Version 7.2.0

Version 7.2.0

Release Date: 10/18/2023

New Features and Enhancements

  • Browser tabs now display the Record Name or UI Action ID being displayed when appropriate.
  • The default landing page has been set to a role-appropriate dashboard if the user has no landing page already selected.
  • Action Items dashboard card now has a toggle when filtering by users to only show active users.

Issues Resolved

  • Revenue-reporting dashboard cards now correctly consider the End Date for display.
  • Resolved a case where newly-created Records would have blank phone or mailing addressed included.
  • Resolved a case where employment information could not be edited.
  • Size limitations on Person picture uploads have been increased.
  • The drill-down grid for the Client Out of Contact dashboard card now displays Channel information.
  • Resolved a case where the local Outlook Add-in updater would remove the Add-in.
  • Resolved a case where contact sync for Microsoft 365 integration users would fail.

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