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[17-July-20] Lead Field Audit, Task Export, New Lead Merge UI and More…

Now track changes to all lead fields with Lead Field Audit, export tasks from the Manage Tasks page, and enjoy a better experience while merging leads. We’ve also made minor enhancements in landing pages, automations, smart views and custom field sets.

 

Lead Field Audit

The Lead Field Audit helps you keep track of all changes made to lead fields, by your users or through the system (Automation, Rules, etc.). To know more, refer to Lead Field Audit.

Audit

 

Export Tasks

You can now export Tasks through the Actions menu on the Manage Tasks page.

Product

 

Lead Merge

We’ve enhanced the lead merge interface to preview the parent lead details before merging multiple leads. The lead merge activity is posted on the Lead Details page will include fields of the child lead that were merged. To know more, refer to Merge Leads.

Merge

 

Landing Pages

You can now use invisible reCAPTCHA on your landing pages. To know more, refer to Google reCAPTCHA on Landing Pages.

Product

 

Automation

The file upload status for file type fields of custom field sets can now be mail merged in cards across automation. Note that the schema name (not the display name) is used in the mail merge functionality.

automation CFS status mail merge

 

Smart Views

New ‘Task Type’ and ‘Task Status’ filters are available on smart views (for both admins and other users). These filters will help narrow down specific tasks and statuses while creating a smart view tab. For more information, see Smart Views and Smart Views for Admins.

Task type smart views

 

Custom Field Sets

You can now restrict the number of files that can be uploaded in a CFS file type field. Previously, the maximum limit on the number of files you could upload was not configurable. The maximum number of files is 10. To know more, refer to Custom Field Sets.