2024 Release Notes

In August, we redesigned the tab navigation and page layout in My Account settings. 8/26/2024 - Mass Sales Record creation added to Individual Advanced Search Enhancements to I...

In July, we added new functionality to sync Google and Outlook calendars with Appointment Schedulers.  7/29/2024 - Update to Sales Records Lead Date added to Sales Records 7/2...

In June, we added a new import for updating Agent Contracts and added Sales Records to our Connecture integration. 6/17/2024 - New import for updating Agent Contracts New Agent...

In May, we made enhancements to our Quote+, CSG integrations, and Zapier integrations, added Spanish language SOAs, and added an option to include Servicing Agents on Agent Stat...

In April, we added a new badge count to text messages to indicate unread text messages, and reordered the tabs in VoIP settings. 4/22/2024 - General Enhancements Show unread te...

What's happening and why? We're modernizing our production databases. This upgrade is one of many that will position us to be able to take advantage of newer technologies in the...

In March, we updated the “Bulk Update” function on Sales Record Lists to include a new option for mass converting/merging Sales Records to Individual Records. 3/24/2024 - Mass C...