Winter 2022 New Release
Product Briefing
Course Description
The Winter 2022 release includes many enhancements to the way our clients edit, import, search for, visualize, access and manage their data. This course is a recording of one of our live web trainings on the Winter 2022 release.
Course Curriculum
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1
Winter 20212 New Release Product Briefing
34:57-
DealCloud Winter 20222 Release Notes
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Enhanced User Interface (Global Navigation Pane)
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Enhanced User Interface (Entry Forms: Reference Fields Add Update)
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Auto Fill Settings for Fields (Object Management)
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Enhanced User Interface (Field Display Updates)
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Description Text (Format as Rich Text)
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Multiple Custom Actions for Widgets (Dashboard Configuration)
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Page-Level Actions (Dashboard Configuration)
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Icon Changes on Detail Pages
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Detail Pages Report Tabs
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Word Add-In Template Reports (Show All Recipients)
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Word Add-In Template Reports (Combined Report Feature)
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Miscellaneous Outlook Add-In Updates
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Outlook Add-In Email Template Enhancements
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