June 2018

News

• Statistics completely re-worked
• Order leads on the Client Folder page
• Add a preference to pre-fill tags when creating a follow-up from the lead's tags
• Add a new column type in prospecting lists: Client folder with autocompletion with the clients already existing in the account (Expert edition only)
• Add 5 custom fields type for Expert edition
• New Zapier application with new actions: add an activity log on a lead, change the status on a lead, change the step on a lead, set the amount and probability on a lead, add an attachment on a lead

Improvements to existing features

• Update columns in the dashboard page
• Update the status popover window on leads: add the activities on the comment's box or on the note's box for reminders
• Update error pages: translated and the same look as website
• Remove the support chat button from the prospecting list, but still available from the right menu
• Add note from Standby status in the lead's history
• Add tags on the follow-up form
• Better register page with a better view on the options on editions
• Add the year information on comments when receiving a notification by email
• Statistics on prospecting lists available for all users
• Re-worked on the referral program
• Move 'Activities' button in 4th position on admin panel

Bug fixed

• Fix processing RingCentral webhooks when the account has many extensions
• Display estimated closing date in the pipeline view if the sort is by estimated closing date
• Fix display on the pending bcc email list page
• When deleting a lead created from a prospect move back the comments to the prospect to not lose them
• Fix lead clipper escaping issue
• Fix display of empty side menu on the activity feed
• Fix translation on filter
• Add notification if an unassigned lead has already been assigned
• Fix double click on the + button on the prospecting lists
• Fix prospecting list header edition
• Fix bug when trying to retrieve the phone number called with RingCentral
• Fix banner color select
• Fix text in the preference to scan the business cards
• Fix specific words set in the emails
• Fix RingCentral call recording not found in some cases. Wait for RingCentral to finish the record
• Remove navigation button when displaying one client folder
• Fix follow-up progress tooltip
• Fix export of statistics
• Fix activities detail page from the statistics page
• Fix add outcome activity on a prospect when the prospecting list is sorted out
• Fix estimated closing date timezone in pipeline
• Fix activities select display when the screen is smaller than the name
• Fix incoherence between numbers in activities table and number of activities in activities details modal
• Fix dates in statistics
• Fix tags with a comma
• Add back the group by categories in statistics
• Fix change status of a lead when adding a comment at the same time
• Update statistics on pipeline
• Fix add missing fields duplicated when a lead was created by email
• Fix activity outcomes form when too many outcomes
• Removed the managed column from activities statistics
• Fix validation on Client folder name when it is too long
• Show tooltip on the status button on the lead's page only if the lead is in standby with a reminder with time
• Fix condition to display empty step in pipeline statistics

Bug fixed Mobile app

• Fix display of disabled activities or outcomes when planning/logging activities
• Deactivated the left menu items for clients and tags browsing when more 100 predefined tags or more than 100 clients