The following changes and improvements were made today:
Improvements
- On-Page Edit Option Added To:
Contacts / Reps
Locations
Rolodex within the carrier details page
Interactive Reports: Cross-Sell Opportunities available for public preview.
Commercial Prospect Details: Added prospect status to the top panel. And within the information area.
Drivers List: Added batch action to change drivers license state.
Carriers, MGA, Finance, Referral source, and other contacts list: Added search filter for tags.
Prospects List: Added a optional column email.
Polices/Quotes List: Added Not assigned as an option for the search filter Line of Business Class.
Improved the format phones with extensions display in.
Automate 365
Improvements to the customer & introduction page.