Page Comparison

Overview

Release date: 18 Jan 2019.

Main Features released: 

Cross-reference field added to Location creation: Main purpose is to enable clients (mostly insurance) to track their locations with their own reference number. We add a new field of information that helps us track the location/agent/agency by Cross- reference. This is also editable at any time from the location management panel.

• Previously: Username was the cross-reference, which causes lots of issues because of duplicated usernames, changes could not be done to the cross-reference neither username....
• Currently: We can add extra information for client reference in bulk and manual and editable at any time. 
• Benefit: Locations are easily traceable and does not interfere with the username in connect. 

Feedback Engagement App is added as advance on entries tab: It enables customers to start customer dialog as an advance feature - that we can enable/ disable for clients depending on their roles and packages. 

• Previously: no option to start a customer dialog. 
• Currently: Can open a customer dialog from the advance option in lite.
• Benefit: Customer dialog can be started.