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Opportunity Phone and Email Table Columns Changes

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

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