4th June Release
- Forms- Deal Category Mapping in Form Automation
- Engagement- Task & Reminder Analytics in Workflow Automation
- Texting- Map Text Messages after Adding Contact in Texting
- Texting- Read, Unread Filter in Texting
- Contacts- Link in Notes Timeline
12th June Release
- ESignature-Â Ability to send/receive Esign documents via SMS/ textÂ
- ESignature-Esign draft
- ESignature- Ability to send signer to a custom URL once signing is completed
18th June Release
- AMS Integration-Â Sync of Accounts, Contacts, and Policy from Sagitta to InsuredMine and Vice Versa
- AMS Integration-Â Policy Status change workflow automation (HawkSoft)Â
- AMS Integration-Renewed automation for HawkSoft
- Accounts-Â Display of contact name in account 360 for tasks, notes, email, and text
- User interface-Â Resize contact/account table column size
- Engagements-Â Create list for the shared board of the pipeline
- Engagements-Â Signature implementation for TextingÂ
- eSignature-Â Search contact in eSignatureÂ
- Settings-Â Color customization throughout the portal
- Text Message-Â First and Last Name initials to be represented for each name in Text messages
- Pipelines-Â Saved files uploaded in notes available under Files
- Carrier-Add notes and files to the carrierÂ
- Contact-Â Screen-pop for incoming calls
