In this release there are couple of B2B 1.5 improvements plus bug fixes and other improvements.
We highlight a few new features. You can find the full release notes at the bottom of this page:
Remove from Tag option
To delete tags, click on More, followed by Delete.
Within the tag overview, you can also check the box for one or multiple tags and then click on the red Delete button.
➡️ Read more about Tags in the article: Tags.
Remove from Tag automation action
In the Automation functionality, it is possible to create actions when a automation is triggered. This way, you can also make a record being added to a certain tag, or also remove a record from a tag.
➡️ Read more about tags in automations in the article: How to add or remove records to a tag within automations?
Full release notes
New features
Feature optimizations
- Remove "daily quotes" widget from the CRM
- Enforce unique List name on all systems
- Implement Campaign lookup field type
Bug fixes
- The dropdowns screen issue when filtering by group is fixed
- Tasks widget showing incorrect number of overdue is fixed (v5 and v6)
- Fix for deleted records remaining in tables
- There is a fix for can not search for Lists with open bracket
- Error is fixed on assigned object email
- From now on the breadcrumbs will now show the "parent" case of a task
- Fix criteria in reports and lists for not loading the dropdown values
- Running a report from the Reports grid is working now.
- "Opportunity and forecast summary" widget clickthrough does filter the results after the fix
- You will be able to copy an email again (v6)
- Fix when saving a Simple Campaign, it becomes an Advanced Campaign