Release Notes – March 2023

March 18

1. Account, Contact, Policies  –Attach note added to Account to policy and contact.
2. Account, Contact-Delete forms from contact and account 360
3. Engagement- Download the report on the text campaign\’s missed deliveries. 
4. eSignature-Option to view original document.
5. eSignature –Archived list for the eSigned docs.
6. eSignature- eSign delete restriction.
7. eSignature-Add policy number to eSign signed doc for ams360
8. eSignature- eSign Reporting
9. Pipeline- Add lead sources in bulk
10. Pipeline- Renewal pipeline automation based on department for ams360
11. Pipeline- Renewal pipeline automation based on branch for HawkSoft
12. Pipeline- Renewal pipeline automation based on CSR for EPIC
13. Pipelines, Policy- Add policy from the quote of the card.
14. Forms- Edit restriction for PL Rating, QuoteRUSH, and TurborRater forms.
15. Forms- Contact Automation handling in Forms
16. Policy – Renew/cancel policy.
17. Report – Download & Save Reports.