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An overview of last night's updates is below:
Site Preferences:
- Threshold preferences for Bulk Actions can now be set to 500 (previously you were limited to setting this to a high of 200). This number allows you to establish the threshold at which point bulk contact options will be processed as a job in the background, allowing you to proceed with other work in your CRM.
- The Reminders preference widget has been renamed "Dashboard Reminders" in order to clarify that your selections here will not affect your Reminder Reports, but instead apply only to the Reminders tab accessible from your Dashboard.
Opportunities:
- When adding or editing an Opportunity from within a contact record, you are now correctly routed to the record rather than to the main Opportunity page.
- If validation fails when creating a new Opportunity, the page will display errors properly in order that you may continue to edit the form, rather than forcing you to begin the form anew.
Reporting:
- Two housekeeping fixes: 1) The Age Filter for the Contacts by RMD Report is now correctly labeled and 2) Driver's License is now consistently capitalized as "DL" on the Personal Profile.
- The Assistant columns in the Outlook Export CSV are now populated with Primary Contact data.
Contact Records:
- Contact Timeline filtered to "Contact" option was not filtering properly. This has been resolved.
- When an Employer is created through the Add New Contact process, that Employer's Contact Status is now set to Not Specified. Previously, it was left blank which could cause issues when syncing contacts using Retriever.
- If a Spouse's Employer is different than that of the main contact when using the Add New Contact option, that Employer will now be properly created upon completion of the Add New Contact process.
Happy Thursday!
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