Hyperlinks to the 10 most recent FullStory session recordings are available from the Links section of a person's profile. For details see FullStory Integration.
Bulk Data Job History
You can see bulk data job history in the Settings app. Click the Bulk Data item.
Last Invoice and Last Payment Properties
You can now display the following properties in the Accounts grid:
- Last invoice amount
- Last invoice date
- Last invoice due date
- Last invoice number
- Last payment amount
- Last payment date
- Last payment invoice number
- Last payment number
You can also filter on these properties in views and rules and use them as placeholders in emails and email templates.
Email template code editor
We have improved the email template source code editor.
Filter tasks by type
You can now filter your account and play tasks by type.
- New "Add Task" button to the Tasks app in the upper right-hand corner.
- Clone views in the Accounts and People apps.
- Clone rules in the Settings app.