April 2017
New features
- API: add estimatedclosingdate when updating a lead
- Calendar sync. now contains address of lead, if address field defined.
Improvements in existing features
- QuickBooks: when creating an estimate, if the customer doesn't exist in QuickBooks the application can create it
- QuickBooks: when creating an estimate, if the customer already exists in QuickBooks it is automatically selected in the estimate
- QuickBooks: when creating an invoice, if the customer doesn't exist in QuickBooks the application can create it
- QuickBooks: when creating an invoice, if the customer already exists in QuickBooks it is automatically selected in the invoice
- QuickBooks: when creating a customer from a lead, extract the address, phone number information. If using Full name field instead of First name and Last name, it is used to create the customer
- Restriction on attachment size only for emails.
- API: when updating a lead, be able to use the step_id instead of the step name only in case of the same step name in multiple pipeline
- Update the webinar widget to display only the day and time of next webinar.
- Add the address if it exists in the lead in the event of the google calendar
Bug fixes
- Fix mass assign leads when everything is shared in the account and all users can reassign leads
- Fix mass assign unassigned leads
Bug fixes on mobile
- Fix lead's creation when application was offline