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Version: 1.4.1

Patch 1.3.2

Improvements​

Partner portal

The users can now add attachments to opportunity registrations created on the partner portal. Additionally, the Activity Feed has been added to the created opportuniy registration and opportunity forms. The partner representatives can leave Additional Comments there.

CRM Information widget and opportunity boards

The numerical values of the Estimated revenue, Estimated margin, Estimated amount fields of the Opportunity form are now separated into digit-groups for the convenience of the users. It is applied to the data displayed in the CRM Information widget and on the opportunity board cards.

Fixes​

DEF0019442: The logic of client scripts used in the widgets located on the Lead and Opportunity forms has been updated. It was done to ensure that the widgets function correctly after the update of the platform.

Additionally, we fixed the issue that prevented editing fields of the opportunity created from a lead:

  • Partner contact, Partner – when a lead was qualified or disqualified with the Demand is not generated disqualification code.
  • Potential customer – when a lead was disqualified with the Demand is not generated disqualification code.