Changelog

Complete redesign of the boberdoo lead distribution system. A list of all changes and updates made to the system is below.

User Interface & Navigation
• New Top Navigation Bar: Complete redesign of the main navigation interface
• Navigation Tab Updates: Enhanced tab organization and structure
• Pinning Section: Ability to pin frequently used items for quick access
• UI Color Customization: Theme color customization now available
• Global Search: New unified search feature across the platform
• LeadiD Quick Search: Search leads across all lead types directly from the search bar
• Reduced Tools Icon: Streamlined tools menu for cleaner interface
• Pagination Option On The Leads Tab: Easy way to search through the leads tab
• Daily Leads Received Column: Update to Filter List tab to see real-time lead counts for each Filter Set in one place
• General UX Optimizations: Various improvements to overall user experience

New & Redesigned Pages
• Onboarding Dashboard: New dedicated onboarding tab for easier system setup
• Tickets Page: Completely redesigned support ticket tab
• Refund (Beta) Page: New page for processing refunds. Let us know if you want the old one still enabled!
• Outside Services Page: New layout for managing outside service integrations
• Filter Changes Page: Updated filter set changes tab
• Edit Groups Page: Updated group management tab
• Approve Refunds 2.0 Page: Improved refund approval tab
• Webhooks Page: Complete redesign of webhooks & notifications tab
• Payments: New page organizing a partner's credit card payments

Reports & Webhooks
• Email Validation: Added validation to email field in Timed Reports
• Report Archival: Clean up unused reports from your UI (contact support to re-enable)
• Campaign Auto-Pause Webhook: New webhook that pauses account when buyer declines exceed threshold
• IPR Call Recording Webhook: Send call recordings via IPR webhook
• Admin Leads Report: Added a new column for the Lead Type text name to the standard Admin Leads Report
• Partner Information Icon & Pop-up: Icon that shows the details of a report

Partner Management
• Add Partner Wizard: New wizard for partner creation process
• Enhanced createNewPartner API: Now includes updatePartnerSettings parameters
• getPartnerSettings API Update: Added Advanced Limit Settings support

Call Routing & IPR (Inbound Phone Routing)
• New API Function: GetIPRCallRecording for retrieving call recordings
• PingRing and NoPingRing APIs: New one-step IPR ping for calls
• Who Hung Up Field: New data point from Twilio integration
• Source Wizard Updates: IPR-specific improvements
• Custom GetIPR API: Enhanced functionality

Forms
• Form Speed Optimization: Improved form loading and processing times
• Split Date Functionality: New date field splitting capability

Integrations & Outside Services
• Everquote Auto Template: Instant integration for Auto Insurance via 'EQ' template in the SRC dropdown
• RealPhoneValidation V3 Turbo: Added new options for Phone Type and Caller Type filters

Payment & Billing
• Stripe Integration: Enhanced with automatic rebilling functionality
• Credit Card Update Webhook: New webhook for credit card update events
• Invoice Usage and Updates: Improvements to invoicing usage

API Updates & Deprecations
• Ping Timeout Enhancement: Now supports millisecond precision
• Custom API Requests: Enhanced support for advanced request handling
• Sunsetting genericPostLead: This API will be deprecated

General Improvements
• OAuth for Google SMTP: Upgraded to OAuth sign-in for Google SMTP integration
• Performance Optimizations: Various system-wide performance enhancements
• Compliance Updates: Updates to cleanup, export, and monitoring checks thresholds
• Sort By Vertical Removed: We can build a 'quick search' on the leads tab to use instead. If you are interested, please open a ticket!
• Calendar Tab Has Been Removed: Reminders have been removed as well
• Bug Fixes: Multiple bug fixes and stability improvements

Processing Logic

Consistent Processing: To maintain consistent lead distribution and optimize partner matching, the system applies the same processing logic to the pingPostConsent API and Dynamic Consent Forms as the pingPostLead API and standard forms in your lead system.

Source Cost: The data flow of one-to-one consent leads changes how cost and payments to sources must be calculated. The lead cost is set as price - margin AFTER the sale is completed according to the selected matches and respective sales. The fixed cost set on the Admin Tab is IGNORED for the consent lead post.

API Consistency: To maintain data integrity and ensure proper consent tracking, the system enforces strict API action consistency. You must use the same API type for both ping and post actions:
• If you ping with pingPostLead, you must post with pingPostLead
• If you ping with pingPostConsent, you must post with pingPostConsent

The system will reject any attempts to mix these API types within the same lead submission.

Post Rejects
The post-reject remaining bid processing feature enhances the one-to-one consent lead distribution system by intelligently presenting additional matching options to consumers when initial selections fail to post successfully. Example Scenario: Exclusive Post Reject:
1. Initial: P1 matched exclusively
2. P1 post-rejects
3. System displays - New option: P2
4. Consumer responds with P2
5. Process continues if P2 post-rejects until all partners are exhausted

Timeout Requirement: All incoming pings expire within the system timeout period (default: 5 minutes). This setting may be changed with a support ticket.

Future Change to Post Reject Processing: While the current behavior of the lead system is to stop processing once the lead sells, the lead system will be updated on a future release to continue processing until all potential matches are attempted.

