Release Notes – August 2025

23th August – 2025

1. Accounts,Contacts,Policies – PageSize implementation in Accounts/Contacts/Policies
2. Account,Contact – Re-subscribe email for Contact/Account
3. Contact – Send NPS & Google Review from C360
4. Configuration – User Management changes as per AMS’s
5. Dashboard – Master Report – Add Created Date, Won/Lost date, Premium range, Credit agent filter
6. eSignature – Create Task after Esign completed
7. Engagement – Servicing Role Filter in Create List
8. Engagement – Multiple select and stop SCD
9. Engagement  – CSV Restriction for Agent/CSR Email in Email Campaigns
10. Engagement – Admin should have the access to all the templates created by agents
11. Pipeline – Schedule Report – Master Report
12. Pipeline – Pipeline – Give user ability to navigate directly to one of the 6 edit/create steps
13. Pipeline – Manage Fields and Add Mandatory Fields in Create New Pipeline
14. Pipeline  – Bulk archive pipeline cards
15. Pipeline  – Assign card as per servicing roles in renewal pipeline automation
16. Pipeline  – Lead Flow – View by Quotes/Cards
17. Profile – Restrict Multiple Sessions
18. Reports –  Activity Reports-Option to Schedule and download enhanced
19. Settings –  LSV – Incoming call log mapping for same number accounts
20. Log in – Login Page UI Changes
21. Opportunity – Prediction Filter in Auto No Home and Home No Auto