New
- Customer segments. Build a segment of customers from rules, grouped however you need, and preview who it includes each time you save. Find it under Customers › Segments.
Sales Showroom · Workspace - Create a workspace from the switcher. Start a new workspace straight from the workspace switcher.
All products · Workspace
Improved
- Running tasks as notifications. Imports, syncs and other running tasks show as notifications wherever you are in your workspace.
All products · Workspace - Saved searches appear in your saved search manager as soon as you save them.
All products · Workspace - Page size remembered. Lists keep the number of results per page you chose for the rest of your session.
All products · Workspace - Search at the top. Search now sits at the top of each list, so your results start higher up the page.
All products · Workspace
Fixed
- Sending to a customer from an opportunity no longer reloads the page.
Sales Showroom · Workspace - Scheduled tasks now opens for everyone who has access to it.
All products · Workspace - Long file names now show in full in your files list.
All products · Workspace