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Release Notes 175 - 8/9/24

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Highlights

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

Open Leads: Ability to 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: new date filter that only looks at day / month

Users will 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 a more efficient set-up 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 will now see the actual count per Status on the left panel of inFlow.

  • 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 utilize Advanced Reports can now set in Preferences to have Advanced Reports load first following a new login

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