Product Updates

September Improvements

What’s New‍

• Sort by “Choice” Custom Fields: You can now sort leads by Custom Fields with the “Choice” type with the option to choose ascending or descending. This is useful if you want to group your list by data you record in a choices field (e.g. calling all of the leads in the same industry at once).

• Refreshed Send Email Report: We’ve completely redesigned the Sent Email Report. The updated design is cleaner, more organized, and looks great on both mobile and desktop. You can also now easily sort the table by any field by clicking on the column headers, which is useful if you’re looking for specific information such as your most commonly used templates.

• Custom Activities can now be archived: Previously, you had to delete every custom activity record that existed before you could delete the custom activity type. Now, you can archive a specific Custom Activity Type without having to do all that tedious manual work. You will not be able to create new instances of Archived Activities, but existing instances will continue to be shown on Leads. Archived Activities don’t count against your plan limits.

Bug Fixes

• Custom Activity Issues:
  • We fixed an  issue where valid Custom Activities would be kept in the "Draft" state when collapsed. Collapsing a Custom Activity will now have the same effect as pressing “Done.”
  • We also fixed a similar issue where Custom Activity instances would be saved in the "Draft" state even with all required fields present. They will now only be set to “Draft” if required fields are missing.