4th May Release
- Integration- AMS360 business unit tags
- Engagement- Bulk Texting Draft
- Engagement- How to Stop & restart a bulk text campaign?
- Tasklist- Send Past Due Tasks as notification
14th May Release
- Integration- Search by AMS account ID – AMS360, HawkSoft, QQ Catalyst, and Epic
- Integration– Manual Sync for Activities in HawkSoft
- Policies- Count of active, inactive, and future policies
- Settings- Disable all Restrictions
- eSignature-Textbox and Checkbox in eSignature
- eSignature- Send Documents for eSignature from Contact360, Account360, and Deal card
- Pipelines- Card detail view from pipeline card page
- Pipelines- Linked Account in deal cards
- Pipelines- Chronological Order Pipeline Automation Stages
- Pipelines- Duplicate data for Contact 360, Account360, and Pipeline Deal Card
- Pipelines- Incoming Text Notification forward to email
- Contacts- “Merging not required” – in duplicates and merge contact section
