Patch 6.1.4

Alexander Conroy | September 3, 2017 9:03 PM

In the Users section you can now see a button next to Add User and Mass Edit that says User Groups.

You can create as many user groups as you like.
You can set a name, description, and skill level to keep track of the agents in your group and organize them.
Filters have been added to Users to allow filtering by User Groups
Mass Edit has been updated to allow for Mass Adding and Removing to groups as well as dropping all groups from a user.
Users Edit section has been reformatted slightly using a new method in preparation for upcoming Licenses and Contracts.
Groups tab has been added to Users Edit.
Changed Meta tab to Settings.
Reorganized some fields into different tabs.
User Groups will be available for certain reports soon, as well as to be used in future reports planned regarding Agents / Users.
Bugfix: Disable Global Quote Tools was Disabling personal ones as well. This bug was introduced in the timezone patch.

Touchpoints has been optimized to reduce lag on the Leads Screen.
- Touchpoints data now only loads when selecting it from columns or filtering.
- For accounts with over 1 million leads, always joining touchpoints was causing lag due to the nature of the query, this solves that until you are filtering data.
- Some queries with no filters but asking for Touchpoint data will still lag. This is expected until we can find a workaround.

Bugfix: After Adding Country, Zipcode field became smaller. It has been made “biggerer” again.
Lead validation now properly works when configured at the vendor level.

Are You Ready!