February 1st, 2025

1. Accounts – Custom Fields of Accounts while Uploading Contacts
2. Accounts , Contacts, Pipelines – Image Right Integration (AMS360 Users)
3. Accounts – Account Sync Changes (AMS360 Users)
4. Engagement – Template Analytics – Sent, Open, Click, Bounce and Spam
5. Header Menu – Smart Search (UI Enhancements)
6. Header Menu – Last Visited Contacts/Accounts/Pipeline Cards/Policy
7. Pipelines – Action By Filter in Pipeline Timeline and Timeline for Agent and Manager
8. Pipelines – Create/Edit Pipeline (UI Changes)
9. Pipelines – Customize Add deal and Handle Mandatory Fields Pipeline Wise
10. Pipelines – ‘X-Date Option’ When Marking Deals as Lost with Multiple Selection
11. Reputation – Delete  NPS Response (only Admin)
12. Reputation – Default Template Setting for NPS for ‘Get NPS’ Feature
13. Settings – Added More Options When an Agency Deletes an User
14. Settings – New MFA Options Added – Email or Text Message Authentication
15. Settings – Customize Add Account, Contact Page and Handle Mandatory Fields
16. Settings – Insured App Message Visibility to Admin in Portal