In this article, you will learn:
4th September Release
Tasklist- Tasklist Filter by Deal Cards
Engagement- DOB Filter in Lists
Accounts-Deals & Files in Account 360
18th September Release
Forms- Multiple Delete in Forms
Contacts- Multiple Select and Assign Agents
Accounts-Archive Accounts
- Engagement- Mid-Term Workflow Automation
- Engagement- Monoline Automation
- Engagement- Effective Date Trigger in Custom
- Opportunities- Group by Filter
- Pipelines- Last Activity Date Filter
- Notes- Enhanced Mention in Text Editor
- Advanced Search- Contact, Policy, Accounts & Deal Cards
- AMS360- Claims Pipeline Automation
- Agency Cabinet- Document Manager
25th September Release
AMS Integration-Account & Contact Mapping from InsuredMine to Benefit Point
AMS Integration- Policy Mapping from InsuredMine to Benefit Point
Dashboard-Top Client List-10,50 & 100
