Release 16
Summary The whole Account Merge has been updated for a more simple and straight forward experience. Once you pick the accounts to merge, you are able t...
Tue, Mar 2, 2021 at 11:03 PM
NEW FEATURE: Web Manager - The ability to change the colour of calls in the Diary based on Call Type
With the new release, each Call Type can have their own colour in the Diary, allowing the User to have a better idea of the calls at a glance. NOTE: This i...
Tue, Mar 2, 2021 at 11:05 PM
Content and Customer Order copies are now recorded and can be viewed for each account. The is available in the newly added Email History tab of Account Det...
Tue, Mar 2, 2021 at 11:06 PM
A new column has been added to be available for the Order work item. When enabled, this column will automatically calculate and show the discount of the de...
Tue, Mar 2, 2021 at 11:07 PM
All new calls will now show who created the call in the Diary. 1 Day 5/7 Day View Call Details popup Month/List
Tue, Mar 2, 2021 at 11:11 PM
With the new release, each Call Type can have their own colour in the Diary, allowing the User to have a better idea of the calls at a glance. NOTE: This i...
Tue, Mar 2, 2021 at 11:16 PM
A new column has been added to be available for the Order work item. When enabled, this column will automatically calculate and show the discount of the de...
Tue, Mar 2, 2021 at 11:17 PM
Summary You are now able to save a call as incomplete with 1 button. An 'X' button has been added to the top left corner of a call to exit it. ...
Wed, Mar 3, 2021 at 2:58 AM
Call Notes can now be seen in the Activity History when the call is expanded.
Wed, Mar 3, 2021 at 3:20 AM
The user's display name is now automatically added to all new call notes. Account Sidebar Activity History Notes History in a Call
Wed, Mar 3, 2021 at 2:21 PM