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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
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