Product Updates

Jul 11, 2024

Platform Updates – Tantalum 1

Currency Format Support for Task Number Fields Previously, Currency Format was supported for Lead, Opportunity, Activity, and CFS Fields. Now, the feature is also available on the number fields in Tasks. To implement this enhancement, navigate to Settings>Leads>Configure Task Type and select the relevant task type. When creating or editing a Task Type, you can […]

Jul 11, 2024

Jun 10, 2024

Platform Updates – Hafnium 3

Integer Datatype for Opportunities, Activities, and CFS Previously, only decimal numbers were supported in the Opportunity, Activity & CFS modules. Now, integer numbers are also supported in these modules. This update offers users greater flexibility, enabling them to work with whole numbers for more precise data entry and management. To enable this feature, please reach […]

Jun 10, 2024

May 07, 2024

Platform Updates – Hafnium 2

Deprecated Feature – Export Form as HTML The Export Form as HTML feature has been deprecated. Instead, customers can use a more advanced feature – Form Widgets. The Forms can be embedded in a Widget and installed on your webpage or landing page. Note: Existing Forms that have been exported as HTML, and are currently […]

May 07, 2024

Apr 25, 2024

Developer Platform Updates

Additional Content-Type Support for “Test Lapps” functionality The Test Lapp functionality now supports additional content types – XML, form-data and x-www-form-urlencoded. For more details, see How to Test a Lapp. User Personalization in the Mavis DB Admin grid User specific advanced search filters, column ordering and sorting are retained when navigating from one tab to […]

Apr 25, 2024

Apr 22, 2024

Platform Updates – Hafnium 1

Auto Check-out during Logout Admins and Managers can access users’ Check-in and Check-out History Report to track user productivity. Previously, when a user logs out of LeadSquared, they’ll be asked to either ‘Logout’ or ‘Check-out and Logout’. If the user doesn’t select ‘Check-out and logout’, they will remain checked-in. This was the case for all […]

Apr 22, 2024

Mar 18, 2024

Platform Updates – Lutetium 3

New Filters in Email Library A new Status dropdown with 3 entries – All, Draft, and Published is introduced. All will be selected by default. We have also introduced a Created On dropdown. All Time will be selected by default. Selecting any of the entries will fetch the templates of the selected status in the […]

Mar 18, 2024

Feb 09, 2024

Platform Updates – Lutetium 2

Auto Retry Mechanism for Agent Popup The Auto Retry mechanism is now available for new Agent Pop-up implementations. The mechanism will retry the Agent Popup every 3 seconds to avoid scenarios where the pop-up hasn’t loaded successfully. To enable this feature, contact support@leadsquared.com. Outbound Call Recording on Exotel V2 Connector Outbound call recording was […]

Feb 09, 2024

Jan 18, 2024

Platform Updates – Lutetium 1

Opportunity Details View Customization Create completely customized Opportunity Details page views for different teams using the Opportunity Details View Customization (ODVC). Once the ODVC is enabled, Admins can customize the Opportunity Tabs, Actions, Buttons, and vCard on the Opportunity Details page based on each team’s requirement. To enable this feature, reach out to support@leadsquared.com. To know […]

Jan 18, 2024

Marvin Updates – Cassiopeia

New Features Hide Empty Values in Radio-Button Dropdowns While setting up dynamic forms, when you render a dropdown as Radio-Buttons, you can either show/hide the empty options that are defined for that Dropdown field using the new Hide Empty Values toggle. When this toggle is enabled, the empty options will be hidden and only the […]

Jan 18, 2024

Jan 08, 2024

Platform Updates – Ytterbium 4

Task Timer Optimize the daily tasks of your sales users by monitoring the time it takes for them to finish their assigned tasks. On the user’s task details page, sales managers can now view the task’s scheduled time and the actual time taken to complete the task. This feature is available by default for all […]

Jan 08, 2024

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Product Updates

Platform Updates – Tantalum 1

Platform Updates – Hafnium 3

Platform Updates – Hafnium 2

Developer Platform Updates

Platform Updates – Hafnium 1

Platform Updates – Lutetium 3

Platform Updates – Lutetium 2

Platform Updates – Lutetium 1

Marvin Updates – Cassiopeia

Platform Updates – Ytterbium 4

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