Notes for April 28, 2022
- When reassigning accounts and agencies from the Agency List, you will be presented with a new option on the reassignment dialog if you've selected a Holding Company. This option allows you to also select any Agencies the seller(s) might also own that you may wish to reassign. It's entirely optional, but it will save you time hunting down each individual agency if needed as long as you are using the new Holdco feature!
- We have expanded the Last/Next Activity column on the Account Master List into 4, sortable columns (Last Activity Date, Last Activity Type, Next Activity Date, Next Activity Type)