Platform Updates – Tantalum 3

Hide System Fields from Users via Permission Templates

While configuring permissions for sales users via Permission Templates, admins can now restrict access to system lead fields (e.g., “Created On,” “Modified On,” “Last Activity,” “Last Activity Date,” “Origin,” “Lead Score,” “Engagement Score,” “Quality Score,” and “Lead Age”). This feature is not available by default. Reach out to support@leadsquared.com to get this enabled.

Leadsquared - Permission Templates

 

Marvin and Lapps Calls on API Usage Dashboard

The V2 API Usage Dashboard now displays Mavis and LAPP call counts in the Today widget.

LeadSquared Manage Subscriptions

 

Import Opportunities with Unformatted Phone Country Codes

While importing opportunities using the lead phone number as the primary key, now even if the country code of the phone number is unformatted, the import will still be successful. The system automatically detects the country code as long as the phone number meets the required minimum and maximum length. This ensures a smooth import process.

 

Immediate and Delayed Unpublish for Automation

When unpublishing an Automation, you now have two options to choose from: Immediate and Delayed. These options are designed to provide clarity on the impact of unpublishing, making it more intuitive for users to understand the implications of each choice. 

Unpublish automation

 

Workday Template Time Blocks Support in Automation

Workday template time blocks are now supported in the Wait Until Workday Card. For example, if a user has two working blocks: 10 AM – 2 PM and 4 PM – 8 PM, and a lead enters an automation at 3 PM, the lead will be distributed between 4 PM – 8 PM.

 

New Custom Mapping Field in Universal Telephony Connector

A new custom mapping field called “EntityId” is now available in UTC Agent Popup and Call Log configuration.

 

UTC Usability Improvements

The following UI changes were made to the UTC connector to enhance clarity and usability:

  • Virtual Numbers: Updated the description to clarify that virtual numbers are also known as DID/CLI numbers and can be tagged for easier identification.
  • Agent Popup API: Added links and tooltips to help users easily access information on mail merge fields and configure their Agent Panel URL.
  • Click2Call (C2C): Added links, help icons, and tooltips to guide users in configuring Click2Call URLs and understanding the relevant mail merge fields.
  • Call Disposition: Added links, help icons, and tooltips to assist with setting up Call Disposition URLs and understanding response keywords and mail merge fields.
  • Call Log: Removed the obsolete "AgentName":"Test" parameter.
  • SSO API: Updated to include the Opportunity details URL.
  • Teams: Clarified that teams are associated with a specific instance, not a connector.

 

Bug Fixes

Core Platform

  • Resolved an issue where random revoke requests were appearing in the lead share history tab for opportunities with an unknown source.
  • Fixed an issue where leads were not being deleted from the system, despite the Request History page and user confirmation email indicating successful deletion.
  • Fixed an issue where the “Allow Quick Search” property in a lead field was being selected for the newly created lead field even when the limit was reached.
  • Resolved an issue where Service Cloud system user details were being updated via the V2 API and Service Cloud sync API.
  • Fixed an issue in opening activity modification logs created in the activity history after editing an existing activity.
  • Fixed an issue in the Opportunity Advanced Search API that retrieved all data regardless of page count.

Marketing

  • Fixed an issue related to Missing Tutorial videos from email campaigns and Landing page.
  • Fixed an issue where saved “Paste your HTML” editor email opened in rich text editor later.
  • Fixed an issue where the Subject of email did not get mail merged.

Automation

  • Fixed the issue of the Subsequent Conditional Card pop-up loading sales options instead of service options when the Exit Condition is satisfied.
  • Fixed the issue In Distribute and Multi IfElse cards where the advanced search was not evaluating when P.A. or P.A. characters were present in the condition.
  • Fixed the issue of Task Organiser details not getting fetched while processing the create task card in some cases.

Telephony

  • Fixed the issue where IVR mapping failed when the DisplayNumber (DID) started with a “+” prefix. DIDs with a “+” prefix are now fully supported, ensuring successful mappings.