- There is a new option to set tracked emails to Private.
Account \ Event Bookings
- In an Account you can click ‘+New’ button to add a new Event Booking.
- New ‘Copy’ action, adds a new Product with the same values.
- Event booking invoices now post into Xero.
- When a contact is made dormant, confirmation is displayed with an option to Return to List or Close.
Quote List Designer
- In List Designer – Quotes you now have the option to select Opportunity User Defined Fields.
- The Action Centre – Recent list instantly updates to display the Summary name changes.
- You can now view and drill down into pie charts with over 20 segments.
Homepage – Activities
- You can open lead call backs from overdue activities on the Homepage.
Profile – Pin to Menu
- You can open a Profile, Select Actions, Pin to Menu.
Opportunities & Quotes
- When adding custom line to a quote, the Sub Total value is immediately updated.
- You can now confirm a bulk replace on Opportunities.
Prices Sub List
- You can use the numeric filter ‘greater than’ to search for product prices.
Time Entry Widgets
- Now display the time/units spent beyond the limit of time in Time Settings.
- When creating a booking on an Event you can now book all to add attendees to a session.
- You can run a bulk document generation from the Event Attendees list.
- Bookings details are now displayed at the top of the Event Booking screen.
- Campaigns now syncs to Gold-Vision Connect without an error.
Settings – List View
- You can now update Field labels in the List view.
Reports & Dashboards