11th May
- Accounts – Unsubscribe Marketing Transactional Field Handle as do not Contact
- AI – AI for Marketing Content
- Accounts – Image Right Integration
- Contacts, Accounts – Work email – Need “Add email to existing account” Option
- Engagement, Pipelines – Lost Account Workflow Automation
- Esignature – Edit Esign Docs Which are in Open Stage
- Esignature – Cancelled in Esign
- Engagement – CSR Tag in Create Templates in Engagement
- Engagement – Restrict Birthday and Birthday65 Automations for Deceased
- Epic – Epic bulk sync-ups – email campaign, bulk text, SCD, Contact Automation
- Forms – Form Wizard within Forms Module
- Nexsure – Coverages, Vehicles, and Drivers implementation for Nexsure
- Nexsure – Claim Pipeline Automation for Nexsure
- Pipelines – Change Account type after Deal Created
- Pipelines – SMS, email, Files, Automation, and full timeline in Card view
- Pipelines – Send the Form to the Contact via Email/text in the Pipeline Automation
- Pipelines – Total Revenue as Filter in Pipeline
- Pipelines – Quote Effective and Expiration date tags in Pipeline Automation
- Pipelines – Need “Resend” option for bounced/failed Pipeline Automation
- Smart Search – Need sorting option in Contact and Account column in Smart Search Page
