November 2016
Mobile improvement
- Add activity feed
- Add unassigned leads list
- Add estimated closing date
New features
- Add missing default fields button when creating / editing a lead
- Add a preference to add missing default fields when a lead is created from an email (with @add or @bcc email addresses) or from a business card
- Add new default fields type: city, zipcode, country, state
Improvements in existing features
- If the preference is set on opening link on new tab or window, open all links from lead's description, comments and emails according to the preference
- In a prospecting list, directly see the status of the lead created with a prospecting list’s row
- In a prospecting list, right click on a row allows you to directly call / send a email to a prospect (if there is a phone or an email column)
- Improved speed in the prospecting list
- In a prospecting list, cannot edit the prospect anymore when a lead is created
- When a lead is created from a prospect, then the lead is deleted, the prospect comes back editable
- Improve error message when trying to connect to the Ydncrm account coming from Intuit or Google
- Duplicate tags when a lead is duplicated
- Display results in English when doing a search in Help center or Academy
- Add create a Freshbooks invoice from the Actions menu
- When creating a Freshbooks client from a lead, if the fields with types city, zipcode, country or state are present, we add those fields into Freshbooks client definition.
Bug fixes
- Fix prospecting list creation from API
- Fix display issue on invoices
- Add error message when trying to add Dropbox attachment with a file name too long
- Fix lead creation from prospecting list when probability set with decimal.
- Add error message when lead creation failed from a prospecting list
- Fix mass update of Teams
- Fix delete a team with the same name
- Fix Creation date column in All leads page when the sort was not on a date property
- Fix click on items listed by autocomplete
- Fix adding the comment in google calendar when creating a reminder
- Fix click on emails in lead's description that was not working sometimes