All product enhancements, new feature release will be shared here.
March 18 Account, Contact, Policies –Attach note added to Account to policy and contact. Account, Contact-Delete forms from contact and account 360 Engagement- Download
 February 25 Pipeline – Copy/Move and archive the cards from stage. Pipeline- Loss date datapoint in claim pipeline Pipeline – Close card when claim marked
January -21 Contacts- Add the signed document to the files section. Settings – Xdate added in Contact & Account on the cancellation date. Profile
December – 3 Pipelines –Â Automation Tags added for Nickname and First Name of Contact Pipelines – Merge Lead Sources in Pipeline Pipelines – Merge
19th November Release Report – Accessibility Improvements Made To Activity Reports Pipeline – Add And Edit Sub-Lead Source Changes Settings – Add sender email through
15th October Release Policies –Â Add Notes in Policy Contacts –Â Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic eSignature –Â Default Signed Date
10th September Release Pipelines – Ability To Make Custom Fields Mandatory For Adding A Deal Pipelines – Manage Inactive Days For The Cards At Pipeline
13th August Release 20th August Release 13th August Release Pipelines-Â Select Multiple Files And Send Email In The Deal Card, Contact360 And Account360 Pipelines-Â Lead Flow Text
2nd July Release 23rd July Release 30th July Release 2nd July Release Contacts- Add Call log in Call section in Communication Page Pipeline Manager- Quoted Date in Deal
4th June Release 12th June Release 18th June Release 4th June Release Forms- Deal Category Mapping in Form Automation Engagement- Task & Reminder Analytics in Workflow Automation
4th May Release 14th May Release 4th May Release Integration-Â AMS360 business unit tags Engagement-Â Bulk Texting Draft Engagement-Â How to Stop & restart a bulk text campaign?
2nd April Release 30th April Release 2nd April Release Integration- Download Accord XML file for HawkSoft agencies Forms- New Fields in Form Automation Forms- Share
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