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An overview of last night's updates is below:
Advanced Search:
- The "Value" dropdown box will now dynamically adjust to display the full value of each option available for the Field being searched, regardless of a Value's length. Truncation be gone!
- When clicking the "Return to Search" option from a contact record, your search parameters will still be displayed at the top of the Advanced Search page. Previously, your results were still there but the parameters were blank. That was like coming back to work on a puzzle and someone had taken the box with the pretty picture away.
Opportunities:
- When viewing your Opportunities, you'll now see an indicator of the combined Total Amount for the Opportunities you are viewing, which will update based upon the filters you have applied to your Opportunities. Math, right before your eyes!
- When adding or editing an Opportunity's Amount, Probability, Projected Revenue or Actual Revenue, you'll now receive a message should you enter bad data in one of those fields. Just a gentle reminder to discipline that bad data.
QuickLists:
- When clicking on one of your saved QuickLists, some field values would not display on your results page. The original search query was running correctly, but this made it hard to determine what the criteria for those QuickLists that included those fields was, unless you had spelled that out in the QuickLists' Descriptions. All should display as expected now.
Reporting:
- The UDFs by Account Report was returning a 500 error in instances where an account that had a UDF attached to it was deleted from the database. Now, when the account is deleted the linkage is removed.
User Interface / User Experience:
- We've resolved a couple of display issues that popped up when manually adding an asset to a client account, one of which (the "No account assets available to display" message remained in place after your newly added account asset was clearly displaying) was clearly spoiling for a fight.
- We've clarified the error message produced when entering data that exceeds the maximum length in the Account Product, Account Model, Account Asset, Department Email or Web and Tax Year fields.
Speak Module:
- The "Get Riskalyze numbers" option in Client Chat rooms was unresponsive in some cases. This should no longer be an issue.
- Hyperlinks within the Speak module will now open up in a new tab in your browser.
Hope you're having a great day!
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