MyInsuranceDashboard Release Notes: February 2014
Revision as of 15:35, 5 February 2014 by Kuptain (Talk | contribs) (→Publishing Multiple Documents)
Agent Side Clients Tab
The Agent Side Clients Tab has been reorganized to allow for better on screen performance for long list, 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. The example below the word "HARD" was searched and it returned four results where hard is 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.
