November 2016 UpdatesScott Karstens2016-11-20T21:35:25-07:00
Features Updated in This Release
Advanced Permissions
Create Cases – we have added the ability for the Administrator to assign the permission to create cases to any user.
Edit Users – we have added the ability for the Administrator to assign the permission to edit users to any user.
Add Users – we have added the ability for the Administrator to assign the permission to create cases to the Case Manager and Sales Manager Roles .
Add Quotes – we have added the ability for the Administrator to assign the permission to create cases to any user, including for an agent/agency and their hierarchy.
View Only – we have added the ability for the Administrator to assign the permission to make any user a View Only user.
View Quote Actions
Request Application – we have changed to an new icon for requesting an application.
Get Forms – we have added an icon and created a link from a Quote Request to Forms. This is still in BETA, but you can see the first version now.
Marketing Forms – we have added an icon and created a link from a Quote Request to Marketing Forms. This is still in BETA, but you can see the first version now.
