February 2017
New architecture
We upgrade our architecture to serve you better and faster.
New features on mobile
- Notifications for reminders, comments
- Login with Google and Intuit
New features
- Export the follow ups
- Export unassigned leads
- API: managing client folders: create, delete, update, retrieve
- API: add and delete attachments on leads
- API: attach a lead to a client to folder, be able to change the creation date of a lead when creating or updating it
Improvements in existing features
- Be able to mark a standby task to done directly
- Depending on the privacy, add a warning message when assigning a lead to a user not being on the same team
- Search in prospecting lists: simpler search counter, better scroll to search results
- Improve performance for calendar links
Bug fixes
- Fix lead clipper with the new LinkedIn pages
- Fix bug when adding tags in categories
- Fix cancel button when creating a lead from the Client folder
- Fix backdrop of help tour on spreadsheets
- Fix empty bcc emails in some cases
- Fix message when connecting with Google and Intuit
- Fix export of Prospecting lists (Adding the Color column)
- Fix leads export
- Fix issue when changing status when a notification was set and the lead description was too long
- Fix statistics by team in admin email
- Fix error when assigning a client folder
- Fix buttons to upgrade edition