New Features and Enhancements
Simplified admin experience
We have introduced a new menu bar for the Admin settings. The features are categorized under the options on the left navigation menu, making it easier for users to discover the right option and take action.
Account hierarchy
Users can get a holistic view of customers’ company structures, engage with specific divisions, and make informed decisions on an account with the Hierarchy View powered by the UCR.
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Territory hierarchy
Users can structure sales efforts into broad Parent Territories and specific Child Territories. This approach will help optimize resources and provide insights into regional performance.
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Auto-assign territories to records
The CRM automatically updates records(contacts, accounts, and deals) with a user's main territory, reducing manual effort and ensuring data consistency. Admins can configure main and other territories for users, enabling automatic territory assignment based on record ownership.
Updates to quotes creation flow
Users no longer need to manually add products to the quote every time. When a new quote is created, the products associated with a deal will be auto-populated in the quote pricing table. The ‘Auto-sync products with quote’ checkbox has been moved to the quotes overview page. Users can now sync quotes to a deal by enabling the ‘Sync quote with deal’ toggle.
Bug Fixes
- Customers reported issues with creating custom fields in the contact module. This has been fixed.
- Customers reported encountering a “No Access” error when accessing specific curated marketing email reports. This has been fixed.
- Customers reported encountering an “Access Denied” error when refreshing or navigating to the Activities Dashboard page from different modules. This has been fixed.
- Customers reported UI breakage when the profile language was changed to Hebrew. This has been fixed.
- Customers reported a mismatch between the date value shown and the value inputted. This has been fixed.
- Customers reported that the “Live Dashboard” was disabled for the default Administrator role. This has been fixed.
- Customers could not toggle off "Mark as required" in default dependency between the Forecast category and the Expected close date. This has been fixed.
- Related contact details were not showing when users searched for deals from global search or other modules. This has been fixed.
- Customers reported issues with purchasing user licenses where the licenses were reversed automatically. This has been fixed.
- Some customers reported issues loading an email template while drafting an email. This has been fixed.
- The Edit icon for the contact details section under the email conversation page was not loading for some users. This has been fixed.
- Some customers reported issues with user list loading as options when configuring conditions in the workflow automation. This has been fixed.
- Some customers reported issues with contact creation when the dependent mandatory fields were configured. This has been fixed.
- Customers reported issues updating contacts fields from the details section because the page automatically scrolls up once successfully loaded. This has been fixed.
- Customers reported an issue with primary territory values being nullified. This has been fixed.
- Customers reported issues with editing/adding/deleting contact Lifecycle stages. This has been fixed.
- A few customers reported issues resizing the pricing table columns as they were reverting to the default size. This has been fixed.
- Customers reported discrepancies while uploading images in the document. The entire image did not appear in the preview, and the sides of the image were cut off. This has been fixed.
- When trying to re-order the dependent fields of the custom module, customers received an error "Custom module you are trying to access is not present.” This has been fixed.
- Some customers reported issues with scheduled emails being sent based on the user’s profile setting time zone instead of the chosen time. Issues were also reported, with scheduled emails being sent immediately instead of at the scheduled time. This has been fixed.
- Customers reported discrepancies in the data shown in the “Imported_by” field and a mismatch in the count of “Records updated” and “Records skipped” under import history. This has been fixed.
- Customers reported issues with contact creation via the mobile app (iOS). This has been fixed.
- Customers reported issues accessing import history even though they were assigned as an account admin. This has been fixed.