9 August
- Lists – Enhanced list sorting functionality for accounts and contacts
- Work email – Move Close conversation to open
- Pipelines, Accounts, Contacts – Enhanced attachment functionality in Account, Contact and Pipeline module
- Pipelines – Multiple agents assignment in pipeline automation stages
- Pipelines – Enhancing automation during bulk card transfers between stages/pipelines
- Pipelines – Enhancement in label pipeline automation: stopping automation upon label removal
- Lists – Enhanced filtering option with city and zip code filter in list creation
- eSignature – Template Preview Feature in the eSignature Module
- Settings – Setting Default Fonts for Agent Emails
- Contacts – Note Loading in Contact360
- Accounts, Contacts – File, Log, and eSignature Counts in Account360 and Contact360
- Opportunities – Line of Business (LOB) Filter for X-dates in the Opportunity Module
- Forms – Remove shared form handling similar to email templates
- Policies – Additional recipients option added for Policy download, Save report
- Pipelines – Status and Progress Visibility in Automation Details
- Pipelines – Customize Stamp Display Settings in Pipeline (Show/Hide)