Release date: June 19th, 2020
New features:
The SalesCandy manager portal is now also in Thai, Bahasa Indonesia, and Tiếng Việt! Click on the user avatar to find the language menu.
Users can add translations to lead and action statuses in Thai, Bahasa Indonesia, and Tiếng Việt.
Brand new UI for lead details;
- All UTM tags and click IDs are displayed along with lead source and original source under the new 'Campaign tracker' section
- Last added note - Total actions between salespersons and leads are displayed under 'Statistics'
- Users can now click to view leads in multiple projects under 'Other projects' tab
Fixes/updates:
- Rebuilt salesperson action report
- Improved overall lead table sorting
- Fixed 'Name' column sorting across all entries for lead, project, project group, salesperson, sales team, and lead source tables
- Added filters to lead table
- Improved UI to remind project managers that they cannot edit offline sources
- Fixed lead source and project validation in lead import
- Improved UI to refresh portal whenever there's an update
- Disabled project and project group deletion if linked to any active lead source
- Improved notification UI and linking
- Fixed lead import validation error display for lead name, original source & project
- Fixed error where original source and project id are not found
- Made project list into a searchable dropdown
- Fixed total by project in lead performance report
- Fixed error in project dropdown of lead performance report not showing all projects
- Fixed multiple project dropdown in lead sources
- Fixed salesperson dropdown in lead transfer
- Keep filters for salesperson table when user navigates away
- Keep sorting for all tables when user navigates away
- Fixed spelling error in action logs
- Fixed issue where users cannot bulk copy leads
- Fixed issue in reports when an invalid project is searched, an error message in German is displayed
- Minor UI fixes in salesperson action report
- Fixed dialog box UI for 'Update routing date' bulk action
- Fixed issue where some users couldn't be transferred in bulk at lead table
- Fixed UI for 'Meetups' and 'Other actions' tables
- Fixed issue where users couldn't log out of the portal
- Fixed missing extra mapped fields
- Keep filters for salesperson table when user navigates away
- Made action logs consistent across manager portal and mobile app
- Auto crop account image when user uploads rectangular images
- Fixed issue where extra mapped fields in lead import were not captured
- Fixed UI for input field table
- Fixed issue where 'disable routing' for offline sources was not saved
- Improve project field width in lead source project mapping
- Fixed UI for lead detail's 'other projects' tab
- Improved UI for email parser edit mode
- Made all 'disable routing' checkbox by default unchecked in creation of all lead sources
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