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Report (19)
Release Notes (40)
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Release Notes
All product enhancements, new feature release will be shared here.
Release Notes – May 2023
20 April Pipeline – Pipeline upload for custom fields Pipeline – Default option for personal/commercial in Add Deal Contact, Account – Canceled policy tab in
Release Notes – April 2023
1 April 2023 Accounts- Add/Edit account with NAICS code generated using AI for commercial accounts. Account, Contact & Engagement – Text
Release Notes – March 2023
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
Release Notes – February 2023
February 25 Pipeline – Copy/Move and archive the cards from stage. Pipeline- Loss date datapoint in claim pipeline Pipeline – Close card when claim marked
Release Notes – January 2023
January -21 Contacts- Add the signed document to the files section. Settings – Xdate added in Contact & Account on the cancellation date. Profile
Release Notes – December 2022
December – 3 Pipelines – Automation Tags added for Nickname and First Name of Contact Pipelines – Merge Lead Sources in Pipeline Pipelines – Merge
Release Notes – November 2022
19th November Release Report – Accessibility Improvements Made To Activity Reports Pipeline – Add And Edit Sub-Lead Source Changes Settings – Add sender email through
Release Notes – October 2022
15th October Release Policies – Add Notes in Policy Contacts – Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic eSignature – Default Signed Date
Release Notes – September 2022
10th September Release Pipelines – Ability To Make Custom Fields Mandatory For Adding A Deal Pipelines – Manage Inactive Days For The Cards At Pipeline
Release Notes- August 2022
13th August Release 20th August Release 13th August Release Pipelines- Select Multiple Files And Send Email In The Deal Card, Contact360 And Account360 Pipelines- Lead Flow Text
Release Notes- July 2022
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
Release Notes- June 2022
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
