Contact us Blog

March 2019

CategoryDescription
Email & Document Generation When you generate email messages, the field that is mapped to the "To" address can now contain multiple email addresses separated by commas. In such cases, the message is sent to all those email addresses.
Reports The "Visualize" function now includes the ability to summarize by Fiscal Years and Fiscal Quarters. See screen shot below.

February 2019

CategoryDescription
Document generation The Excel generator can now produce multiple Excel files in one run. Read more.
In the docx generator, the available "System Fields" list now includes the user's phone.
When you generate email messages, the field that is mapped to the "To" address can now contain multiple email addresses separated by commas. In such cases, the message is sent to all those email addresses.
Email composition The Compose Email popup (invoked via Tools - Compose Email for Contacts and Leads) now includes buttons to show/hide CC and reply-to fields.
Dedupe and Match Dedupe now supports dates and picklists for the Group Selection fields
Match functions now include the "Email Domain", "First word", "First 5 letters" and "First 7 letters" functions.
The Custom Merge popup can now be horizontally resized via a handle at the bottom right of the popup.
(Bug fix) Proper support for Record Type fields in deduplication.
Data management The exporter popup (shown via Tools - Export in console and tabular views) now allows selecting fields from the current object as well as objects to which there are lookup fields in the current object.
In the exporter popup (shown via Tools - Export in console and tabular views), hovering over a checkbox shows the API name of the field.
In the dropdown shown in the auto-completers for lookup fields, we now show a callout indicating the full content of the field.

January 2019

CategoryDescription
Dedupe and Match Support for "combining" fields. Read more.
Document Generation The docx generator conditional merge wasn't accommodating for sublists in secondary templates that aren't in the main template. Now it does.
Data management Behavior change: in the importer, checking "Allow invalid picklist values" still checks for RecordType values. This allows us to import invalid picklist values in data that needs valid record types.
When importing Task records, we now show the WhoId and WhatId fields as candidates so that users can import directly into those fields.
Scheduler In the detail area of a Scheduled Report, a "Test Run" button is now available for running a quick test of your scheduled report.