Release Date: Sept 17, 2018
Dashboard Pages
Dashboard pages gives you the opportunity to present specific data and organize it efficiently. For example, if you know users typically want to review data by several different time periods such as: Weekly, Monthly, Quarterly, or Yearly you can now configure pages organized under a dashboard tab and display filtered data.
Sales Interaction Reporting
Widgets can now use data from nested fields (the fields in a table field) for Process Sum & Process Breakdown Widgets. This allows you to report on sales team interaction data that is typically captured in a table field.
Improvements
- Schedule downloads
- Sales Comm (%Gross comm.) column
- Referrals by account page upgrades
- Import data page view selection - No Items view
- Dashboard Presentation Mode
- Pyramid Render Type for Process Breakdown Widget
- Process Sum Trend Widget
- "Week" Option for Process Breakdown Widget
- "Week" Option for Filters & Conditions
- Inclusion of Nested fields (the fields in a table field) for Process Sum & Breakdown Widgets
- Status and Owner Fields Available as Options for Form Titles
- Process Form Reference View Limit
- Yes/No List Field Required Comment
- Process View "Up" Button
- "All" View Renamed to "Active"
- Edit View & Interactive Filter Overhaul
- Links Have Been Removed from Layouts
- Flow Source Inclusion for Layouts
- Formula Field as Table Fill Source
- Row Name as Table Fill Source
- Basic Fields can now be archived