20th April
- eSignature – eSign – Return Documents Separately
6th April
- Accounts, Contacts – Need Search Option in the timeline for Contact360 and Account360
- Accounts, Contacts, Pipelines – Payment feature in card detail, account360, and contact360
- App – IM Agent App – “Add task to calendar” Option
- App – Mandatory field handling for adding deals and contacts in the CRM App
- App – Revenue and Premium fields in the Add Deal tab
- App – Add CSR to the main Account page on the Mobile App
- Carriers, Categories – Carrier and Category goal
- eSignature – eSign Reminder email/text in the timeline
- Engagement – Email Campaign- Unsubscribe Marketing and Transactional Email
- Engagement – Cancelled Re-written Workflow Automation
- Engagement – Non-renewal Workflow Automation
- Engagements – Workflow Automation – Random Contacts for Google Review and NPS
- Pipeline – Pipeline bulk upload and policy mapping – New Logic
- Pipeline – Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email
- Pipelines – Policy Details Update on Created Policy Sync to AMS from Pipeline Quotes Popup
- Pipelines – AMS Policy Sync Error in Timeline Card View
- Pipelines – Restrict Commercial/Personal Renewal Pipeline
- Policies – Executive and Representative options when adding/syncing policy with AMS
- Reports – Reports- Filter by CSR
- Settings, Integration – Social Media Integration (LinkedIn)
- Settings, Integration – Epay Integration
- Settings – AMS360 Activity Sync Restrictions
- Settings – Send SMS Notification to the CSR
- Settings – Fiscal Year Setting on Agency Level and Goal Setting
