Version 5.3.5

Version 5.3.5

Release Date: 11/17/2021

New Features

  • Rearranged items in the Record Details for more intuitive access:
    • Notes has been broken out into its own section.
    • Revenue has been moved to the Financials section.
  • New Record engagement fields have been added to the Record Card configuration options.
  • More Record-level fields have been added to the audit log.
  • Unattended Asset Imports from SEI can now be enabled.

Issues Resolved

  • The Move/Copy Workflow button has been restored in the New Record Layout.
  • Resolved a case where the number of Pending Actions in the Workflow widget of the Record Summary in the New Layout was not accurate.
  • Resolved a case where an Action with "First step completes automatically" would not generate appropriate alerts.
  • Resolved a case where certain system areas would open multiple tabs when clicked on.
  • Resolved a case where Constant Contact would not load when opening a Record.
  • Resolved a case where linking a document to an Action would create multiple entries in the Record’s Documents.

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