In May, we made some changes and enhancements to Activities and updated the service provider for Email Marketing emails.
5/25/2021 - Updated search filter to improve accuracy
5/11/2021 - Activity changes and enhancements
5/6/2021 - Updated email service provider for Email Marketing
5/25/2021 - Updated search filter to improve accuracy
Advanced Search
- We updated the “Servicing Agent” filter to improve search accuracy for Group and Individual Advanced Search.
5/11/2021 - Activity changes and enhancements
With this update, we made some changes to improve your experience using Activities. Notably, we replaced the one-click complete functionality with the option to update the status and add a note without opening the activity or selecting multiple activities to mass update the status.
Activities
- New Activity status menu - This menu is available on the Activities tab of Agents, Carriers, Groups, Individuals, Policies, and Sales Opportunities, the Dashboard Activity List, and AgencyBloc Calendar.
- New option to mass update Activities - You can also mass reassign Activities from one follow-up User or Team to another, but you must belong to a Security Group with the new “Activity Mass Reassign” Administrative permission.
- New option to edit an Activity’s associated record - You must belong to a Security Group with the new “Activity Association” Administrative permission.
- Updated field layout when viewing Activity Details - We added headings to help organize the fields and make it easier for you to see the key details at a glance.
Before
After
Security Groups
- New “Activity Mass Reassignment” and “Activity Association” Security Group permissions
5/6/2021 - Updated email service provider for Email Marketing
Email Marketing
- We transitioned Email Marketing emails to a new service provider to improve email deliverability.