Enhancements:
- Contact Addresses are now synced with the Contact Address object
- Updated the pipeline object to use Pipeline Contacts instead of relationships
- Added a function summary feature to display key function metrics
- Added a new function invitee list to replace the existing (visualforce) multiple invitee update functionality, including select all and more advanced filters.
- Update subscribers now updates the company of contacts to the current company the contact works for
- Added a de-duplicate invitees button onto Functions.
- Added a de-duplicate invitees button onto Publications
- Updated the display of internal contacts in the relationship summary component
- Updated the accounts display of the relationship summary component
- Updated the relationship visualisation component height and display
- OnePlace API v2.0 released to simplify the process for enabling the capture of matter feedback via forms generated by OnePlace
- Matter credential enrolment Lightning component to show a fee earner the matters they have worked on (driven by matter contacts) to allow them to register matters against their bio
- Lightning Component provided to show a clean view of the professional’s BIO
- Goal/Objectives module – version 1.0 released to early adopters
- Lightning New Contact wizard enabled for use on mobile and Lightning for Outlook
- New List Export to CSV to show Known By for the contact split into Known By Contact, Known By Firm, Known By Other. Please note this option will only work for lists that have less than 2000 list members
- Relationships at the Company Level – new way of displaying contacts and who they are known by so that the contact is only shown once and not repeated. This is a setting in the Lightning component. Also incorporates relationship strength/score
- Lightning Component provided to display structured feedback
- New Date field added on Invitee and Subscriber objects called “Date Delivered” for Vuture integration to leverage in future Vuture releases
- Batch Process option added to allow the Company of the contact on Known By Relationships to reflect their current company
...
Issues Resolved:
- Resolved issue with manage contact when a client has more than 1000 users
- Resolved display issue with Areas of Interest components on Contacts and Functions
- Resolved issue where the Area of Interest Codes was not always cleared out when the compliance feature was enabled and a contact unsubscribed from the interestResolved Issues with 2 line company addresses
- Resolved issue with pop up message when deleting relationships and the user did not have the rights to delete the relationship
- The salutation field in the Lightning New Contact wizard is now populated with the values configured by the firm
- Issue with population of “No Company” in the Lightning New Contact wizard has been resolved
- Issue resolved with validating contact being entered with Full Contact if you have the subscription for Full Contact
- Issues with the new Lightning Invitee Update component resolved with populating the correct values for Attendance and RSVP fields