Version 6.2.0

Version 6.2.0

Release Date: 12/15/2022

New Features and Enhancements

  • Email addresses on Profile Details have been given more room to avoid being truncated.
  • You can now change the Belongs To when editing a Contact Information item.
  • Profile Details will now remember the state of which sections you left expanded or collapsed.
  • Black Diamond asset imports will now mark Supervised assets as Managed in the CRM.
  • The Actions Dashboard Card has been enhanced:
    • Service Level now shows on the Actions.
    • Can now filter by Action Type and Service Level.
    • The first Action in the list is expanded for quick viewing.
    • Clicking Dashboard Filtered View will open the Actions Workspace with the same filters applied as the current Dashboard card.

Issues Resolved

  • When searching, the cursor no longer hides behind the search icon at the start.
  • The ActionID now shows in the updated Action view on the header.
  • The Action Header has been resized to allow more space for the Action Subject.
  • The Action Subject can be viewed when hovered if it exceeds the allotted space on the Action header.
  • Searching for a Referred By now shows all results if more than 10.
  • Resolved a case where the Documents Workspace did not resize appropriately on narrow screens.
  • Resolved a case where logging in to another User account on the same machine would display the first account's Inbox with the Microsoft 365 integration.
  • The Client by service level Dashboard card now correctly displays levels other than Gold, Silver, or Platinum.
  • Opening the Record Workspace from the Clients - Out of Contact Dashboard card now correctly carries over any filters applied to the card.

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