Course Description
A recording of our Spring 2021 release training, which includes many enhancements to the way our clients edit, search for, visualize, access and manage their data.
Course Curriculum
-
1
Spring 2021 New Release Training
32:08-
DealCloud Spring 2021 Release Notes
-
Updates to User Interface & Dashboard Navigation Experience
-
Copy Widget Tab (for Tabbed Widgets on Dashboard Reports)
-
Report-Level Filter Updates (Custom Defaults, Increased Filters)
-
Filters for Maps
-
Description Help Text on Entry Forms
-
Enhancement to Automations Capability
-
Word Template Reports Enhancements to Grouping
-
Outlook Sync CRM Indicator
-