What's New in v2.1.6 - Release Notes, 4/15/2024
AgencyZoom Integration Enhancements
Search/filter Lead source and Occupation
Give users the ability to search through their AgencyZoom lead sources by replacing the basic select input with a searchable filter to enhance usability.
Add Tag Options for AgencyZoom
This feature includes three taglist inputs:
Tag to apply when "Can we text you" is set to yes
Tag to apply when "Can we text you" is set to no
Tag(s) to apply to all Risk Profiles sent to AgencyZoom
Add Location to AgencyZoom Integration Setup
This update adds a new 'location' field to the AgencyZoom > Settings, allowing users to select their agency location from options provided by the Agency Zoom API.
Bug Fixes & Other Changes
Error related to submitting Risk Profiles when VA and carriers are associated
Fix bug when a Lead Source is present without a Lead Source Category
+additional bug fixes and other smaller changes