What's Released

1st October 2019

• Lists now have correct Relationship Manager attributes displaying
• Unsubscribe feature is now implemented in ClientInsights, ClientBuilder and TeamBuilder email communications
• Improvements to Account administration Subscription status
• Organisation Score now appears against a Contact record
• Ability to add a Relationship Manager during a Contact creation added
• Changes to the Registration form
• Improvements to the Import Contact List Template
• Font character usage inside Strategize
• SalesPipeline
  • The correct source is saving if similar sources have been previously entered.
  • Removal of character limit on the description field
  • Ability to add a Phone number to a Contact record during Quick Add
  • Ability to export Opportunity Priority and Source as data in CSV Exports from Opportunity Lists
  • Labels added for Priority scoring
  • Reporting of Sales People and Sales Groups for Open Opportunities is correct on reporting pages