Distro
:🚀
Distro can now support a SECOND use case independent of ownership updates: Updating custom fields!
Admins can set this action directly in their distro route. This could be used to update an additional custom field such as lead status or router name. It is a very useful additional reporting tool!
🚀 Update to the logs default option on the distribution method filter
Have a 3rd option that says ‘No distribution' which only shows those that have not been distributed. If NO option is selected in the filter (clear all selections), then no data will show. In the current state we default to select all this excludes records that have not been distributed.
🚀 Log Retention Changes
Only the last 3 months are shown - change sorting from "this Year" to "Last 3 Months"
🚀 Rule, Team, Assignment Ruleset, Router: Name is Required
Replace "Untitled" with an error that will show “the name is missing” if the asset is published. This prevents more untitled assets from remaining in your workspace.
🚀 Rule Builder: Field Sort Order
Sorting fields are now in Alphabetical Order
🚀 Rule Builder: Modify Order for Objects
We have modified the Order in this picklist to follow the typical Sales Process of any company
- Lead
- Contact
- Account
- Opportunity
- Case