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 |
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