February 1st, 2025
- Accounts – Custom Fields of Accounts while Uploading Contacts
- Accounts – Account Sync Changes (AMS360 Users)
- Engagement – Template Analytics – Sent, Open, Click, Bounce and Spam
- Header Menu – Smart Search (UI Enhancements)
- Header Menu – Last Visited Contacts/Accounts/Pipeline Cards/Policy
- Pipelines – Action By Filter in Pipeline Timeline and Timeline for Agent and Manager
- Pipelines – Create/Edit Pipeline (UI Changes)
- Pipelines – Customize Add deal and Handle Mandatory Fields Pipeline Wise
- Pipelines – ‘X-Date Option’ When Marking Deals as Lost with Multiple Selection
- Reputation – Delete NPS Response (only Admin)
- Reputation – Default Template Setting for NPS for ‘Get NPS’ Feature
- Settings – Added More Options When an Agency Deletes an User
- Settings – New MFA Options Added – Email or Text Message Authentication
- Settings – Customize Add Account, Contact Page and Handle Mandatory Fields
- Settings – Insured App Message Visibility to Admin in Portal