October 2017
News
- Be able to choose your homepage
- Synchronization of data with our partner PieSync
- Add new webhooks/notifications for Expert edition
- Release a new Zapier application with new triggers and actions
- New Lead Clipper to work back with all websites
- Customize the columns of the Compact view on leads: hide/add columns and it is saved in user preferences
Improvements in existing features
- Attachments preview on a lead
- Allow a user to remove a reminder's time without having to switch it to todo and back to standby
- Be able to add an attachment without extension
- Be able to create webhooks through the API
- Add creating estimate when connecting with the new Freshbooks version (my.freshbooks.com)
- Optimization of the application to have a faster display
- Export comments when exporting a prospecting list
- Improve the tasks status display
- Prevent multi-click on submitting buttons
- Be able to star leads from the pipeline view
- Be able to select many files at once when adding attachments to a lead
- Add help popup window when pasting data on prospecting list
- Improve post-sales tasks filtering
Bug fixes
- Fix search box on prospecting list not working on Safari
- Fix Arabic characters not displayed properly
- Fix typo on Admin dashboard
- Fix bookmarks followups
- Fix Dropbox attachments
- Fix sort data by estimated closing date
- Fix to click on lead button next to a spreadsheet row
- Fix spinner issue
- Add an error message when submitting an empty comment
- Fix pipeline estimated closing date: leads disappear sometimes when using drag and drop
- Fix lead's editor when editing a lead
- Fix lead created by email with un-authorized HTML
- Fix to assign unassigned leads when the account has only one user
- Fix calendar issue when a reminder has a time and no duration
- Add default user duration when adding a reminder from the mobile application
- Fix profile/setup after activation
- Fix new lead button on prospecting list for IE11
- Add button for hiding unassigned leads content
- Limit unassigned leads content to 20 lines
- Fix email address links not adding the BCC address
- Fix leads disappear when status filter is equal to "all" and changing the status
- Fix estimated closing date on pipeline
- Fix export of phone numbers on leads when sometimes Excel removes the 0 at the beginning
- Fix check duplicate account name on register
- Fix minimum width of title column in the compact view
- Fix lead's creation form on Chrome