Release Notes – December 2024 Updates

28th December

1. 1. Forms – Option of Creating a Task to the Agent when the Form is Filled
   2. Opportunities – Group by CSR and CSR filter in the Opportunities Module
   3. Pipelines – Pipeline Timeline
   4. Pipelines – % Change Filter in Pipeline
   5. Policies – Need Filter for Policy Status
   6. Reputation – NPS Filters throughout the portal (Accounts, Contacts & Create List)
   7. Reputation – Google Reviews as per NPS
   8. Reports – YOY/ YTD Chart on Dashboard and Reports with all Group By
   9. Settings – Manual/Auto Sync on Agency/Agent level – (AMS360 Users)
   10. Settings – Contact Email/Phone Validation in Commercial Add Deal
   11. Texting – Need Option to Edit or Delete the Scheduled Text