The Conversation Log plugin is designed to ensure that
users add conversation log entries or notes to a loan whenever changes are
made. This tool enhances clarity in the loan process by centralizing user
comments and improving workflow transparency. It includes configurable settings
to control visibility of the popup and determine what information is stored for
reporting. Additionally, it helps monitor the types of changes users make on
loans.
Benefits
The Conversation Log popup appears when a user with a
ConvLog Profile attempts to Save and Close a loan. Users are prompted to log a
comment about their work. Profiles can require specific fields, restrict
closing the loan without a log entry, and show change summaries. This ensures
consistent documentation and improves loan transparency.
Activation
To turn this tool on:
1. Log in to Encompass® as a Super Admin.
2. Open LTK PowerTools™ from the Encompass® menu. Confirm
the license includes the Optimized or Enterprise Tier.
3. Click Settings > PowerTools™ Optimized tab.
4. Turn on the Conversation Log by clicking On.
Important: After activation of the Tool, be sure to wait
for the prompt stating that the download is complete prior to continuing.
5. Ensure a license number populated and restart
Encompass®.
Settings
Settings are accessed by navigating to the Admin – Conv
Log Popup input form. Click the Manage Settings button at the top
right to create/maintain Profiles used by this tool.
After clicking the Manage Settings a new form will
present with 3 tabs.
Define ConvLog Profiles
Profiles allow customization of the Conversation Log
behavior for different users and personas. Profiles can:
• Define required Conversation Log fields
• Allow/restrict closing without a log entry
• Define “Names” that appear in the ConvLog entry
from a list of Personas
• Show/hide change summaries
Apply Profiles to Users & Personas
Users can be configured in various ways. This section is
also used to identify which ConvLog Profile is applied to that subset of users.
- Bypass users based on user name.
- Apply to users, ignoring persona rules.
- Apply to Personas.
Use the Check All Users button to view profile
assignments across users.
ConvLog Summary Field
Configure summary settings to copy recent conversation log
entries into a custom field for reporting. Administrators can control the
amount of information and character limits per entry.
Installed Components
- Custom Form: Admin – Conv Log Popup.emfrm
- Codebase Assemblies: ConvLogPopupForm.dll
v1.0.5.3
- Plugins: ConvLogPopupPlugin.dll v1.0.5.3
- Custom Data Objects: ConvLogPopupPluginLicenseKey.txt, ConvLogPopupPluginSettings.xml
Custom Fields Created:
Fields | Description | Format/Type | Max Length |
CX.CONVLOG.SUMMARY | Conv Log Summary | String | 2000 |
CX.CONVLOG.ADD.NODUPS.ALL | No Duplicates (do not
add same name/company/comments if already exists) | Trigger | |
CX.CONVLOG.ADD.NAME | Name Field | String | 100 |
CX.CONVLOG.ADD.COMMIT | Commit (This adds
ConvLog entry) | Trigger | |
CX.CONVLOG.ADD.COMMENTS | Comments Field | String | 1000 |
CX.CONVLOG.ADD.PHONE | 'Y' - Phone or 'N' -
Email | Trigger | |
CX.CONVLOG.ADD.COMPANY | Company Field | String | 100 |
CX.CONVLOG.ADD.NODUPS.NOW | No Duplicates (do not
add same name/company/comments if added in this session) | Trigger | |
CX.CONVLOG.DISABLE.POPUP | Disable Popup On This
Loan | Trigger | |
CX.CONVLOG.DISABLE.TRIGGER | Disable Conv Log
Field Trigger On This Loan | Trigger | |