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Release notes 2019-01-10
Release notes 2019-01-10
Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

  • The limit of users that can be added to the calendar view at once was increased from 10 to 15 users.

  • User visibility settings that restricts user's right to edit records, but allows to view records that belong to another user was improved and now the user with restriction to edit records may enter the contact's card and view all the information (All options to edit are hidden). Before this improvement - user wasn't able to enter the card of the contact that he has no right to edit.

  • It is now available to add the first name or the last name to the email template.

  • In the sections were data export are available and print version supported - Export and Print buttons was moved to the top of the page.

  • Quick edit button was re-added to the Pipeline view.

  • When creating new deal - the last used Pipeline of the user are being picked automatically.

  • Added new filtering criteria - Estimated stage closure date. You may manage the length of how long the deal may remain in stage in the settings: How to create the Sales Pipeline?

  • New feature allows sending emails straight from the Pipeline view.

  • When creating a new task and adding a related company/people - the system now suggests the person/company that is already assigned. If you want to see the suggestion, add the company/people first and the click +

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