Multiple Billing User Support for all Accounts
Administrators can now assign multiple users as billing users, granting them access to the Manage Subscription page. This enhancement allows more than one user to manage subscriptions and monitor usage.
Benefit: By enabling multiple billing users, organizations can designate several team members to handle billing tasks, ensuring continuity in subscription management and prevent delays.
Configure Key Telephony Settings with Ease [NextGen Telephony]
A new group of settings is now available in the Telephony General Settings page to let you configure frequently used controls for NextGen Telephony, without needing backend support.
Benefit: This enhancement enables admins to easily manage user access and streamline telephony workflows through UI-based toggles.
| Settings | Description |
| NextGen – Disable the ‘Add Lead’ Button in the Telephony Bar | Prevent users from adding new leads by disabling the “Add Lead” button in the Telephony bar |
| NextGen – Disable the ‘Call Disposition’ Button in the Telephony Bar | Restrict access to call disposition by disabling the “Call Disposition” button in the Telephony bar. |
| NextGen – Show Only ‘Open Opportunities’ in Opportunity Grid | Limit the Opportunity Grid to display only Open Opportunities, hiding all other statuses. |
| NextGen – Show Only Save and Dispose Button in Call Disposition Form | Simplify the Call Disposition form by showing only the “Save and Dispose” button. |
| NextGen – Mask Unknown Phone Numbers in Telephony Bar | Hide unknown phone numbers in the Telephony bar to help protect customer confidentiality. |
| NextGen – Disable the ‘Add Opportunity’ Button in the Telephony Bar | Prevent users from adding new opportunities by disabling the “Add Opportunity” button in the Opportunity Grid. |
Audit Log for Click2Call Mapping Changes
Admins can now track all additions, updates, and deletions in the Click2Call mapping section through the audit log.
Benefits: Enables better tracking and accountability of configuration changes.
Opportunity Deduplication Enhancement
Opportunity deduplication now supports Custom Field Set (CFS) fields across different rulesets within the same opportunity type.
Benefit: Greater flexibility and accuracy in avoiding duplicates when you’re using different deduplication rules based on Custom Field Sets (CFS).
Automation – Select and Share Specific Fields through Webhook
Previously, all fields from an entity and its related entities (Activity, Opportunity) were passed to the Webhook. Now, the Webhook card on Automation lets you select specific fields to pass. To enable this, contact support@leadsquared.com.
Benefits: This allows developers to leverage reduced payload sizes for improved efficiency and better control over shared data.
Bug Fixes
Core Platform
- Fixed an issue where the “limit reached” message was not displayed when users exceeded the allowed number of Lead Fields in their account.
- Added a missing null check in File Upload validation for the BEE Editor.
- Resolved an error occurring when opening emails in the Activity History page for Leads and Opportunities.
- Fixed the fatal MXUnAuthorizedAccessException in the RetrieveTasksByOpportunityId V2 API.
Marketing
- Resolved an issue where masked Lead fields were still visible in the Activity History for email activities.
- Fixed an issue preventing emails with attachments from being sent when “or / characters were present in email signatures.
Automation
- Resolved an issue where the default maximum wait time was not displayed in the automation report when a mail merge field was configured in a Wait card.
- Fixed an issue where the Opportunity user type CFS field, when configured in the “To” field of a Notify card, was saving correctly but not displaying the saved option upon editing the card.
Authentication
- Resolved an issue where the email entry screen would flicker continuously during login under certain conditions.
- Fixed an issue where SAML IdP-initiated logins did not redirect correctly to the NextGen app when migration was enabled.
- Addressed a conflict where enabling both Marvin and NextGen redirection settings caused incorrect routing. Now, redirection to the NextGen app takes precedence.
- Fixed a login failure that occurred on mobile devices when using SAML authentication with the new unified login flow enabled.
- Resolved an issue where the Marvin logo was mistakenly shown in the NextGen navigation.
Telephony
- Fixed an issue where VN decoding failed, preventing users from placing outbound calls.
