Help Center

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August 2018

News

  • In the user admin section, add a button on each user to reset their iCal link

Improvements to existing features

  • Be able to filter the follow-ups by a user for a team manager
  • When exporting the leads, the activity notes are exported like the comments
  • In the pipeline view, the Expand/Collapse option chosen is now remembered
  • When exporting the Client Folder, the client folder owner is now exported

Bug fixed

  • Hide the team selection option on a lead page if the team feature is not enabled
  • Fix the follow-ups and task re-assignment to follow the policy of reassignment of objects in the Account settings
  • Fix not in the re-schedule section of a lead that was not displayed properly if the note contained some specific characters
  • In the Tools menu, remove a link to the admin section when the user is not admin
  • Remove not working buttons on Forecast statistics page
  • Fix retrieving the lead when making a call with Aircall
  • Remove pending bcc emails from the list after attaching it to a lead
  • Fix hardware issue on our server what causing slowness for some customers
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