Consent Settings

CRITICAL UPDATE: Partner Company Display Requirements for One-to-One Consent

Company information displayed to consumers will be determined by the following priority sequence:
1. Company information returned in custom delivery responses will ALWAYS take highest priority. This setting automatically overrides all other display configurations.
2. Consent Settings Configuration tab is the next priority.
• Renames previous HTML Offer tab
• Enhanced display options available:
- Seller Company Name
- Seller Company Phone
- HTML Offer content
3. System will use standard Partner Company Information ONLY if no other settings are configured.

*ACTION REQUIRED*: Review and update your partner settings now to ensure proper company information display in both pingPostConsent API responses and Dynamic Consent forms. Incorrect or missing information may impact consumer consent collection.

Company name internally, will only show if there is nothing in the Consent Settings.

Form Builder

Important Note for Dynamic Consent Forms: In the TCPA Text For Exclusive Match section be sure to use the magic string {PARTNER_COMPANY_NAME} in your TCPA language to ensure proper compliance for dynamic matches.

TrustedForm Integrations:
Publisher Script: Forms can be automatically enabled with Trusted Form publisher script with one simple click.

One-to-One Verify: boberdoo's Dynamic Consent Forms are automatically tagged for:
• Language Approved
• One to One
• Success
• Advertiser Name
And can be enabled and configured independently through Outside Services based on your Active Prospect account.
Note: TrustedForm One-to-One Verify uses your Active Prospect credentials in Outside Services.

Post Reject Second Chance:
There is a new section in Dynamic Consent Form Builder > Consent Settings to populate:

Post Reject > Second Chance Text
This section allows you to provide guidance to the consumer when a partner post rejects a lead and you are able to present them with another matching company.

Redirect URLs/Widgets

Are you a home improvement lead generation company that sells to the major networks like Angi, Networx, and Homeyou. boberdoo's redirect handling automatically manages partner redirect URLs and iframe widgets via API, standard and dynamic consent forms — maintaining consumer engagement while maximizing potential revenue on each lead.

For boberdoo forms (Standard & Dynamic Consent):
If a matching partner's delivery is configured to return a redirect URL or iframe widget, this will automatically override the form's thank you page settings.

For the pingPostConsent API:
The success response includes the optional <redirectURL> parameter which captures redirect URLs or iframe widgets from matching partner's delivery response.

Partner Use Case Documentation

Power Your One-to-One Consent Strategy with Flexible Distribution Models

Every lead generation business has unique relationships with partners, each requiring specific handling of consumer consent. boberdoo's comprehensive suite of distribution models ensures you can maintain these relationships while meeting new regulatory requirements — without disrupting your revenue streams.

Exclusive relationships remain protected, while shared models maximize revenue through multiple simultaneous sales.

Broker Network Integration: For businesses working with major networks and resellers, our broker models handle everything from single-network exclusivity to multi-network bid optimization. Dynamic company information insertion and flexible bidding options ensure seamless consent collection, while our widget integration with major networks like Angi, Networx, and Homeyou maintains sophisticated user experiences.

Most importantly, these models aren't one-size-fits-all. Your lead business can implement different models for different verticals or sources, ensuring optimal monetization while maintaining compliance across your entire operation.

The Choice Is Yours:
Exclusive Sellout: Direct, one-to-one sales with individual buyers
Shared Retail: Multiple buyer selection with independent transactions
Exclusive Broker: Single network optimization with company details
Shared Broker: Multi-network optimization with individual company bidding
Broker Widget/Redirect URLs: Seamless network integrations with custom consumer experiences

Optional Services:
Bid Modifiers: Bid Modifiers are currently unavailable for pingPostConsent APIs and Dynamic Consent forms. As this is a widely-used feature, its integration is on our development roadmap. Share your interest in prioritizing this enhancement by contacting helpdesk@boberdoo.com.
Bid Experiments are also not currently available for pingPostConsent API and Dynamic Consent forms. This feature is also on our development roadmap, and we welcome your feedback at helpdesk@boberdoo.com if this capability is important to your operations.

Dynamic Consent One-To-One Update
The most significant change in 5.20 is that we are rolling out Dynamic Consent, which satisfies the FCC's one-to-one consent requirement.

Form Builder
• Dynamic Consent options added for one-to-one consent
• Improved default CSS
• Automatic mobile optimization for forms
• Embed iframe options
• Dynamic TCPA Text for Exclusive & Non-Matching Partner
• Thank you pages matches
• Form Builder Wizard
• Optimized layout & Improved UI

Outside Services
• NEW boberdoo's Bid Modifier 2.0! Set rules to modify margin OR price based on any lead factor. Set the same rule across multiple sources
• Added new Trusted Form in products: Retain, Match Lead, Insights and Verify. Please open a ticket with your v4 credentials
• LeadQC new IP_Address lookups features:
- anonymous-ip - proxy/vpn/tor
- crawler/bot
- known threat/suspicious IP

Reports & Webhooks
• NEW FEATURE: Choose the 'Email Link' option when generating reports to have it run in the background and emailed to you when it is finished
• Enhanced Magic String functionality in webhooks/notifications
• 'NEW REPORT* Partner Change History report
• NEW REPORT Ping Post Detailed Report with Unmatched Reasons
• New Send Lead Refund Approval To Source webhook

