At WorkSpan, we are constantly innovating to bring you new features and enhancements that will enable you to do your job even better. Read on to learn about the latest WorkSpan updates.
New Features in January 2021
Merge Duplicate Opportunities and Other Objects
Note: This feature is currently in beta and is only available for select accounts. Please contact your Customer Success Manager or support@workspan.com to inquire about testing the beta version of this feature.
The new Merge Object capability in WorkSpan provides an intuitive solution for maintaining excellent data hygiene. Using this capability you can merge two similar objects in WorkSpan that share a common template. For example, you can pick two Opportunities created using the "Enterprise Opportunity Template" and merge them into one record to remove clutter and to improve data quality.
Editing Linked Object Tables
Note: This feature is currently in beta and is only available for select accounts. Please contact your Customer Success Manager or support@workspan.com to inquire about testing the beta version of this feature.
Built with heavy users of table views in mind, the new Edit Table capability will allow Owners and Collaborators of objects to quickly update their data in a table without opening the Summary Panel or the Overview page of each individual object. Speed up your data entry and streamline your cadence calls by directly editing individual cells and rows in a table without having to leave the page.
Table editing is available for linked object tables in WorkSpan. For example, if your company has this feature enabled, you will find it available on the Opportunities tab on your Sales Plans, or on the Solutions tab of your Partner Program.
Learn more about table editing.
January 2021 Release Notes
This is a list of additional enhancements and fixes that were delivered in the January releases.
ID |
Summary |
| 4030 | A bug was fixed that caused some table filters to display the field ID instead of the field label. |
| 4100 | A bug was fixed with Partner Splits that caused an incorrect split % to be calculated. |
| 4128 | An issue was fixed that caused custom fields to not appear in the Opportunity Details section unless the section was being edited. |
| 4006 | The option to create a Partner Program will now only be shown in menus for companies that have the Partner Programs feature enabled. |
| 4027 | We updated the logic for handling refreshes to table views in order to improve the time it takes for updated data to appear in the table. |
| 3766 | We've removed the "Go to Object" link within notifications and emails that refer to a deleted object. |
| 4089 | We've updated the behavior of Claims to allow Comments on existing Claims. |
| 3975 | Beta release: Links to parent objects (such as Sales Plans) will be moved from tabs into a new field-based section on Object Overview pages of child objects (such as Opportunities). |
| 2701 | Archived objects will no longer be included in Table Views or Reports, and they will not contribute to Metrics. Archived objects also will not participate in Auto Association and Access Control Policies. |
| 4078 |
We've updated the CRM Staging Table to allow object Display Names to contain the special character “/”.
|
| 4116 |
An issue was fixed that caused some completed Tasks (with status "Done") to still appear in filtered cards showing pending tasks, with active "Mark as Done" buttons.
|
| 4139 |
A workflow error that prevented some Activities from being moved to the "Completed" stage has been fixed.
|
| 4066 |
A bug was fixed that caused the "Days in Current Stage" field to not reset to 0 following an Opportunity Merge that included a stage update.
|
| 4001 |
An issue was fixed where some field values in notifications were displayed as the value's ID code.
|
| 3981 |
All System Default views and new table views will now be sorted by Last Updated Date by default, so that newly edited and created objects appear at the top of the table.
|
| 3431 |
An issue was fixed that caused some duplicate fields to be created during a bulk upload.
|
Looking for notes on past releases? Click here.
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