3 years ago
Week 23, 2021 Release Notes
Release date: 04/06/2021
The team is hard at work on a range of new features and improvements throughout the platform. This week, we are excited to announce the release of the bulk downloading of attachments and preview splitter features.
CRM
New Features
- You can now download multiple attachments at once from the attachments grid in an opportunity! Simply select multiple attachments at once and click the 'Bulk Download' button. For more information, check out the wiki.
- We are excited to announce that the splitter has been rolled out across CRM! The splitter allows you to adjust the size of the preview pane in attachments, notes, tasks, questionnaires, and the compliance BID workflow. Simply dragging the grey bar between the grid and preview pane will allow you to adjust the size of the preview pane to suit your needs.
Updates
- The Property Details section has been added to the Property opportunity type. This replicates what is currently available in Mercury 5.
Fixes
- There was an issue where creating a referral to Allianz would bring up the modals in the wrong order. This has been fixed, with the modals displaying in the correct order.
- There was an issue where adding or editing notes on a task would not immediately update the notes on the task. This has been fixed, with the notes on the task updating correctly.
Research
Fixes
- In the product details modal, there was an issue where the product features list would display outside of the product details modal. This has been fixed, with the product features displaying correctly in the modal.
Admin
Fixes
- In the birthday SMS template editor, there was an issue where accessing the editor would cause the Admin app to crash. This has been fixed, with the birthday SMS template editor not crashing the Admin app.