Site Visit

• Page loader to prevent multiple save events
• Show store # and other info in site visit header
• Expand comments on saved reports by default
• Show comments on submitted site visit report
• Dock save/submit toolbar at top of the form
• Don’t automatically select default answer on multi-choice questions
• Improve speed to load and save site visits
• Modify Schedule Site Visit dialog to allow more than 150 locations in drop-down list
• Bug fixes

FIM

• Ability to track location temporary closures
• Item 20 report bug fix for brands with international locations

Sales

• Track duration each lead/opportunity spends in each status and stage

• Multiple notification recipients for checklist tasks
• Addition of event log entity
• Twilio users can now use their own SMS number
• Lead Activity Counts Report
• Additional Pivot Report Options

• Deactivated Locations cannot be scheduled for a Site Visit
• Updated Relationships to fix issue with emails showing wrong date in activity feeds when records reassigned
• Lead Source can now be set automatically via Email Capture Sources
• Misc. updates and fixes for Royalty Management Reports
• Changing the dates on checklist items multiple times should no longer produce duplicate emails
• Checklist performance has been substantially improved for most operations
• Added dialog to test Email Capture without creating leads
• Enabled dashboard and additional entities for CRM Mobile app
• User Signature is now automatically added to manually created emails
• Added Calendar to the Sitemap in web client
• Added Bulk Sending of SMS Messages
• Greatly reduced whitespace for Site Visit Template editor so more items are visible on the screen
• Site Visits can now be saved while in progress
• Site Visit Manager attachments now display thumbnails and can be deleted.
• Site Visit Manager load progress bar is now much larger and has a progress spinner in the middle of the screen
• Fixed script error on lead form when the lead was deactivated and the do not email field was checked
• Fixed script errors on user form “Personal Form”
• Fixed script error on email form when sending email in Chrome to an unresolved email address.
• Added additional metrics for leads to Campaign Cost Metrics report
• Fixed calculations with Campaign Cost Metrics report where multiple campaigns with the same name existed