Enhancements
New Prospect Potential Matches report
This new report provides a list of all prospects that may be a duplicate of another prospect or household. This report matches based on Name, Address, Phone Number and Email Address. The Name field is linked to the Customer Dashboard for easy access to merging prospects together.
Setup Adjustments: No setup required. Automatically added when the release is installed. Any user that has access to Discovery – Reporting – Reports will see this new report under Summary Reports.
Modifications
- Improved the performance of Activity Log Fields in Field Groups and Outputs under Discovery > Research.
- Work List > Filter on Officer will now display Filter on “User.”
- Renamed the Account Periods – Age field to Age of Account in Days under Discovery > Research.
- Administration > Settings > Connections is now available to select from CRM for the CRM Administrator and is a permission available under CRM roles.
- Clicking on Help from CRM will take users to the new Marquis website.
Bug Fixes
- Fixed a bug where the Outbound Communications details model always displayed the label “Household,” even when viewing Individual communications on the Customer/Member Dashboard.
- Fixed a bug where Notes under Summary Information on the Customer/Member Dashboard could be added with only the View permission. View will now only allow seeing notes, not adding any new ones.
- Fixed an issue where the Email Notifications required clicking on the link twice to get the log to populate on the Customer/Member Dashboard.
- Fixed a bug where, under certain circumstances, the round robin wasn’t assigning out logs when user selected a group as the Assigned For under Discovery > Research > Output > Bulk Logs > Create.
- Fixed a bug under Discovery > Research where saved filters didn’t allow grouping and up/down buttons to be selected.
- Fixed a bug under Discovery > Research when using Between two values operator with decimal places for filters.
- Fixed a bug that caused an error to display after users logged in under certain conditions.
Version Check
Ever wonder what version you are on? Simply click on the SUPPORT link at the top right of CRM. If it doesn’t match the screenshot below, contact marketingupgrades@gomarquis.com to schedule your upgrade.