Difference between revisions of "MyInsuranceDashboard Release Notes: February 2014"
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(Created page with "Category:MyInsuranceDashboardCategory:Release Notes == Agent Side Clients Tab == The Agent Side Clients Tab has been reorganized to allow for better on screen perform...") |
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[[Category:MyInsuranceDashboard]][[Category:Release Notes]] | [[Category:MyInsuranceDashboard]][[Category:Release Notes]] | ||
| − | == 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 == | ||
| + | '''NOTE:'''''This is only available if you are on a Newton Release of 6480 or later.'' | ||
| − | + | A single email is now sent to the customer with individual descriptions when multiple documents are published. | |
| − | |||
[[File:MultipleDocumentsEmail.png]] | [[File:MultipleDocumentsEmail.png]] | ||
Latest revision as of 16:26, 6 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
NOTE:This is only available if you are on a Newton Release of 6480 or later.
A single email is now sent to the customer with individual descriptions when multiple documents are published.
