The following is a list of the items included in yesterday’s update:
- Check for Duplicate Emails: This new section under Miscellaneous>Tools will show you all of your clients who have the same email addresses.
- Check for Duplicated Phones: The new section found under Miscellaneous>Tools will show you all your clients that have the same phone numbers.
-In-place edit option added to:
- Opportunities Details Page
-On-page edit option added to:
- Certificate Holders
Interactive Reports: Renewal Averages by Parent Carrier added for public preview.
Interactive Reports: Production and Revenue reports now have a separate search filter by CSR.
Advanced Tags search Filter Options: Added the ability to choose either Not OR / Not AND when filtering tags.
Dashboard Light Page: Moved to Momentum to improve the speed of the system when you first login.
Policies / Quotes: Added bulk action Change Premium Sent.
Lines Of Business: Added bulk action Change Line of Business Class.(Only for Agency created LOBs)
Activity Reminders: Added an option under the actions menu to Add Note Comment.
Renewal Center: Adjusted actions menu option to say Compare Quote.
Renewal Center: Added a new optional column Policy Opportunity Stage.
- Additional Interests List: Added new optional columns Create Date & Change Date.
An article with additional details and screenshots will be posted shortly.