Page Comparison

Common

• [CP-1131, CP-1150] PDF Export enhancements / fixes

• [CP-1060] Added ZoomInfo integration usage tracking

• [CP-1145] Task creation behavior enhancements

• [CP-1129] Minor enhancements

• [CP-1167]

  Status
  colour Green title NEW

  Ability to search for opportunities using additional configured fields

Account Plan

• [CP-1177] Unlocking restrictions to allow account plans to be reparented under a different account.

Opportunity: Playbook

• [CP-1165] Removed independent save/submit button for Key Opportunity fields when editing Event. Fields will be saved automatically when the Event is saved.

• [CP-1148]

  Status
  colour Green title NEW

  Support for additional custom states for the Playbook event. Such statuses will be treated as "In Progress" type.

• [CP-1181] Fixed an issue when creating Event with Checklist in a Gantt chart where the message "Not Found" was displayed.

Scorecard

• [CP-524] Contact tracking enhancements

• [CP-1171, CP-1179]

  Status
  colour Green title NEW

  Added Scorecard outline in the Question detail modal to easily navigate between questions and autosave option on transition.

Relationship Maps

• [CP-1161] Fixed an issue where the phone field was still visible in the stakeholder detail even though it was disabled.

• [CP-1147] Fixed unhandled error issues when opening Contact detail in Organigram

• [CP-1086] Minor fixes related to Map Import

• [CP-1183] Fixed issue where duplicate notification remains visible when creating a new contact from ZoomInfo Integration