Difference between revisions of "MyInsuranceDashboard Release Notes: February 2014"
Jump to navigation
Jump to search
| Line 2: | Line 2: | ||
== Agent Side Clients Tab == | == Agent Side Clients Tab == | ||
| − | The Agent Side Clients Tab has been reorganized to allow for better on screen performance for long | + | The Agent Side Clients Tab has been reorganized to allow for better on-screen performance for long lists, and the ability to search for customers by name. |
=== Client Search === | === Client Search === | ||
| − | The new client search allows you to filter the on screen list by customer name. | + | The new client search allows you to filter the on-screen list by customer name. |
[[File:MID.ClientSearch.png]] | [[File:MID.ClientSearch.png]] | ||
| − | The client search is advanced where partial phrases will be included in the results. | + | The client search is advanced where partial phrases will be included in the results. In example below, the word "HARD" was searched and it returned four results where hard was in any part of the phrase. |
[[File:MID.ClientSearch.Name.png]] | [[File:MID.ClientSearch.Name.png]] | ||
| − | |||
== Publishing Multiple Documents == | == Publishing Multiple Documents == | ||
Revision as of 17:58, 5 February 2014
Agent Side Clients Tab
The Agent Side Clients Tab has been reorganized to allow for better on-screen performance for long lists, and the ability to search for customers by name.
Client Search
The new client search allows you to filter the on-screen list by customer name.
The client search is advanced where partial phrases will be included in the results. In example below, the word "HARD" was searched and it returned four results where hard was in any part of the phrase.
Publishing Multiple Documents
Updated functionality when you publish multiple documents that a single email is sent to the customer with individual descriptions.
