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Release Notes 171 - 6/19/24

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Highlights

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

Content Library: Ability to sort content

Users can now sort or filter content via a new dropdown in the content library:

image-20240617-122746.png

UI/UX Update: various updates to improve the user experience

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

image-20240617-123059.png

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

    image-20240617-123602.png

Other bugs / updates

  • inFlow: when clicking a lead in a page 2 or higher, it was refreshing the list to 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 a different user was selected in the Team/Agent dropdown, the lead counts in the left panel were not updating: Resolved

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