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Info

You can review previous Release Notes to see all of the system enhancements we have implemented.

Content Library: Ability to

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Sort Content

Users can now sort or filter content via a new dropdown in the content library:image-20240617-122746.pngImage RemovedContent Library.

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UI/UX Update:

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Various Updates to

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Improve the

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User Experience

  • Minor color and design updates to the Email and Referral Partner reports.

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  • Content Library: when When editing an email in the email task creation process, the user can now preview the changes prior to saving:.

    image-20240617-123602.pngImage Modified

Other

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Bugs/Updates

The following issues have been resolved.

  • inFlow: when When clicking a lead in a page Page 2 or higher, it was refreshing the list to page Page 1: Resolved.

  • Call Count: Call counts were updating in MyPipeline reports for missed calls and not matching SMR: Resolved.

  • Saved Views: Saved Views were not saving the columns selected by the user in lists: Resolved.

  • Workflow Counts Not Updating: when When a different user was selected in the Team/Agent dropdown, the lead counts in the left panel were not updating: Resolved.