Introduction
This release introduces key enhancements that provide users with greater control, improved data accuracy, and a more seamless experience across the platform. From refined import capabilities to customizable field behavior, these improvements aim to streamline your workflows and increase flexibility. Additionally, several bugs have been addressed to ensure a smoother and more efficient user experience.
New Features
- Dromo Identifier Traceability: Identifiers are now passed through Dromo to enhance data traceability and support more reliable record matching during imports.
Improvements
- Preserve Original Timestamps on Import: Users can now retain original “Created At” and “Updated At” dates when importing data, ensuring historical accuracy.
- Custom Opportunity Fields Template: Users can now remove the “Project Value” field from the opportunity fields template for improved customization and flexibility.
- Independent Financial Field Filters: The ability to configure whether financial fields are filterable in projects and opportunities is now independent, allowing for more granular control.
Bug Fixes
- Should not trigger full refresh on each value typed in a cell, improving performance.
- Fields inside the team member role card do not respect the settings if there is a value in them.
- Should allow selecting a Deal Owner when creating an opportunity via List View.
- Should apply selected sorting option in the Tasks section inside the opportunity modal.
Questions or Feedback
For questions or feedback regarding these changes, please contact our support team by logging a support ticket or visit our Help Center/FAQ Page.
