Release Notes

Performance and Usability Improvements

• Introduced the new analytic pack ‘Account Performance Intelligence,’ which enables users to track the health of their accounts over time, to spot account...

Usability Improvements

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

Bug Fixes

New Features

• Disable Project Shifts Caused By MS, new custom setting, prevents Project date shifting when Milestone dates change.
• Disable Stage Sync With Actuals, new custom setting, disables Actual...

Usability Improvements

• The Advanced section when creating or editing a Lookup Setting is now expanded by default.
• A button was added to clear the schedule on the Schedule Lookup page. 
• Lookup Helper...

Performance and Usability Improvements

• Sales Performance Intelligence now has a free version available
• Goals may now be created in Data Analysis Helper, within both currently available analytic...

Usability Improvements

Performance and Usability Improvements

• Calendar enhancements
• New filters to sort by object and Project list view.
• Durations now represented by bars spanning dates.
• Tasks with a checked Complete ...