Product Enhancements – Release Notes August 2021
We are happy to announce some new enhancements & fixes:
(Last Released: August 18, 2021)
Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to refresh the cache.
(Last Released: August 18, 2021)
Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to refresh the cache.
Homeboard
Area of App Header
- Added role and goal management to homeboard allowing users to create or edit roles and goals.
Projects
- Updated search and result selection functionality of Projects and Project Task advance search
Dashboards
- Updated functionality of funnel report.
- Add global filters to dashboards
- Added default selection on role based security for dashboards
Weekly Planning
- Updated edit and delete functionality for roles in weekly planning
- Updated data refresh on save in the weekly planning
- Update task display in weekly planning.
- Update functionality of project tasks drag and drop in weekly planning.
- Update task drawer functionality on unscheduled tasks.
Webforms
- Removed invalid field types from webform field selector for non-edit form types.
- Updated custom field design on webforms
- Added new interface for date and time selector on webforms
- Updated functionality of attachments and file link fields on webforms
- Updated functionality of reCAPTCHA on webforms.
- Implement IP tracking to Lead and Edit forms
- Update functionality on Y/N Check box, Drop down, color code, and number fields on webforms
- Updated functionality on required fields on webforms
General Updates
Area of App Header
- Fixed Class cast exception on marketing process
- Updated design of buttons on the Setup wizard
- Update logic on territory engines to update the last updated date of the record not just the field value
- Update user experience when user adds licenses
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