✨ New
Search Form Favorites by form number
When accessing your agency team's form favorites from the Forms Library, quickly find a form by searching by the form number. This capability was already available on the Forms Library; with this release it's not available from Form Favorites.
✔️ Fixed
Agent Members should only see Team Members that are part of the same segments
When an agent member views the Team > Team Members page, they should only other team members are that are assigned to the same segments.
Some Completed signature files display on Agent Dashboard when In Progress filter is toggled
Fixes an issue that occurred if an agent created a signature packet that had a mix of Completed and In Progress signature files, then removed all of the In Progress files from the packet. In that case, the packet would still display on the Agent Dashboard when the In Progress filter was toggled, even though all files in the packet were completed.
Fall back to Team Name if no Segments display name is added
For agencies that have Segments turned on, if a particular Segment doesn't have a Display Name toggled, then the end customer and agent branding should fall back to the agency Team Name.
Undoing Segment deletion doesn't restore Segment logo
Fixes an issue for agency teams that have Segments enabled, where deleting a Segment and selecting Undo wouldn't restore the Segment logo.