These are the enhancements that are included in the next release of agency management system InsurancePro (Release 22.214.171.124).
- Added date modified label for saved forms and letters.
- Added the ability to see custom fields on policies that came in via downloads, bridges, or quote sheets.
- Modified Contact Manager screen to be able to move a contact to a different category and corrected editing issue on new contacts.
- Modified tabbing through name insured on Home Owner policies that caused an issue with the 2nd insured.