2024 Enhancements
15 articles
- Release Updates - December 2024Service resolution workflows, service request category triggers, and more
- Farmers Release Updates - December 2024New Farmers quote integration, Service resolution workflows, & service request category triggers
- Outlook/O365 Email & Calendar Integration MigrationAction required to continue using your email and calendar services
- Release Updates- November 2024Customer premium for renewal settings, apply policy tags to service requests, add recipient dropdown to onboarding and retain, and more!
- Release Updates - October 2024Custom fields for Service Center, NAIC column for customer list
- Release updates- September 2024New lead report details
- Release updates- August 2024Send emails from shared inbox, email placeholders, update customer-level assignment, unmatched service inbox processor, and more
- SmartSearchSee all the ways you can utilize SmartSearch!
- Release Updates- July 2024Tag filter for reports, customer premium filter, enhanced Lightspeed integration, and more!
- Release updates - June 2024AMS360 Exce/Rep Upload, Tag dropdown sort, Remember last import mapping, and more
- Release Updates - May 2024Recent visit history, email and text template list view, and more
- Release Updates - April 2024
- Release Updates- March 2024Shared email and phone number assignment, tag customers and policies on import, export service request info with policies, and more
- Release Updates - February 2024Reports by effective date, create leads from Allstate DASH report upload, and more
- Release Updates- January 2024Tag via service automation, Smart-cycle and recycle based on expiration date, hide unused carriers, and more