January 2017 Update

Features Updated in This Release

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.

Bugs Fixed in This Release

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