Version 8.1.0

Version 8.1.0

Release Date: 7/17/2024

New Features and Enhancements

  • The Resource Center has been updated with better access to help documentation and other new features.
  • Enabling the Google Legacy integration now uses Oauth for a more secure experience. (See Google (Legacy): User Setup for more details.
  • The Won/Lost Clients dashboard card now looks at the Termination Amount entered in Engagement for a Record on Lost clients to determine calculations.

Issues Resolved

  • Opening the Action Workspace from the Action Items card now correctly accounts for the user's timezone.
  • The People menu for sharing a dashboard now displays the list in alphabetical order.
  • Resolved a case where the New Clients by Source dashboard card would have timeframes set off by 1 day of the selected range.

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