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      Release Notes - 21.12.1

      Below are the release notes from our latest release, the week of Dec 15th, 202

      Enhancements

      • ACORD Button Changes - We enhanced the view for the list of ACORD forms on the contact record to make it more clear and to enable more information to be shown
      • Normalize Note Types - We removed the ability to create custom note types and updated all existing notes to match the standard set of note types
      • Referral Partner List - We added the ability to sort the referral partner list by all columns, we added the Company Name to the search parameters and you can now filter the list by Partner Type. You can find out more information HERE
      • Renewal Pipeline Sorting - The renewal pipeline had an option to sort the cards by their created date, but we were showing the expiration date on the card. We changed the sort to sort by the expiration date instead of the created date. You can find out more information HERE
      • Canceled Renewals In Renewal Pipeline - We made a change to the renewal pipeline report to show canceled policies. We also added a filter for the completed stage to show All, Renewed, Re-written, or Cancelled policies. We also added the same options to the search. You can find out more information HERE
      • Renewal Pipeline Card - We enhanced the cards for the renewal pipeline. We now show the Contact’s name and policy number in bold at the top of the card. We added the current policy premium as well. You can find out more information HERE
      • Stop Policy Review Campaign - When a renewal is completed it now stops the Policy Review Campaign
      • Lost Opportunity Report - All lost opportunities now show up in the report - regardless of the loss reason or carrier selected. We also added Unknown sections to the pie charts on each report. You can find out more information HERE
      • Cancellation Report - All canceled policies now show up in the report - regardless of the loss reason or carrier selected. We also added Unknown sections to the pie charts on each report. You can find out more information HERE
      • Renewal Matching - We changed the way renewal matching happens in the app. When a renewal is matched we no longer overwrite any of the original policy, we keep the existing policy active until it expires and we create a new policy for the renewal with the future effective date. We also move the policy in the renewal pipeline to Completed and disable the edit button for policy info received from IVANS.

      Bugs:

      • ACORD Forms Not Visible - There was an issue where a few of the available ACORD forms were not visible in the list of forms to fill out
      • Contact List Filter - There was an issue where the filter in the contact list was showing inactive clients when the client filter was selected
      • Lead Campaigns Not Stopping When Moved to Lost - There was an issue where lead campaigns weren’t stopping when a client was moved to Lost in the sales pipeline
      • Auto-close Opportunities Triggering XDate Campaign - The new auto-close quote sent opportunities feature was setting the wrong x-date and triggering the x-date campaign. We are now setting the x-date as 1 year after the date the opportunity was moved into quote sent (if the contact doesn't have an x-date set already)
      • Note Table Clean-up - There was an issue where notes were being duplicated. The duplicate records were deleted.