|
|---|
...
Reports
Added Map report type, allowing pins to be displayed on a Google Map of address data fed from the CRM. Report takes in a CRM query and can display additional data about the record in a Google Maps InfoWindow.
Use Case: Visually see the results of your Query now displayed on a map; for example, where your Prospects are located.
Added ability to use Query variable functions in Flow, Merge, and Graph report types.
Use Case: Now, save time by having results auto-filtered based on log-in criteria. For instance, if I am a Salesperson, and I always want to see results for my prospects, the system now responds to know that I am logged in, and will display only my results, yet provide me with an opportunity to alter the filter if I choose. As a Sales Manager, I could choose the Individuals or Areas I wish to see, and results will display based on selection. Previously, multiple queries would have been needed to satisfy these requests, however, with this enhancement, only one query is needed, and filters applied change data returned in reports.
Layout Builder
Added option to Layout Builder to specify if a Child relationship grid should display All or a Subset of records. By default only the first 5 will still be displayed unless a custom sort or filter is selected in the grid. Replaces former method of displaying only the top 5 records in all scenarios.
Use Case: For a Club who has multiple notes (child) under Prospect Notes (Parent), with a sort and/or filter applied, now view all notes for the prospect with sort applied (if any), rather than displaying only (5) records.
Bug Fixes
...
Fixed an issue with the Campaign Recipient Detail where a dialog would error when attempting to display Query data.
...
Fixed an issue with Query Variables that could reset their display in certain refresh scenarios.
...
Fixed an issue where users had the ability to paste inline images in CRM HTML editors.
...
This change ensures consistency with core Website HTML Editor.
...
Fixed an issue when merging records. In some specific cases the record being chosen to keep could be linked to itself in a relationship.
...
Fixed an issue where the campaign target can be saved multiple times.
...
Bug Fixes
Fixed an issue with the Event Manager pop-up window being unable to close due to JavaScript error.
Fixed an issue with the Event Manager where the cancellation time would be incorrect. Cancelled reservation timestamps were not applying the proper time zone offset.
Fixed an issue with the Tee Time Special Event form integration that was not setting the proper status of reservations once the form was completed.
Fixed an issue with the Mobile Tee Time booking window which would edit player 6 into the player 5 slot when booking a group reservation of two fivesomes.
Fixed an issue where the course name would not be updated on confirmation and email notifications when a tee time was moved to a different course.
Fixed an issue with public Tee Times not sending guest notifications to all guests including those who were booked by admins in the booking center.
Fixed an issue with overlapping spa reservations that could be booked if the reservations overlapped in time but do not during their prep or cleanup time.
Fixed an issue where the Dining Lottery was not pulling all reservations due to missing status type for in progress lottery requests.