New Feature: Leads
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What: Expanding ability to create community referral leads or prospect referral sources into CRM
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Benefits:
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Documenting new potential referral sources
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Documenting potential referrals or orders
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Features include:
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Search - Includes sort and filters on web
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Ownership assignments - Request and approval ownership
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Report - Updated Report to include request and approval ownership
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Recent - Leads added as an object appearing in the list
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Notifications - New Lead notifications on web
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Views - Updated with all the same features present on other objects.
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Permissions - Updated to include export function
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Ownership Bulk actions
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UI Improvements
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Data Modeling and adjustments
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Backend work and API Configuration
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New Feature: Merge Tool Update
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What: Improving the Merge Tool UI and adding merge progress alert
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Benefits:
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Informing user that merge is currently in progress
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Reduce possibilities of duplications
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Fixing data inconsistencies
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Features include:
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Improved UI
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Merge Process Alert Message
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Added Validations
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New Feature: Merge History
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What: Adding a tool in CRM to be able to show information about merge actions in the UI.
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Benefits:
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Clear Visibility of Merge Actions directly within the UI making it easier to understand which objects are merged.
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Clients can trace when and who did the merge.
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Features include:
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Merge History
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Includes the merged record, when and who merged the record.
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Reactivation of Merged Records
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Updated Merge Verbiage
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Added Export Permission
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UI Improvements
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Backend Tickets
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New Feature: Field Protection
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What: Limiting certain fields from being editable to ensure data accuracy and integrity
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Benefits:
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Ensures that users will only be able to edit fields relevant to their roles
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Avoiding the risk of accidental and unauthorized changes.
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Sensitive information is protected from unauthorized changes.
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Features include:
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Settings for administrators to control field editing
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When field protection is enabled, editing restrictions apply to web and mobile.
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Other Enhancements: Web
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What: Request Ownership Alert Box Updates
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Benefit: Provides more clarity when a request already exists for an account, contact, referral, or orders.
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Location: Web > Account/Contact→ Bulk Action → Request Ownership
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What: Hiding the Health Report Card report for non-integration clients
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Benefit: The Health Report Card report shows no data for clients who do not have Integration (BPE) enabled, including Demo clients so it is better to hide it for non-integration clients since it is empty.
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Location: Web > Reports > Health Report Card
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What: Add Sync ID changes on User Update History
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Benefit: Tracking the assignments and sync id of the user
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Location: CRM > Settings > User > User Update History
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Update the underlying data on the User page’s Last Login column. Going forward additional activities included in user set-up will not count in logins.
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Role Management > Added More information when a role is updated
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Goals with past dates are now showing in the historical goals
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Added a warning message for goals with past dates
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Tech:
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CRM Services API - Add NPI validation on search endpoint and npi endpoint in Market Spotlight in services API so it will not reach data API request when NPi is invalid
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CRM Services API - Add caching on calendar/subscriptions endpoint
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Calendar Subscription Clean up
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CRM standalone page - Alllow ajax/info endpoint
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Investigated Redis Operation timed out
Bug Fixes: Web
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Fixed an issue where Duplicate Contact Merge did not remove both entries
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Fixed an issue where merging accounts created a new account record
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Fixed an issue where there was no data loading for Sales Spotlight in sandbox environment
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Fixed an issue where there were inconsistencies between Activity reports
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Fixed an issue regarding missing NPIs on Contact details
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Fixed an issue that occurred when an account admin updating a fax number to an account received a permission error.
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Fixed an issue on the Inactivity Report for Ownership column formatting
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Fixed an issue where the Pendo widget icon displayed when printing reports
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Fixed an issue on Goals - Standalone issue on mobile tapping on the charts didn’t trigger the loading and moving to the list of results
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Fixed an issue where the Order Goal was not displaying results.
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Fixed an issue when adding CRM Product in MARINS
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Fixed an issue on Views where Shared Owner always reset at the bottom in field views
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Fixed an issue on Views where website was always included in Views
Client Specific Requests:
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Market Spotlight Export Permission Enabled for all roles
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Expose Sync ID Field on all objects
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Investigate User Login
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Updated a demo user account
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Sandbox > Update users email address
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Refresh Sandbox 10-16-24
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Refresh sandbox
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PHI removals
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Set up a CRM BI Feed
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Change deleted email address to add user in Insights Admin
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Request to pull report to see if accounts rating of “Targeted” were changed
CRM Mobile:
New Feature: Leads
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What: Leads on Mobile
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Features Included:
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Adding Leads Tab
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Adding Leads Tab on Teams
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Leads Notifications and Notification Settings
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Added Leads to Mobile Global Search
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Updated Lead Permissions
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Versions Released - Date
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Android: 24.10.1 (10/15) / 24.11.1 (10/29)
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iOS: 24.10.1 (10/15) / 24.11.1 (10/29)
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Other Enhancements:
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Follow user permissions on details navigation bar menu
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Field Protection applied to Mobile
Bug Fixes: Android
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Fixed an issue on text formatting issues
Bug Fixes: iOS
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Fixed an where iOS didn't auto fill subject and location when creating schedule event
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