October 2016 Updates

Case Management

• Case Lists – we have added infinity scrolling to the case lists lists. This update will help with performance on these pages as well.

Document Management

• Case Documents – we have added infinity scrolling to the case documents lists. This update will help with performance on these pages as well.

Quote Management

• Quote Request Info Area – You can now add a note up to 150 characters for each quote you upload to send. This is in addition to the current note you send with the quotes.
• Quote Lists – We added infinity scrolling to the quote lists. This should also help with page performance.

Agency Information

• Agency Contacts – we added additional selections to more clearly identify which admin roles are responsible for certain communication and access.

• minor field related bugs fixed
• fixed table column labels in case lists
• fixed page performance on cases
• fixed page performance on quotes
• fixed agency view setting for contracting tips
• fixed date validation issue for birthdates