release notes

19th October Pipelines – Deal Card – Rename the Attached File Pipelines – Need the option of sender E-mail Address for the Pipeline Automation for

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,

14 October Notice board –Notice board for the agency Reports – Overall activities analytics eSignature –   Share and manage esignature templates with agents Forms – Tracking

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