Release Notes

Usability Improvements

• Added the ability to sort by column on the Lookup Helper Settings page.
• Added the Lookup Helper Setting’s name to the browser tab while editing a Lookup Helper Setting.
• Added...

Usability Improvements

• Record lock error auto-retry functionality is now opt-in functionality.

Bug Fixes

Usability Improvements

• Added a loading spinner when saving a scheduled Lookup Helper Setting to prevent users from saving the schedule multiple times.

Bug Fixes

Usability Improvements

• Added org names and IDs to emails sent via health check.
• Added parent filter documentation to the in-app admin guide.

Bug Fixes

Usability Improvements

• We added more warnings and preventions for potentially misconfigured settings with both parent filter and “Create Category Records” enabled

Bug Fixes

New Functionality

•  Parent Filtering has been added to Lookup Helper
• This allows adding additional criteria a parent has to match in order for Lookup Helper to use that parent record for that...

Usability Improvements

• Added a custom setting to allow Lookup Helper to update converted leads if desired.

Bug Fixes