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.