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Release Notes
- 27 Mar 2024
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Release Notes
- Updated on 27 Mar 2024
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Article Summary
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Most Recent Enhancements (3/14/2024)
ðŸ’Recurring Schedule Enhancements
Significant improvements have been made to the recurring schedule workflow, offering substantial benefits for janitorial clients. Click Recurring Schedule Enhancements to find out more!
💠Improved Contract Renewal Process
The opportunity renewal process has been optimized so you can renew contracts tailored to your preferences individually or in bulk. Click Improved Contract Renewal Process to learn more!
💠Admin Advanced Search Security
This release initiative provides system admins with a broader array of options to manage the visibility of advanced search lists. Additionally, the View Only My Properties and View Only My Opportunities permissions have been updated to ensure that the proper contacts can access the properties and opportunities with which they are associated. Click Admin Advanced Search Security for more information.
💠CRM Enhancements
Click CRM enhancements to view the CRM updates within this release.
Bug Fixes
API Updates
ðŸ’- denotes new and improved functionality implemented in response to client portal feedback.
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