New Search Features
- Movement – filter by increase/decrease in various price factors
- Multi-State is now a Policy Filter, allowing it to be targeted or excluded
- New Quick Find Additions including Bureau ID & DOT#
- New Search options for the Enhanced Search addon (previously called Carrier Search):
- LCM Range
- Driver & Unit Count Range
Check out the KB article here.
PEO & Agency History
When available this data now displays historically in the Carrier History section.
Calendar/App Link Fix
If you use the calendar integration, there is a link in the Notes section of the calendar event. Clicking on this will open the record in the mobile app.
We switched to 15 minute increments for the appointment and follow up scheduling.