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Check out some of the exciting enhancements included in Salesfusion's 11.6.7 release. Highlights include:
There’s nothing more satisfying than getting rid of things you don’t need. In that spirit, delete has now been brought to Form Builder forms! Any draft or published form that has never been completed can be deleted.
Note: deleting a published form from Salesfusion will not remove the code from wherever you’ve embedded it on your site. In order to prevent your site visitors from ending up at an error page, it’s best to remove the code from your site before deleting the form in Salesfusion.
Navigate to the Templates category and you’ll see a new tab for Form Templates. Here you’ll find most of the standard management functionality, including:
Absent from this list is the ability to directly edit your form templates. We’ll continue to enhance your manage form templates experience in future releases. In the meantime, you can edit a template by creating a new form using the old template, make your changes, and save the form as a new template.
Landing page templates can be managed as normal by toggling over to the Page Templates tab.
Now, when you navigate to View All Leads & Contacts, you can view and search for both leads and contacts by default. No more searching for an email under leads, realizing it’s actually a contact and having to switch to a different tab and running the search all over again.
We’ve made some changes so that you can view a contact or lead’s information even faster. Go ahead and try it out!
There’s been some confusion about timed actions in events, mostly centered around the time of the action. All timed actions are based on your user’s time zone and so now, when you create or edit a timed action, you’ll see the time zone in which you are scheduling it. Thanks time zones for making things confusing.