All product enhancements, new feature release will be shared here.
9 August Lists – Enhanced list sorting functionality for accounts and contacts Work email – Move Close conversation to open Pipelines, Accounts, Contacts – Enhanced
22 July eSignature – Undelivered eSignature Handling eSignature – Drag and drop file to upload in eSignature Contact, account, policy – Contact, Account, Policy archived
24 June eSignature – Stripe Payment in eSignature eSignature – Use signed documents for new eSign requests eSignature – CC in eSignature eSignature – eSign
20 April Pipeline – Pipeline upload for custom fields Pipeline – Default option for personal/commercial in Add Deal Contact, Account – Canceled policy tab in
1 April 2023 Accounts- Add/Edit account with NAICS code generated using AI for commercial accounts. Account, Contact & Engagement – Text generation using AI
March 18 Account, Contact, Policies –Attach note added to Account to policy and contact. Account, Contact-Delete forms from contact and account 360 Engagement- Download
 February 25 Pipeline – Copy/Move and archive the cards from stage. Pipeline- Loss date datapoint in claim pipeline Pipeline – Close card when claim marked
January -21 Contacts- Add the signed document to the files section. Settings – Xdate added in Contact & Account on the cancellation date. Profile
December – 3 Pipelines –Â Automation Tags added for Nickname and First Name of Contact Pipelines – Merge Lead Sources in Pipeline Pipelines – Merge
19th November Release Report – Accessibility Improvements Made To Activity Reports Pipeline – Add And Edit Sub-Lead Source Changes Settings – Add sender email through
15th October Release Policies –Â Add Notes in Policy Contacts –Â Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic eSignature –Â Default Signed Date
10th September Release Pipelines – Ability To Make Custom Fields Mandatory For Adding A Deal Pipelines – Manage Inactive Days For The Cards At Pipeline
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