We have introduced a new enhancement under the Opportunities Module. A new column for Email and Phone has been added on the policies details page, and these columns can also be viewed in the Select Table Column.
Use Case: This feature provides quick access to Email and Phone details, eliminating the need to search for important information and improving communication efficiency.
To view the enhancement:
- Navigate to Opportunities.
- From Renewal to Monoline, you can view the Email and Phone data.

- Select the preferred days of the policies to filter results.
- Click on the Name of the preferred policy.

As shown below, on the Policy Details page, a new column for Email and Phone is displayed.

To enable or disable the columns Email and Phone:
Click on the Select Table column

- A Select Table Column panel appears on the right side
- To enable a column, tick the box; to disable, untick the box.
- Click Apply
