All product enhancements, new feature release will be shared here.
23th August – 2025 Account,Contact,Dealcard – Notes Summary – Account,Contact,Dealcard 360 Account,Contact,Dealcard – Summary in Email (Account,Contact,Dealcard) Accounts,Contacts,Policies – PageSize implementation in Accounts/Contacts/Policies Account,Contact –
26th July – 2025 Pipeline – Pipeline Overview – UI Changes Account – Account360 & Contact360 Scheduled WorkFlows Policy – Xanatek – Claims in Policy
14th June – 2025 Pipeline – Need the option to download the report of child lead source report from the Deal charts Pipeline – Lead
17th May- 2025 Engagement – Failed “Sent Email” tracking list Pipeline – Open, Click, bounce, spam detail on Pipeline Automation emails and handle in download
eSignature – eSignature Cancel Restriction Forms –Need the option of filter in task list and task update in the form – Task List and forms
1st March – 2025 Accounts – Linked Accounts eSignature – Radio Button Implementation In Esign eSignature – Upload Restrictions: Total File Size Limit of 10MB
February 1st, 2025 Accounts – Custom Fields of Accounts while Uploading Contacts Accounts , Contacts, Pipelines – Image Right Integration (AMS360 Users) Accounts – Account
28th December Forms – Option of Creating a Task to the Agent when the Form is Filled Opportunities – Group by CSR and CSR filter
28th November Accounts – Mandatory Fields for Add Account eSignature – eSign New UI Changes eSignature – Payment Option filter in eSignature list Forms –
19th October Contacts – Chrome Extension For Gmail and Contact Redirections Pipelines – Deal Card – Rename the Attached File Pipelines – Need the option
14th September Accounts – Revenue and Insured Address Field in Accounts Account, Contact, Engagement – Filter -CSR filter over Contact/Account, Policies, List module & required
10th August Accounts, Contacts – Merge Account/Contacts with Name Field eSignature – Waiting For You in eSignature Engagement, Pipelines – Agent Address Tag Pipelines –
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