You can now set the beginning of the week to any day, not just Sunday or Tuesday.
On Fire now has a Fire Effect. Please let us know if you receive any retina damage.
Moved On Fire to top right corner of the cell it belongs in to keep the layout data cleaner and more even.
Added “Stack Columns” capability so you can see two rows of data per agent.
Added “Size” capability so you can change the font size of the main table for easier visibility.
Reordered the Carriers Summary + the Sales Summary so Sales stacks on top of Carriers naturally, which makes for a more even table when there is too much data.
Fixed an error when there was no results for the week.
Filters
UX Update: I was getting annoyed adding columns then pressing backspace and having it auto-delete what I just added. So I made it require you press backspace 3 times before it starts deleting columns.
Policies
Fixed an issue with the “Is Active Customer” column and search.
Our original query was not working correctly
An Active customer is a lead with at least one active policy
An Inactive customer is a lead with at least one policy that has been active before, but has no active policies
Other results will not show (Unsold Quotes, Kicked Policies that were never sales, etc).
Added “Has and Doesn’t Have” to Premium, Enrollment Fee, Admin Fee, Deposit, Policy Number, Application Number, Deductible, Terms, Current Term, Lapses In. Thanks new query system!
Products
You can now mass edit product validation rules.
If you set no rules in any validation section, nothing will be updated
If you set no rules in a section, nothing will be updated in that section.
Added “Copy All From”
Will copy all validation rules from specified product for every section: Conversion, Verification, and Submission, including State Validation rules.
This also works with Mass Edit
Added Copy All but State”
Will copy all validation rules from specified product, EXCEPT the state validation rules. This is useful for mass updating while maintaining state validations.
