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June 26, 2024 Release Notes

Segments

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

✨ New


Segments

Allow agencies to organize agency team members and risk profiles into Segments: geographical regions, branches, departments, etc. Includes the ability for Agent Admins to determine which Segments and Risk Profiles an Agent Member has access to.

  • Contact your Wunderite Customer Success Manager to turn Segments on.

  • AMS360 integration with Business Units will happen later this summer.


β€‹βœ”οΈ Fixed


End Customer: only show incomplete count in sidebar

Fixes an issue with the end customer view where the task list count displayed in the sidebar would show a total of all tasks, rather than just a count of incomplete tasks.


Unexpected call to action button displays in Download Signature File modal

When a user completes a signature file or packet and requests a download of the completed files, they see a modal that lists the available completed files to download. An unexpected call to action button would display that didn't actually do anything.

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