Improved notifications setup
We have a pretty robust notifications setup, but sometimes it's too much. We have made it easier to get a notifications with our quick create options.
New updates and improvements to CurrentClient.
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Improved notifications setup
We have a pretty robust notifications setup, but sometimes it's too much. We have made it easier to get a notifications with our quick create options.
Medicare Pro UpgradesWe are making the data flow even better for MedicarePro users.- Preferred Language Tag. Now the language they prefer shows as a tag in CurrentClient so you can send different messages for different languages very easily.- Inbox Notes. We can now read notes from MedicarePro and display them in the inbox for you.- Policy Tags. A clients policy information now shows as a tags, with additional information, such as the year the policy was added and what type of policy they have.- ALL CAPS auto formatted. In case you like writing in all caps for names, we will format them on the CurrentClient side so it looks better in a text message.- Gender Tags. A clients gender information will not be a tag in CurrentClient you can use to filter on.
Getting started guide!
When you know what to do its a whole lot easier to know what to do! We made getting started with the app so simple. We will help you know the next thing to do and nudge you along your way to being a CurrentClient pro.
Sync any contact immediately
We have a powerful data sync that runs in the background everyday. However, you may need a contact to come in right away, so now you can search your CRM database directly and choose to sync a contact over. It's like a shortcut sync when you need it.
With the increasing options in CurrentClient, we needed to cleanup the action menu and make it a bit easier to get great content out to your clients.
See who is in the conversation and add private threads to add information so your team knows what is going on.
Extends the data points coming into CurrentClient from Wealthbox with Custom Fields!
Choose which contact types you want to bring in so you can keep your CurrentClient list clean and focused on only relevant contacts
New features
- Surveys responses now land in Wealthbox as a note
Other updates
- Updated campaign and broadcast layout to be easier to use
- Updated client form templates layout
- Several bug fixes and improvements.
Bringing the things together for a website refresh and launch. More products details and a better onboarding experience. Gotta love it.
