| S. No | Summary |
| 1 | In custom reports, user can set filters based on relative date from the current date using 'offset' capability e.g. get all the opportunities having closed date in last 30 days. |
| 2 | Object association policies (to be able to auto-create and auto- link objects) can now be defined for Microsoft Partner Center integration too. |
| 3 | Search capability is available on the team-members' "sharing panel" so that users can search easily from the list of users |
| 4 | Perform simple template actions like - Add a field, archive a field, change field properties, add a section, archive a section from UX now. |
| 5 | Revamped zero states for several pages to give user's better user experience. Pages affected - Homepage, Object Landing page, Object Overview page, Company pages |
| 6 | Added capability to add calculations like add or subtract a number to a date field to calculate a new date (e.g. Target Close Date - 30 days as an Internal Approval Target Date). Also, can calculate percentages of a currency field. |
| 7 | Fixed issue related to users unable to search objects (such as opportunities or sales plans) based on WS ID while linking an object to another. |
| 8 | Fixed issue related to filters not working properly for boolean fields in custom reports and APIs. |
| 9 | Fixed issue related to archived objects showing up in the search results. |
| 10 | Fixed issue related to the unrelated objects showing up in the global search. |
| 11 | Fixed issues related to sequencing of the fields in Microsoft Partner Center section. |
| 12 | Fixed issues related to auto-suggest not showing all the valid values in filters in custom reports. |
| 13 | Users can now view opportunity splits (amounts) in the custom reports too. |
| 14 | Now users can include reference fields in the custom reports as columns and also build filters on them. |
| 15 | Administrators managing integrations can set a default value on a WorkSpan field while configuring mappings between an external source and target object in WorkSpan. |
| 16 | Users can now control visibility of sections based on another set of field values. |
| 17 | Fixed issues related to editing and linking/unlinking an object from additional information section |
July 2021 Release Notes
Permanently deleted user
Comments
Please sign in to leave a comment.