Release Notes – April 2023
1 April 2023 Accounts- Add/Edit account with NAICS code generated using AI for commercial accounts. Account, Contact & Engagement – Text generation using AI The post Release Notes – April...
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20 April Pipeline – Pipeline upload for custom fields Pipeline – Default option for personal/commercial in Add Deal Contact, Account – Canceled policy tab in contact360 and account360 Account, Contact...
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24 June eSignature – Stripe Payment in eSignature eSignature – Use signed documents for new eSign requests eSignature – CC in eSignature eSignature – eSign using SMS authentication eSignature – Lighter...
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22 July eSignature – Undelivered eSignature Handling eSignature – Drag and drop file to upload in eSignature Contact, account, policy – Contact, Account, Policy archived list Carriers – Additional...
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9 August Lists – Enhanced list sorting functionality for accounts and contacts Work email – Move Close conversation to open Pipelines, Accounts, Contacts – Enhanced attachment functionality in Account,...
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23 September Pipelines – Add pipeline automation for bulk uploads Settings – UI Changes in the Settings Module The post Release Notes – September 2023 appeared first on InsuredMine CRM | Optimize and...
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14 October Notice board –Notice board for the agency Reports – Overall activities analytics eSignature – Share and manage esignature templates with agents Forms – Tracking form analytics Policies –...
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25th November Reports – New business, renewed and cancellation reports Notifications – Count of Notifications type Notice board – @all implementation in notice board and mentions Contacts, Accounts –...
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30th December Reports – New Group By Options and Filters in BOB and PDB Reports Pipeline – Introducing the Pipeline Card Assignee Option for Task Assignment in Pipeline Automation eSignature – Field...
View ArticleRelease Notes – February 2024
3rd February Accounts – Automate NAICS code on Commercial Account Creation Contacts – Select Contact and Create List Dashboard – Multiple Pipeline Selection from all Sales Reports Dashboard – Expected...
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9th March Accounts, Contacts – Search Option in Notes for Account360 and Contact360 Calling – Audio to text and summary using OpenAI for call recordings Call logs – Pagination & Filter in Call...
View ArticleRelease Notes – April 2024
6th April Accounts, Contacts – Need Search Option in the timeline for Contact360 and Account360 Accounts, Contacts, Pipelines – Payment feature in card detail, account360, and contact360 App – IM Agent...
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