9th March

1. Accounts – Merge the Duplicates from Account360 Page
   
2. Accounts, Contacts – Merge Accounts and Contacts with Enhanced Search Functionality
3. Accounts, Contacts – Search Option in Notes for Account360 and Contact360
4. Calling – Audio to text and summary using OpenAI for call recordings
5. Call logs – Pagination & Filter in Call History
6. Contacts – Contact Module- Filter for Month of Birth
   
7. eSignature – eSign – Show Typed Signature in saved Signature
8. eSignature – Multiple Email Selection of a Contact While Sending an eSign Doc
9. Engagements – Admin Created by Template Handling
10. Pipelines – Add Pipeline Custom Field filter in Pipeline Module
    
11. Pipelines – Add Account Name for Personal add Deal Card
12. Pipelines – Multiple select cards and add Labels
13. Pipelines – Pipeline Bulk Upload with Policy/Quote Details
14. Pipeline Automation – Select all Lead Sources in Pipeline Automation
    
15. Pipeline automation – Clickable Action Button Pipeline Scheduled/Sent Analytics
    
16. Pipeline settings – Cancellation Pipeline Based on Branches and Policy type
17. Reports – Book of Business Report group by Writing carrier
18. Sales dashboard – Deal Card Custom Field Column in Master Report
    
19. Settings – Canopy Connect Integration