Below is a summary of Release Note Highlights from the past week:
- Added new menu under Manage Your Account called Manage Database Integrations which can only be accessed by Admins - this area currently allows the integrations for CopyTalk, Mobile Assistant and TD Ameritrade to be enabled or disabled for an entire database.
- Added TD Ameritrade Veo settings input area under Manage Your Account —> Change Site Preferences. - Requires that database has the TD Ameritrade integration enabled to work.
- Changed Manage Your Account --> Dropbox Files to Manage Your Account --> Dropbox Files & Database Backups -
a widget is available here that allows database admins to request and have automatically created database backups.
- Fixed bug in saving Broadcast Emails as a Contact Note - previously you received an error when attempting to save copies of a Broadcast Email as a Note to contact records.