New Features/Enhancements
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Global Search
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Default Type - Set Preference for Org and by
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User
The default search preference can now be set at the organization level and User user level. Current The current default search is “Last Name”. However, if you want Name.” If you would like to change this to “Mobile Phone” or another search parameter, please submit achange requestto the Support Team.
See the Global Search Default article in the Help Center for more information.
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Default The default selected will apply to all users. |
USER LEVEL: users Users can set their own default search criteria via their “User Profile”
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Profile.”
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Lead Caps by Campaign and User
Marketing/lead admins can now set default lead caps at both the Campaign campaign and User level.
Read more about this feature in the HELP CENTER
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user levels.
See the Campaign Lead Caps article in the Help Center for more information.
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Submit achange requestto have this feature added for your marketing/lead admins. |
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Bugs
Interest Rate “%” fields now showing three decimals: Issue -several Fields Now Showing Three Decimals
Issue: Several reports and grids were only showing two decimals for interest rates.
Status: Resolved.
Assignment Change Web hook: Issue - Webhook
Issue: Two entries were being created in the application history for assignment if the lead was taken from a custom queue.
Status: Resolved.