Release Notes – August 2025

23th August – 2025

1. Account,Contact,Dealcard – Notes Summary in Account360,Contact360,and Deal Cards
2. Account,Contact,Dealcard – Summary in Email (Account,Contact,Dealcard)
3. Accounts,Contacts,Policies – PageSize implementation in Accounts/Contacts/Policies
4. Account,Contact – Re-subscribe email for Contact/Account
5. Contact – Send NPS & Google Review from Contact360
6. Dashboard – Master Report – Add Created Date, Won/Lost date, Premium range, Credit agent filter
7. eSignature – Create Task after Esign completed
8. Engagement – Servicing Role Filter in Create List
9. Engagement – Multiple select and stop SCD
10. Engagement  – CSV Restriction for Agent/CSR Email in Email Campaigns
11. Engagement – Admin should have the access to all the templates created by agents
12. Pipeline – Schedule Report – Master Report
13. Pipeline – Pipeline – Direct Navigation to Edit and Create Pipeline Stages
14. Pipeline – Manage Fields and Add Mandatory Fields in Create New Pipeline
15. Pipeline  – Bulk archive pipeline cards
16. Pipeline  – Assign card as per servicing roles in renewal pipeline automation
17. Pipeline  – Lead Flow – View by Quotes/Cards
18. Profile – Restrict Multiple Sessions
19. Reports –  Activity Reports-Option to Schedule and download enhanced
20. Settings –  LSV – Incoming call log mapping for same number accounts
21. Log in – Login Page UI Changes
22. Opportunity – Prediction Filter in Auto No Home and Home No Auto