Product Enhancements – Release Notes Aug 2021

Product Enhancements – Release Notes August 2021

We are happy to announce some new enhancements & fixes:
(Last Released: August 18, 2021)
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Area of App Header

  • Added role and goal management to homeboard allowing users to create or edit roles and goals.


  • Updated search and result selection functionality of Projects and Project Task advance search


  • Updated functionality of funnel report.
  • Add global filters to dashboards
  • Added default selection on role based security for dashboards

Weekly Planning

  • Updated edit and delete functionality for roles in weekly planning
  • Updated data refresh on save in the weekly planning
  • Update task display in weekly planning.
  • Update functionality of project tasks drag and drop in weekly planning.
  • Update task drawer functionality on unscheduled tasks.


  • Removed invalid field types from webform field selector for non-edit form types.
  • Updated custom field design on webforms
  • Added new interface for date and time selector on webforms
  • Updated functionality of attachments and file link fields on webforms
  • Updated functionality of reCAPTCHA on webforms.
  • Implement IP tracking to Lead and Edit forms
  • Update functionality on Y/N Check box, Drop down, color code, and number fields on webforms
  • Updated functionality on required fields on webforms

General Updates

Area of App Header

  • Fixed Class cast exception on marketing process
  • Updated design of buttons on the Setup wizard
  • Update logic on territory engines to update the last updated date of the record not just the field value
  • Update user experience when user adds licenses

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