In this article, you will learn:
27th March Release
- Integration- PL Rater Form
- Calendar- Connect other Calendars (E)
- Engagement- Add files in templates email and text (E)
- Engagement- Lead Source- Email and Phone Tags.
- Accounts & Contact Architecture- New fields added for Commercial Account (E)
- Reports & Analytics- Date Filters. (E)
- Engagement- Calling Feature Improvement (E)
- Engagement- X-date trigger in Custom Workflow (E)
- Tasklist- Tasklist Enhancements- Multiple assignees, Attach files, and task information. (E)
20th March Release
- Report- Deals by Carrier- Report
- Policies-How to update Agent’s name for Active Policy? (E)
- Accounts & Contact-Remove or Update Accounts from Contact 360 (E)
- Deal Card- PolicyTags while Adding a Deal Card (E)
- Engagement–Mapping email to existing deal card
- Contact- Future-Scheduled Workflow Email for Contact
- Calendar- Email Notification for New Calendar Event (E)
13th March Release
- Automation – Restrict checklist in Automation (E)
- Automation – Automation changes for add / won / lost deal
- Automation – Rearrange automation stages/ SCD stages by drag and drop (E)
- Notifications – Desktop Notification for new email in your work email (E)
- Contact 360 – Unit and Suite no. for address fields (E)
- Email Tracking – Open tracking in the deal card, account 360, or contact 360
- Deal Card – Copy Deal card without the Events data (E)
- Google Review – Pagination (Page numbering) in Google Reviews (E)
- Google Review – Setting Default Location for Google reviews (E)
- Form template – Contact Us Form Template (E)
- AMS Sync – Merge Contacts for AMS synced
- Call – (Beta) Drag & Drop feature of the Calling Popup (E)
- Tags – Deal card Tag in Email Reminder (Trigger- Automation, SCD)
- AMS Integration – Connecting to integrated AMS through InsuredMine Portal
