September 2016

New features

Disable when the new lead popup is displayed to click outside of the popup to close it
Improving the list of Client folders with filtering and sorting options
Administrator can re-assign client folders depending on the privacy set
Compatibility with the new Freshbooks accounts (my.freshbooks.com)
Add mass update on amount and probability
In pending bcc emails list, if the user is admin, add a drop down menu to filter by user
Lead Clipper: be able to create a new lead from a QuickBooks customer's page or a Freshbooks client's page
API: be able to filter leads by tags

Fix in the browse the Don't forget block that was not displayed anymore
Fix typo in editions' descriptions
Fix dates in estimated closing date pipeline
Fix pagination in estimated closing date pipeline
Fix issues on auto-completion
Fix filter client folders with and without tags
Fix search in Prospecting list
Fix delete pipelines with no leads but with steps
Fix filter on client folders when filtering on active clients and by number of leads
Fix display of client folder when the user is a team manager
Fix list of clients with inactive leads when the user doesn't have leads
Fix mass update to not change the status of a lead that has already the specified status
Fix error when cannot access to Google and notify the user of the error
Fix follow up task content display
Fix field type with leading and ending white spaces