- 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.