Release Notes – January 2023

January -21

1. Contacts- Add the signed document to the files section.
2. Settings – Xdate added in Contact & Account on the cancellation date.
3. Profile –Caller ID delete handling for Twilio.
4.  Account-CSR handling for Nowcerts in an Email campaign.
5. Work Email- Edit contact in work email contacts.
6. Work email – Move emails to the folder.
7. Reports- Scheduled Reports tab under Reports.
8. Forms- Send a notification to contact after the form submission.
9. Esignature- Sign by Agent only under eSignature
10. Engagement- Status, Sub-status, transaction date handling for Policy Status ChangeAutomation – HawkSoft.
11. Engagement- Subcategory filter in workflow automation – HawkSoft.
12. Engagement – Add SCD to the list created.
13. Accounts-Send File for eSignature and Sync to AMS.