Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
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Notes
Saved files uploaded in notes available under Files
Release Date: June 4, 2023 Overview If you save a file in the Notes section of a deal card, the attached file is also available
Add Call log in Call section in Communication Page
If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on
Notes Edit/Delete Logs in Contact360 Logs
Now in the log section under contact 360, you can get the details of the notes that are edited or deleted. To view the enhancement:
Notes with Files in Contact360 and Pipeline Card
Now agents/CSR can add notes along with attachments in the deal card or Contact 360. To view the enhancement in Pipeline Navigate to Pipelines Click
Pinned Notes in Contacts and Accounts
Release Date: March 10, 2023 Overview We have introduced an enhancement that allows users to pin and unpin notes in Account360 and Contact360. Pinned notes
Link in Notes Timeline
Release Date: February 15, 2023 Overview We have introduced an enhancement to the Notes section that allows users to mention agents, policies, contacts, and accounts
