Agency Advantage April 2023 updates

  • Added buttons to follow-up forms to allow for direct navigation to the related customer screen.
  • Added right-click copy options for phone numbers and policies on the customer preview form.
  • Added ability for admins to modify receipt dates and automatically create a related note when this is done.
  • Added commission amount to Deposit Listing and Credit Card Listing reports.
  • When downloading home policies, the home address will now be imported to the policy’s Location/Description/Other field.
  • Added a Driver’s License Number field to the Employee tab for commercial customers.
  • EFT Processing rows with an add-on are now highlighted.