30th December
- Contacts, Accounts – Add dependents as Contact for ams360
- Dashboard – Multiple select option of pipeline in Quote to close cards
- eSignature – Send eSign reminder via email text or NA
- eSignature – Field Copying Option in eSignature
- Form – Reverse Data Mapping from Forms Module
- Google reviews – Download NPS Report
- Integration – Enrich Data option from miEdge to Insuredmine
- Opportunities – Utilizing Grouping Options in X-Date for Agents, Executives, and Representatives within Opportunities
- Notice Board – Enhanced Admin Control and Archive Functionality in Notice Board
- Pipeline – Introducing the Pipeline Card Assignee Option for Task Assignment in Pipeline Automation
- Pipeline – Carrier and category filters in Pipeline Automation
- Pipeline – Xdate pipeline automation based on business type, commercial, Personal
- Pipeline – Restart the stopped stage of Pipeline Automation
- Pipeline, Account, Contact – Option to resend text from Pipeline, Account, Contact
- Policies – Map policy to file
- Policies – Policy Premium Range Filter
- Pipeline, Account, Contact – Stop Scheduled emails from Deal cards/Contact/Account
- Reports – AMS sync tracker error for all agencies in Reports
- Reports – New Group By Options and Filters in BOB and PDB Reports
- Reports – Outgoing And incoming Filter for Calls in Activity Reports
- Task-list – Map dealcard to task
- Texting – Incoming Text Mapping Logic in Insuredmine