Reports
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The URL of the clicked link is now available in the "individual events" report.
Merge Tags
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Added support for specific coverage values based on code. For example, using
{|vehicle_coverages:'44R'|premium|}will provide the premium for "44R" coverage. -
Custom Property data is now supported, initially for Acturis.
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Introducing merge tags for contact status:
{|recipient:|email_status|}. -
Added a 'list' option to drivers, vehicle, and property merge tags.
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Added a new merge tag:
{|calculated:|next_withdrawal_amount_sum|}to return the total of policy withdrawal amounts for the current email.
Email Editor
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Added the Satoshi font to the Headline/Title block and Header Editor in the Email Editor.
Rules
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Added new trigger options: "Bounced or unsubscribed" and "Cannot receive email."
Filters
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Report Questions filters will now be combined with related models such as policies.
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Added a new filter option: "Contains One Of" (Note: limit is 50 items).
Form Builder
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Introduced a new question type: NPS.
Kiosk
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Added a new main menu option: "Request Change."
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Added ALT text to comply with OTIP standards.
Optimizations
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Added Edoc subcategories to the cache for faster filter loading.
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Searching by CCODE for Outgoing Abeyances will now be near-instant.
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Significant performance improvements for Custom Field Filters.
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Added caching for Edoc Abeyance codes in the Filter.
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Speed improvements for specific setups on large accounts.
Flows
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Added "Delete" and "Search" options to Flow Templates.
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All flow email deliveries will now create an abeyance by default.
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Fixed the issue with disappearing flow steps.
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Added Email/Text Preview to Flows in the Contact slider.
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Added a new condition option: 'Same as Flow segment.
Integrations - Epic
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Added a 2-way option to writeback activities with French descriptions in EPIC.
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"In Process" has been added to the list of 'inactive' policy stages.
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Updated EPIC Activity Report sync to parse "success" from the "status" column.
Integrations - Acturis
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Treated 'Expired' Acturis policies as canceled, regardless of policy dates.
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Mapped "Company Type" in sync.
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Added a new field synced: payment method.
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Increased the report question limit to 40.
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Added subtypes to RFQ and Opportunity syncs.
Integrations - Hawksoft
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Mapped new fields: is archived, is a prospect, is lead, and is personal.
Integrations - TAM
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Now parsing claims from TAM.