All information about Account Management
Release Date: 19 March 2026 We’ve enhanced the Accounts module, specifically the Account 360 page, to allow users to edit and update servicing roles directly.
We have introduced a new enhancement under the Account section, where two new fields — AMS Source and Legal Entity — have been added.This is
Release Date : 11th October 2025 We have introduced a new enhancement under the Account 360 view. You can now view an Account
We have introduced a new enhancement in the Add Note feature — a Note Summary option in the 360 View of Accounts, Contacts, and Deal
We’ve introduced a new enhancement to the Account360 and Contact360 pages. Under the Communication section in Workflows, you can now view Scheduled Workflows. This helps
Release Date: March 1, 2025​ With our latest enhancement, you can now link multiple accounts to an existing account. The Linked Accounts feature allows you
With our latest update, two key enhancements have been introduced within the ‘Add Account’ option to improve data management. The revenue field is now available
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, a new feature has been introduced whereby, if any email campaigns are running, you can opt out of each of the marketing and transactional
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
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