APIs
• NEW API for handling 1:1/dynamic consent: pingPostConsent
• Lead Insert/Process Error Codes logic: action=processing_errors
• New API for setting CRM statuses: setCRMStatusByPhone
• API validation improvements to insertUpdateFilterSet

Misc. Updates
• NEW Tab: Partner Responses Logs: ?pageID=10&pID=1&sub=responsesLogs
• Manual Entry form moved to the Settings tab - ?pageID=124&sub=manualForm
• Stripe payment gateway added
• boberdoo Trust Center
• OKTA SSO capabilities for partners or admin
• Security enhancements, including Optimized ReCaptcha
• UI improvements & Formatting updates
• AI Model Optimization
• General Bug Fixes

APIs
• updatePartnerSettings - added account level hourly, daily, weekly, monthly - limits
• Hourly limit added to insertUpdateFilterSet API
• New APIs:
- updateLeadCost
- updateLeadPrice

Custom Delivery Updates
• Added new internal php function for Custom Delivery Wizard: getToken
• Add ageFromDOBDecimal into delivery wizard
• getToken,ageFromDOB,sendCurl
• call duration added to getLeadDetails API

Misc. Updates
• Extending characters for sales rep email
• New SRC Wizard use case for Return Lead Cost
• Added password validation to change password fields in vendor section
• Datepicker unification to standardize date range options in the lead system
• Partner account changes:
- phone field made optional
- United States set to default
• New switch to populate state value based on the zip code field, if present, by default
• Improved formatting for Filter List export function
• Filters with Extra Fee enabled can now adjust bids based on empty value
• Misc. Bug Fixes

New UI Improvements
• Highlight feature for new or important changes in the system (will go away on click or after 7 days)
• Email tab moved to Tools/Logs tab
• New pinning feature on the sidebar for easy access to your favorite pages
• Filter list tab improvements - Search improvement to include Lead Filter Set ID in Filter List tab
• Miscellaneous UI improvements

New Reports/Webhooks
• New webhooks testing feature, test a webhook without the trigger
• Add State Rule to filter for webhooks
• Webhooks to Slack integration
• Report preview button added
• Lead Rejects Report updates
• New report 'Ping Post Buying Rate by SRC and Sub ID' - available upon request

Security
• New Security Hub
• Password function & policy changes
• Quick switch added to fully block login for admins, vendors and brokers - only for vendors and partners
• General improvements to login process
• New User Activity Log
• 2FA management buttons added to Manage partners Account > Tools column
• Release 5.18 takes another step towards universal login and using email as the login by requiring unique email addresses for admins, partners, vendors for users moving forward.

Existing accounts are not affected.
*If you need to assign 2 partner accounts with the same email, you can often use this format: myemail+account2@gmail.com

Phone Routing
• New IPR wizard
• Adding the ability to handle multiple lead types in Phone Routing
• 'Manage Phones' re-named to 'Pool Phone Numbers'. There is no change in functionality, boberdoo clients are still able to create their own pool of numbers for dynamic allocation.
• Dashboard updates (Please open a ticket to enable this feature.)
• City/State for zip code lookup for IPR

Miscellaneous Updates
• New options for bad words list
• ZIP/NPA data updates
• Custom Response in Outside Services tab
• Source Wizard fixed price option added
• General SQL errors fixes and optimizations
• Filter Sets Table View now available for all systems
• Added account change history for admin/sales rep user types
• Form Fill Time added to lead types
• Enhanced validation for zip code on filter sets
• Filter List updates
• Various Bug Fixes
• Updated Date Range option for partner transactions reports, timed reports, manual lead cleanup, manual lead export, aged leads browser, lead search amazon, partner invoices, cherry picker, leads, and other miscellaneous tabs

Security Updates
• Added ability to force a password reset for admins, vendors and partners
• Enabling 2fa at the admin, vendor and partner level. This will eventually be mandatory.

New Support Options
• Have live chat (during business hours) enabled in your lead system
• New support email: helpdesk@boberdoo.com

New UI Improvements
• New sidebar in the UI (see below for more information)
• New ticket wizard for one minute support
• Source wizard updates - download PDF requires Secure Mode, download as PDF button added, url update, smart naming added

New Reports/Webhooks
• New webhook event - lead added to block list
• New webhook event - phone/email value added to the block list
• New report - Combined All Lead Types
• New report - Leads Returned By Source By Lead Date
• Update to Admin Leads report - identifying field for Is_Reprocessed added
• Reports can now be used with Google Sheets
• Enhanced file name magic strings for Timed Reports

New Sidebar
• Sidebar added to the UI
• Activity notifications
• Business Intelligence notifications
• boberdoo company/tips notifications
• Support links on a page by page basis
• Adding a ticket enabled in the sidebar

Inbound Phone Routing
• Unmatched lead tool added for IPR
• Client facing Twilio credentials added
• The ability to use Twilio credentials for SMS
• New live transfer options - iprSubmitLead with mode=full
• Search Optimization

