Release Notes

9th March Accounts – Merge the Duplicates from Account360 Page Accounts, Contacts – Merge Accounts and Contacts with Enhanced Search Functionality Accounts, Contacts – Search

3rd February Accounts – Automate NAICS code on Commercial Account Creation Contacts – Select Contact and Create List Dashboard – Multiple Pipeline Selection from all

30th December Contacts, Accounts – Add dependents as Contact for ams360 Dashboard – Multiple select option of pipeline in Quote to close cards eSignature –

25th November Contacts, Accounts – All tab in communication for Contact360 and Account360 Carriers, Categories – NB, Renewals, cancellations and rewritten in carrier and categories

23 September Pipelines – Add pipeline automation for bulk uploads Settings – UI Changes in the Settings Module

9 August Lists – Enhanced list sorting functionality for accounts and contacts Work email – Move Close conversation to open Pipelines, Accounts, Contacts – Enhanced

22 July eSignature – Undelivered eSignature Handling eSignature – Drag and drop file to upload in eSignature Contact, account, policy – Contact, Account, Policy archived

24 June eSignature – Stripe Payment in eSignature eSignature – Use signed documents for new eSign requests eSignature – CC in eSignature eSignature – eSign