apply Tag” selector in turboDial. If you find there are too many Tags to easily navigate in your Apply Tag selector, you can specify a list of Tag Categories and turboDial will only display tags from those categories.
May 11, 2019
Added an enhancement to retain some types of Alert Notifications and restore them when logging in to a new turboDial session. These Alert types are now retained across sessions: Incoming Call screen pop alerts, Incoming SMS alerts, Hot Lead alerts.
April 27, 2019
Added an enhancement to Hosted Voice to trigger an API Goal in Infusionsoft when an Inbound Call is not answered (missed).
Added “open” and “close” buttons to temporarily display the Dial Pad so that it can be used as another option for dialing digits while on a call.
April 13, 2019
Introduced the Auto-Greet Announcement feature as part of the Hosted Voice add-on. This feature can be used to play an announcement, such as “This call is recorded for training purposes” to the caller for any of your Inbound Numbers.
April 6, 2019
Introduced the Custom Hold Music feature as part of the Hosted Voice add-on.
April 4, 2019
Provided separate API Goals to differentiate a customer blocked SMS text message and a Carrier Spam Blocked SMS text message.
March 24, 2019
Enhanced the Time of Day Routing feature to allow the Caller ID for forwarding the Out of Hours call to be specified.
March 20, 2019
Enhancement to clear the Call Back Date field in the Infusionsoft Contact Record if the date is cleared in turboDial.
Also don’t trigger the API Goal if the Call Back Date is not in the future.
January 15, 2019
Make the Dynamic Dial feature officially available, and include both Dynamic Dial and Power Dial as part of the Volume Dialing add-on.
Added functionality to display call progress messages on the turboDial panel when a call is started using a Calling Device other than ‘This PC’. These messages can help the user recognize when a problem has occurred with their Calling Device phone.
May 11, 2018
Added the “Display Call Attempts” Global Account Option to display a history of recent call attempt counts in the Contact Information area of turboDial.
April 17, 2018
Added an API Goal trigger when you save a Callback Date for a contact. That trigger can be used for Campaign Automation that uses a field timer to send you a notification when it is time for the callback.
April 11, 2018
Added the Forward to Contact Owner feature: for inbound calls from known Contacts choose the softphone of the Contact Owner for the as one of the destination softphones to ring.
March 11, 2018
Added the Call Pickup feature, to allow receiving an inbound call to the softphone even if the softphone is already busy on a call.
February 22, 2018
An Inbound SMS will now trigger an API Goal that corresponds to the email address that the SMS contents were forwarded to. That API Goal can be used to send an additional notification to your turboDial user when they have received an SMS via email.
Enhanced the information stored in the Note Record for an Inbound SMS to include the email address the SMS was forwarded to.
December 24, 2017
Enhanced the Campaign SMS add-on to allow link URLs to be included in the SMS. Those URLs will be automatically shortened to 22 characters if they are longer than 22.
Also, an API Goal Call Name can be provided – that API Goal will be triggered by turboDial when the link URL is clicked by the contact who receives the SMS message. This provides a “tracking link” functionality for SMS messages.
November 26, 2017
Installed additional resource conservation for invocations of the Infusionsoft API. Infusionsoft API Goal triggers are now tracked by turboDial and when an API Goal trigger fails because the Goal does not exist in the Infusionsoft account that API Goal will be disabled in turboDial and further triggers will not be attempted. The User can reset turboDial’s list of disabled goals in their turboDial Management Account.
Released new versions of the turboDial Linker browser extension for Chrome and Firefox. Now for both browser types the turboDial window will always come forward when the turboDial button is clicked on a contact record.
October 18, 2017
Enhanced the Hot Lead Calls feature to allow the option of only 1 attempt to connect the call to your agent, in addition to the normal 4 attempts.
October 13, 2017
turboDial can now scan all Inbound SMS messages for Keywords you enter in your turboDial Management Account, and when a match occurs turboDial will trigger an associated campaign goal in your Infusionsoft account.
October 7, 2017
A Global Option can be enabled that allows you to lookup details for any phone number. Those details are obtained from Twilio and are not always available. Each lookup is charged by Twilio at 6 cents.
August 8, 2017
An additional option for List Dialing with Tasks has been added – “Filter My Tasks”. This option allows you to List Dial and Power Dial to a list of your Tasks with titles that match a search phrase you provide.
July 10, 2017
The Hot Lead Alerts add-on has been enhanced to allow Alerts to be “claimed”. When a User sees a Hot Lead Alert in their turboDial panel they can click the up-arrow to claim the alert. The first User to claim the alert will succeed, and the alert will be immediately removed from the turboDial panels of other Users in your account.
June 10, 2017
New keyboard shortcut: The up-arrow key on your keyboard can be used to answer an incoming phone call in the turboDial softphone if you are using the Firefox browser.
The Caller ID selector has been enhanced to display the custom name you’ve set for inbound numbers you’ve acquired.
Previously acquired inbound numbers were always displayed in the Caller ID selector as the phone number even though you provided a custom name.
The custom name will continue to be used in the Inbound/SMS selector.