Changelog

Medicare Pro Upgrades

July 27, 2024

Medicare Pro UpgradesWe are making the data flow even better for MedicarePro users.- Preferred Language Tag. Now the language they prefer shows as a tag in CurrentClient so you can send different messages for different languages very easily.- Inbox Notes. We can now read notes from MedicarePro and display them in the inbox for you.- Policy Tags. A clients policy information now shows as a tags, with additional information, such as the year the policy was added and what type of policy they have.- ALL CAPS auto formatted. In case you like writing in all caps for names, we will format them on the CurrentClient side so it looks better in a text message.- Gender Tags. A clients gender information will not be a tag in CurrentClient you can use to filter on.