Course Description
A recording of our Summer 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
Summer 2021 New Release Training
48:37-
DealCloud Summer 2021 Release Notes
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Card Widgets
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Custom Actions for Data Grids: Change Values
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Custom Actions for Data Grids: Merge Entries
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Cumulative Funnell Charts & Include Empty Categories Setting (Charts & Pivot Grids)
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Data Entry Duplicate Check (Enable Type Ahead Search) & Duplicate Management with Match Keys
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List Management Updates (Internal Notes, Pause/Play Button Calculated fields, Field Audit for Field Edits)
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Miscellaneous Updates (Update to Quick Search, Context Entry for Number Fields, Map Widget Updates)
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Target Builder 2.0 Preview
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Automation Update: Visibility into Automation Limits & Ability to Write Blank Values
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Outlook Web Add-In: Access to Template Reports, Auto-Save, Exclude Attachment Settings, Email Templates)
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Mobile App: Maps Update
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