Release Notes — July 16, 2012

Below is a summary of recent Release Note Highlights:

  • Released new free mobile application for Blackberry.
  • Added the Status field to the Combine Records dialog — this should allow you to in some cases to determine more easily which record you want to keep when combining records.

  • Added a right-click and Change Due Date option to the Checklist Task Reminder report.

  • Docupace integration now checks for a Docupace folder by Tax ID before prompting the user to do a Contact Name search and  Docupace integration now allows a user to create a folder in Docupace.

  • New workflow trigger: On Internet Change — now, when making a change to a contact's email or web address, you will be prompted to add a workflow, if desired.

  • Added "Export to Excel" option for many of our Standard Reports that didn't already include this option.
  • Updated many of the exports generated from our Standard Reports, so that they only include the data you are currently displaying in your report grid and with columns displayed as you are viewing them.
  • Updated the Opportunity Tracker stage filter to allow "Select All" or "only" one options.

  • Added right-click options to View and Download email from the Email By Contact report.

  • Added option to double-click and open an email from the Email By Contact report.

  • Restored note drafts to the CRM. Automatically saves notes as the user types. Only works when a contact is specified with the note.

  • Added "Export to PDF" option for the Notes By Contact report.

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