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What's new in this release: Release 166 Notes - August 2026

• Added Survey Multi-Question Support

• Added Global Search Filtering

• Added Dataform Field Search Module

• Added Pricing Export API

Last Month: Release 165 Notes - July 2026

• Updated Case Discussions User Interface

• Added "Mass Update Renew" Feature to Benefits Plan and Benefits Batch Module Dashboards

• Added Ability to Clone a Case from an Existing Case

Attachments and Templates

See Attachments and Templates to download attachments and template files.

Service Plans

Do you need more personalized attention? See ClientSpace Service Plans for details.