Goal: Improve the mail merge activity tracking, negatives values, and account research.
- Improvement: The speed of the email loading was significantly improved.
- Improvement: Numeric fields now support Negative values – all numeric fields automatically support negative values.
- New feature: Automatically Track Sales Activity with Mail Merge – You can now track sales activity when using the mail merge feature. You now have the option to add an activity to the records selected on the mail merge feature.
- New Feature: Improved Company and Account Research - iSEEK search is located on the account/company name field in all modules and provides one click research on the company or account.
- Several bug fixes