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Release Notes — January 25, 2013

Below is a summary of recent Release Note Highlights:

  • Added the Activity Notes field to the Standard Activity reports.
  • Added the Percent Activity Complete field to activities.
  • Added bulk document uploading — instructions for how to use are here.
  • Added SmartWorks integration link for Genworth advisors.
  • Added social links to the Contact Card — more information on this available here.
  • All reports now have a "loading..." indicator on top — this indicator was added to eliminate confusion when large amounts of data are being pulled for a specific report.
  • Added the Contact Detail report — this is accessible when clicking Run a Report in the Common Tasks widget when within a contact record.
  • Contact Accounts page now has an option to filter accounts by their status.
  • Context-sensitive help being introduced throughout CRM — details are here.
  • Added a followup activity option to Notes created from the CopyTalk or Mobile Assistant integrations.
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