November 2016 Updates

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.

Bugs Fixed in This Release

  • minor field related bugs fixed
  • fixed issue with scrolling on a PC browser