January 2017 Update

Appointment Details

• Sending Messages – we have added the ability for the messages sent from Appointment Details to be recorded as a note.

View Quote Actions

• Hierarchy View – we have added the “View” link for hierarchy, allowing them to view the quoting activity of their agents.

Security Enhancements

• Service Access – we have added functionality to provide tokenized access to our support team to assist in issue resolution.

Importing Data

• Importing Users – we have improved functionality for Admins importing users into your domain.
• Importing Cases – we have improved functionality for Admins importing historical cases into your domain.

• minor field related bugs fixed
• fixed issue with uploading Main Images
• fixed error sending secure messages