20th April

1. eSignature – eSign – Return Documents Separately

6th April

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