Release Notes – August 2023

9 August

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