December Released Items Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:02:10 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico December Released Items Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes- December 2021 https://www.insuredmine.com/knowledge-base/release-notes-december-2021/ Wed, 08 Dec 2021 20:07:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=16734 In this article you will learn: 5th December Release 18th December Release 5th December Release Dashboard- Multiple Dashboard Feature Dashboard- Contacts by Policy Count Widget on the Dashboard Engagement- Dependent Handling in Birthday Workflow Automation Pipelines- Pipeline Card Detail Customization – Rearranging left modules & activity modules Pipelines-Round Robin Enhancement Pipelines-  Retention Changes in Add Deal Text Message- […]

The post Release Notes- December 2021 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

In this article you will learn:

5th December Release

  1. Dashboard- Multiple Dashboard Feature
  2. Dashboard- Contacts by Policy Count Widget on the Dashboard
  3. Engagement- Dependent Handling in Birthday Workflow Automation
  4. Pipelines- Pipeline Card Detail Customization – Rearranging left modules & activity modules
  5. Pipelines-Round Robin Enhancement
  6. Pipelines-  Retention Changes in Add Deal
  7. Text Message- Incoming Text Notification Enhancement
  8. Accounts- Add Deal, and Task from Account360 and Account Name Field in Tasklist 

18th December Release

  1. Settings- Tags and Labels Restrictions for Agents
  2. Settings- Sub-modules (based on feature) Access Restriction for Agents
  3. Settings (AMS 360)- Manual Sync of Activities in AMS360
  4. Pipelines- Monthly Production report for Last 12 Months Won & Lost
  5. Accounts- Add Files and Notes in Account 360
  6. Engagements- Share Templates and Template Folders with Read /Write Capabilities
  7. Forms- Form Submission- Lead Source Name Availability & Customized Response
  8. Forms- Form Submission Count in Form List
  9. Get Started- Scheduler Link in Get Started
  10. Engagement-Filter in Text Message Module
  11. Pipelines- Forward and Backward Navigation from Card Details
  12. Policies- Policy Premium Transaction Enhancement
  13. Dashboard- More Actions in Contacts by Policy Widget
  14. Account, Contact & Deal Card- Edit Notes in Account360, Contact360, and Deal Card

The post Release Notes- December 2021 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>