We are excited to announce the addition of a new feature and improvement to the existing system.
Enhanced Organization: Introducing Separate Claims List on Australian Account Record Page
Exciting news! A new feature has been introduced to the Australian Account Record Page. A Claims List has been added, allowing users to conveniently access and manage claims associated with the account. Previously, claims cases were displayed in the general Case list, but now they will have a dedicated list exclusively for claims. This separation enhances clarity and organization by providing a distinct list solely focused on claims cases. Users can easily navigate and track their claims separately from other types of cases, streamlining the overall workflow and improving efficiency in managing account-related activities.
Streamlined Messaging Management in the Sales App
The newly added Converse Desk feature in the Sales App brings you a user-friendly and intuitive interface. With its familiar Inbox-style layout, users can effortlessly dive into messaging without extensive training. The Converse Desk also incorporates intelligent functionalities to help users efficiently handle and respond to messaging conversations, regardless of the volume. Experience a seamless and optimized messaging experience with the Converse Desk in the Sales App.