Miscellaneous Updates
• Updated technical and billing contacts in Billing & Payments tab for more accurate communication
• Password improvements & mandatory reset
• Lead Log updates
• Email validation & placeholder for partner login
• New Table View filter view update
• Duplicate leads that fail on ping OR post are now logged as lead rejects
• Sensitive fields related to payment transactions are now starred (***)
• Restricted APIs will now only call to active lead types
• Whitelisting IPs for sensitive API calls
• Updated AWS architecture
• Account change history - add/edit/delete admin user
• Real Phone Validation added to Outside Services
• Brite/Verify full option added to Outside Services
• Unmatched Reasons tool via API
• Highest Bidder column added to the Leads Tab
• New API Function - setCRMStatusFromGoHighLevel

Compliance
• 2FA, redirect to be set up (you can still navigate away from this page)
• Amazon S3 Merge
• Added Google Recaptcha option to Forms Manager
• Added phone number or email to Compliance/Block List

New Outside Services Tab
• Outside Services - Anura
• Outside Services - Infutor
• Outside Services - Jornaya
• Outside Services - TrustedForm

New UI Wizards Tab
• New wizard - CRMStatus set to Closed
• Timed reports changes history added
• Lead Reject Report Export fixes
• Scheduler feature to auto-enable/disable partner accounts
• Exporting Active Zips report
• Quick Add Partner button
• Ticket Wizard

Reports/Webhooks/APIs
• New webhook - CRMStatus set to Closed
• Timed reports changes history added
• Lead Reject Report Export fixes
• Scheduler feature to auto-enable/disable partner accounts
• Exporting Active Zips report
• New API - addContactToPartnerSupressionList
• New API - addToBlockList
• New API - getReportProfitReportByTransactionDateByPartner

Other Changes
• UI change - Ticket Needs Your Attention system notification - switch
• Added Budget limits account history
• System improvement - search for matched pings to a partner
• Added filter sets history
• Filter set permissions for the mobile optimization
• Added auto integration of Unbounce into standard specs
• Increase monitoring
• System optimization to improve memory check
• Fixed bug to encapsulate field values better in new UI

• New API Key Management
• Added plug-and-play integration option for Unbounce. Please open a ticket if you would like this enabled.
• UI change - after logging into secure mode, the page will automatically refresh.
• Added a new simple Add Source Wizard.
• The text that was used during testing was removed.
• Additional logs have been added to the Lead Logs tab.
• A new Unmatched Lead icon has been added to the toolbar in the Leads Tab where you can click to view the reasons a lead went unmatched.
• You can now add saved leads tab filter templates.
• Add a Name From field to the SMTP Settings tab.
• Added bulk csv updates and APIs as methods for updating the Partner's CRM status.
• A new Re-captcha will appear upon log-in.
• Updates to help with closing the feedback loop.
• A new API was created to allow the lead cost to be submitted via API.
• Added the ability for clients to add and update their own SMTP information.
• Delivery Name and ID have been added when exporting post responses from the Leads tab.
• A password is now required when opening any report that includes PII.
• Data from the client's Amazon S3 can now be included in timed reports.
• A new API was created for the Lead Delete API.
• After logging into secure mode, the page will do an automatic refresh.
• A new API was created for Set Lead to New Review.
• A new webhook was added for notification when a lead has been refunded.
• A new webhook was added that will trigger and send an email when the account refund limit has been reached.
• Added the ability for Webhook Filtering on Sub-Partners for Rules
• Added the ability to add custom deliveries to webhooks.
• Client now has the ability to enable budget limits to their filter sets.
• The lead export now includes the best bid returned to the vendor and ping responses prices.
• Pagination was added to Bid Experiments.
• Pagination optimization was added in the lead browser.
• The Gateway field now has larger text boxes in the Custom Delivery Wizard.
• Bid Experiment Dates have been added to the Logs.
• A new report was added to identify leads replaced based on source.
• A new report was added for the ping post buying rate based on filter.
• A new report was added for the ping post buying rate based on source.
• Progress bars can now be added to the boberdoo forms.
• CPA reports are now available in the Reports tab.
• The Ignore Profit Margin check box was added to the reprocess popup button.
• UI change where you can quickly add a vendor.
• The option has been added to the Partner Label in the Tools/Logs>Announcement Messages tab so the client has the flexibility to create new Announcements and edit existing messages.
• The improved PDF export functionality from the Invoice Manager tab has been improved.
• New report for the ping post buying rate based on filter.
• New report for the ping post buying rate based on source.

• Added a ticket interstitial to prevent clients from submitting the ticket more than once and creating a duplicate.
• Added new other parameter for Vertical - IPR only (Project) - This allows the client to use 'vertical', 'internalName' and 'campaign' as other parameters for the Admin Leads Report, when setting up a Timed Report, for Vertical - IPR only.
• Added additional fields from the filter set to the Custom UpdateFilterSet API.
• Improved the IPR Lead Wizard, by increasing the size of the Bid Experiment column, when the lead types are displayed.
• Added a new label to the insertUpdateFilterSet ID. The function creates or updates the filter set updated credentials.
• Added a Source label to the getVendorsAndSources API.
• Allowed the client to determine the specific day of the month an invoice will be sent to each Buyer. The client can set the day of the month in the Invoice Manager.
• Added a secondary label for getVendorsAndSources API.
• Added a new magic string for a webhook so that the client can have a magic string for both company name and business name. The business name will be available in magic strings as {LEADNAME}.
• Added Request Refunds page or partner admin to 403 error exception list (1) and Request Refunds pages in partner admin to 403 error exception list - This is a bug fix to allow for special characters (e.g. ( ) and ,) to be used in naming conventions throughout the system.
• Added a specific use case where the webhook is only sent if the lead is sold to that partner. The function now lets the client know if the lead has fired that fast that includes 'Exclusivity' (Sold to exclusive filter set) Shared (Sold more than one time) Sold one time (Sold only once)
• Added Request Refunds page or partner admin to 403 error exception list (1) and Request Refunds pages in partner admin to 403 error exception list 12 hours and includes detailed information about modifications throughout the day.
• Added a new option for refund the lead instead of the new password set in an email
• Added the ability for the client to make additions to the URL
• Added in feature to allow for additions to URL
• Added in feature to allow for additions to URL
• Added in feature to allow for additions to URL

