Release Notes

New Functionality

• A notification feature will now send an email to the user when a scheduled Cleanup Rule is not able to run due to free limits being exceeded.

Bug Fixes

• An error message is now...

Performance and Usability Improvements

• Summary page now available on mobile devices.
• “Actual Start/Finish Dates” available for the Manage Project Plan field set.
• Import Milestone Template LWC can be...

New Functionality

• Added an ‘Exclude Nulls’ checkbox to duplicate rule criteria, which allows users to prevent a Duplicate Rule from matching records when both fields are null/blank. This checkbox is...

New Features

• LWCs
  • “Percent Complete” manages the completion percentage of all child records. Available for Project layout.
  • “Manage Project Plan” allows mass record updates in one place. Available...

Bug Fixes

• Fixed an issue where the Data Cleanup Rules page would improperly display 'Calculation in process' while a usage calculator job was also scheduled.
• Fixed an issue where Data Cleanup Rules...

New Features

• Free Edition users: The free edition now includes access to features previously limited to Premium and restricts the number of licenses to 5 users. Additional users will require a...

New Functionality

• Added Data Cleanup Rule functionality. This feature allows users to create settings to manage data storage and deletion inside of Salesforce.
• Added a modal that warns users when...