Flows
- Copy Branch from This Step:
New feature allows users to copy an entire branch from a specific step in a flow for a streamlined design. - Delete Email Templates:
Users can now delete email templates directly from their accounts in the new Flows interface. - Enhanced Filtering:
- "Not in List" added to the filter options for email and custom codes, making it easier to segment contacts.
- Risky Contacts:
- Improved segmentation and labelling for "Risky" contacts for better consistency in contact management.
Email Editor
- Big Button Character Limit:
The maximum character limit for big buttons is now 35.
Merge Tags
- Policy Balance Tags:
New merge tags display policy balances with currency symbols (e.g., |policies:|balance_GBP|). - Opportunities Descriptions:
Added merge tags for rendering policy type descriptions (e.g., |opportunities:|type_desc|). - Branch Staff Tags:
Expanded "Branch Default CSR/PRD" tags to include all staff list fields, prefixed with csr_ or prd_. - Vehicle Data Tags:
Vehicle merge tags now display policy-related data even without vehicle filters. - Currency Formatting Fix: The
{custom_custom_balance}merge tag now reflects accurate currency formatting. - New Fallback Functionality: Merge tags for "all_policy_vehicles" and "all_policy_property" now fall back correctly when fields are empty.
- Additional Fields for Distance: "Distance per year" and "Distance" fields were added to the merge tag table, providing more customization options.
Reports
- Dashboard Updates:
Added "Scheduled Reports" section. - Enhanced "Unique Opens" and redesigned the Email Statistics tab.
Form Builder
- New Response Types:
"Multiple Text" and "Matrix" response types were added.
Contacts
- Custom Contact Tags:
A new feature allows creating and managing custom tags for contacts.
Plans
- Terminology Updates:
"ConnectionBot" is now "Marketing Automation".
"FormBuilder" has been renamed to "Forms."
Integrations
Chat Transcripts:
- Chat transcripts for Automated Texts now generate automatically upon sending, improving communication tracking.
Edoc Rules:
- Added "Billing Type" as a rule option.
- Fixed numeric categories not saving properly.
- Added "Edoc Abeyance" as a search option in Edoc Review.
EPIC
SDK Writeback Improvements:
- Longer activity titles are moved into AdditionalText when exceeding 100 characters.
- A priority queue addresses writeback backlogs from large manual sends.
- Policy Mapping Update: Adjusted policy mapping to use Address from "Mailing City/Zip" instead of "Bill To City/Zip" for better alignment with client records.
Acturis
New Fields and Features:
- Added "RFQ Agent Name" field.
- Mapped Retained Income as a custom field.
- Added additional RFQ synchronization options.
- New Sync Fields: Added the "documentation_sent" field with filtering options.
- Policy Import Fixes: Resolved issues with importing policies in cases with multiple policies, ensuring older policies are archived accurately.
- Data Sync by Branch: Added an option to filter sync data by branch (Account Handler Office).
- External Application Fields: New fields are available to better manage and filter by external application data. Please refer to the Acturis Data model for more details.
Policy Details Mappings:
- Mapped "long-term policy" fields for more comprehensive policy insights.
- Mapped "Policy MTA reason" to "policy Stage" for clearer workflow management.
- Linked "invoice date" to the "next withdrawal date" field, optimizing billing data organization.
Hawksoft
Kiosk Notifications fixed recipient name mismatch in email notifications.
DataPort
Client Search Enhancements:
- Users can now search clients by phone number and segment ID.
New Endpoints:
-
- POST Activities: Introduced a new endpoint for non-Epic BMSs to manage activities seamlessly.
- Add Customer to Flow: Quickly add customers to specific flows with our latest endpoint.
- TAM Support: DataPort now supports additional endpoints for TAM.
Administration
DataPort Notifications:
- Resolved issues with internal notifications for new signups.
Audit Logs:
- Contact page actions are now tracked in audit logs.
Kiosk
- French Wording Update: Corrected French terminology in slips (changed "vigeur" to "vigueur") for accurate language support.
Other Fixes
- Merge Tags in Previews:
Fixed merge tags in the "Subject and Sender" fields during email previews. - Flows Condition Chip Deletion:
Fixed an issue where steps and related emails were not deleted when removing a condition chip.