• Refund/Decline Admin Remarks added to Vendor Refund Report.
• Added new options for field cleanup for leads in Manual Review.
• Home page graphs were restored on Vendor login.
• Added a new webhook for match phone calls, 'New lead - matched IPR.'
• Added new IVR manager 2.0 (beta).
• Added Minimum Call Duration to IPR source settings.
• Added Refund_Percentage_Timeframe to the createNewPartner API.
• Lead TYPE added to the Lead Rejects report.
• {PARTNER_PHONE} magic string added to the New Signup webhook.
• New UI for the approve refunds page.
• Added color coded labels to denote Parent vs. Sub or Lead Filter Sets.
• Increased character limit in Subject Line for Webhooks/Notifications.
• LeadQC options for Canada.
• 'Activate/Deactivate All' button added to Lead Filter Sets section.
• Once the 'Submit Payment' button is clicked, it deactivates the whole window (grey it out), so the user has no option to click anywhere.
• Added an interstitial to the de-activated window that will show clearly that something is happening (loading/submitting payment).
• For IPR Admin Leads Report, a new column was added for 'Ring To Number.'
• The client requests a password reset.
• Prevented DNC leads that are being held in Manual Review from being reprocessed in the daily custom cron job.
• Removed reference to SQL errors fixes, optimizations - emailPhoneHashDedupeCheck fix
• Added filter fields to the insertUpdateFilterSet API
• Allowed the client to send a custom zip file as Email delivery. The client can zip the file, name the file, and apply a password to it.
• Additional filter fields to the getPartnerSettings API.
• Added security upgrades for PayPal and PayPal Canada, including smart buttons.
• Retired Klipfolio dashboards permanently from all leadsystems.
• Added system optimization: optimized counters.
• Moved the SMTP settings to a client-facing page.
• Optimized secure export with counts, when checking an interval longer than one day.
• Fixed an issue where a copied filter set displayed the wrong name, the 'little guy' record that did not get updated, in the transactions page.
• Optimized the CloudWatch log where pattern in AWS architecture.
• Fixed the form generator in the API Specs.
• Optimized the processing function.
• Allowed for a minimum charge for all credit card transactions.
• Created a client-facing SMTP page, where clients can enter their own SMTP information.
• Updated the fixed cost on reprocessed leads.

Added a new Billing & Payments tab for payment and self-management of boberdoo monthly invoices.
• Added a new ping post Bid Experiment tool to AB test ping post bidding strategies.
• Added new system processing logic for Earnings Per Lead (EPL).
• Added a new EPL History tool to Lead Filter Sets.
• Added new system processing logic for Weighted delivery.
• Added a new section for setting up your own IVRs for Inbound Phone campaigns.
• Standardized the Facebook Lead Ads integration.
• Added Secure Mode, a way to view encrypted sensitive data.
• Added Secure Mode logs to monitor user activity in Secure Mode.
• Added new options for automatically deleting sensitive fields and other lead data.
• Added new secure export feature to retain lead information in Amazon S3.
• Updated the two factor authentication for the Admin, Partner and Vendor logins.
• Added a new payment gateway - Braintree.
• Added a new option for Advanced Lead Limits set at the Partner account level.
• Added a new option for Advanced Total Hourly Limits set at the Partner account level.
• Added a new report - Admin Leads Report by Transaction Date.
• Added a new field for Best Buying Rate per Lead Type.
• Organized Invoicing Report to be included in the standard Reports section.
• Added a new option to set Events Hot Manager Thank You page to standard boberdoo XML response.
• Added a new option to set lead limits for Pings Per Minute.
• Added a 'Send Now' tool to Timed Reports.
• Added a new Time Period for Timed Reports - past 7 days.
• Added a new Time Period for Timed Reports - last 3 hours.
• Added a new API for reDeliverLeads.
• Updated the pingPostLeadAPI specifications.
• Added a new standard Partner signup form.
• Added a download tool for Suppression Lists that are uploaded to Partner accounts.
• Added a new tool to customize the displayed columns in Source/Vendor Settings.
• Added a new filter to the Leads page to select Unmatched failures.
• Added a new tool to export Transactions in Partner accounts.
• Added a Form Key column to the Forms Manager table.
• Added a new field for the Form Fill Time field.
• Improved the Company Name quick search in the Partners tab.
• Added a new option to default new Partner accounts to have no credit limit.
• Added a new field to track Partner activity from a webhook.
• Added a new field for Best Price Returned to the Leads page export window.
• Adjusted the Changed Fields To Send Leads page export window to de-select all fields by default.
• Added a warning popup when attempting to bulk reprocess multiple leads.
• Added export functionality to the Filter List tab.
• Allowed searching for multiple Terminating Phone values on the Leads page.
• Added a notes section to the admin partner page.
• Added a lead export tool to the Vendor login.

