Enhancements
New Activity Log Administrator Permission
Now roles can be granted administrator access just to Activity Logs using this new permission. Users can Edit Activity Logs when they are not the Logged By, Assigned By/Referred By, or Assigned For. This includes taking Activity Logs set to Done back to To Be Done or Processing status, which previously only a CRM Administrator could do.
Setup Adjustments: All roles including Marquis (Default) and roles created by users will have Edit unchecked by default for Customer Dashboard > Activity Summary > Activity Logs – Administrator. User-created roles can be adjusted.
Additional Modifications
Discovery – Research
- Added the User Group selected to the History event when using Bulk Reassign.
Bug Fixes
Administration
- Fixed a bug with the ETL that caused the Referral Status label to get reverted, preventing Lost Referrals from being labeled as Done.
- Fixed an issue that caused ISS Worker spikes in CPU usage on the CRM server.
Customer Dashboard
- Fixed an issue that prevented some individuals from being found when searching by Customer Number and Phone Number.
- Fixed the cause of Comments being duplicated when selecting a Follow-Up Activity Log.
- Fixed an issue that prevented some Comments more than 250 characters from saving on an Activity Log.
- Fixed a bug that caused the Customer Dashboard to not load when the Next Potential Product for the Individual was a deleted product.
- Fixed a bug that caused ExecuTrax Mail Proofs to error when clicked on from Outbound Communications.
Version Check
Ever wonder what version you are on? Simply click on the SUPPORT link at the top right of the CRM. If it doesn’t match the screenshot below, click here to schedule your upgrade.