The latest updates for our app, which is available on the Apple App Store.
Opportunities
- You can now set a default status and stage for new opportunities. Once default values are set, they will be pre-populated in the Opportunity Form. To configure it, please refer to Organization Settings – Advanced Configuration.
- In the Opportunity Card, you can now display the Opportunity Age. This is the number of days that have passed since the opportunity was created. To enable this feature, refer to Organization Settings – Advanced Configuration.
Smart Views
For Lead and Opportunity Smart Views, you can now select multiple options across all filter categories (except for Date Range and Status filters). For dependant fields, child fields support multi-select.
Custom Field Sets
For tenants created after 17th June, 2021, Custom Field Sets (CFS) added to dynamic forms can be configured as follows –
- String fields can be configured with a maximum limit of either 50 or 1,000 characters.
- Dropdown fields can be configured with a maximum limit of either 50 or 200 characters.
Settings
On the Settings screen, the app’s last synced date and time are displayed.
