The shortest month of the year is here, but we've got some big updates—let’s dive in!

Release Highlights

Email Templates

Users can create and save customized email templates with images, buttons, icons and more directly from the Marketing Tab. Navigate to the templates section to edit a previously created email template or create a new one. Users can select a pre-made template from the library or select a blank template to create their own.

Sending an Email Directly to a Contact

Users are now able to send a plain text, template, or HTML email directly from the contact page. By selecting the Email button in the engagement bar, users are brought to a 2-step wizard to send their email.

Reoccurring Meetings Viewable in the Swivel Calendar

Users with an integrated calendar account within Swivel can now view their scheduled reoccurring meetings within the Swivel calendar. These meetings are view only, giving users within Swivel greater visibility when scheduling appointments for themselves or for other users.

Commissions Experience

Commissions are now managed separately from policy values, more specifically within the dedicated Commissions tab from each policy or account. Previously, users may have used a dedicated value register to track and manage their commission splits and rates.

Updating and Managing Values

Previously, Registers represented the different types of values stored for a given account or policy. They are now referred to as Values and are managed by the product and not the product line. Users can edit the name and order of values on a specific product by selecting Manage Values from the action menu on a product.

Other Enhancements

• Ability to delete appointments from Swivel Connect
• Updated calendar selection drop down in appointments to include both the Swivel calendar and any integrated calendar accounts associated to a user
• Updated Reports: Commission Report, Sales Report, and Transaction Report