Release notes September 2024 – Iterro

DataPort API Enhancements: The GET Clients endpoint now supports CSR and PRD code filtering options, allowing for more refined data retrieval.

Scheduled Email Bug Fix: Resolved an issue where contacts were showing as stuck on a scheduled email, with no email in Dispatch.
Loop Functionality Added: The condition chip now includes a “repeat check until success” feature for added flexibility in flows. Watch video here.
Outgoing Abeyance Settings Update: A new "Custom Date" type group has been added, enabling separate settings for custom dates in Abeyance management.

New Liability Limit Field: Added a new "liability limit" field under Policy Coverage filters.

UK Date Format: UK accounts will now see merge tags using the UK date format.
New Vehicle and Property Merge Tags:
{|all_policy_vehicles:} and {|all_policy_property:} tags are now available. These tags will render vehicle and property data based on policies matching the filters, ignoring all other filters in the workflow.
New Phone Merge Tag: {|contact_phone:value|mobile|} now returns the parsed phone number with the international code, excluding trunk 0.
Conditional Merge Tags (CMT) Update: A datepicker has been added for date fields, currently available only for Policy Effective Date.
New Balance Sum Tag: A new tag without a comma, {|calculated:simple|balance_sum|}, has been added for balance calculations.
Policy Count Tag: The {|policies:count|type|} tag is now available to return the total number of policies.
New Property Address Merge Tag: The merge tag {|properties:|full_address|} now returns the full property address in one field.

Epic DataLake: Continued integration enhancements.
Acturis Enhancements:
- Extended ReportQuestion Sync: Option to sync ReportQuestions beyond initial limits is now available (by request).
- Sync Staff Title: A hotfix has been applied to sync the Staff Title from Acturis.
- New Claims Settlement Field: A new field, "settlement amount," has been added with filter and merge tag options for claims data.
- Rating Method Field: A new field for the policy rating method has been added, along with a merge tag {|policy:|rating_method|} and filter options.
- Balance Sheet Total: A new field for "balance sheet total" has been added. (Note: Sync issues with this field are currently being resolved.)

New Calendar Page: A new Calendar page is available, showing your email and SMS activity.
Calendar Enhancements: A "Go to Reports" option has been added to the Reports slider for easier navigation.