Patch 4.60
New Features
- Added “Policy Name” to policies. This is a text field. It is useful for sending e-mails to clients about their product but wanting to show a different policy name than the official names in the system. It is usable in templates as {policy_name}
- Product Public, or Public Name is a field you can use to show clients a different name for a particular product. You can customize this in the Products section. It is usable in templates as {product_public}
- Added Hide Cancelled Policies into Options. This makes it so the agent cannot see their cancelled policies on their dashboard to improve morale.
- Allowed manual override of cancel dates.
- Added Maximum Callbacks Option.
- Added Policies Paid Checkbox
Changes
- Changed way ON and OFF buttons work in Options. When it is on it is now green and says ON. when it is off it shows red and OFF.
Fixes
- Unkick was setting to “Submitted” instead of “Quoted”. Now sets to “Quoted” and removes kicker ID.
- Lead Vendor Scorecard now shows % * 100 for Conversion Rate.
- Callback Default # (When not configured) had an error.
- Query error fixed for policies when introducing product_public