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December 2012 - Update 2

Posted: Mon Dec 23, 2024 5:40 am
by ashammi228
We completed the second round of platform updates on December 15th. In addition to the 20 or so bugs that were identified and fixed, the following improvements were also made:

Share your calendar:

Users can now see other users' calendars by going to the new taiwanese phone number Shared Calendar page. Only calendars that have been published or otherwise shared with you can be added to the Shared Calendar page. While hierarchy configurations previously determined which calendars were visible to users, no one can selectively share calendars with anyone else.

View key metrics on the home page

The home page of the new user interface includes a Key Metrics widget that shows the number of records in various lists (filters).

Create Lead Conversion Reports

A new field called "Converted from Lead" has been added to Opportunity records to allow for easier reporting on leads converted by each salesperson.

New task list

You can now see all the tasks assigned to you across all projects by clicking the Task List tab on the Projects page. Using filters, you can set up custom task lists, filter tasks assigned to you by a specific status, or any other criteria.

Timestamps

We've received many requests to see the exact time of events (such as a comment or update) as well as the current time that has passed since the event. Now you can see the exact time by hovering over the elapsed time.