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Sales Enablement Beta Feedback
Status Shipped
Created by Mark Meadows
Created on Oct 10, 2023

Individual records not showing in recent records.

We have noticed that under the recent records, it will list the Leads, Policies, Agents, Carrier, and Groups but the Individual records do not appear there.

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  • Sam Zobel
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    Oct 11, 2023

    Hello! Thanks for bringing this to our attention. The team is reviewing and a fix should be released next Friday, October 20th. Reach out to help@agencybloc.com if you have any additional questions. Thanks!