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Enhancements
CRM
Mobile Functionality
Enhanced the look and feel of Mobile CRM.
Use Case: Previously, many CRM items and navigation have been difficult to interact with on Mobile. Now, enhancements have been made which adjusted various sizes, positioning, padding of Menus and fonts. to make touch navigation/use easier.
- Streamlined Admin CRM Mobile views
Enhanced export capabilities by allowing CE Admins to mass export files and documents that have been uploaded to CRM for users.
Use Case: Previously,
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Streamlined Admin CRM Mobile layout.
Use Case: Previously, Admin layouts were showing more than one column on Mobile, making it difficult to view and navigate. Now, Admin layouts fall into one column, creating a clearer User experience. Previous layout (left) and current layout (right), shown below.
View Fields Settings
Added functionality allows Admins to configure View Fields on Mobile.
Use Case: Previously, Admins could not change View Fields on Mobile. Now, added functionality allows Admins to customize this feature, as seen below.
Bug Fixes
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Fixed an issue when Users are working with more than one CRM record concurrently (in separate tabs), saving child records (like Notes) to one of the open records can cause all child records from one parent to move to the other record.
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Users did not have the capability to export more than one file or document at a time. Now, CE Admins can perform a mass export on demand for Users, exporting multiple documents and files at once.
Bug Fixes
Fixed an issue with CRM Queries/Reports when Phone Numbers were exported to Excel, they were appearing with HTML tags.
Fixed an issue with CRM Add a New Record - Certain Child Buttons were previously missing on Mobile view.
Fixed an issue with Event Notifications not saving or updating the content or appearing in the preview window.
Fixed an issue with the My Reservations plugin on the Website, when Users click specific hyperlinks to their reservations, they will now correctly be taken to their reservation.
Fixed an issue with Branded Apps, where the Club logo was not perfectly horizontally centered.
Downloadable Guide