Copy And Share Preset Dashboards (SPW-11468)
You can now share your preset dashboards directly with other users, making it easier to distribute and collaborate on consistent dashboard views across your team.
Group Source Controls (SPW-11739)
Enhanced control options have been introduced to group-level sources, allowing for more granular configuration directly from the Master account. These improvements enable administrators to define different visibility settings for individual accounts within the group, providing greater flexibility and centralized control over how each account interacts with shared source data.
Call Script Upgrades (SPW-11530)
Two enhancements have been introduced to the Call Script screen to improve the user experience during phone interactions. Users can now create a new calendar event directly on the lead without navigating away from the script. Additionally, a new option has been added to reassign the lead to another sales team member, streamlining lead management within the same interface.
Automation: Must Include Trigger Filter Option
A new mechanism has been implemented in the Trigger filter area to enhance how filters interact when combined. In addition to the existing "Exclude" option, a new "Must Include" condition has been introduced. These two options can now be stacked together and will operate using AND logic, allowing for more precise filtering. All other trigger filters will continue to function using OR logic as before.
Integration - Wildjar Upgrades
Several enhancements have been made to the existing Wildjar integration to support new functionality within AutoPlay. Audio playback controls have been added, allowing users to listen to call recordings directly within the platform. In addition, a Call Notes summary—generated by Wildjar—will now be displayed alongside the recording, with the full transcript automatically written to the lead's notes section. The integration has also been updated to import Wildjar Smart Tags as lead labels, providing additional context and classification for inbound calls.
Assorted Bug Fixes And Improvements
- (SPW-11997) Email Image reordering issue amended
- (SPW-11974) Email video logic amended
- (SPW-11934) Automation suppression times were not being respected
- (SPW-11926) Listing colour was causing issues with listing dashboard searches
- (SPW-11923) Listing source issues relating to lead type connections
- (SPW-11922) Dashboard search speed updates
- (SPW-11839) Yard selection on some settings screens was not working correctly
- (SPW-11779) Brochureware yards gain child dealership yard selection
- (SPW-11520) Data API and Group screens get a download option that includes yards
- (SPW-11462) Updates to the Database mapping tool
- (LAPI-943) Updates to the lead API lead notifications when a salesperson is specified in the payload
- (SPW-11560) A stricter role management check is now performed when a user with manager permissions access their dashboard calendar
- (SPW-11820) Enhancing the Listing Export Management screen to handle the Manual Trade Me selection options
- (SPW-10559) A large amount of work towards a new user type similar to SSO that will enable parent users to be included in child role management
- (SPW-12303) Amended some search issues with the trigram set up when only two characters are used