Version 5.10 is a consolidation of releases 5.8 and 5.9. See the corresponding version updates below.

Version 5.9 Updates
• Added a GDPR warning flag and dashboard widget to identify all features and deliveries that are not GDPR compliant.
• Added a GDPR feature override that will override email and non-SSL deliveries plus EU/UK phone recordings and suppression lists for lead types labeled GDPR Active.
• Rebuilt the Global Lead Search in a new Lead Search/Delete tab which can search for hashed email and phone fields and delete specified customer fields.
• Added a manual field cleaning tool to wipe PII and sensitive fields from existing lead records.
• Added a webhook function to perform a secure lead export into the customers Amazon S3 bucket before real-time cleaning is performed.
• Added a lead export tool to the Vendor login.

Added a new Billing & Payments tab for payment and self-management of boberdoo monthly invoices.
• Added a new ping post Bid Experiment tool to AB test ping post bidding strategies.
• Added new system processing logic for Earnings Per Lead (EPL).
• Added a new EPL History tool to Lead Filter Sets.
• Added new system processing logic for Weighted delivery.
• Added a new section for setting up your own IVRs for Inbound Phone campaigns.
• Standardized the Facebook Lead Ads integration.
• Added Secure Mode, a way to view encrypted sensitive data.
• Added Secure Mode logs to monitor user activity in Secure Mode.
• Added new options for automatically deleting sensitive fields and other lead data.
• Added new secure export feature to retain lead information in Amazon S3.
• Updated the two factor authentication for the Admin, Partner and Vendor logins.
• Added a new payment gateway - Braintree.
• Added a new option for Advanced Lead Limits set at the Partner account level.
• Added a new option for Advanced Total Hourly Limits set at the Partner account level.
• Added a new report - Admin Leads Report by Transaction Date.
• Added a new field for Best Buying Rate per Lead Type.
• Organized Invoicing Report to be included in the standard Reports section.
• Added a new option to set Events Hot Manager Thank You page to standard boberdoo XML response.
• Added a hide Lead Type tool.
• Organized Invoicing Report to be included in the standard Reports section.
• Added a new option to set lead limits for Pings Per Minute.
• Added a 'Send Now' tool to Timed Reports.
• Added a new Time Period for Timed Reports - past 7 days.
• Added a new Time Period for Timed Reports - last 3 hours.
• Added a new API for reDeliverLeads.
• Updated the pingPostLeadAPI specifications.
• Added a new standard Partner signup form.
• Added a download tool for Suppression Lists that are uploaded to Partner accounts.
• Added a new tool to customize the displayed columns in Source/Vendor Settings.
• Added a new filter to the Leads page to select Unmatched failures.
• Added a new tool to export Transactions in Partner accounts.
• Added a Form Key column to the Forms Manager table.
• Added a new field for the Form Fill Time field.
• Improved the Company Name quick search in the Partners tab.
• Added a new option to default new Partner accounts to have no credit limit.
• Added a new field to track Partner activity from a webhook.
• Added a new field for Best Price Returned to the Leads page export window.
• Adjusted the Changed Fields To Send Leads page export window to de-select all fields by default.
• Added a warning popup when attempting to bulk reprocess multiple leads.
• Added export functionality to the Filter List tab.
• Allowed searching for multiple Terminating Phone values on the Leads page.
• Added a notes section to the admin partner page.
• Added a lead export tool to the Vendor login.

• Added new feature that will auto log out the user back to the login screen if session is idle for more than 15 minutes.
• Adjusted multiple pages that still had old UI settings to have new UI.
• Added new option where you can re-order how fields are displayed in Lead Filter Set pop up.
• Added a Facebook Lead Ad integration that allows you to use multiple fan pages within one Facebook account.
• Added a new report that can export your Lead Rejects data.
• Added a quick search option on Partners tab for Company Name.
• Added a column on the Partner side for easily identify the Form Key value.
• Added a 'Waiting For Feedback' flag on the home page ticket section so you know which tickets are awaiting your reply.
• Added the 'Lead Details Report' as a base report in Partners section.
• Added a tool icon on Partner page to jump directly to the Invoicing/Billing tab.
• Rearranged Tickets page so Support Tickets are at the top and Internal Tickets are at the bottom.
• Added a Favorites section to Reports tab.
• Added a new API for adding new or based reject reason values to fixed lead types: func=addEnums.
• Added a new API that will return back possible matching Partner information: func=getPossibleMatchingPartners.
• Added a new API that will redeliver a specific Lead ID or set of Lead IDs: func=redeliverLead.
• Added a new API that will redeliver leads matching Partner information on the ping: func=pingPostLeadWithDetails.
• Fixed the XML sorting display in the Lead Log pop up.
• Fixed that prevented Partner signup data from being saved in account section.
• Added the 'Lead Details Report' as a base report in Partners section.
• Added a new option to allow new Partner accounts to be set up directly to the Invoicing/Billing tab.
• Rearranged Tickets page so Support Tickets are at the top and Internal Tickets are at the bottom.
• Added a Favorites section to Reports tab.
• Added a new API for adding new or based reject reason values to fixed lead types: func=addEnums.
• Added a new API for ARI will return back possible matching Partner information: func=getPossibleMatchingPartners.
• Added a new API that will redeliver a specific Lead ID or set of Lead IDs: func=redeliverLead.
• Adjusted Reports/Refunds Sent Now button to run the report in the background.
• Disabled ability to switch to old UI.

