Release Notes – March 2025 Updates

1st March – 2025

1. Accounts – Linked Accounts
2. eSignature –  Radio Button Implementation In Esign
3. eSignature – Upload Restrictions: Total File Size Limit of 10MB and a Maximum of 10 Files at a Time
4. Engagement – Bill Method Filter on Create List
5. Engagement – Bill Method Filter on Workflow
6. Engagement – Agent Assigned Filter in Create List by Pipeline
7. Pipelines – Pipeline Automation > Sent Analytics > Download Report
8. Pipelines – Task for the Deal Activity Effort
9. Tasklist – Bulk Assign and Re-assign Agents in the Tasklist
10. Tasklist –  Filter by Task Template
11. Tasklist – Option to Filter by Task Completion Date

19th March – 2025

12. Engagement – Download List Sequence in List Library