Release Notes – November 2023

25th November

1. Contacts, Accounts – All tab in communication for Contact360 and Account360
2. Carriers, Categories – NB, Renewals, cancellations and rewritten in carrier and categories
3. Dashboard – 6 New KPIs on the dashboard
4. Dashboard – Renewals and Rewritten chart on the dashboard
5. Dashboard – Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Sales Dashboard Master Reports
6. Engagements – Policy Cancellation in Workflow Automation
7. Notifications – Count of Notifications type
8. Notice board – @all implementation in notice board and mentions
9. Pipelines – Import intake form as an action in Pipeline Automation
10. Policies – Sync/Not Sync filter in policy list
11. Pipelines – Archive Pipeline Card as an option in Pipeline Automation
12. Pipelines – Remove prior assigned agents when assigning agent as bulk
13. Reports – New business, renewed and cancellation reports
14. Settings – Manage account type for Users in Settings
15. Settings – Deal Category” as a mandatory field option under the Won Deal restrictions

10th November

1. Accounts – Multiple select account and assign agent
2. Categories and Carriers – Category and carrier refresh for Epic
3. Carriers – Carrier – Contacts to include a Claims Phone and Carrier Website address
4. Pipelines – More update options in deal card quick view
5. Pipelines, Dashboard – Carrier filter in pipeline and master sales charts
6. Settings/Restrictions – Account delete restriction
7. Settings, Pipelines – Revenue as mandatory field for Add deal and Won Deal