Configurable Opportunity Sorting Fields
Currently, all opportunity fields are available for sorting on both web and mobile platforms. However, users prefer to have only selected fields available in this section. Previously, you had to reach out to us for this configuration. Now, you can customize which opportunity fields are available for sorting directly on the Opportunity Configuration page. This customization applies uniformly across both web and mobile platforms.
Field Force Insights
Field Force Insights offers an efficient way to monitor and track the daily activities of individual field sales users. This feature is available for accounts with Location Insights enabled. With Field Force Insights, you get real-time visibility into each user’s daily activity, including:
- Check-in/Check-out Status – View the user’s check-in and check-out activity for the current day.
- Distance Travelled and Route Map – Track the total distance covered along with a visual route map.
- Time Spent Working, Travelling, and Idle – Analyze the distribution of working hours, travel time, and halts.
- Device Information – Access detailed device data such as make, model, operating system, and the installed version of the LeadSquared app.
This feature enables managers to stay informed, identify inefficiencies, and improve accountability across their field sales teams.
Support for User Email in Show Popup API
The V2 Show Popup API now supports triggering popups based on a user’s LeadSquared email address. This enhancement allows popups to be displayed to specific users by passing their User Email in the UserId parameter, offering greater flexibility in targeting the right users without relying solely on User IDs.
Enhancements
Core Platform
Support the include_CSV parameter in GetActivityDetails API to retrieve only the selected fields.
Hybrid User Access Improvements
Sales + Service users (hybrid roles) now have unrestricted access to view, filter, and search leads throughout the application. This ensures that individuals handling both sales and service functions can seamlessly access and manage lead information without limitations.
Decimal Support for File Size in CFS Fields
The file size configuration in Custom File Storage (CFS) fields now supports decimal values (e.g., 1.5 MB).
Headless Import Support for Leads
Previously, you had to navigate to the Manage Leads page to import leads. Now, we’ve extended headless import support to leads. Large imports can now be automated by uploading CSV files to a common storage location, with processing triggered via a new Import API.
Enhancements to User Deactivation Flow
Based on your configuration, you can no longer deactivate users without first reassigning their active leads, open opportunities, reporting roles, or automation responsibilities. New controls ensure all ownership is transferred before deactivation. Refer to this article for more information: How to Deactivate Users.
Bug Fixes
Core Platform
- Fixed an issue in Opportunity Advanced Search where an error occurred when using one or more fields of Number-Integer datatype in the search conditions.
- Fixed an issue with Lead CFS string fields where leading zeros were removed in the response of the Retrieve Lead V2 API.
- Fixed an issue with Task Reminder notifications not appearing in the browser.
- Fixed an issue in exported files where the Source Referrer URL field was showing the same value as the Conversion Referrer URL.
- Fixed an issue where the wildcard rate-limiting message was not displayed.
- Fixed an issue with rate limit (429 error) logging where errors were not being logged for Linux APIs.
- Fixed an issue in lead export where the phone number format was inconsistent compared to other entity exports.
- Fixed an issue where user availability was not retrieved in dynamic forms with task scheduling.
- Fixed an issue with file uploads not working on the Landing Page.
Workflow – Automation
- Fixed an issue where the wait cards were considering the default wait time for automations (1 min) on certain tenants.
Telephony
- Fixed issues in UTC team assignment where selected teams were reset after search and changes were not reflected immediately due to cache not clearing after save.
- Resolved a configuration save failure for Agent Popup, Call Log, and Call Status custom mapping caused by a missing var_userId in the collection.
- Fixed Click2Call API logs to ensure the request body is captured even when the API call fails.
