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September 25, 2023 Release Notes

Add email signatures and display customer messages

Philip MacDonald avatar
Written by Philip MacDonald
Updated over a year ago

New


Display Message on Customer Forms Response Page

When an agent invites a customer to collaborate on a profile, they have an option to include an optional message. Historically, this message displays in the customer welcome email and portal. We also added it to the customer forms page; when a customer is filling out a form, they will see the additional context from their agent.


Add email signature to automated emails

Adds the ability for agents to include a signature in Wunderite automated emails sent to customers. This is especially useful for agents in states like California, where agents are required by law to include agent licensing information to their insureds. To learn more, take a look at our knowledge base article.


✔️ Fixed


Radio questions are cleared when answering a repeater group

Fixes an issue where on questions where users have an option to Add Another, answering a radio question on a second group question would clear the radio question from the first group question.


Overflow issue on forms with more than 7 assigned users

We had a display issue on forms with more than 7 assigned users, where user avatars were getting truncated. We fixed it by allowing subsequent user avatars to return onto another line instead of getting truncated.


Wrong in-app notification when customer marks a form complete

When a customer marked a form complete, an agent would receive an in-app notification telling them that an agent marked a form complete. We fixed the text to correctly display that it was a customer who marked the form complete.


Personal Vehicles: View Data button attempts to pull property data

Fixes an issue on personal vehicles where selecting the View Data button would attempt to pull property data, instead of displaying the correct NHTSA vehicle data. Note: this bug did not affect any property data credits, because there was no associated property to successfully pull property data from.


Add message to form assigned and invite emails

When an agent assigns a question or form to a customer, they have an option to include an optional message. This message was missing from some email notifications.


Agent doesn't see form complete success modal

Fixes a rare bug that only occurred when an agent would mark a form complete and incomplete multiple times in a row.


User can't scroll on Forms Response sidebar when the sidebar overflows

Fixes a display issue on the Forms Response sidebar where a user was unable to vertically scroll if the sidebar content was taller than the browser window.


Print dialog doesn't print the entire screen

Optimizes the print stylesheet so that if a user attempts to print the page, they will see all available pages. Additionally, the bug fix hides some web-only elements that are not necessary for printed pages.

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