Course Description
A recording of our Fall 2021 release training, which includes many enhancements to the way our clients edit, search for, visualize, access, and manage their data.
Course Curriculum
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1
Fall 2021 New Release Training
44:42-
DealCloud Release Notes Fall 2021
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Redesigned Charts
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New Text Window Widget Type
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Data Grids: New Search Button & Filter Tokens
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Allow Entry Selection: Select All, Select Page Options, Count of Selected Entries Display
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Pivot Grids: New Total Display Option for Categories (Rows)
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Entry Forms: New 12-Column Layout to Support Side-by-Side Inputs, Set Row Visibility
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Deduplication Form Enhancements
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Embed Images in Rich-Text Fields
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Context Entry Field Filters for Text Fields
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Field Audit: Edit Search Bar
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Map Widgets: Ability to Get Directions, Hide/Show Legend
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Target Builder 2.0 Overview
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Notifications: New Subscription Types (Opt Out/Opt In)
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Outlook Add-In: Save & Clone option now available on Entry Forms in Outlook
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