Posted on 3:56 am, May 10, 2017 by

We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include:

  • Views Create Button
  • Filter Custom Attributes in Leads App
  • Project Dynamic and Static
  • Views Create Button in Projects App
  • Ideas Triggers – Highlighting

CRM Updates

  • Views Create Button – We have attached the “Views” create button in the CRM apps. Hereafter you can make your own view by clicking on this “Create” button that will be available under the “Settings” -> “Customize App” -> “Views”. It allows you to create views as per your requirement, and you can get this result in the left navigation panel.

crm_views
Leads

  • Filter Custom AttributesIn Leads App, we have added the “Filter” option for custom attributes. This feature will allow you to filter the custom attributes, displaying the result as per the filtrate condition. You can search and select the attributes for performing this filter action.
leads_filter

Project Management

Projects

  • Project Dynamic and StaticWe have moved the “Milestones” creation option from the collaboration activities to the project’s “Overview” page and also in the Projects Templates section.
    The other pretty interesting things in the Projects Templates section are, while creating the milestones, there are two ways to set the assignee. They are:
    • Static – If you are go with Static option, you can assign any one of your employee.
    • Dynamic – And the Dynamic option automatically picks up the logged in user as the assignee.
      Once the template with milestones are created, now while creating a new project using this template, it will automatically fetch the milestones and the assigned to.
project_dynamic_static
  • Views Create Button – We have attached the “Views” create button in the Projects App. Hereafter you can make your own view by clicking on this “Create” button that will be available in the “Settings” -> “Customize App” -> ”Views”. It allows you to create views as per your requirements, and you can get this result in the left navigation panel.
project_views

Product Management

Ideas

  • Triggers – Highlighting – In Ideas App, we have made some additional functionalities in the triggers feature. The new changes are done in the “Creation Date” and “Modified Date” fields, so you can automate the triggers for past and future dates. In this you can find the different options for the past dates like – In the Past, Between the Past, Beyond the Past and for future – In the Next, Between the Next & Beyond the Next. Also triggering the email as per days, weeks, months and years.
    Note: This new changes will be applicable for all the apps which have the Trigger functionality.
ideas_triggers