2nd April Release
30th April Release
- Integration- Open In HawkSoft Link
- Task-Task sync up from Insuredmine to HawkSoft as Suspense
- Engagement- Account filter for list
- Contacts- Customer Age
- Google Reviews-Customize email responses after google review submission
- User Settings- Add member and activate – Workflow automation, share labels, checklists, forms, and templates
- Integration- HawkSoft new datapoint mapping in policy, accounts, and contacts
- User Settings- Enable/Disable InsuredMine App access for the agency
- Reports- Filter and search changes in Reports
- Contact- Create Contact through Form Mapping to HawkSoft
- Pipelines- Show checklist while importing in a deal card
- Forms- Customize email response after form submission
