Product Updates

August Improvements

What’s New

Notes

• You can now set custom titles on Notes.

• Titles are also searchable, making it easier to find key information in Smart Views

Export Lead Fields

• We added the option to only export columns that are included in that specific Smart View. This will help you get only the data you need.

Other Improvements

• Extra confirmation is now required when deleting custom fields, helping prevent mistakes.
• Voicemail notifications now show a preview of the transcript when collapsed.
• We added the abillity to cancel inline edits on the Lead page by pressing "esc"

Bug Fixes

• The “all users” option in User Select is now searchable.
• The member count in the membership view updates correctly when switching between organizations.

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