|
An overview of last night's updates is below:
Activities:
- If you'd completed all instances of a repeating activity from any instance of it other than the initial activity, you might receive a 500 error when later attempting to open one of those completed activities. This should no longer occur.
- When typing in the Location field for an Activity, previously entered locations will now display as options for selection. Or, if the location you're entering is a new one, you can add it and it will display in the list going forward.
Calendar:
- Your navigation buttons and Date at the top of the Calendar (for Daily or Weekly views) now remain visible when scrolling.
Notes:
- Workflow Step Notes can now be accessed from the Workflow Summary Note's Actions menu on your Dashboard under Recently Added Notes, and in the Notes area within Contact Records.
Quicklists:
- If a Quicklist contained "And" and "Or" operations, when a user attempted to clone that Quicklist, the "And" operation(s) were stripped from the cloned Quicklist., i.e., it didn't end up being a clone of the original Quicklist, seeing as how it was "andless". Cloning for these types of Quicklists should now result in actual clones of the original, "ands" and all.
Recycle Bin:
- The Recycle Bin is now searchable. Contacts in your Recycle Bin were already alphabetized to make finding a specific contact, when necessary, a quick process, but, if your Recycle Bin is always overflowing and spilling out onto the floor, you'll find this search capability makes finding a specific contact in there an even quicker process.
Reporting:
- Custom Exports can now include additional Know Your Client information, such as Height, Weight, Is Smoker? (T/F), Medical Conditions, Estimated Net Worth, Total Assets, Non-liquid Assets, Liabilities, Liquid Assets, Net Worth and Liquid Net Worth. Account UDFs can also now be included in Custom Exports.
Switch-in Users:
- Switch-in Users were seeing Email Archiving data from their home database, rather than for the database they had switched into (or, as the no-preposition-at-the-end-of-a-sentence crowd likes to say, "rather than for the database into which they had switched"). This has been resolved, granting these users the same email viewing rights they possess within their home database.
User Experience / User Interface:
- When a link was present in the Description for a Workflow Task, this was causing the Workflow Task to stretch out on the Calendar. We understand the importance of stretching, even do it ourselves from time to time - but this was not the place. It's no longer an issue.
- User and Team Permissions for Contacts are now applied from within a modal to match the process for permission application for Opportunities.
- When typing in the Referred By field for a Contact, previously entered referrers will now display as options for selection. Or, if the referrer you're entering is a new one, you can add it and it will display in the list going forward.
Workflows:
- When Workflows were triggered by Automations, Workflow notifications were not being sent to the user to whom the tasks in the first step were assigned. They'll be sent in these instances now.
Hope you're having a great day!
|
