An AgentMate Release occurred on Thursday, March 27th at approximately 2:00 AM ET. This release contained mainly bug fixes. Those who have reported issues resolved by this release will be contacted following post-release testing.
A note for eEngagement users: a few modifications have been made to the Recipient List management in the Marketing Details section of AgentMate.
- The Recipient list will only display 20 records on the first page; this is done to speed the load time of the page; the agent will be able to see the total number of recipients and which ones they are presently viewing.
- It is possible to navigate to the next set of records using the page numbers or Next/Previous on the bottom of the right of the recipient list section.
- An Export option has been added; this will produce a PDF in a new AgentMate Report window
a. It is possible to sort this report by Client Last Name or Counselor of Record
b. It is also possible save the record as a PDF or export it to Excel.