211.1.22
Issues Resolved New FeaturesNew Features
- Added Analysis code columns and filters to task search
- Added Analysis code columns and filters to opportunity search
- Added Analysis code columns and filters to case search
- Added Analysis Codes to Company Search and filters
- Added Analysis Codes to Person Search and filters
- Added Memo count endpoints to the API
- Added the option to right click and check spelling on text boxes
Issues Resolved
- Made fixes to the migrate companies process where it was duplicating end users when running multiple times, and not adding the address into the addresses tab
- Changed the Document No Confirmation Form to always set the dialog result to ‘OK’ when closed
- Updated export instruments to show errors and continue rather than hanging
- Resolved an issue on company export where the process would hang if a linked Sage account was deleted
- Resolved an issue on company details form where it would not load correctly if a linked Sage account was deleted.
- Resolved an issue in the Sage Contact Migration instrument where an error could be displayed if the primary contact was not saved
Date applied: February 9, 2022