Release Notes – October 10th, 2008

  • Text/SMS campaigns are now functional
  • You can now set reminders to arrive via a text message instead of emails
  • Alerts can now be delivered via text messages to your phone.
  • You can now flag records for other users (or for yourself). A new home page box can be added to the homepage to display flagged records. A flagged record can be given a note. Once a user acknowledges the flagged record it will be removed from his flagged records box.
  • Due to the new record flags feature we renamed the “Flag” link to the more appropriate “Shortlist”.
  • You can now create digest style alerts. You will receive a daily email detailing all the alert events for that day instead of a separate email per alert. See Page 2 of your preferences screen for this option.
  • You can now disable Google Maps via a user preference. See Page 2 in you Preferences screen.
  • You can now disable the web search (done via google) via a user preference. See Page 2 in you Preferences screen.
  • You can now search contacts and companies by creation or modified dates and use a range of dates in your search.
  • You can now control which panels appear in the Summary view of each record. User administrators can set this via the Profile Settings screen under setup (pro users only).
  • Deal contacts view now shows the contact’s company as well.
  • When viewing deals from a company record you will now also see deals indirectly associated to the company via its contacts.
  • Data confirmations now allow the company or contact to update/create their address.
  • You can now add a weekly calendar view to the home page boxes. Click Add Boxes from the left menu when in the home page to add this box.
  • You can now add a day calendar view to the home page boxes. Click Add Boxes from the left menu when in the home page to add this box.
  • From a contact’s page you can now click to open that contact and his associated company in the combined contact-company form.
  • You can now define a custom price for a product in a deal to override the default product price.
  • Pipeline report was modified to account for custom prices of products in deals. As well, more detail was added to the report. The total amounts have been separated to the total projected amount as set in the deal record, and the total value which is the total of the actual value of all products in the deal, where available.
  • Company records now have a Source field.
  • All in-screen popup dialogs are now proper “lightbox” style dialogs.
  • We put in some fixes to the home page box dragging behaviors.
  • Resolved a vonage problem with Firefox 3.

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