Release Notes – April 2024
20th April eSignature – eSign – Return Documents Separately 6th April Accounts, Contacts – Need Search Option in the timeline for Contact360 and Account360 Accounts,
release notes
Release Notes – October 2023
14 October Notice board –Notice board for the agency Reports –Â Overall activities analytics eSignature – Â Â Share and manage esignature templates with agents Forms – Tracking
Release Notes – March 2023
March 18 Account, Contact, Policies –Attach note added to Account to policy and contact. Account, Contact-Delete forms from contact and account 360 Engagement- Download
Release Notes – February 2023
 February 25 Pipeline – Copy/Move and archive the cards from stage. Pipeline- Loss date datapoint in claim pipeline Pipeline – Close card when claim marked
Release Notes- June 2021
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
