KamoCRM

Email the referral officer, case their name, keep personal phones private

FeatureSecurityService
Shipped
November 12, 2026 at 12:00 AM UTC
Author
Kamo
Commit
a8017f2

- A public application that arrives through a loan officer's own link, and is therefore assigned straight to them, now emails that officer after commit (best-effort, never fails the borrower): progress START creates the lead -> "assigned to you", In Progress one-shot submit creates the lead -> "assigned to you", Completed a started lead is finished -> short "completed" follow-up Only when the lead's assignee IS the referral officer **************** pool leads keep the accept-lead window and the two-minute sweep, which skip assigned leads (requires_assignment stays false). Recipient: work email, else org mailbox, else account email. Button: internal.<entry domain>/leads/view/<uid>. - The officer's name on the public card, the receipt and the letters is printed via PersonNames.displayCase ("mark mcgarry" -> "Mark McGarry"). - The public card no longer falls back to Member.phone while it mirrors the member's personal account phone (isLockPhoneNumberToUserPhone). Needs shared-lib 50cee388 (pushed) and EmailService ed3bb0c4 (pushed).

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