Release Date: September 1, 2023 Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Use
Update – The new update enables you to add notes under the policy. Application – Log updates and details as Notes to the policy
Update – Mentions in the Add Note option will populate the account, and policy information will only be tagged to the selected contact. This change
In this article, you will learn: How does add Notes action work inside a deal card? Tags to hyperlink data in notes How does add
Update – Agents with Hawksoft and Applied Epic integrations can now add comments to the existing notes and edit and delete them accordingly. Application –
Release Date: March 30, 2023 Overview We have introduced an enhancement in Account360 that allows users to add and manage files and notes directly from
In the Carrier page, the Edit, Notes, and Files options have been added. To view the enhancement: Navigate to Carriers Click to open the expanded
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