Release Notes - 21.08.2

Enhancements

  • Time zone now asked during onboarding
  • Time zone now editable on “Edit Agency” page under “General” tab
  • Middle name added to contact record
  • Middle name is now searchable through quick search at the top of every page and on “Contact List” page
  • Middle name available to be used as a merge field in campaigns, broadcasts, and one-off emails
  • Middle name now able to be exported and imported
  • Middle name now available as a field in Zapier
  • Zapier now provides individual first name and last name fields in addition to the full name field that was already provided
  • Updated time frame language in reports:
    • Yearly = Year To Date
    • Monthly = Month To Date
    • Weekly = Week To Date

Bugs

  • Carrier filter wasn't able to be clicked, it would open the State filter
  • Email timestamps were way off for some emails from gmail sync, now works near instantaneous
  • Service pipeline wasn't able to show opps assigned to all users at once
  • Import didn't create a business with 's
  • Unable to link contact record commercial 
  • Post binding checklist not launching
  • Gmail sync fixes
  • IVANS fixes