New Features/Enhancements

Global Search Default Type - Set Preference for Org and by User

The default search preference can now be set at the organization level and user level. The current default search is “Last Name.” If you would like to change this to “Mobile Phone” or another search parameter, please submit a change request to the Support Team.

See the Global Search Default article in the Help Center for more information.

USER LEVEL: Users can set their own default search criteria via their “User Profile.”

Open

Open

Lead Caps by Campaign and User

Marketing/lead admins can now set default lead caps at both the campaign and user levels.

See the Campaign Lead Caps article in the Help Center for more information.

Open

Bugs

Interest Rate “%” Fields Now Showing Three Decimals
Issue: Several reports and grids were only showing two decimals for interest rates.
Status: Resolved.

Assignment Change Webhook
Issue: Two entries were being created in the application history for assignment if the lead was taken from a custom queue.
Status: Resolved.