Release Notes - 21.09.1

Enhancements

  • New permission to control who can reassign a task
    • Head to Manage Users > Roles & Permissions to update your permissions
  • New permission to control who can reassign contacts
    • Head to Manage Users > Roles & Permissions to update your permissions
  • Attachments tab in contact record now instantly shows all attachments without an additional click
  • Notes tab in contact record now instantly shows all notes without an additional click
  • Cleaned up commercial business types to match industry standards
  • New tag filter option to exclude tags from a filter of contacts
  • Added all users to Relationship Routing page
    • For scenarios where the user should not be in the “Sales Team” but needs to appear on the “Relationship Routing” page
  • Users can now delete notes from a contact record
    • For E&O purposes, they will not be permanently deleted while the Better Agency account is active

Bugs:

  • Pressing "Enter" in Instant Search Works Now