Information about Data Export and Management
Release Date : 19 March 2026 We have introduced a new enhancement in the Accounts, Contacts, and Policies modules. A new Agency Filter has been
Release Date: 10 December 2026 We have introduced a new enhancement under the Contact module. When you upload data in bulk, you will now see
Release Date: June 16, 2023 Overview We have introduced an enhancement that displays duplicate contact records in Contact360, Account360, and Deal Cards. Duplicate records are
Description: Besides the option to specify recipients and add recipients’ email IDs during the download. You may download this report from the Save as Report
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