Highlights the latest updates and changes.
1st March – 2025 Accounts – Linked Accounts eSignature –Â Radio Button Implementation In Esign eSignature – Upload Restrictions: Total File Size Limit of 10MB
February 1st, 2025 Accounts – Custom Fields of Accounts while Uploading Contacts Accounts , Contacts, Pipelines – Image Right Integration (AMS360 Users) Accounts – Account
28th December Forms – Option of Creating a Task to the Agent when the Form is Filled Opportunities – Group by CSR and CSR filter
28th November Accounts – Mandatory Fields for Add Account eSignature – eSign New UI Changes eSignature – Payment Option filter in eSignature list Forms –
19th October Contacts – Chrome Extension For Gmail and Contact Redirections Pipelines – Deal Card – Rename the Attached File Pipelines – Need the option
14th September Accounts – Revenue and Insured Address Field in Accounts Account, Contact, Engagement – Filter -CSR filter over Contact/Account, Policies, List module & required
10th August Accounts, Contacts – Merge Account/Contacts with Name Field eSignature – Waiting For You in eSignature Engagement, Pipelines – Agent Address Tag Pipelines –
13th July Agent Mobile App – Add deal from Contact and Account list Page in Mobile App Engagement – Email Campaigns Auto Save as Draft
11th May Accounts – Unsubscribe Marketing Transactional Field Handle as do not Contact AI – AI for Marketing Content Accounts – Image Right Integration Contacts,
20th April eSignature – eSign – Return Documents Separately 6th April Accounts, Contacts – Need Search Option in the timeline for Contact360 and Account360 Accounts,
9th March Accounts – Merge the Duplicates from Account360 Page Accounts, Contacts – Merge Accounts and Contacts with Enhanced Search Functionality Accounts, Contacts – Search
3rd February Accounts – Automate NAICS code on Commercial Account Creation Contacts – Select Contact and Create List Dashboard – Multiple Pipeline Selection from all
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