We’re kicking off fall with a playbook full of new features designed for agency's like yours. 🏈 Check out our latest release updates:

Release Highlights

Exclude Contacts from Lists

Users now have the ability to exclude contacts from saved contact lists without having to remove their filter criteria. By selecting the red remove contact icon, this will move the contact to the tab "Excluded Contacts" and exclude this contact from any broadcast communication sent to this list of contacts. The excluded contact can be added back at any time.

Adding an Email Signature to a 1-to-1 Email

After configuring a email signature in the Calendar & Email Account settings for a synced email, users can attach this email signature to any email they send 1-to-1 to a contact in Swivel.

Calendar Views in Swivel Connect

The calendar view in our mobile application, Swivel Connect, has been enhanced to now include an Agenda View, Day View, 3-Day View, and Month View. Users now have greater visibility in looking ahead to their upcoming appointments directly from our mobile application.

Product Date Filter on the Annual Review Report

Users can now select from different product dates on the Annual Review report. The default option will be Open Date but users can now select from Issue, Effective, or Closed date to return results of the upcoming annual reviews within a given month.