A comprehensive guide to our full 22.5.1 release on May 17th of 2022
Enhancements:
- Only send 1 opt-out notification email per link click
- Previously, if a client/prospect clicked on the ‘Unsubscribe’ button multiple times, the user would be notified multiple times which was incredibly annoying
- Only show Tasks associated with that policy/opportunity in the Sales, Service, and Renewal Pipelines
- If a user clicks on a Service Ticket for a particular policy, they will only see Tasks that are linked to that specific policy. This will allow for users to quickly see and complete Service, Sales, and Renewal Tasks without having to potentially scroll through a ton of unrelated Tasks for that Contact
- Checkbox for “Do Not Import” columns
- This is a usability enhancement so users and client success will no longer have to scroll all the way to the bottom of every single column that they don’t want to import and select ‘Do Not Import’
- Now, they can simply check the box and move on to the next line
- Added new “AMS ID” field
- We already have specific fields for EZLynx, NowCerts, and HawkSoft AMS IDs but as we are onboarding more and more users from other AMSs, we needed to have a generic field to use for them.
- This field will be available via import for users and Client Success to use as a mapping field
- Alert system if downloads don’t process
- We will now be notified if we haven’t processed any downloads within the last 6 hours. We receive downloads pretty frequently so if we haven’t had one in 6 hours, that is typically an indication of something being wrong
- Attachments added to the Primary Contact record can be seen on the Secondary Contact record
- Users were only able to see attachments from the Primary Contact, not any of the Secondary ones. This was just creating user experience issues if an agent was on the phone with a Secondary Contact and needed to quickly reference a dec page, ID card, application, or any other attachment
- For LSV integration, if a Secondary Contact calls, it will pop the whole household, not just the Secondary Contact
- Another usability improvement to help prevent confusion.
- Previously, if a Secondary Contact called in and the LSV integration used the call pop feature, we were only showing a page with JUST the Secondary Contact on it, making it seem like a duplicate.
- Now, the call pop will open the Contact Record the same way as if a user clicked on the Contact from the Contact List inside the app
- Allow Users to Associate Tasks to a specific Policy
- This will allow users to utilize the Task feature instead of the Next Action Date inside the Sales, Renewal, and Service Pipelines
- If a Task is overdue for a specific policy in the Renewal Pipeline, the card will glow red exactly like the Next Action Date feature
- Creating a Task from a Sales, Renewal, or Service card automatically associates the Task to the Policy on the card
- If I am creating a Task from a Renewal Card, then that task will automatically be associated to the policy that is renewing on the Card