• Added a Facebook Lead Ad integration that allows you to use multiple fan pages within one Facebook account.
• Added a search option on Partners tab for your Lead Rejects data.
• Added a quick search option on Partners tab for Company Name.
• Added a column on the Partner side for easily identify the Form Key value.
• Added a 'Waiting For Feedback' flag on the home page ticket section so you know which tickets are awaiting your reply.
• Added the 'Lead Details Report' as a base report in Partners section.
• Rearranged Tickets page so Support Tickets are at the top and Internal Tickets are at the bottom.
• Added a Favorites section to Reports tab.
• Added a new API for adding new or based reject reason values to fixed lead types: func=addEnums.
• Added a new API that will return back possible matching Partner information: func=getPossibleMatchingPartners.
• Added a new API that will redeliver a specific Lead ID or set of Lead IDs: func=redeliverLead.
• Adjusted Reports/Refunds Sent Now button to run the report in the background.
• Disabled ability to switch to old UI.

• Added a new email to the Buyer Login section, your lead buyers can now access all of the lead data they need from your system.
• Fixed an issue when adding the Internet Explorer browser displaying invalid dates and icons.
• Replaced the old image captcha with the new Google Recaptcha feature.
• Fixed an issue with Vendor Filter dropdowns not saving properly.
• Added new option to set setup +OR Outbound LeadAds as leads post into your system.
• Retracted the Web Campaigns section for internal review and improvements.
• Added more options for setup with PR-related fields and icons.
• Added new option to set up Facebook Lead Ad integration to all of the systems.
• Reinstated the Web Campaigns Manager to Outbound Marketing.
• Added a new email to the Buyer Login section. The new login will now serve a specific URL for the buyer.
• Edited the posting space pop-up to a specific URL. They will be auto-logged out.
• Updated SMTP Settings to Email Settings.
• Added new tab Twilio Settings. For configuration of using your Twilio credentials for phone routing and SMS lead deliveries.

• Added a new Billing & Payments tab for payment and self-management of boberdoo monthly invoices.
• Added a new ping post Bid Experiment tool to AB test ping post bidding strategies.
• Added new system processing logic for Earnings Per Lead (EPL).
• Added a new EPL History tool to Lead Filter Sets.
• Added new system processing logic for Weighted delivery.
• Added a new section for setting up your own IVRs for Inbound Phone campaigns.
• Standardized the Facebook Lead Ads integration.
• Added Secure Mode, a way to view encrypted sensitive data.
• Added Secure Mode logs to monitor user activity in Secure Mode.
• Added new options for automatically deleting sensitive fields and other lead data.
• Added new secure export feature to retain lead information in Amazon S3.
• Updated the two factor authentication for the Admin, Partner and Vendor logins.
• Added a new payment gateway - Braintree.
• Added a new option for Advanced Lead Limits set at the Partner account level.
• Added a new option for Advanced Total Hourly Limits set at the Partner account level.
• Added a new report - Admin Leads Report by Transaction Date.
• Added a new field for Best Buying Rate per Lead Type.
• Organized Invoicing Report to be included in the standard Reports section.
• Added a new option to set Events Hot Manager Thank You page to standard boberdoo XML response.
• Added a hide Lead Type tool.
• Added a new option to set lead limits for Pings Per Minute.
• Added a 'Send Now' tool to Timed Reports.
• Added a new Time Period for Timed Reports - past 7 days.
• Added a new Time Period for Timed Reports - last 3 hours.
• Added a new API for reDeliverLeads.
• Updated the pingPostLeadAPI specifications.
• Added a new standard Partner signup form.
• Added a download tool for Suppression Lists that are uploaded to Partner accounts.
• Added a new tool to customize the displayed columns in Source/Vendor Settings.
• Added a new filter to the Leads page to select Unmatched failures.
• Added a new tool to export Transactions in Partner accounts.
• Added a Form Key column to the Forms Manager table.
• Added a new field for the Form Fill Time field.
• Improved the Company Name quick search in the Partners tab.
• Added a new option to default new Partner accounts to have no credit limit.
• Added a new field to track Partner activity from a webhook.
• Added a new field for Best Price Returned to the Leads page export window.
• Adjusted the Changed Fields To Send Leads page export window to de-select all fields by default.
• Added a warning popup when attempting to bulk reprocess multiple leads.
• Added export functionality to the Filter List tab.
• Allowed searching for multiple Terminating Phone values on the Leads page.
• Added a notes section to the admin partner page.
• Added a lead export tool to the Vendor login.

