Latest Release List
31st July Release
- Pipelines (Deal Card)- By Default Deal Card display is based on Moved Date in Pipeline
- Pipelines (Automation)- Multiple select and assign drip
- Pipelines (Automation)- How to create a single renewal card per day?
- Pipelines (Automation)- Copy Card Action in the Pipeline Automation
- Pipelines (Deal Cards)- Notes and Tasks details at a glance in card view of a deal card
- Pipelines (Automation)- Filters for lead source and automation for lead source
- Pipelines (Checklist)- How to rearrange checklist items?
- Tasklist- Mandatory fields in Tasklist
- Reports- Group by option in Book Of Business and Personal Data Book report
- Accounts-Account360 (New UI)
- Accounts- Business account sync change for email address, phone, address (AMS360/QQ/NC)
- Pipelines (Deal Charts & Reports)- Business name for Commercial deals in reports
- Pipelines (Deal Charts)- Deals Stages Lifetime
- Â Policies- Policy Sync with the AMS
- Engagement (Workflow)- Policy Carrier filter for Policy Renewal, New Policy Â
- Engagement (Workflow)- Policy Category in X-Date
- Work Email- Scheduling an email
- Contact 360 (NowCerts)–How to Sync Notes?
