No jokes here, just some serious feature updates we are excited to share with you! Check them out below 👀

Release Highlights

Automations

By navigating to the Automations tab on the left side navigation, users can now create and view automations for their account. Select from one or more automation triggers and a defined action(s) to help make your business processes more efficient and effective. (We've even created a sample birthday email automation for you to view 😆)

Document Folders

Users now have the ability to create and manage folders within Swivel. This can be done anywhere users store documents (Contacts, Products, Marketing Events or Campaigns, etc). Users have the ability to drag and drop a folder from the their computer or create a new folder directly from Swivel by selecting “+New Folder”. If there is a current document in Swivel that should be moved within a folder, then a user can select “Move to” from the action menu on that document and move it to the respective folder.

Products Grouped by Product Lines on the Contact Record

A new update to the contact page now shows each product line in it's own separate accordion. In a former state, all policies and accounts were listed under the "Products" tab. Now they are grouped with their respective product lines making it easier to search for specific accounts and policies.

Document and Notes Roll Up View Within Each Product Line

Within each respective Product Line accordion, users will now see a Notes and Documents nested tab. These tabs represent a rollup view of all product notes or documents within that product line.

Other Enhancements

• Ability to assign access codes for users based on product line or institution visibility
• Ability to customize the Lifetime Production widget on the Dashboard