Release Notes – February 2023

 February 25

1. Pipeline – Copy/Move and archive the cards from stage.
2. Pipeline- Loss date datapoint in claim pipeline
3. Pipeline – Close card when claim marked as done setting in claim pipeline automation
4. Pipeline – Insurance Type option in Claim pipeline automation
5. Pipeline – Download archived pipeline cards
6. Dashboard – Missing details for accounts in missing widget
7. eSignature – A Separate reminder to send documents for eSignature
8. Forms – Responses synchronized with Turborater
9. Settings – Restrict outbound texting within a time range
10. Contacts – CSR filter in contact for HawkSoft
11. Account – Single Contact Drip on account level
12. Accounts & Policies – Claim data in accounts and policies
13. Work Email – Delete restricted emails