Release Notes May 2024

May 28, 2024
  1. Task Manager
  2. Block Editor for Email Templates
  3. Proposal
  4. Unified Message Center
  5. Trigger/Condition
  6. Export using a saved configuration
  7. Templates
  8. Log a Call tool tip and save
  9. BI Reporting Tool
  10. Files>Replace UI
  11. Custom Fields: Rank, Hide
  12. Webhook on Contact Profile Save
  13. Setting to include History Notes on Duplicate Contact
  14. Distinct Postal Codes list
  15. Custom Lead Form end Action Plan and launch a new one

Video Link: Overview
Video Link: Task Management
Video Link: Block Editor Intro
Slide Deck Link: Overview