11th March Release
- Engagement- Account data in Create List Section
- Accounts- Intake Forms in Account 360
- Pipelines- Custom fields and Tags in Pipeline
- Engagement- Analytics on Workflow & Pipeline Automation
- Accounts- Account Status KPIs Display
- Reports- Activities in Reports
- Contacts & Dashboard- Missing Details filter in Contacts & Widget in Dashboard
- Contacts- Contact Filter Enhancement
- Contacts- Search Notes
- Pipelines- Quote Details instead of Deal Card Details in Pipeline Manager Settings and Sales Dashboard
- Pipelines- Pin notes implementation in Pipeline
- Integration (AMS 360) – Handle CSR for AMS360 Agencies
- Calendar- Calendar Validation
18th March Release
Pipelines- Label Availability for Agents Accessing Specific Pipelines
Pipelines- Inactive Deal Card Filter
Pipelines- Expected Revenue on the deal card
Engagement- How to make the first stage dynamic in workflow automation?
Engagement- Handle incoming calls for the same number of multiple agents
Pipelines- Collapse Stage feature in the pipeline
26th March Release
- Work Email- Search in Work Email
- Work Email-Email Threads in Work Email
- AMS Integration- Logs And Attachment Sync From InsuredMine To Hawksoft
- Pipelines-Board Settings & Pipeline Settings
- Engagement- Renewed Policy Workflow Automation
- Accounts-Custom Fields for Accounts
- Accounts- Rating in Accounts with filter
- AMS Integration- Customize Action Items in AMS360
- AMS Integration- NowCerts – Real-Time Sync
- Engagement- Renewed Check Handling in Policy Renewal Automation
