june 2021 Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:03:02 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico june 2021 Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes- June 2021 https://www.insuredmine.com/knowledge-base/release-notes-june-2021/ Fri, 11 Jun 2021 19:00:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6730 In this article, you will learn: 26th June Release 19th June Release 5th June Release 26th June Release Text Message- Identifying Unread Messages, Deleting messages & Recipient’s Name visibility to Admin(E) Engagement- AMS User Type filter in list (exclusively for AMS360 users) (E) Pipeline Manager- How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move? Engagement- Independence […]

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In this article, you will learn:

26th June Release

  1. Text Message- Identifying Unread Messages, Deleting messages & Recipient’s Name visibility to Admin(E)
  2. Engagement- AMS User Type filter in list (exclusively for AMS360 users) (E)
  3. Pipeline Manager- How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?
  4. Engagement- Independence Day (July 4th) Email Template
  5. Google Reviews- Business location access for Admin & Agents and Date Range Filter(E)

19th June Release

  1. Pipeline Manager-How to Move Sms Attachments to User Documents
  2. Carriers- How to remove carriers from the carrier list? (E)
  3. Categories- How to remove categories from the category list? (E)
  4. Integration- EZLynx data upload from Portal
  5. Landing Page- Set Pipeline Leaderboard as Default Landing Page
  6. Contacts- Add task for multiple contacts
  7. Integration- Fields and Filters for Business Unit Fields (AMS 360)
  8. Contacts- Add tag and disposition in contact automation trigger (E)
  9. Contacts-Automation unsubscribe and handling (E)
  10. Accounts- Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360 users)
  11. Accounts- Primary Contacts, Relationships & Policy Handling
  12. Pipeline Manager- Pipeline cards create by CSV upload
  13. Engagement-Including Secondary/Additional contacts while creating a list for campaigns for AMS 360
  14. Integration- Mapping of Relationship datapoint from AMS
  15. Tasklist- How to create a new task while marking a task as done?
  16. Tasklist- Added Columns in the Task List (E)

5th June Release

  1. Tasklist- Map External Contact in Task (E)
  2. Work Email- Attach a task to a work email
  3. Pipeline Manager- Final action Won/Lost or Final Action Close (E)
  4. Accounts- Add /Edit Account with X-date, tags and sort by filters
  5. Settings-Edit Access – Report, Deal card, Template, Contact (E)
  6. Engagement-Send to more in email templates (E)
  7. Forms- Creating a contact from a submitted form
  8. Engagement-Workflow Changes – Select agent, redirection, send to myself logic (E)
  9. AMS360 Integration-Policy, Account Level and Contact changes for AMS360 agencies (E)
  10. Pipeline Manager- Quote to close cards

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