3rd March 2026
- Header Menu – Agent Dropdown in CC and BCC Field While Sending Email
- Pipelines – Multiple select and Add Due Date and Deal Health in Pipeline
- Pipelines – Not Available (NA) Option in the Filter for Deal Health and Due Date in Pipelines
- Accounts – Servicing Role Edit Option – Account 360 Page
- Contacts – Need option to edit or delete the scheduled text in contact/account/deal – Texting
- Reports – Group by Servicing Role in Book of Business & Personal Data Book (EPIC)
- Reports – Group by Option in all Reports (same as BOB)
- Pipelines – Multi Select Pipeline Cards and Assign Task
- Dashboard – Provide Branch Filter on Master Report
