The latest updates for our app, available on the Apple App Store.
Accounts
You can now restrict your users from Viewing, Creating, Editing and Deleting individual Accounts by applying Permission Templates.
Leads
You can now select multiple Activities when applying filters on leads.
Opportunities
The new Opportunity Datatypes (Phone, Email, Date, Geolocation and Auto Id) are now supported on the Opportunity cards. To enable these data types on your account, refer to Advanced Configurations. If these new fields are added to Opportunity cards via the Customize Opportunity Card feature, they’ll now appear in the Opportunity list and tabs.
Additional Settings
The Restrict File Upload Mobile App Additional Setting now disables the Choose from Library option when your users use the Capture Text from Images feature. This directs the user straight to the mobile camera to capture the photo.
Task and Products
We’ve increased the limit on the following entities –
- Previously you could add up to 20 Appointment Task types. This is now increased to 50.
- Previously you could add up to 30 To-do Task types. This is now increased to 50.
- Previously you could add up to 500 Product types. This is now increased to 1,000.
