New Features

Overall System

• Added standard and custom icons to most OnePlace custom components.
• Added new lightning page layout for 3 column main view

Clients and Markets segmentation - v246

• Added features to group companies together into key client groups, market and industry segmentation.
• Added functionality to maintain budgets for Client and Market segments.
• Added a new Contact Relationship Plan component, including task management.

Lists

• Merge list feature enhanced with added by merge / combine options
• Updated Manage Contacts email search to use all available email addresses on the contact.

OnePlace Panel

• OnePlace Panel updated with the tree control and numerous UI updates and changes.

Secondments

• Added new tab, objects and page layouts for the management of secondments.

Relationships

• 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.

Tasks

• Added a new Activity Timeline component which displays tasks for the user or work on behalf of (which can be use on the homepage).

Addresses

• Contact Addresses are now synced with the Contact Address object.

Objectives

• Added action planning to the section with tasks to the Objectives component.

Pipeline / Opportunities

• Update the pipeline object to use Pipeline Contacts now instead of relationships.

Functions

• Added the 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.

Publications

• Added a de-duplicate invitees button onto Publications.

Bugs

Overall System

• Resolved recompilation issue with v.244 and v.245

Relationships

• 100% CPU issue for Activity Summary component resolved.

Contacts

• New contact wizard address changes updated to use custom metadata for address types.

Companies

• Changes to new contact address component.

Areas of Interest

• Resolved display issue with Areas of Interest components on Contacts and Functions.

Addresses

• Issues with 2 line company addresses resolved.

Lists

• Resolved issue with manage contact when a client has more than 1000 users.

Package link for 246.5 : https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000VRgN

To install version 246 : Field History Tracking needs to be enabled on the Relationship object and Set History Tracking should be set on the Relationship Strength, Relationship Point and Relationship Notes fields.