Improvements
- Opportunity entity fields brought up to parity with contact entity fields: added display feature for phone number and email address
- Added team lead field to edit lead page layout
- Added feature to allow users to create new dashboard based on user group data sets in addition to individual users
- Removed feature to customize task status
- Opportunity API completed: create, update, delete, update and list (based on opportunity view)
- Contact Process UI and workflow brought up to parity with Opportunity Process UI and workflow
Bug Fixes
- Fixed issue were label was incorrect on contact process page
- Fixed issue where a forwarded task was being assigned a start date
- Fixed issue where context sensitive fields groups were missing data in the UI
- Fixed issue where user could not create a contact with required custom field in page layout
- Fixed issue where the Territory Engine would not run when using reference data set feature
- Fixed issue where create opportunity popup was incorrectly sized
- Fixed issue on global search where in some areas category was not correctly set
- Fixed issue in email center where the “to” field was not populating when navigating from a contact record with an email address
- Fixed issue where advanced search results for leads would load only a blank page
- Fixed issue in Leads API where custom fields where being concatenated and inserted into only 1 custom field.
- Fixed issue in Zapier / Spotio Lead integration for custom fields
Miscellaneous
- Planning improvements:
- Internal mechanism for internal / external beta switch
- Internal new schema for new planning features
- New Planning workflow wizard implemented
- Removed legacy LinkedIn integration due to core integration problems with 3rd party platform