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Distro

Concierge

October 5th, 2023 Releases

Distro
๐Ÿš€ Object fields in alphabetic order
Making it simpler to search for the field you are looking for
image (6)
๐Ÿš€ Improvements to search and selecting fields in Rules
1. Automatically start in the search bar
2. If only one result is shown allow the user to use โ€˜Enterโ€™ button to select the value
3. If more than one result is shown - allow 'Tab' to go down the list to select a value
4. If something is selected menu should close
๐Ÿš€ CRM Actions: update ownership restrict fields
Removed any invalid operations and restricted certain field types that cannot be used together
Concierge
๐Ÿš€ Support for Opportunity / Case ID in Concierge
Now supporting the parameters: caseId and opportunityId (the same that we use in queues today) and it will work as follows:
  • If a caseId OR opportunityId is passed as a parameter to a concierge URL, we should use it to evaluate any case / opportunity rules that the queues may have
  • We relate the SFDC meeting to the case/opportunity passed as a parameter IF the CRM actions say so