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What's new in this release: Release 167 Notes - September 2026

• Added "Round-Robin" Group Users Assignment

• Added Ability to View Age-Banded Plan Rates in BPM

• Added AI Case Analysis/Summary Generation

Last Month: Release 166 Notes - August 2026

• Added Survey Multi-Question Support

• Added Global Search Filtering

• Added Dataform Field Search Module

• Added Pricing Export API

Attachments and Templates

See Spreadsheets, Templates, and Other Assets to download attachments and template files.

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