Introduction
This release brings important improvements to usability, efficiency, and overall functionality. It includes layout enhancements for the emails sent during the automatic archiving process, refines how won and lost opportunities are calculated in reports and analytics, and introduces a new filter on the task board.
New features:
- A dynamic new filter has been added to the task board. You can now filter tasks by assignee, categories, companies, contacts, due date range, opportunity, priority, progress, and task stage. The filter functions intelligently — for example, when you select an assignee, the other options automatically adjust and appear grayed out if they don’t match the current selection. This makes it faster and more efficient to find relevant tasks.
Improvements:
- Enhanced the layout of emails sent during the automatic archiving process.
- Updated how we count won and lost opportunities in reports and analytics. Previously, an opportunity could still be counted as won or lost even if its status had changed. Now, we only count it as won or lost if that is its current status.
Bug Fixes
- Fixed the due date filter on the opportunities board.
- Fixed an issue where subtasks were incorrectly shown as main tasks in projects.
- Added a loading indicator to wait the events when switching between day, week, work-week, or month views in the calendar.
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.
