Notes for September 29, 2021
- Some managers may have been able to search for a deal only to find that the Deal Profile was blank once viewed. We have corrected this so that managers will no longer find these deals that they don't have access to instead of displaying empty profile page.
- Managers with access to the Account Maintenance page should notice significant improvements to load times and performance.
- When working with Activities and choosing to schedule a follow-up or the save and add another options, the new activity will now only be copying over the Contact, Account, Agency, and Outlets. Previously it was also copying the Project, Status, Notes, and Deal which was a bit too much for the typical workflow resulting in users deleting more information and increased activity creation times.