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You can review previous Release Notes to see all of the system enhancements we have implemented. |
Open Leads: Ability to
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Set the Fields Users Can View
A new version of Open Leads is now available that enables admins to set the fields users can view.
To set the fields and which Open Leads version to use, admins can visit Org Settings > .
Only one version of Open Leads can be active for the org at any given time.
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Filters:
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New Date Filter that Only Looks at Day/Month
Users with access to create filters for inTouch, Custom Queues, or Preset Reports can now set a date-based filter using only day/month. This will enable enables a more efficient set-up setup for identifying birthdays or anniversaries by day/month only. Example: show me all the people born in March (regardless of year).
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Other Updates
inFlow records counts by Status: users Users will now see the actual count per the Status on the left panel of inFlow (Menu Panel).
Field Views - now editable: Users with access to custom queues or preset reports can now edit an existing Field View from within the settings page of each Queue or Preset Report.
Set Advanced Report as homepage: Users that who utilize Advanced Reports can now set in Preferences to have Advanced Reports load first following a new login.