It's time to relax before the holiday season is in full gear, but we have exciting new updates to share with from Swivel. 👀

Release Highlights

User Tasks & Workflows on the Calendar Tab

Users can now view their assigned Tasks and Workflows directly from the Calendar Tab, making meeting with clients and getting your to-do list done more efficient.

Screenshare

Users can now host a screenshare meeting with any contact directly from the Contact Show Page by selecting Screenshare in the engagement bar.

PII Information on Household View

Both the Date of Birth and SSN of the primary and secondary contacts within a Household are now viewable from the Household association view. This ensures users can access vital information while managing applications and client servicing.

Insured Field

On policies and accounts, users can now store Insured Person data. Insured data will also show on the product accordion, Swivel Summary, and is supported via product import and export.

County Field

Users can now easily store, filter, export and import County fields for leads and clients. County can be found under the Contact Details section of a contact.

Other Enhancements

• Annual Review Report filters by "Opened On" date
• Ability to disable tenant wide email campaigns from Email Account Settings
• Associate an opportunity to a product from the Product Details slide out
• Updated layout for New/Edit opportunity forms
• Updated Opportunity Tab list view