April 2018

News

• Reassign leads from Mobile
• Add menu on Mobile to see the Categories and predefined tags
• Add new preference: Only admin can delete a prospecting list
• New filters in leads by client folder
• New Client Folder list page
• Order tags alphabetically when exporting data
• Categories display as columns in the compact view

Improvements to existing features

• Update the lead view to display the planned activity and the Standby note
• Remove connection with RingCentral account when we cannot access anymore to the customer account
• Add activity icons in Calendar entries
• After a search, be able to exclude results with a specific tag
• Be able to create unassigned leads from a prospecting list

Bug fixed

• Fix display on date picker
• Fix display of comments
• Keep track of comments on a prospect after creating a lead
• Fix Lead Clipper for LinkedIn website. Need to re-install the Lead Clipper to have those updates.
• Fix links to Help Center in the application
• Fix spreadsheet sort when there were empty lines
• Fix pagination
• Fix links in Today's todo widget
• Fix order of bcc emails on a lead
• Fix client page when reassigning a client
• Fix issue when clicking on next step and previous step
• Fix double click when logging an activity
• Fix performance when sorting data in a prospecting list

Bug fixed Mobile app

• Fix disconnection issue
• Fix comment box when changing the lead's status to won/cancelled/lost
• Fix search
• Fix authentication with Intuit