Release Notes

New Functionality:

• Added the ability to choose which currency to convert rollup results into.
• Added the ability to schedule rollups from the Schedule Management page.
• Schedules set to run once a day...

Rollup Helper

New Functionality

• May now customize the formatting for duplicate rule warnings.
• May now add two separate components for duplicate rule and validation warnings to record pages.

Usability Improvements

Release Notes, Data Quality Helper

New Functionality

• Added the ability to deploy pre-built Lookup Helper Settings which solve a variety of use cases.

Usability Improvements

• When running a Lookup Helper Setting manually, the run...

Lookup Helper

Usability Improvements

• Added ability to create dynamic form criteria to show/hide fields when the defined criteria are/are not met.
• May now track records that have been merged previously....

Release Notes, Data Quality Helper

New Functionality

• Added the ability to sort and add offsets to matching parent records inside of the Parent Filter modal.

Usability Improvements

• Added an Admin Guide section for the Criteria...

Lookup Helper

Performance and Usability Improvements

• Granular Trigger Disablement, new custom setting, allows admins to stop triggers listed from running.
• First Day Of Week, new Time Entry custom setting, sets...

Milestones PM+, Release Notes

New Features

Custom Settings

Milestones PM+, Release Notes