Β
Distro
π Object fields in alphabetic order
Making it simpler to search for the field you are looking for
π Improvements to search and selecting fields in Rules
1. Automatically start in the search bar
2. If only one result is shown allow the user to use βEnterβ button to select the value
3. If more than one result is shown - allow 'Tab' to go down the list to select a value
4. If something is selected menu should close
Β
π CRM Actions: update ownership restrict fields
Removed any invalid operations and restricted certain field types that cannot be used together
Β
Concierge
π Support for Opportunity / Case ID in Concierge
Now supporting the parameters: caseId and opportunityId (the same that we use in queues today) and it will work as follows:
- if a caseId OR opportunityId is passed as a parameter to a concierge URL, we should use it to evaluate any case / opportunity rules that the queues may have
- We relate the SFDC meeting to the case/opportunity passed as a parameter IF the CRM actions say so