Content Comparison

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Users can now upload a logo for partner companies and branches to use in signature blocks or co-branded Content Library templates. See the Creating a Partner in the Web Application article for details.

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New Filters: Ability to Filter on Borrower and Co-Borrower Email Addresses

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For example, if a user is assigned to a lead and has an SMS conversation with the contact but the lead is re-assigned to someone else, the original owner will no longer be able to send SMS messages to the contact.

See the SMS article for details.

Email Task Creation: Email “From” View Permissions Updated

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