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Salesfusion 12.24

Released on December 20th, 2018

Manage Tasks and Manage Users

Tasks and Users are the latest Manage UI experiences to get a fresh coat of paint. What changed? 

You will notice:

  • A clean and minimal table view with the details most important to you
  • Your most helpful actions are centrally located in the header toolbar- search, sort, and create new Tasks and Users

Tasks:

Create tasks in Salesfusion

Create tasks in SAlesfusion screenshot

Users:

 

User Creation in Salesfusion

User Creation in Salesforce

 

View additional details in a collapsible side panel and perform actions with the click of a mouse from the header toolbar.

  • Complete, Edit, and Delete Tasks via the icons on the toolbar
  • Edit, Duplicate, and access additional options for Users in the overflow menu on the toolbar

Tasks:

Creata a High Priotity Task in Salesfusion

Edit a High Priority Task in SAlesfusion

Users:

Create an active user in Salesfusion

Active user creation in Salesfusion

 

Notable Updates

Updates and enhancements to the user experience and interaction in the platform.

  • Added support for Microsoft Dynamics picklists.
  • Improved the stability of Netsuite integration.

Bug Fixes and Issues Addressed

With this release, many bugs and issues have also been addressed. What was fixed?

  • Corrected the accuracy of list count on Manage Distribution Lists.
  • Fixed owner assignment when a contact is manually created via distribution list.
  • Corrected the event members report to display account instead of company.
  • Resolved an issue where duplicate entries break email validation upload.
  • Fixed a scenario where a distribution list folder could not be created.
  • Resolved an integration issue with child elements and Infor.

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