• Added a new API update SRC that allows Source settings to be changed via an API call.
• Consolidated the DNC check with the Opt Out list so they are the same list.
• Removed the Default Delivery Settings tab from the create new Partner process. All deliveries are configured in the Partner's Lead Filter Set.
• Added a new clickable button in the Show Lead Log to display the full log of what was sent to the Partner.
• Added a new icon to the Leads page to indicate if the lead was a successful Live Transfer.
• Added a new column to the Forms Manager section under Form Fields Configuration for Mapped Field Name.
• Fixed an issue in the Ticketing system where new conversations were not being added if certain special characters were used.
• Updated the updatePartnerSettings API to include a new field for adjusting the Credit Limit.
• Added a new switch in the Partner Account Settings to allow Partners to edit their own lead prices (only able to add prices/only able if they currently have ability to change/edit their Lead Filter Sets).
• Updated the Lead Limits dropdown boxes to contain higher ranges to be selected.
• New switch to disable the Overall Dedupe Check from being an option in the Partner Account Settings.
• Added new option to the Source settings to allow a specific SRC to not have a duplicate check on the lead insert.
• Updated the Show Lead Logs to highlight in yellow IDs for Partner Account Settings.
• Updated the system-wide status name change feature added to the top of Leads page along with Partners page if your database is connected to the above database.
• Added a new option to handle for the 'Theme' so it is the same for all login sections (admin, partner, vendor) instead of each user login having their own option.
• Fixed various bugs and optimized overall system performance.

• Added a new system color theme called 'Light Contrast'. All fonts are black instead of gray.
• Added new API for adding money to a bucket in web campaigns.
• Fixed typo in the standard API 'pingPostLead' specifications for the Return_Best_Price field being required.
• Added new permission under manage user groups for 'can remove partners/buyers'.
• Improved performance on Tools/Logs > Lead Logs page.
• Optimization performed during the ping to check the credit limit after MultiCurl.
• Added new fields for refunds to the standard report 'Admin Leads Report' and made it an available timed report.
• Changed the standard report 'Total Leads Sold' so there is a new column for 'Number of unique leads'.
• Adjusted the standard API 'createNewPartner' to allow the credit limit to be set.
• Added new standard report 'Refund Details Report'.
• Added Do Not Call (DNC) icon to the vendor login section.
• Changed the order of the cherry picker columns to match the lead type specs order.
• Added new option to the leads page filter for excluding a list of phone numbers to search for.
• Added switch that can be enabled to arrange lead filter sets in alphabetical order vs. customized drag and drop order.
• Adjusted filter set history section to highlight what exact changes were made.
• Added new switch to enable/disable filter set name displaying in buyer login section.
• Adjusted the account settings history tab to show accounts and lead filter sets that have been deleted/removed.
• Added new field to the custom delivery wizard to send/map lead filter set name.
• Added new options for 'Time of Day' and 'Day of Week' in the vendor's filters section.
• Changed the unmatched icons color coding scheme when filtering by pings only on the leads page.
• Added new option for hourly lead limits to be set at account level and/or lead filter set level.

• Fixed column priority configuration bug.
• Fixed bug in Custom Delivery Wizard - XML nodes switch works on the ping.
• Reworked Phone Services icon for IPR leads to display better in new UI.
• Added tab under Tools/Logs called Export Manager - used to cancel exports that got stuck.
• System optimization to improve speed of Lead Logs export feature.
• Fixed bug that prevented lead limits from being saved in account settings.
• New vendor advanced setting - allow vendor to view the cost and revenue fields on Leads page.
• System optimization to improve memory monitoring.
• Fixed bug to encapsulate field values better in new UI.

UI redesign for international inbound phone routing. Maintenance on daily limit reporting for advanced lead limit settings. Fixed account pause on transaction failure switch. Added {COST} magic string for bucket tickets. Cherry picker admin updated to new UI. Added manual date input for date range selection. Added Sub_ID and Pub_ID to vendor search filter. Added link to sample tickets. Added new feature pagination to lead filter sets. Added new standard report 'Admin Leads Report'. Added new feature pagination to lead reports. Additional characters allowed in username field. Added custom field priority sort functionality for mobile. Fixed permissions for filters in partners section. Added remove functionality to mass actions. Fixed filter leads by campaign for inbound phone routing. Fixed filter leads by partner 'all in system'. More pages updated to new UI.

CDN for forms manager. More pages in new UI.

Quick search for lead ID. Get call duration option for delivery wizard.

Sensitive data cleanup. More options for sending deliveries over SSL/TLS. Forms manager changes for payday. Slots pinged to ping record added. Adding more columns into various reports. Widgets optimizations.

Fixing dashboards on admin for custom reports. Dialer reporting. Test leads functionality expanded.

DNS alias support added. Bulk leads update for aged leads. Pub ID manager. Unmatched leads during off hours. Different payout to vendor. Dialer into partner admin new UI. Right click in menu fixed.

International system performance tweaks. Minimal price for ping success on ping addition.

Distance calculation in miles/km. Various input date formats for international systems. New fields available for lead exports with performance improvements.

Further new UI performance optimization. IE9 UI fixes. Web campaign reports - admin. Interactive help popup. New API - submitPayment, getPingValue.

New Report - redirect report. Client access to suppression list for aged leads. Enhancements to hours of operation filter partial update. SMS refactoring.

Cherry picker enhancements. Dialer enhancements. SRC after hours margin. New web campaigns. Fixed new filter set bugs.

New user interface. Updated new forms manager with wizard. Custom CSS editor added.