Workflows are now called Playbooks.
Journeys are now called Plays.
New Account System Views
3 new predefined system views have been added to the Portfolio > Accounts app.
The new views are:
- Active Accounts
- Churned Accounts
- My Active Accounts
Improved Settings Menu
The menu in the Settings app is better organized.
Custom Field Improvements
Amity recently introduced support for account custom fields.
With custom fields, you capture and display account information that is unique to your business.
In this release, we have added the ability to include filters on custom fields in account views.
To learn more about account custom fields, contact us at firstname.lastname@example.org.
More Portfolio Improvements
The account and people search return more matches. Previously, the search only returned accounts or people whose names that started with the search term. Now the search will find matches for the term at any position in the name.
The people search looks for matches in person's name, account name, and email address columns.
When the account name and people name columns are sorted the results are ordered independent of case. Previously, lower case names appeared after upper case names.
When updating a person's contact information, you can change the account name.
You can record a subscription's cancellation date.
When recording an engagement, the default method is now phone. Previously, it was email.