july Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:01:25 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico july Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes- July 2022 https://www.insuredmine.com/knowledge-base/release-notes-july-2022/ Mon, 11 Jul 2022 09:19:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22478 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 Quotes Engagement- Workflow Automation Tracking on Account Level Policies- Custom Fields in Policy Pipelines- eSignature tab in Pipeline Forms- Mark Form as Favorite and Filters Forms- Sorting in Form AMS 360- Submission pipeline automation for AMS360 […]

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2nd July Release

  1. Contacts- Add Call log in Call section in Communication Page
  2. Pipeline Manager- Quoted Date in Deal Quotes
  3. Engagement- Workflow Automation Tracking on Account Level
  4. Policies- Custom Fields in Policy
  5. Pipelines- eSignature tab in Pipeline
  6. Forms- Mark Form as Favorite and Filters
  7. Forms- Sorting in Form
  8. AMS 360- Submission pipeline automation for AMS360 agencies

23rd July Release

  1. Forms- Static Field Mapping in Form Fields Mapping
  2. Settings- Mandatory Fields for Deals Won
  3. Report- Policy Transaction Report 
  4. Pipeline Manager- Unsubscribe Option in Add deal

30th July Release

  1. Settings– Restrict call recording for Twilio
  2. Contacts-Add Multiple Texts in Custom Fields
  3. Engagement-Share and Unshare option in templates
  4. Forms-Share and Unshare Forms
  5. Pipeline Manager-Reactions in the notes – Pipeline, Contact, Account
  6. Reports-Policy Status report in Time Series

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