Release Notes – September 2023
23 September Pipelines – Add pipeline automation for bulk uploads Settings – UI Changes in the Settings Module
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What's New
Highlights the latest updates and changes.
Release Notes – August 2023
9 August Lists – Enhanced list sorting functionality for accounts and contacts Work email – Move Close conversation to open Pipelines, Accounts, Contacts – Enhanced
Release Notes – July 2023
22 July eSignature – Undelivered eSignature Handling eSignature – Drag and drop file to upload in eSignature Contact, account, policy – Contact, Account, Policy archived
Release Notes – June 2023
24 June eSignature – Stripe Payment in eSignature eSignature – Use signed documents for new eSign requests eSignature – CC in eSignature eSignature – eSign
Release Notes – May 2023
20 April Pipeline – Pipeline upload for custom fields Pipeline – Default option for personal/commercial in Add Deal Contact, Account – Canceled policy tab in
Release Notes – April 2023
1 April 2023 Accounts- Add/Edit account with NAICS code generated using AI for commercial accounts. Account, Contact & Engagement – Text generation using AI
Release Notes – March 2023
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
Release Notes – February 2023
February 25 Pipeline – Copy/Move and archive the cards from stage. Pipeline- Loss date datapoint in claim pipeline Pipeline – Close card when claim marked
Release Notes – January 2023
January -21 Contacts- Add the signed document to the files section. Settings – Xdate added in Contact & Account on the cancellation date. Profile
Release Notes – December 2022
December – 3 Pipelines – Automation Tags added for Nickname and First Name of Contact Pipelines – Merge Lead Sources in Pipeline Pipelines – Merge
Release Notes – November 2022
19th November Release Report – Accessibility Improvements Made To Activity Reports Pipeline – Add And Edit Sub-Lead Source Changes Settings – Add sender email through
Release Notes – October 2022
15th October Release Policies – Add Notes in Policy Contacts – Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic eSignature – Default Signed Date
