Information about Account and Contact Management
Release Date: 13 February, 2026 A new enhancement has been introduced in the Contact Module under the Add Contact section. A new Language field has
Release Date:- December 16th 2025 We have introduced a new enhancement under the Contact module. You can now select multiple age groups in the filter
Release Date : 11th October 2025 We have introduced a new enhancement under the Accounts and Contacts module. A new section, Active Commission, has been
We have introduced a new enhancement in the 360° View of Accounts, Contacts, and Deal Cards. In the Communication section, you can now quickly capture
A new enhancement for selecting page size has been introduced in the Accounts, Contacts, and Policies sections. You can now choose how many entries to
We have added a new enhancement in the Accounts and Contacts “Do Not Contact” section that allows you to edit an email ID if it
Earlier, you could only merge accounts and contacts with the same email and phone numbers. Now, you can also merge them based on names. If
Within Contact and Account360, we’ve now introduced a Timeline Feature where you can track all the recent activities. The timeline view provides the data for
Now, easily consolidate communication by mapping emails to relevant accounts. Just click on the ‘Add email to an existing account’ option to map the email
The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently. Use
Within the timeline tab, both Contact360 and Account360 now boast a dedicated search function. This enhancement allows users to swiftly retrieve specific activities without the
We’ve introduced a dedicated search bar within the Accounts and Contacts sections, facilitating the process of merging multiple accounts and contacts that share identical email
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